AI Features
Kayse AI uses AI to help you work smarter and communicate more effectively.
AI Receptionist
The AI Receptionist is a voice-powered assistant that handles phone calls.
What It Does
- Answers inbound calls 24/7
- Makes outbound calls to clients
- Collects information during calls
- Transfers calls when needed
- Leaves voicemails
- Sends SMS or email during calls
Setting Up AI Receptionist
- Go to Settings → AI Receptionist or Agent Builder
- Create or configure your AI agent — use the Agent Builder Wizard for a guided step-by-step setup, or create manually with a starter flow
- Set up:
- Voice selection
- Welcome messages
- Conversation prompts
- Knowledge bases
- Transfer settings
- Post-call analysis
Voice Configuration
| Setting | Description |
|---|
| Voice | Choose from available voices |
| Speed | How fast the AI speaks (0.5x - 2x) |
| Temperature | Variation in speech patterns |
| Language | Primary language for calls |
Behavior Settings
| Setting | Description |
|---|
| Responsiveness | How quickly AI responds to pauses |
| Interruption Sensitivity | How easily callers can interrupt |
| Backchannel | Enable "uh-huh", "I see" responses |
Prompts and Instructions
Write clear instructions for the AI:
- How to greet callers
- What information to collect
- How to handle common questions
- When to transfer calls
Tip: Be specific! The more detail you provide, the better the AI performs.
Knowledge Bases
Connect knowledge bases so the AI can answer questions about your firm:
- Upload FAQs and documents
- AI references them during calls
- Provides accurate, consistent information
Call Transfer
Configure when and how calls transfer:
- Transfer number(s)
- Cold transfer (direct) vs warm transfer (with intro)
- Transfer triggers (keywords, requests)
AI Campaigns
AI Campaigns combine voice calls with intelligent messaging.
Features
- AI makes calls to your list
- Sends pre-call and follow-up messages
- Handles client responses intelligently
- Respects business hours and timezones
- Retries failed calls automatically
Setting Up AI Campaigns
- Create a list of cases to contact
- Go to Campaigns → Create Campaign
- Select your list
- Choose or create an AI agent
- Configure messages
- Set schedule
- Launch
Campaign Messages
| Message | When Sent |
|---|
| Pre-call | Before AI calls |
| Post-success | After successful call |
| Post-failed | If call didn't connect |
Monitoring Campaigns
Track in real-time:
- Calls completed
- Success rate
- Sentiment analysis
- Individual transcripts
AI-Suggested Responses
In Messenger, AI can suggest responses to client messages.
How It Works
- Client sends a message
- AI analyzes conversation context
- AI drafts a suggested response
- You review and edit if needed
- Send or dismiss
Improving Suggestions
Give feedback on suggestions:
- 👍 Good suggestion
- 👎 Poor suggestion
This helps the AI learn your preferences.
Automations
Automate workflows based on triggers.
Trigger Types
| Trigger | Example |
|---|
| Case created | Welcome new cases |
| Status changed | Notify client of progress |
| Task completed | Send follow-up |
| Negative sentiment | Alert manager |
| Time-based | Reminder after X days |
Action Types
| Action | Example |
|---|
| Send SMS | Text message to client |
| Send Email | Email to client |
| AI Call | Place AI call |
| Update Status | Change case status |
| Create Task | Add task to case |
| Notify | Alert team member |
Creating Automations
- Go to Settings → Automations
- Click Create Automation
- Select trigger
- Add conditions (optional)
- Add actions
- Enable
Example Automations
Welcome Message
- Trigger: Case created
- Action: Send welcome SMS
Negative Sentiment Alert
- Trigger: Negative sentiment detected
- Condition: Case is Active
- Action: Notify assigned staff
Document Follow-up
- Trigger: 3 days after form assigned
- Condition: Form not completed
- Action: Send reminder SMS
Sentiment Analysis
AI analyzes communication tone:
| Sentiment | Meaning |
|---|
| Positive | Happy, satisfied client |
| Neutral | Neither positive nor negative |
| Negative | Frustrated or unhappy |
Using Sentiment
- View sentiment in call summaries
- Filter cases by sentiment
- Trigger automations on negative sentiment
- Track satisfaction trends
Post-Call Analysis
AI analyzes calls after they complete:
- Summary — Key points from the call
- Success — Whether objectives were met
- Custom Fields — Extract specific information
- Sentiment — How the client felt
Configuring Analysis
Set up analysis fields:
- String fields for text extraction
- Boolean fields for yes/no questions
- Enum fields for categorization
Frequently Asked Questions
Can the AI handle any question?
The AI follows your prompts and can reference knowledge bases. For questions it can't handle, it can transfer to a human or take a message.
- Write detailed, specific prompts
- Add FAQs to knowledge bases
- Review call transcripts
- Refine based on real interactions
Is there a limit on AI calls?
Usage depends on your plan. Check Settings → Billing for your usage and limits.
Can clients tell they're talking to AI?
The AI sounds natural, but we recommend being transparent. Many firms have the AI introduce itself.
What if the AI makes a mistake?
Review calls regularly. You can update prompts and knowledge bases to improve accuracy over time.
Help Center Articles
AI Campaigns
AI Messaging
Voice AI