Once a case is indicated as Retained in Captorra, it will automatically transfer to 8am CasePeer with a Retained case status. Your team will receive the usual notifications that have been set in the Captorra account for new case assignments.

When do Cases go from Captorra to 8am CasePeer?

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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