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Cases & Contacts Redesign, AI Feedback Loop & SmartAdvocate Improvements
This release introduces major upgrades to Cases and Contacts pages, improvements to the AI Messaging Agent, and important integration improvements. We continue to enhance performance, transparency, and usability so your team can stay focused on client work. ✨
🆕 New Updates
📂 Redesigned Cases Page
We’ve fully updated the Cases page UI:
- Modernized layout with clear sorting and statuses.
- Easier search and navigation across large case volumes.
👥 Redesigned Client Page → Contacts
The Client page has been renamed to Contacts and received a fresh UI:
- Improved design with better visibility of status, documents, and activity.
- More intuitive navigation for managing your contact list.
📱 Unified Phone & Email Storage
We’ve optimized the way client phone numbers and emails are stored:
- Multiple numbers and addresses are optimized per client.
- This also improves SMS/call handling and mobile app functionality.
📲 Mobile App Invites in Messaging Agent
The AI Messaging Agent can now send invites to download the Kayse mobile app:
- Email and SMS invite templates are now available.
- Clients can easily install the app and track their case status anytime.
These updates make Kayse more stable, modern, and user-friendly for your daily workflow. 🚀