đ Case Management is in Open Beta
This feature is in Open Beta and still evolving. Some capabilities noted below are on the way and not yet live.
Overview
Case Management is AI-first by design, with Bolt woven through it in a few distinct ways. This article is the high-level map: what each Bolt capability does in Case Management and where to go for the details.
Bolt Analysis â an AI briefing on every case, with actionable next steps
Bolt Agent Jobs â AI agents that handle proactive outreach on alerts and cases
Case Manager Copilot â a context-aware assistant for case workers (coming soon)
Bolt Analysis for Cases
Bolt Analysis is a persistent, AI-generated briefing that lives on every Case. It reads the case and the student's record, then summarizes what's happening, what matters about the student, and what to do next.
Recommended next steps are actionable, so staff can move a case forwardâchange status, start a conversation, create a task, add a noteâright from the panel, without leaving the case.
đ For the full breakdown of what's in the briefing, how it adapts to each case, and how to act on its recommendations, see Bolt Analysis for Cases.
Bolt Agent Jobs in Case Management
Bolt Agent Jobs put an AI agent to work toward a goalâreaching out to a student across email, SMS, or phone, with staff approving actions that need a human in the loop. In Case Management, this means the agent can handle routine, repeatable outreach tied to an alert or case, so your team focuses on the judgment calls that genuinely need a person.
How a contact gets enrolled from Case Management
There are four ways to put a contact into a Bolt Agent Job from Case Management:
Automation Rules: Add the Enroll in Bolt Agent Job action to an Alert or Case rule, so a contact is enrolled automatically when an alert or case is created and your conditions are met. See Automating Case Management.
Workflows + Rules: Use the Enroll in Bolt Agent Job action in the platform-wide Workflows module to enroll a contact as a step in any workflow.
Manually from the Jobs tab: From a case's Jobs tab, enroll the contact in a job directlyâor, if they're already enrolled in one, relate that existing enrollment to the case.
Job triggers: A Bolt Agent Job can enroll contacts on its own using the Alert Created and Case Created triggers built into the job builder. See the trigger list in Creating a Bolt Agent Job.
đ§ Good to Know: No matter which path you use, the job enrollment is automatically related to the caseâso it appears on the case's Jobs tab with no extra step.
On the case
The case's Jobs tab lists every related Bolt Agent Job, so the agent's work stays visible alongside the rest of the case. Each enrollment keeps its full behavior in the Bolt Agents module. For how related objects behave, see Relating Objects to Cases.
đ New to Bolt Agent Jobs? Start with Getting Started with Bolt Agent Jobs and Creating a Bolt Agent Job to learn more.
Copilot for Case Management (Coming Soon)
A context-aware Copilot for case workers, with Case Management and Student Success shortcuts built into the sidebarâso staff can ask questions and take action without hunting through the platform.
This article will be updated when it lands. Stay tuned!