Case Management Agent

• Reduces manual data entry and improves case accuracy
• Speeds up resolution times with real-time updates and automation
• Keeps customers engaged without increasing team workload
• Enhances operational efficiency by minimizing repetitive tasks
• Ensures consistent support experiences across channels
• Aligns automation with team roles to support different workflows
• Improves visibility and accountability through audit trails
• Scales with your needs while maintaining security and reliability

Ready to streamline your customer service with AI-driven case management? Contact us today to learn how!

• Automatically creates cases from customer chats and emails
• Updates case details in real time as conversations progress
• Sends automated follow-up emails for unresolved cases
• Prompts agents to close cases after a set number of follow-ups
• Uses AI-driven rules to trigger actions based on specific conditions
• Supports consistent handling across chat and email channels
• Allows role- or profile-based control of automation access
• Provides full audit history via Dataverse integration
• Built for production with secure, scalable AI and consumption-based billing