Agent Builder · Kayse Voice

Your intake questions.
Your firm's rules.

Kayse sets up your premade Smart Intake Agent workflow for 15 or more case types and makes the launch edits with you. Builder is how questions and follow-up get changed later. Every change is tested and approved before it goes live.

Book a demo See 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.

Draft the conversation

Give Builder the questions and information the agent needs.
Try a sample inquiry

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

Define what is missing

Specify the document, answer, or contact detail the case needs.
Set the response paths

Plan for a reply, a request for help, and no response.
Review before launch

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

Your firm reviews the conversation and contact rules.

Editing with Builder.

Bring the material your team already uses. Changes to intake questions can change your CRM field mapping, so changes outside your launch scope are quoted and approved in writing first.

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.

Included in your launch

Momentum and Scale each include one supported connection. Scale covers broader agreed mapping. When it runs through Zapier, Kayse builds and tests it in Kayse's Zapier account at no separate charge. Your order lists the system, the fields, which way they sync, who owns the main record, and who maintains it.

Changes later

New intake questions can need mapping updates. Changes outside your launch scope, custom integrations and data cleanup are quoted and approved in writing first. Third-party fees are billed by that vendor.

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 demo View plans

Your intake questions.Your firm's rules.