ResolveCX

    Case management

    Customer Service Case Management Software for Regulated Operations

    ResolveCX is customer service case management software for complex, cross-team issues. Bring interactions, evidence, tasks and decisions into one governed record, with accountable ownership and human-controlled outcomes.

    One accountable case record Human-controlled outcomes
    Governed workflow overviewHuman review
    1. Capture

      Bring interactions and supporting material into one case.

    2. Coordinate

      Keep owners, tasks and contributors aligned.

    3. Decide

      Record rationale, approvals and customer communication.

    4. Close

      Apply closure criteria and review recurring issues.

    01The useful distinction

    A ticket records work. A case governs an outcome.

    Read the case management definition guide

    Simple request

    A ticket can be enough

    One team completes a clear request through a short queue process, with limited evidence and no material approval or investigation.

    Complex work

    A case keeps context intact

    Several teams can contribute while one owner coordinates evidence, decisions, deadlines, tasks and the reviewable outcome.

    One controlled flow

    From first contact to lasting improvement

    Seven stages give teams a shared operating picture without turning the product into another queue of disconnected tasks.

    1. 01

      Capture

      Bring interactions, documents and referrals into a structured record.

    2. 02

      Classify

      Confirm issue, urgency and relevant customer context.

    3. 03

      Assign

      Set an accountable owner, queue, deadline and review date.

    4. 04

      Coordinate

      Manage tasks, contributors, permissions and required evidence.

    5. 05

      Decide

      Record rationale, approvals, remedy and customer communication.

    6. 06

      Close or escalate

      Apply closure criteria, reopen rules and handoff paths.

    7. 07

      Learn

      Link recurring issues to root-cause work and corrective action.

    Governed AI

    Useful assistance, accountable decisions

    ResolveCX can assist with classification, summaries, risk signals and routing. People review the output, can override it and remain responsible for communication, decisions and outcomes.

    Review ResolveCX AI capabilities
    01

    Classify and prioritize

    Suggest a category, urgency and confidence signal. A trained advisor reviews, corrects or rejects the proposal.

    02

    Summarize the record

    Draft a case summary from authorized interactions and evidence. The owner checks it against the source before use.

    03

    Surface risk signals

    Flag configured sentiment, urgency or vulnerability signals for inspection. A signal never decides eligibility or remedy.

    04

    Recommend a route

    Suggest an eligible queue or related record. A queue lead can override the recommendation and record why.

    Before you go live

    A rollout shaped around your operation

    Work through security, data flow and delivery early, so your team knows what needs to be confirmed, configured and tested.

    01 / Controls

    Security is assessed, not assumed

    Review roles, business-unit boundaries, encryption, audit history, retention, deletion, recovery, single sign-on, hosting and residency against the current solution and your requirements.

    Read the privacy policy

    02 / Data flow

    Integrate around the data flow

    Email, forms, referrals, APIs, webhooks, documents and manual creation can be evaluated alongside CRM, identity, knowledge, storage and reporting relationships. Named connectors are confirmed during discovery.

    Discuss integration options

    03 / Delivery

    Scope the implementation

    Discovery, process mapping, configuration, integration, migration, testing, training and launch are shaped by workflow scope, data quality, permissions and dependencies.

    Review scope drivers

    Buyer questions

    Make the next conversation a useful one

    Next step

    Bring one complex customer process. We will map the fit.

    Talk through ownership, evidence, integrations and the controls your operation needs before you commit to a platform.

    Book a case management demo

    Keep exploring

    Relevant guides and real-world perspectives for the work you are doing now.

    What Is Escalation Management? guideGuide
    Fundamentals

    What Is Escalation Management?

    How complaints and incidents move through defined escalation tiers, with SLA enforcement, named ownership, and governed handoffs. Why unstructured escalation creates regulatory and commercial risk.

    Explore resource
    Cisco Webex Contact Center Integration guideGuide
    Cisco Webex CC

    Cisco Webex Contact Center Integration

    API-based case creation from Webex Connect IVR events, agent screen pop via the Webex CC Desktop Widget SDK, case management layer behind the Webex CC agent desktop, and bi-directional status sync to Webex Analyzer dashboards where configured.

    Explore resource
    Avaya Experience Platform Integration guideGuide
    Avaya AXP

    Avaya Experience Platform Integration

    AXP open API case creation from Avaya IVR events, Avaya Aura CTI screen pop, structured case management behind the ACE agent desktop following DevConnect API patterns, and supervisor dashboard status sync.

    Explore resource
    Five9 Contact Center Integration guideGuide
    Five9 VCC

    Five9 Contact Center Integration

    SuperAPI case creation from Five9 IVR script webhooks, Agent Desktop Toolkit screen pop, case management behind Five9 VCC, and bi-directional status sync to Five9 Supervisor Application.

    Explore resource
    ResolveCX AI case management dashboardBlog
    Blog

    The ResolveCX Blog

    Practical thinking on complaint governance, escalation management, and case resolution for regulated industries.

    Explore article
    ResolveCX AI complaint resolution and escalation overviewVideo
    Video

    ResolveCX Video Library

    See complaint governance, case management, and escalation workflows explained by the ResolveCX team.

    Explore video
    Structured case management visual for ResolveCX healthcare case studiesCase study
    Healthcare

    Healthcare Governance Case Studies

    See how regulated healthcare teams improved SLA adherence, reduced escalations, and accelerated audit preparation.

    Explore resource
    Social
    Social

    ResolveCX on LinkedIn

    Follow the latest ResolveCX updates, governance conversations, and practical customer operations insights.

    Explore resource

    Start Resolving. Not Tracking.

    Start Resolving. Not Tracking.

    See how ResolveCX helps teams manage cases, escalations, incidents, and customer issues with greater speed, accountability, and control.