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Autocase for Service Cloud Agents

Automate Case Management

Overview

Autocase allows service agents to automate their case management process by allowing them to prioritize the list of cases they are working on.

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See How Autocase for Service Cloud Agents Works

  • Automate case assignement

  • Filter out cases that are being worked on by team mates

  • Manager override, allows super users to dictate what their team mates are working on.

  • Enable service agents to create a list of cases to work on

  • Automatically move between cases based on the list view/sort order configured while setting up the autocase plugin

  • Indicates if a case is being worked on by another agent

Autocase is a freemium app on Salesforce.

Categories

Business Needs
Customer Service
Industries
Financial Services
Government
Healthcare & Life Sciences
Personas
Business Operations Manager
Business User
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package