Enable the Case creation AI agent to create cases

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Activate the HCO case intake is complete trigger within AI Agent Studio for the Care team operations case creation AI agent to create cases after case intake.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > AI Agent Studio > Overview.
    2. In AI Agents, select Care team operations case creation AI agent.
    3. In Add Triggers, select HCO case intake is complete.
    4. Set Trigger is on to true.
    5. Select Save.

    Ergebnisse

    Cases are now created by the Care team operations case creation AI agent after the intake process is completed.