The new Spot platform is here!
We’re thrilled to share big news: Spot's fully rebuilt, AI-driven case management platform is here.
With AI woven into every layer, the new Spot automates what makes sense, augments what requires judgment, and equips you with AI agents for every task.
The upshot? Spot now slashes admin overhead by reducing the person-hours and manual back-and-forth that typically go into resolving cases of all types. You stay in control while the system adapts, learns, and scales with you.
What’s new? (A lot)
Omnichannel AI intake, for any case type
AI-drive intake: Employees now benefit from a streamlined, intelligent intake process. Built to adapt, the AI asks the right follow-up questions and gets the details you need upfront.
Expanded use cases: Spot now supports HR incidents, people issues, whistleblowing, corrective actions, security incidents, supplier complaints, health & safety reporting, and more. If it's happening in your organization, we can help you automate cases around it.
Omnichannel: Mobile-first, 24/7 accessibility for employees via web app, WhatsApp, email, or hotline.
AI agents for everything
Case Guide: Surfaces appropriate next steps based on your policies and process, while also drafting case communications and follow-up questions.
Case Agent: Query your case data using natural language. Need to find that one old case that's similar to an urgent new one? Suspect that someone has been a repeat witness? Ask Spot's Case Agent anything:
Show me cases related to interpersonal conflict in the break room
Pull up attendance cases in California that resulted in termination
Show me all cases mentioning Katherine
Get instant, accurate, well-structured responses without digging through endless spreadsheets and old folders.
Automations: Save time on the tiny, repetitive tasks that add up to serious burnout. You can now automate case management at a granular level.
Spot’s Automations can automatically send confirmation emails, assign case priority levels, detect trends, send SLA breach alerts, review closed cases for compliance, send reminders for follow-up questions, escalate cases based on age or severity, assign cases, compose weekly digests, and more.
Customizable case management system
One platform: Admins can tailor workflows to any team process—HR/People, Compliance, Employee Relations, Legal, Security. Multiple teams can share the same platform, each with their own customized workflow and access rights.
Audit trails: Every action is recorded in immutable audit logs—providing transparency, accountability, and compliance readiness across all workflows.
Data any way you want it, every way you need it
Real-time compliance tracker: Get a green-light/yellow-light/red-light dashboard that shows how well your team is adhering to your stated process for investigations, approvals, and other workflows.
Advanced analytics & trend detection: Data that's informative and looks great, without the deck wrangling. Slice your case data by market, function, category, tier, source, anonymous vs not, and more.
Analytics now surface patterns, anomalous behaviors, and problematic trends so you can address hotspots and other issues before they escalate.
Why build an entirely new platform?
Spot users do hard work. They investigate incidents, resolve conflicts, interact with frontline workers on sensitive issues, review manager assessments, ensure there's precedent for how problems are addressed. These are non-negotiable tasks.
They are also capacity-sucking and error-prone.
We rebuilt our platform because it's now possible to do all of this better, in less time and with less frustration.
What happens when Spot is customized to your policies?
Next steps
Watch for a webinar invitation where we’ll showcase the new platform live.
Get a demo—we’re delighted to show you the new system one-on-one. Schedule a demo here.