- AI-Agent
- Ready to Run
Create Support Cases
Open cases from flagged customer accounts and return their numbers
Use this Agent instantly or customize it - no programming needed
- Flagged accountFlagged account
Your support flag identifies the customer account that needs a case.
- Problem noteProblem note
Your problem note tells support what went wrong for this customer.
- Account historyAccount history
Your recent account history gives the case useful customer context.
- Mapped customer IDMapped customer ID
Your mapped customer ID connects the account to the right support customer.
- Previous case numberPrevious case number
Your account's prior case number shows whether this flag already reached support.
- Case rulesCase rules
Your team's rules determine which issue type and priority fit the problem.
- Matching support caseMatching support case
A case with this account reference shows whether the handoff already happened.
Your customer account tool provides the account's problem note and history, then stores its case number.
Your support case tracker finds matching cases, creates new ones, and returns their numbers.
- Review statusReview status
Your account shows Needs review and the detail you need to clarify.
- Review statusReview status
Your account shows Needs review and the detail you need to clarify.
- Case number and linkCase number and link
Your account shows the case number and link with its Case opened flag.
- Support caseSupport case
Your mapped customer's case carries the issue type, priority, and account reference.
- Failure detailFailure detail
Your account keeps the failure detail while the flag stays ready for retry.
- Case number and linkCase number and link
Your account shows the case number and link with its Case opened flag.
This Agent starts when your manager flags a customer problem. It reads account notes and opens a support case using your rules. Your manager finds the case number on the account.
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AirtableUsed as:
- Customer account tool
Airtable provides the account's problem note and history, then stores its case number.
SalesforceUsed as:
- Customer account tool
Salesforce provides the account's problem note and history, then stores its case number.
- Support case tracker
Salesforce finds matching cases, creates new ones, and returns their numbers.
monday.comUsed as:
- Customer account tool
monday.com provides the account's problem note and history, then stores its case number.
- Support case tracker
monday.com finds matching cases, creates new ones, and returns their numbers.
ZendeskUsed as:
- Customer account tool
Zendesk provides the account's problem note and history, then stores its case number.
- Support case tracker
Zendesk finds matching cases, creates new ones, and returns their numbers.
FreshdeskUsed as:
- Support case tracker
Freshdesk finds matching cases, creates new ones, and returns their numbers.
Microsoft Dynamics 365 CRMUsed as:
- Customer account tool
Microsoft Dynamics 365 CRM provides the account's problem note and history, then stores its case number.
- Support case tracker
Microsoft Dynamics 365 CRM finds matching cases, creates new ones, and returns their numbers.
Jira Service ManagementUsed as:
- Support case tracker
Jira Service Management finds matching cases, creates new ones, and returns their numbers.
Zoho DeskUsed as:
- Customer account tool
Zoho Desk provides the account's problem note and history, then stores its case number.
- Support case tracker
Zoho Desk finds matching cases, creates new ones, and returns their numbers.
KintoneUsed as:
- Customer account tool
Kintone provides the account's problem note and history, then stores its case number.
Made for your industry
Create Support Cases is made for businesses in these industries.
- Software
Open cases for flagged product problems and log their numbers on accounts.
Show all Agents for the Software industry - IT Services
Move flagged client service problems into support cases with clear priorities.
Show all Agents for the IT Services industry - Telecommunications
Open prioritized cases for flagged service problems on customer accounts.
Show all Agents for the Telecommunications industry - Web Hosting
Turn flagged hosting problems into support cases linked to customer accounts.
Show all Agents for the Web Hosting industry
Made for your role
Create Support Cases is made for people in these roles.
- Customer Service Manager
Prioritize cases from flagged accounts before they reach the support queue.
Show all Agents for the Customer Service Manager role - Account Manager
Open a support case for each flagged customer problem and log its number.
Show all Agents for the Account Manager role - Customer Support Coordinator
Create categorized cases from flagged accounts for the support queue.
Show all Agents for the Customer Support Coordinator role - Client Services Manager
Send flagged client problems to support with an issue type and priority.
Show all Agents for the Client Services Manager role - Customer Success Manager
Turn flagged customer issues into cases the team can track from the account.
Show all Agents for the Customer Success Manager role
Made for your department
Create Support Cases is made for people in these departments.
- Client Services
Open cases from flagged client accounts and log the number for follow-up.
Show all Agents for the Client Services department - Customer Service
Create prioritized cases from account problems for the support queue.
Show all Agents for the Customer Service department - Customer Success
Keep customer support handoffs visible by logging case numbers on accounts.
Show all Agents for the Customer Success department - Account Management
Turn flagged account problems into support cases with numbers for follow-up.
Show all Agents for the Account Management department
How Create Support Cases works
4 steps, in order, on every run.
-
Read the Account ProblemRead the flagged account’s problem note and recent history. Mark missing notes or customer IDs for review.
-
Choose the Case DetailsUse your issue types and priority rules to draft a case summary. Flag unclear details for review.
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Find or Open a Support CaseSearch for a case with this account reference. Open a case for the mapped customer when none exists.
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Return the Case NumberRead the saved case number and link. Add both to the account and set its flag to Case opened.
How to Get Started
Connect the tools you already use, such as Airtable, Salesforce or monday.com.
9 tools
- Choose the account support flag, issue note, case number, case link, and review status fields, and have managers set the flag to Ready for support only after writing the problem note.
- Store each customer's case-tracker account ID on its account so the case can be attached to the right customer.
- Set the allowed issue types, priority rules, and the support team's review status for incomplete flags.
- Add a source account reference field to support cases so retries can find a case already opened from the same flag.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Create Support Cases:
You choose the allowed issue types and priority rules during setup. If the notes leave either unclear, your account shows what needs review.
Your manager sees Needs review and the missing detail on the account. They can correct the flag before a case opens.
A retry looks for a case with the source account reference first. If it finds one, your account gets its number and link.
Your account stays flagged and records the failure for another try or human follow-up.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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