> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/contacts/leads-common-questions/contacts-how-to-create-a-service-manually-for-a-contact.md).

# Contacts - How to Create a Service Manually for a Contact

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F78eHx5wglzQTz5F1aL7K%2FDALL%C2%B7E%202025-03-01%2011.30.25%20-%20A%20modern%20digital%20illustration%20of%20a%20customer%20service%20representative%20manually%20initiating%20a%20conversation%20with%20a%20lead.%20The%20professional%20is%20seated%20at%20a%20sle.webp?alt=media&amp;token=9168c969-f866-46d0-8a2d-403f75781575" alt=""><figcaption></figcaption></figure>

Creating a case manually for a lead is an essential process to ensure personalized and efficient support. This article will guide you through the process of starting a case from the lead page, using different WhatsApp Web and API accounts available in the system.

### Step-by-Step Guide to Creating a Case Manually

#### 1. Accessing the Lead Page

To start a case, first it is necessary to access the lead page within the system. This page contains detailed information about the lead, including their contacts, previous interactions, and relevant data for the case.

#### 2. Locating the "Start Case" Button

At the top of the lead page, there is a green button called **"Start Case"**. This button is the key to starting a new case manually.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FFKeYUOYN9kZNzBf1PRCm%2Fimage.png?alt=media&amp;token=467a523b-4250-4174-bf97-a6c416139648" alt=""><figcaption></figcaption></figure>

#### 3. Choosing the WhatsApp Account

When clicking the **"Start Case"**&#x62;utton, a modal window will appear with the list of available accounts to carry out the case. These accounts may include:

* **WhatsApp Web**
* **WhatsApp API**

All accounts linked to the system will appear in this list, allowing the user to choose the most suitable one for the case.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FNP0hLRVIaNYbWLUQN9VY%2Fimage.png?alt=media&amp;token=7328c584-5ac6-42fe-bc09-93a851f3962c" alt=""><figcaption></figcaption></figure>

#### 4. Creating the Case

After selecting the desired account, simply click the **"Create Case"**&#x62;utton. The system will open a new case modal where it will be possible to start the conversation with the lead.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F6mOgDlPKrLRGcy1FJufT%2Fimage.png?alt=media&amp;token=ae2ce8da-4863-4972-8260-7319bf8902e4" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.sprinthub.com/en/topics/general/contacts/leads-common-questions/contacts-how-to-create-a-service-manually-for-a-contact.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
