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Email the Case

Email-based case updates allow customers or external parties to provide information via email without platform access.

Emailing Case Updates

Each case has a unique email address for receiving messages:

case-TOU-IVO-2604-13008@avikto.example.com

Sending Updates

  1. Email the case address
  2. Message automatically attached
  3. Appears in case emails
  4. Team notified of update

Features

  • Secure email attachment
  • Automatic threading
  • File attachments supported
  • Audit trail maintained
  • Reply email links

Use Cases

  • Customer sending documents
  • Vendor providing quotes
  • External reviewer feedback
  • Document uploads
  • Communication from non-users

Email Permissions

Control who can email the case:

  • Specific email addresses
  • Domain restrictions
  • Whitelist/blacklist
  • Custom rules

Replies

Team can reply directly:

  • Email from case
  • Shows case context
  • Maintains thread
  • External party sees updates

Best Practices

  • Provide case email to relevant parties
  • Monitor for important emails
  • Respond promptly to emails
  • Document email policies
  • Test email functionality

See Also