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Guides and workflows / Create a case

Create a case

Overview

Create a follow-up case from an interaction or manually.

Before you start

  • You can access Cases.
  • You have a title for the case.

Complete the workflow

  1. Go to Inbox / Cases.
  2. Open Cases.
  3. Find Create manual case.
  4. Enter Title.
  5. Choose Severity.
  6. Choose Owner or Assigned team if needed.
  7. Click Create case.

Review the result

The new case appears in Case management queue.

Troubleshooting

  • If Create case is disabled, enter Title.
  • If the API rejects the change, check entered IDs and required fields.