Case Amplify Release Notes Dec 19 2026
Version: 2025-12-19
Release Date: December 19th, 2025
🔍 Overview
This release enhances data point management, improves CARA
functionality, and boosts overall usability. We’ve added new administrative
tools for AI settings, refined dashboard metrics, and resolved several bugs
related to forms, data points, and CARA.
✨
New Features
AI Summary Configuration
· Admins can now set the level of
detail for conversation and case summaries across the organization. All
AI-related settings are grouped under a new AI Configuration section under
Settings.
🛠️ Improvements
CARA
· You can now tag specific cases by typing ‘@’ and
searching by name or phone number. This ensures CARA links actions to the
correct individual, and you can click the tagged name to navigate directly to
the case - helpful when managing multiple cases.
Case Notes
· Incoming and outgoing SMS messages are now
combined under a single ‘SMS’ option, with labels still indicating direction
for each message.
Conversations
· The conversation start flow has been simplified.
You'll now see a single streamlined window instead of multiple pop-ups when
starting a conversation.
Dashboard
· Response time metrics are now grouped by case
worker instead of by case for clearer insights.
Data Points
· Previously, data points like phone numbers or
emails had to meet strict formatting rules, preventing incomplete values from
being collected and saved. Now, you can save partial or incorrectly formatted
values, and the system will display an alert indicator so you know they may
need correction.
· Adding or editing boolean (Yes/No) data points
is now more intuitive. Instead of checkboxes, dedicated Yes and No buttons have
been introduced for easier selection.
· Admins can now delete unused data point
definitions or archive them to hide associated case data.
· Admins can also create reusable templates for multi-select,
single-select, and multi-field data points (for example, an Emergency Contact template
with name, phone, and relationship to the individual). Templates can be built
from scratch or based on existing definitions.
Documents
· Error messages now clearly indicate invalid
document types and list acceptable formats when uploading documents.
Forms
· Previously, forms could only be populated with
data points from the case’s current state. Now, regardless of the case state,
you can use data points from earlier states to fill out forms.
Navigation Bar
· The navigation bar is now on the left for
improved usability and a cleaner layout.
Tables
· Action button columns are now pinned
to the right side of tables, ensuring they always remain accessible regardless
of table size.
· Page size selection is now remembered in your
browser.
🪲 Bug Fixes
CARA
· Editing names, phone numbers, and emails on the
case overview card now correctly updates associated data points.
· Fixed an issue where live progress updates could
appear in the wrong chat session.
· Fixed case list not always updating when
searching with CARA and clicking ‘Go to Search.
Data Points
· Fixed an issue where adding a new
data point to a case showed "Unknown Source" in the first history
entry.
· For admins, several issues were
addressed regarding data point configuration.
· Fixed errors where definitions didn’t maintain
selected formats or allow no valid collection sources.
Dialogs
· Pressing Escape now properly closes dialogs
throughout the app.
Forms
· Fixed false unsaved changes warnings when
navigating away from forms.
📣 Feedback and Support
We’d love to hear from you!
If you have questions or feedback, reach out to support@caseamplify.com.
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