Case Management

Manage Customer Cases Intelligently,
Elevate Satisfaction Further

Handle every customer case end-to-end — from intake and SLA tracking to resolution — with AI that detects issues from chat and recommends solutions so your team works faster and delivers better care.

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Try for free with AI ✦ that will take your experience to the next level

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AI ✦ Assistant

Detect Issues, Open Cases Faster, and Resolve Them More Accurately with AI

AI detects customer issues from chat and suggests case creation instantly, automatically pulling key context from conversations. Case AI Assistant then recommends reply approaches and resolution steps so your team can respond faster and more accurately.

Case AI Assistant

AI summarizes and analyzes cases, recommends replies and resolution steps, helping your team handle customer issues with more confidence and structure.

Chat AI Detection

AI detects problem signals in customer conversations and suggests opening a case immediately, so your team can track every issue without anything falling through the cracks.

Every Case, Fully Managed

Full Case Visibility, Clear Tracking, and Smarter Resolution

Transform scattered cases into an organized system with Kanban View that arranges every case by stage clearly, with category separation so the team can see the full picture and track status with ease — enhanced by AI that recommends resolution approaches for greater accuracy.

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All-in-One Case Details

All Case Details in One Place for Seamless Support

Consolidate all case information — name, description, category, dates, and tags — linked to deals, activities, and customer chats. Sales teams see full customer context before following up, reducing time spent searching and enabling continuous, uninterrupted care.

Stage Setting

Build a Case Workflow That Fits Your Team

Flexibly customize stage names and order on the case board to align with your team's actual process. Team leaders gain a clearer view of each case's status and an overall picture of customer care progress.

Case Category & SLA Setting

Stay Ahead of Delays with Smarter Case Prioritization

Create case categories and define SLAs by issue type — whether it's first-response time, resolution time, or pre-deadline alerts — to prioritize urgent cases and reduce delays in customer care.

Multiple Assigned Members

Shared Visibility That Keeps Customer Care Moving

Assign a primary case owner and add multiple participants, enabling sales teams, service teams, and stakeholders to collaborate continuously. Even when the primary owner changes, previous owners can still follow progress.

Auto-Assign Case

Smarter Team Routing That Keeps Every Case in Motion

Automatically route cases to the right team member based on defined categories, with real-time visibility into each person's current caseload. Teams distribute work appropriately and reduce the risk of important cases being overlooked.