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Review and automation

Introduction

Key Concepts6 Using Workflows19

Features

FAQ

Managing Workflows3 Use Cases2 Testing and debugging1

Introduction

Key Concepts11 Using Cases19

Features

Configurations

Cases Field Editor Case Action configurations Cases Filterable Fields

Analytics and Exports

Cases Analytics Case exports

FAQ

Creating cases3 Template management1 Email Functionality2

Introduction

Key Concepts4 Using Graph1

Introduction

Reusable identity

Introduction

Features

Introduction

Developer tools

Introduction

Using the Persona API2

Introduction

Using Webhooks1

Introduction

Data tools

Introduction

Introduction

Key Concepts2 Using Lists3

Introduction

Key Concepts1 Using Imports1

Features

Insight Query Tool

Introduction

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Using Cases

Understanding how to use Cases

19 articles

Automatically creating a Case for Inquiry that needs review1 min Using Case Data Paths, Data Expressions, and Smart Inputs4 min Requiring Case comments1 min Showing, hiding, and rearranging columns in your Case list2 min Using filters and saved views of Cases4 min Availability Status in Cases2 min Creating a Case2 min Assign Case deadlines1 min View Case deadlines1 min Using Checklists in Cases2 min Converting Case Field Types5 min Creating Alerts and SAR Cases2 min Updating SAR filing configurations2 min Setting SLAs for deadline tracking in Cases1 min Filing a SAR with Cases5 min Using email module in Cases1 min Joining the early access program for Case Review Agents4 min Understanding data privacy and security controls for Case Review Agents3 min Using Case Notifications1 min