Case Swarm

    • Live Salesforce Data

      Set up templates with pre-filled case data, saving time for your agents and standardizing case escalations.

    • Audit-Level Track Changes

      Discuss any word to drive clear decisions. Every edit is tracked, so historical case resolution data is never lost.

    • External Sharing

      Share case swarms with teammates who don't live in Service Cloud to keep everyone on the same page.

    Close tough cases quickly without disconnected email and chat threads.

    When it comes to complex customer issues, service agents often spend more time hunting down answers than engaging the customer. Agents are left scrambling between different applications, corralling inputs from multiple teams, and switching between applications. Collaborative case swarming with Quip puts everyone on the same page. Satisfy urgent customer needs through real-time document collaboration that’s always connected to Service Cloud.

    Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.

    • Live Salesforce Data

      Set up templates with pre-filled case data, saving time for your agents and standardizing case escalations.

    • Audit-Level Track Changes

      Discuss any word to drive clear decisions. Every edit is tracked, so historical case resolution data is never lost.

    • External Sharing

      Share case swarms with teammates who don't live in Service Cloud to keep everyone on the same page.

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