Tracking your Cases

Once you've created a Case directly in Foxo or via an integration, you will be able to keep track of the status of your Case. You can also have a 1:1 chat with the Team member who claimed your Case

1. Go to the menu Cases to access the Case list.

 

2. Here you can filter your Cases by their status. 

💡 You will be notified if someone has claimed your Case, and of any activity in the Case chat. For example, if the member of the claiming Team has further questions etc. 

 

3. Once the Case has been actioned, the Team member who claimed the Case will request the Case to be closed. Once you're happy with the completion of the Case, click into the Case and press Close. This will confirm the request to close. 

4. Add a final note (if required) and press close. Adding a note is optional. 

 

5. You will be able to access all 'Closed' Cases via the filter menu.