Create a case
Overview
Create a follow-up case from an interaction or manually.
Before you start
- You can access Cases.
- You have a title for the case.
Complete the workflow
- Go to Inbox / Cases.
- Open Cases.
- Find Create manual case.
- Enter Title.
- Choose Severity.
- Choose Owner or Assigned team if needed.
- Click Create case.
Review the result
The new case appears in Case management queue.
Troubleshooting
- If Create case is disabled, enter Title.
- If the API rejects the change, check entered IDs and required fields.