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Partner Cloud
Partner Cloud | Create Case

Partner Cloud | Create Case

Creates a detailed support case with a structured summary, relevant conversation history, and a linked chat transcript when triggered from supported messaging channels. This context helps reps resolve issues efficiently and avoid repeated interactions.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Einstein Platform add-on or Agentforce for Service add-on
User Permissions Needed  
To build and manage Service Agents:

Manage Agentforce Service Agents AND Manage AI Agents

OR

Customize Application

Action Details

API Name CreateCaseEnhancedData
Reference Action Type Flow
Reference Action Create Case with Enhanced Data
Inputs verifiedCustomerID, messagingSessionID, caseSubject, caseDescription
Outputs caseRecord
Does this action execute one or more prompt templates? Yes

Examples of Utterances That Trigger This Action

  • Can you create a case for me?
  • I want to talk to the Channel Manager.
  • Create a case for me, for this issue.
  • I need help in fixing this issue.
  • Please create a case for this issue.
  • Please route me to a live agent / channel manager for this issue.
  • Create a case for my issue where "My dashboard isn't updating."
  • I want you to create a case for the issue mentioned above.
 
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