Capture cases and assign ownership
Build a consistent record of each case so the responsible team has the context it needs to investigate and respond. Capture structured case details, status, and ownership around your triage rules.
Keep every case moving toward resolution
Bring case details, owners, and follow-up into one connected workflow. IT gives teams purpose-built tools to manage exceptions, incidents, and service work within your existing controls.
Coordinate updates and follow-up
Connect the work around a case without asking teams to piece together messages, records, and decisions by hand. Use automations for reminders and agents to retrieve context within the tools IT permits.
Give every case a clear next step
Keep ownership, follow-up, and escalation connected.
User groupsClear ownership
Route cases to the responsible team and keep details and status in a shared record.
Automated follow-up
Send updates and reminders when a case changes or needs attention.
Controlled escalation
Bring exceptions to people with the context they need to decide.
Build more with the marketplace
Start with a workflow template, adapt it to your systems and controls, or explore the Budibase partner network for delivery support.
Template
Cybersecurity Incident Reporting
Capture security incidents from chat, classify severity, create response records, and escalate urgent issues immediately.
Template
Sales Credit Dispute Resolution
Investigate sales credit disputes, compare CRM and policy data, and route unresolved conflicts for decision.
Template
Ticket Follow Up Agent
Analyze stale tickets, nudge the right party, and close eligible tickets automatically.
Partner
Teiva Systems
Explore this service partner in the Budibase partner network.
You have questions. We have answers.
What kinds of cases can we manage?
Build workflows for incidents, disputes, and service issues. Capture a structured record, assign an owner, and follow the case through resolution.
Can we connect case data to other systems?
Yes. Connect your databases and APIs so teams can retrieve context and update the systems they already use.
How are sensitive cases and escalations handled?
Use roles to limit access to case information. Configure escalation rules and human approval where a decision needs oversight.
Can we self-host our case management tools?
Yes. Run on your own infrastructure or use Budibase Cloud, according to your organisation’s requirements.
Which templates can we start with?
Explore cybersecurity incident reporting, sales credit dispute resolution, and ticket follow-up templates. Adapt the records, integrations, and routing to your process.