Skip to content
Help Center
withpersona.comDashboard

Cases

Build and customize review processes that fit your team and business

Introduction

Key Concepts

Learn about the key concepts, models, and vocabulary around Cases
  1. Cases Overview1 min
  2. Case Status3 min
  3. Cases Template3 min
See all articles in Key Concepts

Features

Layout

Learn about the features of Cases you can use to customize individual case views for your teams to efficiently review and investigate collected, enriched, or extracted information

Cases: ModulesCases: Layout Module Visibility configurationCases: Module Actions
29 articlesExplore

Configurations

Learn about the features of Cases you can use to help your team meet deadlines, conduct thorough reviews, and help you understand Case loads

Cases Field EditorCase Action configurationsCases Filterable Fields
3 articles

Analytics and Exports

Learn about Cases Analytics and Exports

Cases AnalyticsCase exports
2 articles

FAQ

Creating cases3 questionsThe most frequently asked case creation questions asked by Persona Community members
How do I automatically create a Case for review?Why did my case objects fail to attach?How to Prefill Case Actions?
Template management1 questionThe most frequently asked case template management questions asked by Persona Community members
What is Cases Enhanced?
Email Functionality2 questionsThe most frequently asked Cases email module and functionality questions asked by Persona Community members
Why did my email attachment fail?How are my emails getting routed?