Creating a Case by One Click

Prerequisites

The Case 2.0 feature has been enabled for the tenant space.

Procedure

1. Click on the workbench as an agent.
2. Select a case type based on service requirements on the Select Work Order Type pop-up window that is displayed.

   The system automatically extracts information contained in the text of the conversation between the customer and the agent and provides top 3 case types for the agent to select from.

3. Select a case type, the Case Information page is displayed on the right of the workbench.
4. Configure the case content.

   Table 1 GUI elements on the Case Information page

   Element	Type	Description
   Case Type	Drop-down list	Case type associated with a case. The options are all case types configured on the Configuration Center > Case Configuration 2.0 > Case Configuration > Case Type page of the tenant space.
   Case Title	Text box	Short description of a case. This parameter can contain a maximum of 128 characters. The system automatically extracts information contained in the text of the conversation between the customer and the agent and sets this parameter.
   Case Description	Text box	Case details. This parameter can contain a maximum of 20,000 characters. The system automatically extracts information contained in the text of the conversation between the customer and the agent and sets this parameter.
   Deadline	Time selection control	End time of a case.
   Priority	Drop-down list	Priority of a case. The options are as follows: Low Medium High Critical
   Source	Drop-down list	Source of a case. The options are as follows: Voice Whatsapp Web Email
   Associated Customer	Drop-down list	Customer associated with a case. The options are customers configured on the Customer Center > Customer Center Management page.
   Assignment Mode	Option button	Assignment mode. The options are as follows: Manually Auto Automatic assignment is performed based on the case assignment rule on the Configuration Center > Case Configuration 2.0 > Case Configuration > Case Assignment Rule page.
   Owner Type	Option button	Owner type. The options are as follows: Case Queue: Assign the case to a group. Agent: Assign the case to an agent. This parameter can be configured only when Assignment Mode is set to Manually.
   Owner	Drop-down list	Case owner. When Owner Type is set to Case Queue, select the case queue configured on the Configuration Center > Case Configuration 2.0 > Case Configuration > Case Queue page. When Owner Type is set to Agent, the options are all employees in the tenant space. If Claim is selected, the owner is the creator of the current case by default. This parameter can be configured only when Assignment Mode is set to Manually.
   Attachment	Button	Uploading an attachment. The attachment supports the following formats: JPG, PNG, PDF, JPEG, GIF, DOC, and DOCX. A maximum of five attachments can be uploaded, and the size of an attachment cannot exceed 5 MB.
   Customer Notification	Check box	Whether to notify the associated customer and the notification mode. The options are as follows: Customer Notification--Email Customer Notification--SMS The corresponding email address or mobile number of the customer to be notified needs to be configured on the Customer Center > Customer Center Management page.

5. Click Save.