Choose how your team finds out about new messages, calls, and other things that happen in Kayse AI.
| Type | Description |
|---|---|
| New Message | A client sends you a message |
| New Call | A call comes in or finishes |
| Task Due | A task deadline is coming up |
| Case Update | Something changed on a case |
| Document Uploaded | A client uploaded a file |
| Form Submitted | A client finished filling out a form |
| Channel | Description |
|---|---|
| In-App | Shows up right inside Kayse AI |
| Sent to your email | |
| Push | Pops up on your phone via the mobile app |
Pick and choose which notifications you get:
| Filter | Description |
|---|---|
| By Case Type | Only for certain kinds of cases |
| By Assignment | Only for cases you're assigned to |
| By Status | Only for cases in certain stages |
| By Severity | Only for high-priority stuff |
Tell Kayse AI when your firm is open so it knows how to behave outside of work hours.
Here's what changes after hours:
| Feature | What Happens After Hours |
|---|---|
| AI Receptionist | Uses a different script after hours |
| Campaign Sending | Follows your business hours schedule |
| Auto-Reply | Replies differently after hours |
| Notifications | Can be turned off after hours |
Set up holidays when your firm is closed:
Set up how voice calls work:
| Setting | Description |
|---|---|
| Max Concurrent Calls | The most calls happening at one time |
| Call Pacing | How fast outbound calls go out |
| Queue Size | How many calls can wait in line |
You can also set up call settings for each campaign. Go to the Campaigns page and click the settings icon next to the concurrency rate:
| Setting | Description |
|---|---|
| Concurrency Rate | How many outbound calls can happen at once (as a percentage). This makes sure there's room for incoming calls too. |
| Default Business Hours | The default time windows for campaign calls (follows TCPA rules). |
The default business hours you set here can be quickly used when you create campaigns in Company Times mode by clicking the Use Defaults button.
| Setting | Description |
|---|---|
| Recording | Record all calls automatically |
| Transcription | Turn calls into text automatically |
| Sentiment Analysis | Check the mood/tone of calls |
| Max Duration | The longest a call can be by default |