AI Agents handle phone conversations for your firm. They can answer inbound calls, place outbound campaign calls, collect task answers, transfer callers, send follow-up messages, book appointments, and summarize calls afterward.
The AI Agent Wizard helps you create a strong first draft. The full Agent Builder is where you test, refine, publish, and maintain the agent over time.
Use the Wizard when you want guided setup. It asks for the agent's purpose, recommends a template, fills in common defaults, and creates a draft agent that you can review before publishing.
Start here:
The Wizard starts with three setup choices:
These answers shape the recommended template, generated prompt, transfer rules, welcome messages, and available setup steps.
Set the internal agent description, agent purpose, language, and voice. Use a name your team can recognize later, such as the case type, campaign type, or intake workflow.
This screen defines what the agent should collect or verify. Depending on the goal, you can connect a form or provide free-text qualification guidance.
When you connect a form, the agent can follow the form's pages, questions, conditional logic, and disqualification rules during the call. This is the best option when the conversation needs to fill tasks or intake fields.
Choose what the agent can do during or after the call:
Transfer settings can include cold or warm transfer, human detection, transfer triggers, and business-hours availability.
Configure what the agent says at key moments:
Message fields can use variables such as , , , or .
The Review screen summarizes the agent description, selected voice, call criteria, actions, welcome messages, and knowledge base status. Use the edit links to revisit any step, then create the draft agent.
After the draft is created, Kayse opens the full Agent Builder. This page gives you the advanced controls that the Wizard intentionally keeps out of the first setup flow.
Use the Builder to manage:
Form-based agents use a form to guide the conversation. During a call, the agent asks the form questions, follows conditional logic, detects disqualifying answers, and saves answers back to the related tasks.
Mapped task answers can become Kayse custom fields or CRM fields when mapping is configured. This is how information collected by an AI Agent can become structured data for reporting, workflows, and CRM sync.
See Smart Tasks & Forms in Kayse for the task setup flow.
Always test an agent before publishing.
If the agent has a connected form, test calls also show task outcomes so you can confirm whether questions were completed, skipped, or left incomplete.
Agents save changes as drafts until you publish them. You can open an agent from the Agent Builder list, adjust the prompt or settings, run test calls, and publish when ready.
When a form-based agent uses a system-generated form prompt, Kayse can detect when the linked form changed and offer to rebuild the prompt from the latest form. Your other settings, such as voice, phone numbers, and transfer behavior, stay in place.
Publishing makes the current draft live for calls handled by that agent. Kayse saves a version snapshot each time you publish, including the prompt, form connection, voice, phone numbers, transfer settings, messages, and other key settings.
Use version titles and descriptions so your team can understand what changed. If you need to review or restore an older setup, open the agent history and load a previous version.
After the core setup is working, review these advanced settings: