AI Forms, AI Campaign Improvements, CRM Mapping & Document Management

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AI Forms, AI Campaign Improvements, CRM Mapping & Document Management

March 4, 2026

This release is focused on making Kayse easier to configure, safer to run at scale, and more user-friendly day-to-day — with major upgrades to AI Forms, AI Agent Builder customization, campaign controls, document workflows, and CRM mapping reliability.

🤖 AI Forms

AI Form Builder (Chat + File Upload)

You can now create a form using AI — by describing what you need in plain English and optionally uploading a document (Word/PDF/other supporting files). This is built for real-world intake logic where the “source of truth” often lives in documents, not spreadsheets.

How it works:

AI Form Builder with chat and file upload for creating forms from documents

Where to find it:

🧠 AI Agent Builder Improvements

Customize Behavior (Prompt Assistant)

We’ve added a new, user-friendly way to update how your agent behaves — without manually editing complex prompts.

With Customize Behavior, you can type instructions like:

…and Kayse will update/regenerate the underlying agent instructions while preserving the logic you already built.

What’s included:

Where to find it:

🔐 Role-Based Access Control (RBAC)

We introduced Role-Based Access Control (RBAC) for company users to improve security and better control access to sensitive areas of the platform.

Previously, all users who could log into the platform had the same level of administrative access. With this update, companies can now assign different permission levels when creating users.

Available roles

Two roles are now available for company users:

Administrator

User

This allows companies to give team members access to campaigns, cases, and messaging workflows without granting full administrative control.

Where to manage roles

Roles can be assigned when creating or managing users in:

Company Settings → User Management

What’s coming next

This RBAC implementation is the first phase.

Upcoming improvements will introduce case-type level permissions, allowing companies to control which case types specific admins can access and manage.

RBAC Administrator and User roles in Company Settings User Management

☎️ Phone Numbers Management

A new company-level view lets you see and manage all phone numbers in one place — with clarity on what’s being used, where, and how.

You can now:

Automatic spam protection (safer operations):

Where to find it:

🔌 Integrations & CRM Mapping Improvements

CRM Mapping reliability improvements (LawRuler + SmartAdvocate)

We’ve improved mapping stability, freshness, and guardrails so your CRM sync behaves more predictably — especially when CRM fields change over time.

What’s improved:

Where to find it:

For detailed setup instructions, see the CRM Field Mapping guide: CRM Field Mapping Guide (SmartAdvocate + LawRuler)

SmartAdvocate workflows: Target CRM Status now supports Status + Substatus

When building campaign workflows for SmartAdvocate, the “Target CRM Status” step is now safer and easier to configure.

What changed:

Where to find it:

📣 AI Campaigns Improvements

Company Business Hours for Campaigns

Campaigns now support a Company Times mode as an alternative to per-run calling times — giving you more flexibility and consistency across runs.

What you can do:

Where to find it:

Archive Campaigns

You can now archive campaigns to keep your campaign list clean without permanently deleting anything.

What you can do:

Where to find it:

Filter Campaigns by Status

Campaign lists now support filtering by status so you can find what you need faster.

You can filter by:

Where to find it:

📂 Cases Improvements

Opt-out filtering on the Cases page

You can now filter cases by a client’s opt-out status to avoid accidental outreach and target the right group for bulk actions.

What you can do:

Where to find it:

👥 Contacts & Cases Improvements

List Membership Change Tracking

The system log now records detailed metadata whenever cases are added to, removed from, or replaced on a list, giving you a full audit trail of list membership changes.

Where to find it:

OBO flag on Case page

You can now mark cases as OBO (On Behalf Of) directly from the case details.

What you can do:

Where to find it:

📄 Documents & Attachments Improvements

Client document upload notifications (richer + easier to navigate)

Notifications for client uploads are now more informative and help you get to the right place faster.

What changed:

Where to find it:

Download Archive (Bulk export) on the Attachments page

You can now export filtered attachments as a single ZIP.

What you can do:

Where to find it:

Faster bulk attachment downloads (background processing)

Bulk downloads are now processed in the background to reduce timeouts on large exports.

What changed:

Where to find it:

💬 Messaging Improvements

Web notifications: Handoff + appointment support

Messaging notifications are now more complete and reliable.

What’s included:

Warning before sending SMS outside business hours

To prevent confusion and delayed delivery, Kayse now warns you before sending SMS outside business hours.

What you’ll see:

Where to find it:

📊 Reporting (New + Improvements)

Automatic enrichment report for self-healed contacts

Customers can now receive automated reports listing phone numbers discovered via enrichment that have been verified by a successful call.

What’s included:

Campaign report setup in Campaign Creation

You can now configure a scheduled campaign report during campaign creation (instead of setting it up later).

What’s improved:

UI for automatic reporting (Self-Healed Contacts)

A user-facing setup experience has been added so admins can configure the report without needing extra steps.

Where to find it:

Self-Healed Contacts report setup in Settings Company Reports tab

⚙️ General Improvements

In addition to the features above, this release includes several stability improvements and performance optimizations across campaigns, messaging, integrations, and document management.

These improvements help ensure Kayse continues to operate reliably as firms scale their campaigns and case workflows.