Advanced Automations

⏱️ Automation Frequency

Control how often automations can run:

Setting	Description
Once Per Case	Only runs one time per case
Once Per Day	Runs at most once every 24 hours 📅
Once Per Week	Runs at most once every 7 days
Unlimited	No limit — runs every time the trigger fires 🔄

Set a minimum wait time between triggers:

Control when automations are active:

Option	Description
Always Active	Runs all day, every day, 24/7
Business Hours	Only during your set working hours 🏢
Specific Days	Only on certain days of the week
Custom Schedule	Set your own exact schedule 🎛️

Automations are smart about timezones:

Kayse AI can figure out how a client is feeling (positive, neutral, negative) from their messages and calls. You can use this to:

Escalate negative feelings — Let a manager know when a client sounds unhappy 😟🔔
Follow up on happy feelings — Ask for a review when a client is pleased 😊⭐
Track satisfaction — Keep an eye on how clients are feeling overall 📈

Source	Analysis
Call Transcripts	AI listens to what was said on the call 📞
SMS Messages	AI reads the tone of text messages 💬
Email Content	AI checks the tone of emails 📧
Chat Messages	AI looks at portal chat messages 💻

Important

Sentiment detection looks at the tone of messages. Always check flagged messages yourself to make sure the AI got it right! 👀

From the Automations page, you can:

Action	Description
Enable/Disable	Turn automations on or off 🔘
Edit	Change triggers, conditions, or actions ✏️
Duplicate	Copy an automation to use as a starting point 📋
View History	See when automations ran 🕰️
Delete	Remove automations you don't need 🗑️

Status	Description
Active	The automation is running ✅
Paused	Temporarily turned off ⏸️
Draft	Not turned on yet 📝
Error	Something is wrong with the setup ❌

Track when automations ran and what they did:

Keep an eye on how reliable your automations are:

Chain several actions together in one automation:

Add wait times between steps:

Get started quickly with ready-made templates:

Template	Description
Welcome Flow	Get new cases started 👋
Document Collection	Ask for and follow up on documents 📄
Status Update Notifications	Tell clients when their case status changes 📢
Negative Sentiment Escalation	Alert someone when a client is unhappy 😟🔔
Review Request	Ask for reviews after good outcomes ⭐
Appointment Reminders	Remind clients about upcoming appointments 📅

Start simple — Begin with one or two automations and add more over time 🐣
Use conditions — Add filters so automations don't run when they shouldn't 🎛️
Test first — Try automations with test cases before turning them on 🧪
Check regularly — Look at automation history to make sure things are working 👀
Set frequency limits — Don't send too many messages to the same client 🚫
Respect timing — Follow business hours and timezones ⏰
Watch sentiment — Set up alerts for unhappy interactions 😟
Use clear names — Name your automations so everyone knows what they do 🏷️
Fix failures — Look into and fix any automation errors ❌🔧
Coordinate with campaigns — Make sure automations and campaigns don't step on each other's toes 🤝