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Cases

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Draft cases get their own tab

Cases you’re still preparing now live in a dedicated Drafts tab, separate from the work in progress. Your case list shows what’s actually running, and nothing half-configured slips into the day-to-day view.

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Improvements and fixes

  • Dates. Case data dates now display as DD/MM/YYYY everywhere.
  • Outlook. The add-in only lists steps you can actually act on, and reply drafts refresh correctly after edits.
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OutlookCasesAI

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A new Outlook add-in, built around your cases

The Penbox add-in for Outlook has a new experience designed around your cases, so you can run the work where it starts, right next to the email.

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See and create cases from any email

Open an email and Penbox shows the matching case, or lets the agent create one from the message and sync the sender into your contacts. Add an incoming email to a case you already have in a click.

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Fill your case data, including documents

Read and edit the case’s data fields straight from the add-in, upload the files a step needs, and keep everything moving without switching windows.

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Ask and draft in place

Ask for anything with an AI-drafted form request, and get reply drafts written in the customer’s language, all without leaving your inbox.
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SignaturesFormsSecurity

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Improvements and fixes

  • Signatures. Documents sent for signature without a placement keep their original filename.
  • Forms. Text pasted with typographic dashes no longer trips validation. We normalize them automatically.
  • Company lookups. French SIREN verification now runs on INSEE’s new Sirene API.
  • Security. Resolved 9 critical dependency vulnerabilities across the platform.
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OutlookSignatures

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Send for signature from the Outlook compose window

While writing an email, attach a Penbox action to it: send a document for signature or share documents securely, without leaving Outlook or breaking your flow. The recipient gets the polished Penbox experience; you never left your draft.
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ConnectionsCases

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Introducing Penbox Connections

Penbox now connects natively and deeply to the systems you already work in. A Connection binds a case to a live record in another system, so the data you collect flows straight to and from your source of truth. No exports, no copy-paste, no brittle sync to maintain in between.Fields on a case are bound to the connected record: they read the latest values from the source and write your changes back. Edit a detail in Penbox and it lands in the connected system, and the other way around. It’s a live link, not a one-time import.

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Live today with BRIO

The first connector is BRIO, and it’s live for three kinds of records with full two-way sync:
  • Contacts. Bind a case to a BRIO party and the client’s identity (name, phone, address) stays in step on both sides.
  • Risk objects. Connect the vehicles, properties, and other insured objects on the case.
  • Claims. Create and keep claims (sinistres) in sync as the case progresses.
More connectors and connected objects are on the way.
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CasesContacts

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Contact details at hand on every case

Click any contact on a case to open a side panel with their full details, and edit them inline, right there. No detour through the contacts page to fix a typo in a phone number.

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Improvements and fixes

  • New case. Phone numbers are validated as you type when creating a case.
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AgentAI

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A richer chat with Penbox Agent

Bring more into your conversation with Penbox Agent. Paste images and content chips straight into the chat and attach files, so the agent works with the full picture. The message box now grows and scrolls with longer input, so nothing gets cut off.
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CasesEmailAI

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Emails find their own case

Mark any case field (a policy number, a claim ID, a reference from another system) as a reference. References show as chips in the case header, and when an email arrives mentioning one of them, Penbox attaches it to the right case automatically, even a brand-new thread from a sender you’ve never seen.Penbox reads the identifiers out of the email and only attaches on an exact, unambiguous match. When in doubt, it creates a new case rather than guessing.
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RequestsEmailSMS

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See and manage every message sent on a request

Click any email or SMS on a request to see the full message exactly as your contact receives it: subject, sender, recipients, delivery status, and the rendered body. For messages that haven’t gone out yet, act on the spot: pause, resume, send now, or delete.

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Improvements and fixes

  • Cases. Inspect a case’s data as structured JSON from the data panel.
  • Forms. A step with an API button now validates only the fields before it.
  • Documents. Multiline text no longer disappears from generated PDF documents.
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Forms

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API elements that react to changing answers

An API element can now watch other answers in the form. When a watched answer changes, the previous API response is marked stale and the call must re-run before the step can be submitted, so a decision based on the old answer never slips through.