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
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.
Hjalp denne artikkelen med å løse problemet ditt?
La oss få vite det slik at vi kan forbedre!
Laster
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.