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SwiftCase

Workflow automation for UK service businesses. Created in the UK.

A Livepoint Solution

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The screenshots on this page are SwiftCase's own screens, filled with made-up firms, cases and people, so no client's data is on show.

© 2026 SwiftCase. All rights reserved.

Product Updates

What'snewinSwiftCase.
Platformupdatesandfeaturereleases.

We ship continuously. Here's what's been released recently.

Subscribe to UpdatesSee Platform
August 2026Improvement

Scheduled SMS Controls and Spreadsheet Imports

Scheduled messages can now be reviewed and cancelled before they send, and integration imports accept spreadsheets as well as CSV.

  • Cancel or inspect a scheduled SMS before it goes out
  • SMS cost checks run locally instead of calling the carrier
  • XLSX parsing in integration imports
  • Compound matching to catch duplicate records on import
  • Workflows trigger on related-user assignments
July 2026AI

Project X-Ray: Where a Claim Is Heading

A card on the claim itself that says whether the estimate is on track or heading for a total loss, with the ten most similar past jobs behind it. In pilot with one customer and off by default.

  • Outlook gauge with four zones, from on track to total loss
  • Plain English framing rather than raw percentages
  • Similar Tasks retrieval across your own historical jobs
  • Config-driven Outcome Profiles with admin control
  • Nightly retraining and built-in feedback capture
July 2026Integration

SMS Delivery Moved to Webex Interact

SMS now goes out through Webex Interact. Delivery receipts, credit reservation, and signed webhooks were rebuilt around it, with the legacy status codes preserved so nothing downstream had to change.

  • Webex Interact as the SMS carrier
  • Delivery receipts mapped to the existing status codes
  • HMAC-verified webhooks with rejected-signature diagnostics
  • Credit reservation that holds until delivery is confirmed
June 2026Improvement

Admin Pages Rebuilt in Place

Questions, Dropdown Options, User Relationships, Skills, Allocation Sets, Custom Flags, File Tags and Experts were rebuilt on the new component library, on their existing URLs, so no bookmark or training document broke.

  • Nine admin pages rebuilt without changing a single URL
  • Inline JavaScript replaced with versioned Stimulus controllers
  • CSRF protection across every admin POST endpoint
  • Permission approvals gated behind a dedicated manager role
May 2026Feature

Automation Rules Editor and the App/UI Library

The automation rules index and editor were reworked, each rule now carrying a plain-English summary of what it actually does, on top of a new shared component library.

  • Automation rules index and editor reworked
  • Natural-language summary on every rule
  • Modal, Toast, Tooltip, Tabs and declarative Form primitives
  • Task calendar events and new dashboard view options
  • Batch processing for integration imports
April 2026Integration

Switchboard and SwiftCase, Connected

A signed service-to-service link between Switchboard and SwiftCase, so an agent can find a case, read it and update it while it talks.

  • Signed service-to-service authentication
  • Case tools to search, verify, read, update and create
  • Language-model tokens counted per conversation
  • Anthropic and OpenAI model routing behind one resolver
April 2026Improvement

Switchboard Console Rebuild

The Switchboard admin console was rebuilt end to end: new routing, a unified control set, and every configuration page reworked around it.

  • Rebuilt routing and authentication flow
  • Unified form controls, tabs, search and confirmation modals
  • Agent editor with per-agent search and change indicators
  • Integrations, Configuration, Email Templates and Voice Config rebuilt
March 2026AI

Switchboard WhatsApp Connector (Experimental)

An experimental WhatsApp connector for Switchboard agents. It's switched off in production while we test it, so WhatsApp isn't a live channel yet.

  • Experimental WhatsApp connector
  • Switched off in production until it's ready
February 2026Feature

Advanced Analytics Dashboards

Rebuilt analytics with configurable dashboard layouts, scheduled report delivery, and cross-workflow metrics.

  • Drag-and-drop dashboard builder
  • Scheduled PDF report delivery
  • Cross-workflow KPI tracking
  • Export to Excel and CSV
January 2026AI

Switchboard Email Agent Enhancements

The email agent reads attachments as well as the email itself, and sorts each message against your own workflows and categories.

  • Details pulled from PDF, Word and text attachments
  • Pictures read by a vision model
  • Sorting against your own workflows and categories
December 2025Feature

Workflow Engine v3

Major workflow engine update with parallel execution paths, conditional branching improvements, and sub-workflow support.

  • Parallel execution paths
  • Enhanced conditional branching
  • Sub-workflow composition
  • Workflow versioning and rollback
October 2025AI

Switchboard Voice Agents

Switchboard voice agents ready for production calls, with keypad menu navigation and call recording.

  • Production-ready voice agents
  • DTMF menu navigation
  • Call recording, if the agent is set to
August 2025Feature

Document Generation v2

Redesigned document generation with conditional sections, dynamic tables, and batch generation.

  • Conditional content blocks
  • Dynamic table population
  • Batch document generation
  • PDF and CSV output
July 2025Feature

Custom API Builder

Connect SwiftCase to another system's REST API without code, and send the case's data to it as the workflow moves.

  • Visual request builder
  • Basic, bearer token and OAuth authentication
  • Webhook management
June 2025AI

Switchboard Test Chat

A chat window inside Switchboard where staff can try an agent, with verified case access, before a customer ever talks to it.

  • Chat inside Switchboard for staff
  • Verified case data access

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