Newsletter 09/2025 - New AI features
09/2025 - New AI features
AI Case Agent + Automations
Last month we introduced Spot’s fully rebuilt platform. This month, we’re taking a closer look at two of its most powerful AI features: Case Agent and Automations.
Case Agent: Your case data, on demand
Need to find that one case that set a precedent? Or surface repeat patterns across locations? With Spot’s AI Case Agent, you can query your entire case history in plain language:
- Show me safety and compliance concerns that resulted in termination
- Pull up attendance cases in California closed in the last six months
- Show me all cases mentioning beverage theft
No more trawling through spreadsheets or folders. Just ask—and Spot responds instantly with structured, accurate results.
You can also ask the Case Agent to draft communications, such as follow-up questions for a specific case. It will create a draft based on everything that's happened in the case so far, which you can review, edit, and send. Done.
Automations: Less admin, more impact
Case management is full of repetitive, time-consuming tasks. Spot’s Automations now handle them for you:
- Auto-assign priority levels and route cases
- Trigger reminders or SLA breach alerts
- Escalate cases based on severity or age
- Auto-send confirmation emails and weekly email digests
- Review closed cases for compliance gaps
By automating the tedious but necessary tasks, your team can focus on what requires human judgment and discretion.
Up next
We’ll keep highlighting different parts of the platform in the coming months. For now, you can book a demo for a one-on-one walkthrough or email us with any questions about the new system: hello@talktospot.com
Switch to AI-powered case management, effortlessly
Book a 45-minute personalized demo. We’ll map your current workflow, walk you through our lightning-fast, fully customizable, AI-first platform, and craft a seamless white-glove migration plan.