How do I close the current case I am working on and create a new case on behalf of the customer?

To close a case you are working on you must:

  1. Login to your tolktalkCX account;
  2. From the dashboard click Cases in the menu on the left hand side;
  3. Find the case you would like to close and change the status of the case to closed, or click details to open a more detailed view of the case, then change the status to closed.

You can then open a new case on behalf of the customer by following the steps on how to create a manual case.

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