Kai Can Now Use the Apps You Already Use
Pick an app, sign in on its own page, and choose what Kai can do with it. Lookups run on their own. Anything that changes your data waits for your OK.
Your price sheet lives in Notion. Your jobs live in Airtable. Your invoices live in Stripe. Until now, Kai couldn't see any of it.
Now he can. Open What Kai can do in your dashboard, pick an app, and click Connect. You sign in on the app's own page, come back, and choose what Kai is allowed to do with it.
How it works
- Pick an app. The list starts with apps made by the companies themselves: Zapier, Notion, Airtable, Stripe, Jotform, Typeform, Todoist, monday.com, Linear, Jira and Confluence, and Canva. There's a search box too.
- Sign in on the app's own page. It's the same "Allow access?" screen you've seen when one app connects to another. We never see your password.
- Choose what Kai can do. Each app lists its actions, like "Search pages" or "Create a page." Turn on only the ones you want. The rest stay off.
- Call your line and ask. "What did the Henderson quote form say?" "Add a follow-up to call Maria on Friday." Kai uses the app and tells you what he found.
You stay in charge of changes
Every action gets a label before you turn it on.
- Reads only: Kai looks something up. Nothing in your app changes, so these run on their own.
- Makes changes: Kai asks first. A small change, he confirms with you on the call. A bigger one waits in Pending approvals, where you tap Approve or Reject.
- Blocked: Some actions are too risky to hand over, so Kai can't turn them on.
If an app changes an action you already allowed, Kai stops using it until you review it again.
Your sign-in stays private
When you connect an app, it gives KaiCalls a key that only covers what you allowed. We store that key encrypted and tied to your business, so it can't be used anywhere else. When the key runs out, Kai renews it in the background. If the app ever logs you out, you'll see a Sign in again button.
Click Remove on any app and it's gone. Kai loses access, and the saved key is deleted.
Only the business owner or an admin can connect or remove an app.
A few ideas to start with
- Notion or Airtable: Keep your prices, service area and how-tos there, and ask Kai while you're on the road.
- Todoist or monday.com: Have Kai add follow-ups from your calls to the list you already check.
- Stripe: Ask whether a customer's invoice went through before you call them back.
- Zapier: Reach the rest of the apps you already run through Zapier, like your CRM, sheets and email.
Don't see your app?
Type its name in the search box. Results also come from a public list of apps anyone can publish to. We mark those as not reviewed by KaiCalls, so only connect the ones you trust. If an app you need isn't there, tell Kai when you call your line and we'll look at adding it.
The step-by-step guide, with screenshots, is in the help center under How to Connect Your Apps to Kai.
Topics
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