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Autocase for Service Cloud Agents

Automate Case Management

No Ratings
Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

Industries
Financial Services
Government
Healthcare & Life Sciences
Business Need
Customer Service
Requires
Service Cloud

Highlights

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

Provider Details

Proventeq is an IP-led Data & AI and Salesforce services partner that helps organizations unlock value from enterprise data and content, combining data platform modernization, AI-enabled automation, Salesforce consulting, implementation, data migration, analytics, and managed services. Across Salesforce, Proventeq delivers Agentic Analytics with Tableau Next, Data 360, Informatica and Agentforce, creating trusted, governed, real-time insights in the flow of work. Proventeq owned IP and accelerators include Proventeq365 for Microsoft 365 migration, governance, storage optimization and AI readiness; Salesforce–SharePoint integration that uses SharePoint as a document store while maintaining Salesforce access; Autocase, a freemium AppExchange app for automated case prioritization; and the Salesforce Accelerator for Microsoft Fabric & Power BI to create governed, Copilot-ready analytics foundations.

Pricing Details

Freemium

You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.

This solution supports a maximum of 3 users

Autocase-Business Plan

$15 USD/user/month

Free trial available for 30 days

Lowest Starting Price