Kayse AI Documentation
- Agent Configuration
- CRM Variables
- Agent Builder
- Post-Call Analysis
- Testing & Publishing
- Agent Builder Wizard
- Agent Configuration
- Call Features
- AI Receptionist
- Dashboards & Insights
- Analytics & Reporting
- Reports & Export
- Attachments
- Advanced Automations
- Automations
- Triggers & Actions
- Best Practices
- Campaigns
- Campaign Runs & Monitoring
- Scheduling & Messages
- Templates & Analytics
- Documents & Notes
- Import, Export & CRM
- Cases
- Managing Cases
- Portal, API & Billing
- Case Types
- Company Settings
- Notifications & Hours
- Onboarding dashboard
- Team Members
- Contact Data
- Contacts
- Contact Management
- FAQ
- Fields & Logic
- Forms
- Sharing & Templates
- Glossary
- How to Access and Understand Your Monthly Billing and Usage Reports in Kayse
- Account Management
- How to Use the Kayse Client Portal (Web & Mobile App)
- Kayse AI Client Portal: Inviting Your Clients
- Having Trouble Downloading the Kayse Mobile App?
- v2.0.14 Mobile App Update
- How to Manage Your Notification Preferences
- OBO (On Behalf Of) Features
- System Logs – Bulk Actions
- System Logs – Single Actions
- Meet Your New Smart Assistant: Kayse AI Messaging! AI Messaging Agent Guide
- Kayse AI Messaging - Your Super-Intelligent Digital Team Member Across SMS, Email, and In-App Chat
- Configure Your AI Messaging Settings
- AI Receptionist (Inbound Calls via Voice AI)
- Best Practices for Launching Your First AI Campaigns in Kayse
- What Are AI Campaigns?
- Getting to Know AI Campaigns in Kayse
- AI Features
- Step-by-Step Guide: Launching Voice AI Agents/Campaigns and Contact Lists in Kayse
- AI-Powered Voice Agents for Law Firms: The Future of Legal Client Intake and Engagement
- Top 10 Frequently Asked Questions About Voice AI Agents by Law Firms
- Import Existing Custom Fields into a Case Type
- How to Effectively Import & Use Lists in Kayse
- Import Tool: New Features for Date of Birth, More Options for Data Handling, and Better Reporting
- Importing Leads and Cases from Law Ruler into Kayse
- Managing Cases
- Common A2P 10-DLC Rejection Errors & How to Fix Them
- A2P 10DLC SMS OptIn Compliance Instructions — Contact Us Form Templates for Your Website
- Messaging & Campaigns
- Outreach: How to Send Blast Omni-Channel Alerts in Kayse via Voice AI, SMS, Email, and In-App Messaging
- Best Practices Guide to Safely Handling Sensitive Intake and Investigation Questions with AI (Sexual Abuse Intakes and Cases)
- Why Do Phone Numbers Get Flagged as Spam or Scam Likely—and How To Fix It?
- Getting Started
- Help Center
- CRM Field Mapping Guide (SmartAdvocate + LawRuler)
- How Kayse AI Books Appointments and Sends Them to Your GHL CRM (GoHighLevel / LeadConnector)
- Integrations
- Law Ruler Integration Guide: 2 of 2 - The API Sync Setup Guide
- Law Ruler Integration Guide: 1 of 2 - Create Custom Field Template by Case Type
- Kayse and Litify Integration - Coming Soon (Target Date: January 2026)
- SmartAdvocate Integration Guide
- Zapier Actions Guide - What They Are and How to Use Them
- Zapier Integration Guide - Must be Completed to Activate Zapier in Kayse
- Zapier + Kayse: Easy Integrations for Any CRM
- Zapier Setup - Invite Kayse Support to Help With Your Zaps
- Zapier Triggers Guide - What They Are and How to Use Them
- Tasks & Forms
- Resending Individual Task Links (Forms, Document Upload Links, etc.)
- Smart Tasks & Forms in Kayse
- Import & Export
- Getting Started
- Integrations
- Other Integrations
- Webhooks & Enrichment
- Knowledge Bases
- Managing Knowledge Bases
- Advanced List Features
- Lists
- Compliance & Best Practices
- Message Templates
- Using Templates
- Advanced Messaging
- Messenger Features
- Messenger
- Phone Numbers
- Profile Settings
- In-app Messaging, SMS Limit & Optimized Clients & Cases
- Bulk SMS, Tasks & Chat on Mobile & LawRuler Integration
- VoiceAI + LawRuler Integration & Inbound Call Handling
- SmartAdvocate Messaging, Sentiment Automation & Call Filters
- SmartAdvocate Sync, AI Campaign Filters & Mobile Push Notifications
- Call List Sorting, Sentiment Automation & Login by Phone
- Campaign Conversion Rate, LawRuler Integration & Client Portal Invites
- AI Calls Tab, Instant Login & SmartAdvocate Sync Toggles
- Multiple Company Login, AI Receptionist & Smart Import Contacts
- App-Free Notifications, SMS Sync & AI Call Export
- Secure Uploads, Smarter Filters & Import Upgrades
- AI Receptionist, Smart Call Analytics & Mobile Auto-Replies
- AI Campaigns, Import Tool & Messaging Updates
- Case Type Filters, Disable Chat & AI Call Button
- System Logging, LawRuler Sync & Voice Notes
- OBO Flag, Importer Enhancements & Email Notification Filter
- Mobile Uploads, File Insights & AI Summaries
- Auto-Select Preferred Channel, AI Campaign Improvements & Custom Fields
- New Message Filters, Smart Field Mapping & Campaign UX
- Message Translation, Client Portal Enhancements & AI Improvements
- AI Messaging Agent & AI Receptionist Improvements
- SMS Delivery Updates, Importer Redesign & AI Calling Enhancements
- Cases & Contacts Redesign, AI Feedback Loop & SmartAdvocate Improvements
- Case Type Management, List Redesign & Bulk Action Modals
- Email Blasts in AI Campaigns, Tasks Redesign & Opt Out Improvements
- Time Zone Enhancements, SMS Opt-Outs & Multi-Image Chats
- Initial Launch
- Self-Healing Phone Numbers, Wrong Number Handling & Pagination Improvements
- Call Transcription & Sentiment Analysis
- Import Wizard, AI Messaging, SMS Self-Healing & Multiple Phone Handling
- Performance Improvements
- Client Merge & System Log
- Dynamic Lists & Automation Rules
- Campaign Templates & Scheduling
- List Management & Bulk Actions
- Smart Tasks, AI Campaign Redesign, AI Messaging Upgrades & More
- AI Receptionist & Call Transfer Features
- Importer Wizard, System, Messaging & AI Campaign Improvements
- AI Campaigns, Reporting & Messaging System Improvements
- AI Agent Builder, Conditional Logic & Smart Tasks, AI Campaign Improvements
- AI Agent Builder, AI Campaigns, CRM Mapping & Messaging Improvements
- AI Forms, AI Campaign Improvements, CRM Mapping & Document Management
- Publish Metadata and Agent Version Snapshots
- AI Agent Builder, Campaigns, CRM Integrations & Client Portal Web Access
- Agent Builder Wizard, Webhooks, AI Campaigns, Forms & Integrations
- Release Notes
- Security & Compliance
- System Log
- Advanced Tasks
- Tasks
- Task Management
- Workflows