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Workflow

Rules that route and process cases automatically.

Definition

A workflow is a sequence of rules and steps for handling a case: who gets it, which statuses it goes through and what happens automatically.

In practice

Workflows ensure similar requests are treated the same way — for example a complaint handled first by service, then by the warehouse and finally by accounts. Automatic steps such as confirmations or reminders save manual work.

At Debesis

In Debesis you set rules for assignment, statuses, notifications and automatic closing; subtasks can go to other departments without splitting the case.

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