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, resolve it and engage in a 1:1 Chat with the Case Creator for further communication if needed.
• The Case can also be forwarded to other Teams or individuals for assistance. 
  

1. Create

• 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. Claim

• 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.
• 💡 Even after a Case is claimed, another Team member can take over if needed.

• Once the Case is done, the Case claimer (or any Team member with access to the Case) can mark the Case as complete. 
• The Case creator is notified, and the Case is now listed under the 'Completed' filter for easy tracking and review. 
• 💡For workflows where claiming and/or completion isn't required, Cases can simply be closed once actioned.

• The Case can be closed by the Case creator or any Team member with access to the the Case.  resolved. This will move the Case to the "closed" filter in the the list. 
• If no action is taken, the Case will auto-cloe after 7 days. 

5. Case Reopen (if applicable)

• If further action is required, the Case can be reopened by the Case creator or any Team member with access to the Case.