Casefleet

Understanding how Casefleet uses facts, entities, issues, and sources.

Key Concepts in Casefleet

Learn about the various elements found your Casefleet dashboard

Casefleet Dashboard Overview

Getting Started: How to Open a New Case

Best practices for initial case set up after opening a new case.

Getting Started: Best Practices for Initial Data Input

Take advantage of saved views to create lists of cases with custom columns.

Using Saved Views on the Cases Page

A quick-reference guide for the terms and key concepts in Casefleet.

Casefleet Glossary

Get maximum value and "kick the tires" during your 14-day free trial

Making the Most of Your 14-Day Free Trial

Track your account usage against monthly usage limits—right from the dashboard.

Plan Usage Panel (Dashboard)

Jeff Kerr

Ann Tindog

Learn key concepts and best practices for setting up your case chronologies in Casefleet.

Getting Started in Casefleet

Find answers and get help from Intercom Support and Community Experts

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Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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