Enable the Case creation AI agent to create cases

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: admin

    Procedimento

    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.

    Resultado

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