We rebuilt the Kayse web app. The new version is at new.kayse.ai, it runs on the data your firm already has, and you can go back to the classic app whenever you want.
Kayse 6 is the new version of the app your team works in every day. The layout and navigation are new, so intake staff, case managers and firm admins will see the difference on the first screen. Your cases, contacts, campaigns, agents and workflows are the same ones you had yesterday.
The suite, made up of Kayse Voice, Kayse CRM and Kayse Sign.
The version of the app you use to run it.
It shows your firm's local time and, once your business hours are set, whether you are open. Click the time to see those hours and when the firm opens next. Beside it are a field for asking Kayse a question, your notifications, the theme switch and your account. If you work across more than one company, you can switch from any page.
Engage is for reaching people, with items such as Intake Queue, Messenger, AI Receptionist, Voice Agents and AI Campaigns. Manage is for the records, such as Cases, Opportunities, Contacts, Lists and E-Sign Templates. Most of the old Settings & Tools pages now sit behind one Resources link. You can fold the menu down to icons, and on a phone it opens from the top left.
The question field in the header goes to the Kayse Assistant. Ask it how to do something ("how do I set up a campaign?") or ask about your own numbers ("how many cases did we open last month?"). It works within your role and case types, and it can only read. It won't create, edit, send or delete anything.
Campaigns are built in a step-by-step wizard that saves your draft as you go. You can move between steps before everything is filled in, and Kayse checks for a missing agent when you launch.
Switch whenever you like. Kayse saves your choice to your account, so it follows you to another computer.
Kayse 6 is a new front end on the same system. It shows the same data as the classic app, so you have nothing to import or migrate.
Pages that exist in both apps keep the same address. Once you choose the new Kayse, links to the classic app open in Kayse 6, so your bookmarks keep working.
Kayse 6 is turned on for each firm separately. If you don't see the options below, ask your Kayse account team.
In the classic app, click Try the new Kayse in the banner, or open Profile and use the Interface card.
Kayse opens that page in the new app, or the home screen if the page hasn't moved yet, and saves your choice to your account. The next time you sign in, on any computer or browser, Kayse 6 opens for you.
To go back, click Back to classic in the banner. If you closed the banner, use the Interface card in Profile. Kayse saves that choice the same way.
Already a customer? Sign in at new.kayse.ai. New to Kayse? We will walk you through it.
