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:
- Set up your campaign the way you like it
- Click Save as Template
- Give the template a name
- Use it next time you create a campaign!
🚀 Using Templates
- Click Create Campaign
- Select From Template
- Pick the template you want
- Change any settings you need
- 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
| 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:
- Go to Campaign Dashboard
- Click Export
- Choose your format (CSV, PDF)
- Pick a date range
- 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 🎯