Casefleet's AI Assistant has a new name: Casey.
While the name and interface have changed, the AI features you already know are still here. Casey is the same AI Assistant you've been using, now with an updated look and a more streamlined experience.
What's Changed?
The biggest change is how you access the AI Assistant.
Instead of the previous interface, Casey now lives in the right-hand sidebar of your Casefleet window.
You'll also notice a version of the Casefleet logo with two animated eyes that occasionally blink—that's Casey!
Accessing Casey
To open Casey:
Locate the right-hand sidebar in your Casefleet window.
Click the left-pointing arrow to expand the AI Assistant panel.
Casey will open and be ready to help with your case.
Don't Worry—Your Previous Conversations Are Still Here
Your existing AI conversations haven't been deleted or reset.
They've simply moved to the new Casey interface. You can access all of your previous chats from the Conversations menu.
Casey Toolbar Overview
Once Casey is open, you'll see several icons at the top of the panel that help you manage your AI workspace.
Icon | Function |
+ (New Chat) | Start a brand-new conversation with Casey. |
Conversations | View and reopen all of your previous AI chats. |
Case Instructions | Guide the AI on how facts and issues should be analyzed or created |
Change Case | Switch to a different case and interact with Casey in that case. |
Layout | Change how Casey is displayed alongside your Casefleet workspace. |
Open in New Window | Open Casey in a separate browser window for more workspace. |
Collapse Casey | Hide the Casey panel when you don't need it. |
Need Help?
If you're looking for a previous AI conversation, simply open Conversations from the Casey toolbar. All of your earlier chats are still available—they've just moved to the new interface.