What are Cases?

Send and manage actionable requests efficiently - whether to a Team or an individual. Track progress, collaborate in real-time, and ensure timely resolution with clear Case workflows.

What are Foxo Cases? 

A Case is an actionable request or task that can be sent to Team or an individual with a Normal, High, or Urgent priority. A member of the receiving Team - or the designated individual - can claim the Case, take action, and engage in a 1:1 chat or call with the Case creator if needed.

Case Lifecycle 🚀

1. Case Creation

• The Case creator initiates a Case and send it to a Team or an individual.
• Cases can also be sent to multiple Teams or multiple individuals.

2. Case Assignment

• The individual or a member of the Team then claims the Case. 
• The Case can be shared with another Team or individuals for additional support.

• The assigned team member or individual takes action to resolve the Case.
• 💡 Even after a Case is claimed, another Team member can take over if needed.

• Once the Case is actioned, the Case claimer can send a close request to the Case creator, moving the Case in a "pending closed" state.

5. Case Closure

• The Case creator can either confirm to close it or reopen it if further action is needed
• 💡 If the Case creator doesn't close the Case within 7 days, the Case will be automatically closed unless the Case creator reopens it during this time.