Overview
What the CasePeer connection does.
Kai answers a new caller. When the call ends, a new case shows up in CasePeer.
A case for each caller
Kai opens a case in the Intake status. The caller is the client, with their name, phone, and email. If a name is missing, Kai writes "Unknown". He never guesses a name.
A note with the call
Each case gets one note. It has the call summary, the case details Kai heard, and links to the recording and the call in KaiCalls.
The date of the accident
CasePeer needs a date of incident on every case. If the caller gave one, Kai uses it. If not, Kai uses the call date and puts a red critical note on the case. Fix the date before you trust the statute date.
You pick which calls
Send every caller, or only callers Kai marks as a good fit. You can turn it off any time.
Before you start
What you need first.
CasePeer Advanced
Your firm is on the CasePeer Advanced plan. CasePeer does not let other apps add cases on its other plans.
A CasePeer user who can add cases
You will sign in to CasePeer once. Use a person who can create cases and notes.
Admin in KaiCalls
You are an owner or admin of your business in KaiCalls.
Step 1
Ask CasePeer for access.
CasePeer gives each firm its own key pair. You ask for it once.
- 1
Copy this email
Send it to support@casepeer.com from your firm's email.To: support@casepeer.com Subject: Partner API access for KaiCalls Hi CasePeer team, We are on CasePeer Advanced and want to connect KaiCalls, which answers our phone line and opens new callers as Intake cases. Please set up Partner API client credentials for us: - Application name: KaiCalls - Redirect URL: https://www.kaicalls.com/api/connections/casepeer/callback - Logo: https://www.kaicalls.com/apple-touch-icon.png Thank you!
- 2
Keep the web address exact
CasePeer calls it the redirect URL. It must be exactly: https://www.kaicalls.com/api/connections/casepeer/callback - 3
Wait for the reply
CasePeer sends you a client ID and a client secret. Keep the secret private. It works like a password.
Step 2
How to connect CasePeer.
Do this when CasePeer sends the client ID and secret.
- 1
Open CasePeer in KaiCalls
Go to Connections > CasePeer. - 2
Paste the two codes
Paste them in Client ID and Client secret. Tap Connect CasePeer. - 3
Sign in to CasePeer
CasePeer opens its sign-in page. Sign in and allow KaiCalls. - 4
Come back to KaiCalls
CasePeer sends you back. You see "CasePeer connected".
After you save
How to see it work.
Make one test call. Then look in CasePeer.
- Call your KaiCalls number from a phone that is not your own admin phone.
- Give a test name, like "Test Caller", and say when the accident happened.
- Hang up and wait a minute.
- Open your Intake cases in CasePeer. Look for your test caller.
- Open the case. Check the note with the call summary.
- Delete the test case when you are done.
Fix it
If something looks wrong.
CasePeer shows an error at sign-in
The web address CasePeer has on file must match ours exactly. Ask CasePeer support to check it.
You came back with "connection failed"
Check the client ID and secret, then connect again.
The CasePeer row turned red
CasePeer stopped letting Kai in. Connect again with the same client ID and secret. CasePeer asks you to sign in again if nobody called for two weeks.
No case after a call
Check the row is set to send every caller, not off. Calls from your own admin phone and test calls are skipped.
The case has the wrong date of incident
The caller did not give a date, so Kai used the call date. Fix it on the case in CasePeer.
Turn it off
How to disconnect CasePeer.
Tap Disconnect on the CasePeer row in KaiCalls. Kai stops opening cases. Cases already in CasePeer stay there.