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Cases: A Complete Guide
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Cases
Cases: A Complete Guide
Cases is your central workspace for monitoring everything your AI Agents do - from handling data and generating results to managing calls, emails, documents, and photos. This guide walks you step-by-step through how to add data, open and work with Cases, use each menu inside a case file, collaborate with your team, and understand how Cases helps you oversee operations while the agent does the work for you.