CaseFlow
Transform Every Customer Email Into An Intelligent Case
CaseFlow is a Salesforce-native case management platform that automatically converts customer emails into structured support cases, intelligently assigns them to the right teams, tracks SLA performance, and gives managers complete visibility across the customer support lifecycle.
From Lost Emails To Structured Support
Scattered inboxes and manual tickets slow support teams down. CaseFlow automates the entire lifecycle inside Salesforce.
Customer Emails Lost
Important customer emails remain buried across multiple inboxes.
Manual Case Creation
Support teams manually create and assign every ticket.
Wrong Agent Assignment
Cases frequently reach the wrong support representative.
Missed SLA Deadlines
Response commitments are often missed without tracking.
Scattered Communication
Customer conversations stay fragmented across channels.
No Visibility
Managers cannot monitor support performance in real time.
Automatic Case Creation
Emails instantly become structured Salesforce support cases.
AI-Powered Routing
Cases automatically reach the right agent or queue.
Priority Assignment
AI identifies urgency and applies intelligent prioritization.
SLA Monitoring
Timers and reminders ensure SLA compliance automatically.
Unified Customer Timeline
Every customer interaction is available in one place.
Real-Time Visibility
Live dashboards provide complete operational insights.
Everything You Need to Automate Customer Support
Automatically convert incoming queries from Email, WhatsApp, and SMS into Salesforce cases while preserving the full conversation history.
- Auto-create cases from Email, WhatsApp & SMS.
- Preserve full conversation history across every channel.
- Attach files and media automatically.
- Zero manual data entry required.
Omnichannel Case Automation
Automatically convert incoming queries from Email, WhatsApp, and SMS into Salesforce cases while preserving the full conversation history.
- Auto-create cases from Email, WhatsApp & SMS.
- Preserve full conversation history across every channel.
- Attach files and media automatically.
- Zero manual data entry required.
A Customer Journey, Fully Automated
Follow a support ticket as it travels from first contact to resolution inside Salesforce.
Capture Customer Query
Create & Route Case
Resolve Issue
Close & Analyze
Capture Customer Query
Every inbound customer query — from Email, WhatsApp, or SMS — is captured automatically and prepared for structured case creation inside Salesforce.
Key Deliverables