Agiled AI
Cases
See what a worker is handling, what it is waiting on, and what happened so far.
A case is a worker's file on one record: one invoice, one project, one lead. A worker never loses track of a record, because everything it does about it goes into the same case.
What a case shows
- The record, with an Open record link.
- Where things stand: a short summary, who or what the case is waiting on, and when the worker checks again.
- Needs your approval: pending proposals for that case.
- What happened: a timeline of the event that opened the case, what the worker proposed, what you approved, edited, or rejected, escalations, and notes.
- Case details: the status, the worker, who it is waiting on, the next check, who it was handed to, and when it was opened and closed.
Case statuses
| Status | Meaning |
|---|---|
| In progress | The worker is working on it. |
| Waiting | The worker is waiting for something, such as a client reply or a date. |
| Needs your review | The worker has proposed something and needs a decision from a person. |
| Escalated | The worker handed the case to a teammate. See Escalation. |
| Done | The outcome was reached. |
| Dismissed | You closed the case without finishing it. |
Find your cases
- Work page: open AI Workers › Work. Cases that need attention are listed first, under Your active cases (Mine) or Team's active cases (Team).
- A worker's Cases tab: filter by Active or Done. Finished cases include dismissed ones.
You only see cases about records you have permission to see.
Act on a case
- Run now asks the worker to look at the case immediately instead of waiting for the next check.
- Mark done closes a case whose work is finished. You can add a note.
- Dismiss case (in the More case actions menu) closes a case that should not continue, for example because the invoice was cancelled. You can add a reason.
Closing a case does not undo anything the worker already did. Running a case now still asks for approval before it changes anything, and it uses AI credits.
Cases and approvals
Pending approvals appear on the case that created them. Approving, editing, or rejecting records the decision on the case timeline. See Approvals.