CUSTOMER SUPPORT · CLONE SKILL

CloneForce CasesSalesforce support cases opened from chat

CloneForce Cases is a Clone skill that creates and manages Salesforce support cases through conversation. It looks up the customer, links each new case to the right account and contact, and checks the status of existing cases. Support agent and customer success clones use it during live conversations. It requires a Salesforce connection.

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The customer on chat can't export reports. Open a case and link it to their account.

I found the contact and their account in Salesforce, opened a case and linked both. The case number is in the update below.

Case createdSalesforce · just now
Case
00012847
Subject
Report export fails
Contact
Matched by email
Account
Linked
Status
New

Ask in plain words

No forms, no workflow builder. Ask your clone the way you'd ask a teammate.

“Open a support case from a customer conversation”
“Check the status of an existing case”
“Link a new case to the right account and contact”

How it works

  1. 1

    Connect Salesforce

    Link your Salesforce org and set which case actions your clone may take.

  2. 2

    Describe the issue in chat

    Ask your clone to open a case from a customer conversation or check on an existing one.

  3. 3

    Case linked correctly

    The clone finds the customer, creates or updates the case on the right account and contact, and logs the action.

Cases opened mid-conversation without switching tabs Every case tied to the right account and contact Case status answered in seconds when a customer asks

Clones that run CloneForce Cases

Skills belong to roles. These clones put CloneForce Cases to work as part of their job.

Elias OkoyeAI Support Inbox

CloneForce Cases: questions

What is AI support case management in Salesforce?

It means an AI opens and tracks support cases in Salesforce for you. With Clone, your clone creates cases from conversations, finds the right customer record and reports case status on request.

Do I need to connect Salesforce?

Yes. CloneForce Cases works in your own Salesforce org. You connect it once and set object-level permissions for what the clone can change.

Which clones use CloneForce Cases?

Support agent and customer success manager clones use it, usually while talking with a customer on chat, email or phone.

How does it avoid duplicate or orphaned cases?

Before creating a case, the clone looks up the customer and links the case to the matching account and contact, so it does not land unattached.

Related skills

Incident UpdatesReference for escalating SaaS support issues and communicating with customers during incidents.Salesforce CasesCreates, updates, comments on, and searches Salesforce support cases by account, contact, status, or priority.Zendesk CommunityFinds, reads, answers, and organizes posts in your Zendesk community forums.Zendesk TicketsCreates and updates Zendesk tickets, manages customers and organizations, and runs side conversations across teams.Support Inbox TriageRuns the support inbox: triages messages, coordinates cases, and keeps customers updated.Support Reply KitReusable response structures, evidence rules, tone standards, and banned language for B2B support replies.

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Updated October 2026