Welcome to Kayse AI
Learn how to use Kayse AI to talk to clients, send automatic messages, and keep more cases. 🎉
🤔 What is Kayse AI?
Kayse AI is an AI-powered client retention and communication platform. Think of it as a smart helper that works behind your existing CRM or practice management system. It handles AI phone calls, texts, emails, automations, and client outreach — so your team can focus on the real work. 💪
Cases & Lists
Organize and manage your cases with custom statuses, types, and filters.
Tasks & Forms
Create checklists and collect information from clients with smart forms.
Campaigns
Reach clients with automated AI calls, SMS, and emails at scale.
Messenger
Unified inbox for all your client communications across channels.
AI Receptionist
AI-powered voice assistant for inbound and outbound calls.
Automations
Automate repetitive tasks and workflows based on triggers.
Analytics
Track performance with detailed reports and insights.
Integrations
Connect with your CRM or practice management system.
⭐ Key Features
📁 Cases & Contacts
Kayse AI pulls in cases and clients from your CRM and gets them ready for outreach. You can sort contacts using statuses, types, filters, and lists. This makes it easy to pick who gets a campaign or bulk action. Kayse AI can also fill in missing client info automatically and check how happy clients are feeling. 😊
✅ Tasks & Forms
Make checklists for your team. Send smart forms to clients to collect info. Forms can show or hide questions based on previous answers — so clients only see what matters to them.
📣 Campaigns
Send out AI phone calls, texts, and emails to lots of clients at once. See heatmaps that show you the best days and times to reach people. 🗓️
🤖 AI Receptionist
A smart AI voice assistant that picks up calls 24/7 and can also make outbound calls. You choose the voice, set the rules, and tell it when to transfer calls or send texts.
📚 Knowledge Bases
Upload your documents and FAQs so your AI agents know about your firm. This helps them give correct and consistent answers every time.
💬 Messenger
One inbox for texts, emails, and chats. The AI can suggest replies, and you can use templates to answer quickly and stay consistent.
⚙️ Automations
Set things to happen automatically! For example, when a case status changes, a task is done, or a client sounds upset — Kayse AI can send a message, update a record, or alert your team. ⏰
📊 Analytics & Reporting
See how your calls, campaigns, and team are doing. Create reports that get sent on a schedule, and export your data whenever you need it.
🔗 Integrations
Connect Kayse AI with your CRM or practice management system so data flows both ways. You can also use webhooks to connect with other tools.
📝 System Log
Keep track of everything that happens in your account. Great for staying organized, doing audits, and meeting compliance rules.
🚀 Getting Started
- Set up your company — Add your company info, case types, and team members
- Connect your CRM — Bring in your cases and clients from your CRM, or upload a spreadsheet
- Configure AI — Set up your AI Receptionist with custom instructions and knowledge bases
- Create campaigns — Build lists and launch your first outreach campaign
- Automate workflows — Set up automations to save time on tasks you do over and over
🆘 Need Help?
If you have questions or need a hand, check out these resources:
- Release Notes — See the newest features and improvements 🆕
- API Documentation — Build custom integrations 🛠️
- Help Center — Step-by-step guides and tutorials 📖