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Create a case

Use this guide to create a follow-up case from an interaction or manually.

Before you start

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

Steps

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

Result

The new case appears in Case management queue.

If it does not work

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