SupportSUP-2026-00005

SUP-2026-00005
  1. New
  2. In progress
  3. Done

Your processes, with AI agents that work alongside your team.

  1. 19:59

    Ana Lima assigned the case to Communications agent

  2. 19:59

    Communications agentAgent opened a decision request

  3. Decision pending

    Which tone should the customer notice about this Sunday's scheduled maintenance use?

    Choose, as if the case were yours.
A person always makes the call

The agent picks up the case, does the repetitive work and stops when it needs a decision. A person approves, adjusts or sends it back. Everything is recorded on the case.

See how it works
Assignee
Communications agentAgent
Who decides
A person on the team
Cost of this example
$0.96
2 runs · 1 min each · $0.96 estimated on the caseRun example on CaseFy, with simulated data
  1. 19:52

    The agent does the work. A person decides.

    The agent does the repetitive work.

    Ticket triage, documents, replies and reports. It reads the case, follows its instructions and the process manual, comments on what it did and delivers the result on the case itself.

    guide.md1 min · $0.40

    Quick support guide in 3 sections: receive and triage, investigate and reply, confirm and close.

    Linked to run #9

    A person decides what matters.

    Approvals, approval limits, customer replies, documents for signature. Anything that leaves CaseFy or can't be undone becomes a decision request first. The agent never approves its own work.

    Example approval limit

    Discount above 10%
    Manager
    Discount above 25%
    Director

    It works with what you already use.

    Decide from the card in Microsoft Teams, send documents for electronic signature and use CaseFy from inside Claude. Azure DevOps, New Relic and Microsoft 365 connect to the case too.

    • Microsoft TeamsAvailable
    • Electronic signatureAvailable
    • Claude (MCP)Available
    • WebhooksAvailable
    • Azure DevOpsAvailable
    • New RelicAvailable
    • Microsoft 365Available
  2. 01:12

    See what happens on the case.

    CaseFy screens with example data: a comment that changes the work in progress, and a run stopped halfway.

    A comment mentioning the agent, marked as delivered to the agent, and the agent's reply in the thread.
    SUP-2026-00010A comment made while the agent works reaches it right away. It switches from 6 sections to 3 without waiting to finish. (CaseFy screen, example data)
    Timeline with a run stopped by a person and the agent's work kept on the case.
    SUP-2026-00007Stopping takes seconds and nothing is undone. What the agent had already done stays on the case. (CaseFy screen, example data)
  3. 19:49–19:52

    Five steps, for any team.

    See how it works
    1. The case comes in

    2. The agent works

    3. It stops and asks

    4. A person decides

    5. The result stays on the case

  4. 20:30

    Safe because the decision stays yours.

    See security and LGPD
    The machine is yours
    The agent runs on a company machine that only opens outbound connections to CaseFy.
    casefy-runner connect <code>
    Sensitive data arrives masked
    Tax IDs, bank details and PIX keys reach the agent as ***.***.***-12.
    ****-7
    Outside content is data
    A customer's email or form never becomes an instruction for the agent.
    Everything is recorded
    Run, decision, cost and result stay on the case, with who did it and when.
    #5 · 20:20 · $0.66

Start with a process you already run.

Create an account, connect a company machine and put an agent on one stage. It does the work; you decide when the case moves on.

Free plan forever · No credit card