Skip to content
KayseKayse

Agent Builder

Start with your script.
Build around your work.

Use Builder to turn your intake questions and follow-up instructions into an agent your team can test and refine.

Book a demoSee the setup process
Draft, test, and reviewIllustrated workflow

New intake

Build from the questions you use.

Start with an intake form, script, or plaintiff fact sheet.

  1. Draft the conversation

    Give Builder the questions and information the agent needs.

  2. Try a sample inquiry

    Check the sequence, phrasing, and missing-information paths.

  3. Approve the handoff

    Decide when the agent should transfer or ask your team for help.

An example setup process, not a live build or a time estimate.

Missing information

Ask for a specific next step.

Use a focused follow-up instead of repeating a full intake.

  1. Define what is missing

    Specify the document, answer, or contact detail the case needs.

  2. Set the response paths

    Plan for a reply, a request for help, and no response.

  3. Review before launch

    Check the wording and the fields written back to your system.

Your firm reviews the conversation and contact rules.

A useful draft needs a careful review.

Bring the material your team already uses.

Provide the source material

Upload an intake script, form, or plaintiff fact sheet. Explain the purpose of the conversation.

Refine the conversation

Review the questions, required details, and branch points. Try incomplete or unexpected answers.

Test the whole workflow

Check the contact rules, transfer destination, booking steps, and data mapping before going live.

Tell the agent when to bring in a person.

A clear boundary is part of the setup.

Routine collection

Let the agent collect the information covered by your approved script.

Questions outside the script

Define the escalation path for legal questions, uncertainty, or a request to speak to your team.

Review and improve

Use conversations and workflow results to identify changes, then review those changes before rollout.

Outreach guardrails

  • Consent state and opt-outs checked on every outreach attempt.
  • Quiet hours, time zones, and frequency caps configured per campaign.
  • Opt-in capture for SMS text and Voice AI, recorded per contact.
  • Full audit trail of every outreach attempt, exportable on demand.

Keep your case system in the loop.

Choose who will build and maintain the connection before you launch.

Growth: your connection

Your firm or vendor builds and maintains the connection using Zapier, customer-configured webhooks, or the open API, with Builder guiding.

Standard and above: Kayse-managed

Kayse builds and maintains the supported case system connection, up to three case types and fifty mapped fields. Additional work is scoped and agreed in writing.

Read the integration scope

Put it to work

Bring the script you want to improve.

We can walk through a draft, a test conversation, and the handoff to your team.

Book a demoView plans