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For additional information about creating cases, see the sections [[agent-guide/UnderstandingEmailCasesandThreads|Understanding Email Cases and Threads]] and [[agent-guide/HowtoCreateaCasefromaChatSession|How to Create a Case from a Chat Session]].

Revision as of 05:36, 4 October 2018

Other languages:
English • ‎日本語
• 5.2




  • 関連性
  • 作成日
  • 更新日
  • 顧客情報の最終更新
  • SLAエイジ %
  • From
  • 件名
  • フラグ


Searching for a Case

To search for cases, use the search bar at the top of the contacts section; searching may take place while on active calls or chats. You may search for cases by name, case number, or case title. The results of the search will appear under the Cases tab of the Contacts section. Additionally, cases may appear as a tab in the Selected Conversation’s Documents section if you are having an active conversation. If you have not sent an email from the case, it will be listed as Active; cases where a follow-up email was sent will be listed as Closed.

Search for cases in Contacts

Sending Follow-Up Emails from Cases

When selected, the case with the chat transcript will appear in the right panel; click the Open Open-Case-50.PNG button at the bottom of the panel. From here, you will have the option to send the customer a follow-up email, flag it, or transfer the case to another agent. To transfer the case, click the transfer Cases-Transfer-Button-50.PNG button. When an email is sent, it will be included in the case record.

Opening a case allows you to email the customer
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