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Home Platform Case Inbox

Case Inbox

Where the call becomes a job

Other platforms hand you a transcript and consider the work done. A transcript is a record of talking. A case is a record of what happened next.

1Record per interaction
6Visible action states
FullAudit trail
Inside a case

Everything about one customer, in one place

Identity and contact

Who called, on what number, and whether you have dealt with them before.

Intent and collected data

What they wanted and every field gathered, marked valid or missing.

Transcript and summary

The full conversation plus a plain summary you can read in ten seconds.

Sentiment and priority

How the call went and how urgently it needs a person.

Booking and messages

The appointment, the confirmation, and every message sent.

Tasks and approvals

Internal work created, and anything still awaiting approval.

Workflow stage

Exactly where the case sits in the path you designed.

Outcome

Booked, resolved, escalated, no-show or lost, recorded when it closes.

Open until finished

Not until the caller hangs up

A case closes when the job is done

Not when the conversation ends. It closes when the work is complete, the customer has been told, and the record is finished.

That is the difference between call software and operations software, and why nothing disappears between the phone and the workshop.

Case 4118, open
CustomerK. Patel
IntentNo heat, emergency
PriorityHigh
AssignedOn-call, Dan
BookingTonight 21:15
ApprovalOut-of-hours rate, awaiting
Questions

Worth asking before you buy

Can I export cases?
Yes, individually or in bulk, including the audit trail. Your data stays yours and you can take it with you.
Does it replace my CRM?
No. It writes into the CRM you already use. The case inbox is the operational view of what the agent did, not a second customer database.
Can I reopen a closed case?
Yes, and the reopening is recorded. Useful when a customer rings back about a job you thought was finished.
Are repeat callers recognised?
Yes, by number. It can greet them by name and reference the last job rather than starting from scratch.
Can I assign a case to someone?
Yes, manually or by rule. Unassigned cases past your response target are highlighted rather than left to drift.

See your own calls become cases

Book twenty minutes and watch one go from ringing to closed.