Import Wizard, AI Messaging, SMS Self-Healing & Multiple Phone Handling
This release brings one of our most significant improvements yet — introducing the all-new Import Wizard, a smarter and fully automated way to manage complex data imports.
Alongside that, we’ve delivered a major upgrade to AI Messaging, new enrichment capabilities for SMS, better number handling, and enhanced call management features. ✨
🆕 New Features & Improvements
🧩 Import Wizard — Complete Redesign & Step-by-Step Flow
We’ve completely reimagined the Import Wizard, turning it into a powerful, transparent tool that gives firms full visibility into every import from start to finish.
The redesigned flow not only makes data onboarding faster and more accurate but now introduces a brand-new Imports tab for complete tracking and auditing.
- Four-Step Import Process: From upload to mapping, every stage now includes validation, duplicate detection, and live feedback before import.
- New Imports Log: Added a dedicated Imports tab inside System Logs, where every import is automatically recorded — including its status, timestamp, and progress.
- Status Tracking: Each import now displays real-time status updates — Processing, Completed, Completed with Errors, or Failed.
- Detailed Reports: Once completed, each import is fully traceable and clickable — users can open the import to view the detailed report of processed, successful, and failed rows.
- Instant Notifications: Users receive in-app and email notifications once an import finishes, along with direct access to the full report.
- Reusability: Mapping Templates can still be saved and reused for faster, more consistent future imports.
This update gives law firms full control over their import history, allowing them to monitor performance, identify errors, and maintain audit-ready transparency across all import operations.
💬 AI Messaging Improvements
We’ve reengineered our AI Auto-Responder to make every conversation smarter, faster, and more personal.
The new logic not only improves how the AI understands context but also provides actionable, self-service paths for clients — all while reducing manual effort for firm staff.
- AI responses are now context-aware, adapting replies to match the specific case and communication history.
- The system highlights self-service options, helping clients check their case status, next steps, or submit missing information without waiting for human follow-up.
- Improved natural phrasing and tone make AI messages sound more professional and human-like.
- Law firms experience fewer repetitive inquiries, freeing up staff for higher-value work.
This update transforms client communication — making AI messaging not just reactive but proactively helpful, improving engagement and client satisfaction.
Image from iOS (1).jpg ☎️ “From” & “To” Number Handling in Messenger
For firms managing multiple Twilio numbers, Messenger now provides greater transparency into message routing.
- Each SMS now clearly displays both the sender (firm) and recipient (client) numbers.
- Users can easily see which firm number was used in every conversation.
- Simplifies message audits and reduces confusion in communication tracking.
A small but powerful improvement that enhances clarity and control for multi-number firms.
📞 Call Opt-In Functionality
Firms can now manually opt clients back in to AI call campaigns when explicit consent is received.
- Opt-in actions are available in Contact, Case, and List views.
- Updated visual indicators display opt-in/opt-out status across all related pages.
- Keeps client communication fully compliant and transparent.
This feature helps ensure ethical, controlled outreach while maintaining a clear record of client communication preferences.
🔄 Auto Data Enrichment for SMS Numbers in Messenger
Our Self-Healing Contact System now covers SMS messaging, ensuring that every message reaches the right number.
- Automatically identifies and replaces invalid, unreachable, or wrong SMS numbers.
- Enriches contact records with new verified numbers to prevent failed deliveries.
- Keeps message campaigns accurate and running smoothly — even when client contact data changes.
This expansion of enrichment logic extends the reliability and automation already available for AI calls into your SMS workflows.
🧭 Case & List Sorting by Client
We’ve added the ability to sort cases by clients across both Case and List pages.
This small but impactful improvement makes it easier to group and navigate related cases, helping firms quickly locate clients and manage case relationships more efficiently.
These updates make Kayse smarter, faster, and more intuitive — giving law firms the clarity and control they need to manage every aspect of communication and data with confidence. 🚀