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AI Agent Builder, AI Campaigns, CRM Mapping & Messaging Improvements

February 13, 2026

This release focuses on making your day-to-day work faster, clearer, and more reliable — with major upgrades to AI Campaign setup, stronger opt-out controls, improved CRM mapping tools, and smoother messaging + list workflows across Kayse.

🤖 AI Agent Builder — Send SMS & Emails During Calls

You can now enable Send SMS and Send Email directly in the AI Agent Builder when creating a new voice agent.

Once enabled, you can:

• Add a custom SMS message (for quick follow-ups, links, or next steps)
• Add a custom email message (for longer instructions or detailed information)

Kayse will automatically include this behavior in the agent’s setup, so your agent can send messages during the call whenever your prompt instructs it to (for example: “After verifying the caller, send them an SMS/email with the next steps.”) ✅

Additionally: if your agent uses a Form that includes a File Upload task, the agent can automatically send a secure upload link during the call when it reaches that step. 🔒

📣 AI Campaigns — Streamlined Campaign Setup + Built-In Agent Creation

Creating an AI Campaign is now faster and more intuitive with a simplified setup flow.

You can now do more on the first screen:

• Name your campaign
• Select the Contact List
• Choose the campaign type (Contact People Directly or Contact Representatives (OBO))

We also integrated AI Agent creation directly into the campaign wizard. You can click New Agent and build a voice agent specifically for that campaign — without breaking your workflow.

✅ When you select a Form / Tasks, they will automatically carry over to the agent so it knows what to ask. If you skip tasks, the agent can still run without a form and use capabilities like Call Transfer, Send SMS, and Send Email when needed.

📣 AI Campaigns — Better Opt-Out Visibility + Easier Opt-In

We made it much easier to review, filter, and correct opt-outs while managing your AI Campaigns.

You can now:

• Use new Calls filters to quickly view Converted, Disqualified, and Opted Out contacts in one place
• Open the new Opt-Outs view to see everyone who opted out
• Opt clients back in (Opt-In) when needed — either directly from the Opt-Outs list or while reviewing a specific call in the call details modal ✅

This helps teams quickly fix accidental opt-outs and keep campaign results clean and accurate.

📣 AI Campaigns + ⚙️ Company Settings — More Control Over Self-Healing Contacts

We added new controls to manage Self-Healing Contacts (contact enrichment) both globally and per campaign, so teams can use it only when it makes sense.

You can now:

• Turn Self-Healing Contacts ON/OFF at the company level (as a default for your firm)
• Enable or disable Self-Healing inside each AI Campaign during setup ✅

If the company-level setting is OFF, new campaigns will start with Self-Healing OFF by default — but you can still turn it on for a specific campaign when needed.

⚙️ Company Settings — Automated Contact Report (Scheduled)

You can now generate and deliver an Automated Contact Report on a schedule — giving your team a clear, shareable summary of client contact attempts over time.

With this report, you can:

• Choose a delivery schedule (daily, weekly, or monthly)
• Select which campaigns to include
• Track contact attempts across AI Calls, SMS Messages, and Emails
• Send the report automatically to one or multiple recipients (delivered as an attachment) 📩

This makes it easier to monitor outreach activity and provide transparent reporting when needed.

🔁 Company Settings — CRM Field + Status Mapping (LawRuler & SmartAdvocate) ✅

We shipped a CRM Mapping Tool in Company Settings that helps your team sync Kayse and your CRM with far less manual work. This MVP covers two powerful areas: Custom Field Mapping and Status Mapping Triggers — designed to reduce spreadsheet chaos and make CRM sync more predictable.

Custom Field Mapping (Send mapped fields):

• Map Kayse Custom Fields to LawRuler custom fields or SmartAdvocate UDFs

• When mapped fields update in Kayse (via call, form/task, or workflow), Kayse can push values back to the CRM automatically

• ⚠️ Make sure the integration toggle is enabled: “Send mapped fields to LawRuler / SmartAdvocate” Status Mapping Triggers (Call outcome → CRM status):

• Map a Post-Call Outcome Value (ex: intake_completed, review_needed) to a target CRM status

• When a call finishes with that outcome, Kayse can automatically update the case status in LawRuler / SmartAdvocate

• This makes it easier to keep your CRM “truth source” aligned without extra admin work after calls

✅ This is the foundation for bringing mapping directly into campaign workflows next — with more automation and fewer setup steps.

📄 Smart Tasks / Forms — Upload Spreadsheet to Create a Form (and Tasks) Faster

We added a new Upload Spreadsheet option to dramatically speed up form creation — especially for teams who already structure their workflows in spreadsheets. This is available in:

• Forms → Create New Form

• AI Campaign Creation → Form step How it works:

• Upload an .xlsx file → Kayse reads the column headers

• Select which columns should become tasks in the new form

• Kayse clearly labels each column so users understand what will happen:

  • Mapped (Existing) — matches an existing Custom Field
  • New (Will Be Created) — Kayse will create the missing Custom Field

• Continue → Kayse generates tasks automatically and sends you straight to the Form Builder, with tasks pre-created and ready to review

Result: faster setup, fewer clicks, less manual task creation — and a cleaner foundation for future Form/Task improvements.

📌 Messenger — Pin Chats + “Pinned” Filter

You can now pin important conversations in Messenger to keep key client threads always within reach. This is especially helpful when you’re juggling multiple active client conversations and don’t want critical threads getting buried.

What you can do:

• Pin/unpin chats for quick access to high-priority conversations
• Use the new Pinned tab/filter to view only pinned conversations
• Stay focused on your most important client interactions without searching or scrolling

🔕 Messenger + Cases/Contacts — Manual Communication Opt-Out Controls

We added a simple, user-friendly way to manually manage communication preferences when a contact needs to be fully opted out. This helps teams handle sensitive cases quickly and ensures opt-out is respected across channels.

You can now open Communication Preferences and toggle opt-outs for:

• 📞 Voice Calls
• 💬 SMS Messages
• ✉️ Emails

Available from key pages:

• Contact (profile) page
• Messenger (chat) page
• Cases (list) page

Important behavior:

• Manual opt-out prevents future automated/campaign messages for the selected channels — even if older campaigns are re-triggered or replies arrive on old threads
• Gives your team an immediate “control panel” to stop communications when required

🩺 Lists — Self-Heal + Export Enriched Contacts

We improved Lists with a Self Heal flow and export support, helping you enrich contacts at scale and easily reuse results. This is designed for teams who need cleaner phone/contact data before launching outreach.

What’s new:

• Self Heal button to enrich contacts (ex: attempt to find better/missing phone numbers)
• Export support for self-healed/enriched results for easy review, sharing, and auditing
• A smoother workflow for cleaning up data without leaving the Lists experience

✅ General Improvements & Quality Updates

Alongside the main features above, we also shipped additional improvements focused on overall stability, performance, and day-to-day usability.

In this release:

• Small UI/UX refinements to reduce friction across common workflows
• Reliability improvements to ensure key actions behave consistently across different paths
• Behind-the-scenes improvements that reduce edge cases and support smoother future releases