🌐 SmartAdvocate Integration Guide – Kayse AI

Welcome to the SmartAdvocate + Kayse integration guide! 🎉🤝

This article will help you connect your accounts, understand what data moves between them, and know what to do if something looks wrong. Don’t worry — we’ll keep this simple and walk through it step by step. 😊📘

✅ Step 1: Connect Your SmartAdvocate Account 🔗

Before Kayse can sync your cases and clients, we need to connect to SmartAdvocate once.

How to connect 🛠️

Go to Integration Settings in your Kayse dashboard. ⚙️
Find SmartAdvocate in the list and click it. 📌
Enter your SmartAdvocate login info. 🔐
If your firm gave you a special connection link, add it.
- If not, leave it blank — that’s totally fine. 🙂
Click Test Connection to make sure it works. ✅
Click Save Settings to finish. 💾

After this, Kayse will start syncing on its own. 🚀

🔄 Step 2: How Syncing Works (Simple Version)

Kayse checks SmartAdvocate for updates in the background.
You don’t need to press any buttons. 👍

Timing ⏰

Kayse usually syncs every 1–2 hours.
This is automatic, like a refresh that happens for you. 🔁✨

First-time syncing 🧹

If your SmartAdvocate has lots of old data, the first sync may take longer.
That’s normal. Once it finishes, updates will come in faster. 😊

📥 What Kayse Pulls from SmartAdvocate

Kayse brings over the main info your team needs so cases and clients stay up to date. ✅

We sync these items:

Cases 📂

Case name
Case type
Case status
Case date info
SmartAdvocate case ID

Clients 👤

Name
Email
Phone number
Address
Timezone
Zip/postal code

Notes (Messages) 📝

SmartAdvocate “Notes” often include messages.
Kayse pulls those too. More on that next 👇

💬 Notes and Messages

In SmartAdvocate, messages live inside Notes.
Kayse reads these Notes and brings them into Kayse chat. 📩

What Kayse supports ✅

Incoming text messages
Outgoing text messages

Why this matters 🌟

Your team sees the full conversation history.
Kayse also checks tone/sentiment so you can spot happy or upset clients faster. 😊😟

📤 Step 3: What Kayse Sends Back to SmartAdvocate

When your team uses Kayse, we send important updates back right away. 🚀

Kayse sends:

Messages ✉️📲

Any SMS, email, or in-app message sent in Kayse
These show up in SmartAdvocate as Notes on the case

AI call results 🤖📞

Call log
Call transcript
Saved as Notes too

Documents 📎

Files uploaded through Kayse chats, tasks, or secure links
We try to save them into SmartAdvocate documents

Handy reminder 💡

SmartAdvocate stores our updates under Notes, not separate SMS/email sections.
That’s expected ✅

🧩 Step 4: Settings You Can Choose

You can pick what Kayse should pull over.

You can control:

Which case types Kayse should sync ✅
How those case types show up inside Kayse 📌

Your changes will show up after the next sync cycle. 🔁

Optional call status update 🎯

If you give us a special SmartAdvocate status ID, Kayse can update a case status after an AI call.
Totally optional — only use if your team wants it. 👍

🛟 Troubleshooting (If Something Looks Off)

Here are the most common issues and what they usually mean:

“I connected it but I don’t see data yet.”

First sync may take a few hours if there’s lots of data. ⏳
Check that Receive Data is turned ON in settings. ✅

“I don’t see messages where I expected.”

Messages are stored in Notes in SmartAdvocate. 📝
Look there first. 👀

“A document was uploaded but I don’t see it.”

Some files don’t show in SmartAdvocate right away.
They may still be saved behind the scenes. 📂
If needed, SmartAdvocate support can confirm it. ✅

❓ FAQ

How often does syncing happen?
Every 1–2 hours automatically. 🔁

Can I sync right now manually?
Not yet. You can wait for the next cycle or import a list manually. 🙂

Where do Kayse messages show in SmartAdvocate?
Inside Notes on the case. 📝

Can I stop some data from syncing?
Yes — turn off Receive Data in settings. ✅

Need help? Contact our support team anytime ✨
Happy integrating!