KaiCalls Help Center
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Just Call Kai — Your Secretary Over the Phone
You don't need the dashboard for most things. Call your own KaiCalls number and Kai recognizes you: get a briefing, follow up with leads, send texts and payment links, schedule callbacks, manage your crew, and change settings — all by voice. See everything you can do.
Getting Started
How to Set Up Kai to Answer Calls
Create your first AI agent and start taking customer calls in minutes.
What You Can Do by Calling Kai
The fastest way to run KaiCalls: call your own number and Kai becomes your personal secretary — briefings, leads, messages, callbacks, and settings, all by voice.
How to Customize Your Agent
Change the greeting, voice, instructions, and review your change history.
How to Set Up Call Flows
Switch on 1-click presets for the exact calls Kai handles — pick your industry, toggle the flows, apply.
How to Manage Your Product Catalog
Add products and prices so Kai can quote them accurately on every call.
Phone System
How to Use Your Phone System
Understand your phone number, call flow, and how Kai handles every ring.
How to Port Numbers
Move an existing business phone number into KaiCalls safely.
How to Set Up Phone Menus (IVR)
Create press-1-for-sales menus so callers reach the right person.
How to Use the Team Directory
Save transfer numbers for people and departments used in phone menus.
How to Configure Call Routing
Route calls by time of day, ring your cell first, or go straight to Kai.
Set Business Hours and Holiday Routing
Tell Kai when to ring your team and what callers hear after hours.
How to Use Call Tracking
See which marketing makes the phone ring — tag numbers, read the report, and push qualified leads to Google Ads.
Why Fewer People Are Picking Up Your Calls
How verified caller ID (business name display, STIR/SHAKEN, spam-label checks) affects your pickup rate — and how to improve it.
Leads & Communication
How to Manage Leads
View, score, and follow up with every lead Kai collects from calls.
How to Use Call History
Search, replay, and review every call Kai has taken for your business.
How to Use Dispatcher Mode
Capture service and event-rental requests without confirming availability too early.
How to Use Scheduled Calls
Track outbound callbacks Kai has lined up, retry failures, and cancel before they fire.
How to Use SMS Features
Send and receive text messages through Kai automatically.
Send Call Summaries and Follow-ups by Email
Choose the sender and inbox for call summaries, lead alerts, and follow-ups.
Outbound & Pipeline
Quality & Improvement
How to Read Call Quality
Latency, outcomes, costs, prompt adherence, and regression tests in one place.
How to Use Agent Quality
Review agent health, understand findings, and track fixes.
How to Use the Learning Agent
Review the changes Kai proposes from his own call patterns and approve them.
How to Use Systems Monitor
Audit queued work, unread replies, suppressed sends, and lead timelines in one place.
How to Use Tool Library
Connect MCP providers, review discovered tools, and approve owner-gated actions.
How to Use the Knowledge Library
Teach Kai about your business so he can answer customer questions accurately.
Integrations
How to Connect Your CRM
Sync leads and calls with Airtable, GoHighLevel, or Litify.
How to Manage Connections
Connect email, CRM, calendar, phone, and tool providers.
How to Connect Google Calendar
Let Kai check availability and book appointments during calls.
WordPress Integration
Install the AI Intake plugin to capture WordPress form leads into KaiCalls.
How to Connect Claude or ChatGPT
Link KaiCalls to an AI assistant to ask about leads, calls, voicemails, and texts in plain language.
Account & Admin
How to Use the Worker Update Line
Enroll field workers so they can call in job check-ins — English or Spanish — that Kai saves for your review.
How to Get a Daily Goals Check-In Call
Have Kai call you every day at a time you choose, follow up on your goals, and track what matters today.
How to Update Your Business Profile
Keep company details, services, service areas, and business rules current.
How to Manage Team Members
Invite users, set roles, and remove access when needed.
How to Use Referrals
Share KaiCalls and track free-month referral rewards.
How to Manage Your Subscription
Upgrade, downgrade, update payment info, and view invoices.
How to Stay Compliant
TCPA, A2P registration, and consent requirements.
How to Complete A2P Setup
Register your business SMS use case for carrier approval.
How to Use the DNC List
Block voice or SMS outreach to people who should not be contacted.
How to Manage API Keys and Webhooks
Create keys and configure outbound webhooks for integrations.
Choose Where Lead Alerts Go
Send lead alerts and summaries to a shared inbox, teammates, email, SMS, or in-app notifications.
Plans & Pricing
Compare plans, allowances, and what every plan includes.
FAQ
Quick answers to the most common questions about KaiCalls.
Developer Resources
Still need help?
Call 1 (417) 386-2898 or email support@kaicalls.com — real people are available Monday through Friday, 9am to 5pm CST.