Recipe: One-click wrap-up
A custom (manual) workflow agents run on demand to auto-fill the case log, tag the case, set a disposition, and close it.
This page is the short recipe. Full create/run details, bulk CX Log runs, and troubleshooting live in the published guide:
Quick setup
Go to Workflow and click New workflow.
Name it, for example Wrap up case.
Trigger: When run manually.
Actions (in order): Auto Case Log, then Add Chat Tags, then Set Disposition, then Close Chat.
Save, and make sure the workflow is active (only active custom workflows appear in the Run workflow picker).
How agents run it
On one conversation: open it in the Inbox, click Run workflow (⚡), pick Wrap up case.
On many cases: CX Log, select rows, bulk Run workflow.