Updated on 2024-10-12 GMT+08:00

Case Content Template

Prerequisites

  • The Case 2.0 feature has been enabled for the tenant space.
  • You have the Case Configuration permission.
  • An enabled case template is available.

Procedure

  1. Sign in to the AICC and choose Configuration Center > Case Configuration 2.0 > Case Configuration > Case Template Content.

    Figure 1 Case Template Content page

  2. Click Create. In the Case Content Template Information area, set Content Template Name and Associated Case Template, and click Save.

    Figure 2 Case Content Template Information area
    Table 1 Parameters in the Case Content Template Information area

    Parameter

    Description

    Content Template Name

    Mandatory.

    Associated Case Template

    Select a value from the drop-down list. The options are case templates on the Case Configuration > Case Template page. For details about how to create a case template, see Case Template.

  3. Click Edit. On the editing page, enter case template information.

    Figure 3 Edit button
    Figure 4 Case Template Info area
    Table 2 Parameters in the Case Template Info area

    Parameter

    Description

    Title

    Case title. The value can contain a maximum of 128 characters.

    Content Description

    Case content description.

    Priority

    • Low
    • Medium
    • High
    • Critical

    Source

    • Voice
    • Whatsapp
    • webchat
    • Email

    Deadline

    Case deadline.

    Associated Customer

    • The options are customers in the customer center. You can sign in to the AICC as a tenant administrator and choose Customer Center > Customer Center Management to view customers. For details, see Managing the Customer Center.
    • You can directly create a customer. For details, see Creating a Customer.

    Assignment Mode

    • If this parameter is set to Manual, you can assign the case to a skill queue or an agent.
    • If this parameter is set to Auto, the case will be assigned based on the case assignment rule on the Case Configuration > Case Assignment Rule page. For details, see Case Assignment Rule.

    Owner

    The options are all employees in the tenant space. If you select Claim, the owner is the case creator by default.