Templates & Analytics

📝 Campaign Templates

Save time by using templates! Templates are pre-made campaign setups you can reuse. ♻️

🏗️ Preset Templates

Jump-start your campaigns with these ready-made templates:

• New Lead — Engage brand-new leads quickly and move them into intake 🆕
• Intake Follow-up — Follow up with new leads 🆕
• Document Collection — Ask for missing documents 📄
• Case Status Update — Let clients know how their case is going 📢
• Appointment Reminder — Remind about upcoming appointments 🗓️
• Settlement Update — Share settlement info 💰
• Check-in Call — Regular check-ins with clients 👋

✨ Custom Templates

Save your own campaigns as templates so you can use them again:

1. Set up your campaign the way you like it
2. Click Save as Template
3. Give the template a name
4. Use it next time you create a campaign!

🚀 Using Templates

1. Click Create Campaign
2. Select From Template
3. Pick the template you want
4. Change any settings you need
5. Save and activate — you're good to go!

🤖 Auto-Reply Settings

Set up AI-powered auto-replies for when clients message during a campaign:

Setting	Description
Enable Auto-Reply	The AI writes back to clients for you
Reply Delay	How long to wait before the AI replies
Human Handoff	When a real person should take over
Working Hours Only	Only auto-reply during business hours

🙋 Human Handoff Detection

The AI can tell when a real person should step in:

• The client asks to speak with a human 🗣️
• The client sounds unhappy 😟
• The question is too tricky for the AI
• Certain keywords trigger a handoff

📊 Campaign Analytics

📈 Performance Metrics

Metric	Description
Contact Rate	What percentage of the list you reached
Conversion Rate	How many clients did what you wanted
Average Call Duration	How long calls lasted on average
Sentiment Score	How happy clients were overall
Cost per Contact	How much each outreach attempt cost

🔍 Comparison Analysis

Compare how your campaign is doing against:

• Previous campaigns
• Industry averages
• Your own past results

📥 Export Reports

Download your campaign data to look at outside of Kayse AI:

1. Go to Campaign Dashboard
2. Click Export
3. Choose your format (CSV, PDF)
4. Pick a date range
5. Download the report

💡 Best Practices

• Start small — Test with a small list before going big 🧪
• Send pre-call messages — People answer more when they expect your call 📱
• Set reasonable hours — Call during business hours in the client's timezone ⏰
• Limit retries — Don't call the same person too many times 🙅
• Review transcripts — Check how the AI did on calls regularly 🔍
• Respect opt-outs — Stop contacting people who ask you to ✋
• Use templates — Save campaigns that work well as templates ♻️
• Monitor heatmaps — Find the best calling times from your data 🔥
• Test messages — Try different messages to see what works best 🧪
• Segment lists — Group your contacts for better results 🎯