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.

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 should close the Case to signal it has been resolved. This will move the Case to the "closed" filter in the the list. 

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.