2019 was the year SwiftCase went customer-facing. The chatbot changes how your customers interact with your workflows.
The Chatbot: Self-Service Workflows
Until now, SwiftCase was a tool for your team. Customers interacted through emails, calls, and portals you built separately. The chatbot changes everything.
Embed a conversational interface on your website. Customers answer questions, upload documents, and schedule appointments without speaking to anyone. Their responses flow directly into your workflows.
Allocation widgets let customers choose their own appointment slots from your availability.
Answer updates happen in real-time as customers progress through the conversation.
Status-aware authentication ensures customers only see what they should see.
For insurers, this means First Notification of Loss that customers complete themselves. For service businesses, this means bookings that happen automatically. For anyone with repetitive intake processes, this means freeing your team for higher-value work.
Notifications, Completely Revamped
The notification system has been rebuilt from the ground up:
- Remove individual notifications or clear all at once
- Better visual design that doesn't overwhelm
- Reliable delivery to the right users
Small improvements that make a daily difference.
Email Templates with Tags
Email templates can now be tagged and searched. When you have dozens of templates for different scenarios, finding the right one was becoming difficult. Tags solve this.
Categorise by workflow, by purpose, by audience. Search by tag to find what you need instantly.
Auto-Allocation Scheduling
The allocation system now supports scheduling. Set time slots for when work should be allocated. Combine with the chatbot to let customers choose their preferred times from your available slots.
When a customer selects a slot, the right supplier is assigned automatically based on your allocation rules.
Client Visibility Controls
Dropdown options can now be limited to specific clients. Different clients see different options without needing separate workflows.
Useful for white-label scenarios or where different clients have access to different services.
Profile Questions by User Type
Questions can now be added to user profiles based on user type. Capture different information for suppliers than for clients. Build richer user records without cluttering interfaces with irrelevant fields.
Ready to automate your workflows?
SwiftCase helps operations teams streamline their processes with powerful workflow automation, case management, and AI-powered communication tools.