← All Release Notes

AI Calls Tab, Instant Login & SmartAdvocate Sync Toggles

April 30, 2025

Apr, Wed 16 - Apr, Wed 30

🛠 Updates & Improvements

✅ User Experience Improvements

1. Instant Login Flow: Users are now signed in immediately after entering the correct code—no more clicking “Verify and Sign In.”

2. Clearer Contact Visibility in the Messages feature: The Messages sidebar now shows a “Not added” label next to missing client phone numbers or emails, helping to spot incomplete records at a glance.

3. Expanded Case Notes Display: Case Notes now show up more lines before needing to press show more, offering more context without requiring a click.

   

4. Footer Navigation Links: We've added four quick-access footer links for convenience: Terms of Use, Pricing, Privacy Policy, and Support.

   

📞 Enhanced AI-Calls Tracking

• 💡Added the “Calls” Tab to View AI Calls on Clients and Cases: There is now a dedicated Calls tab on both Client and Case pages, displaying call activity, metadata, and outcomes—all in one centralized view.

  • In this tab, the Campaign Name replaces the previously shown Client or Case name column, improving relevance.

• Client page:

  

• Case page:

  

🛠 Company Settings UI Refinements

• Renamed “Contacts” to “Contact”

• Added tooltips for:

  • Phone number – clarifying the firm_phone variable
  • Email address – clarifying the firm_email variable

• Renamed “Company Address” to “Mailing Address” with a tooltip explaining it's tied to the firm_mailing variable.

  

✍️ Messaging & Automation

• AI Script Generator: All automation messaging sections now feature an AI Generate button, allowing teams to draft outbound scripts using AI prompts quickly while inside of Kayse.

  

🔗 Smart Advocate & Law Ruler Integration Enhancements

• Field Saving Logic Update: You can now update individual Smart Advocate fields without filling in all fields through the SA integration.

• Tooltip for Voice AI Status ID: Added guidance to explain its use.

• New Sync Toggles for Smart Advocate & Law Ruler:

  • Auto-import data from Smart Advocate / Law Ruler:

  • Push outbound Kayse messages to the case management system/CRM.

  • Sync call records back to the originating platform.

    

📊 Voice AI Metrics

• Voice AI metrics now display with improved accuracy and reliability.