KaiCalls Help Center
Find guides, setup steps, and answers for using KaiCalls. Pick a topic below to get started.
New to KaiCalls?
Which phone setup should you choose?
Compare getting a new KaiCalls number, forwarding your existing carrier line, adding a work line to your phone, or moving your number.
Start here
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.
Choose your phone setup
Which phone setup should I choose?
Compare a new number, call forwarding, a mobile work line, and moving your number.
Your KaiCalls business number
What your number does, where to find it, and how to test it.
Connect your business line to Kai
Keep your current carrier and send missed calls to Kai.
Should I forward my number or move it?
Compare service, texting, bills, and timing for both choices.
Numbers and porting
Move your business number to KaiCalls
Keep your number when you switch to KaiCalls.
What you need to move a number
The exact bill, PIN, and account details your carrier needs.
Track your number transfer
Check each transfer step from request to cutover day.
Fix a rejected number transfer
Fix name, PIN, or address errors so your move goes through.
What happens on transfer day
Test incoming and outgoing calls before closing your old account.
Mobile work line
Calls and Kai
How your phone system works
Your phones ring first. Kai catches the miss and takes notes.
How to configure call routing
Ring your cell first, route by time of day, or send calls to Kai.
How to set up phone menus (IVR)
Create press-1 menus so callers reach the right person.
How to set up a desk phone
Plug in a desk phone and add it to your phone system in a few minutes.
How to use the team directory
Save phone numbers for people and crews used in call routing.
How to set up voicemail and notes
Save your greeting and read transcripts of missed calls.
Set business hours and holiday rules
Tell Kai when to ring your team and what to say after hours.
Choose where missed-call alerts go
Send text, email, and app alerts when Kai takes a call.
How to set up AI call answering
Pick voice, greeting, and instructions for your secretary.
What you can do by calling Kai
Call your own number to get lead updates and manage settings by voice.
Texts and data
Send and receive texts in KaiCalls
Text customers from your business number inside the app.
How to use SMS and WhatsApp messaging
Manage two-way business chat and customer follow-up.
How to configure automated follow-up
Set channels, timing, quiet hours, and which leads qualify.
Outbound calls and callback campaigns
Have Kai call leads back on a schedule you control.
How to use call analytics and coaching
Review call quality, trends, and coaching notes.
Text-message registration (A2P 10DLC)
Register your business profile with phone carriers for app texts.
STOP, START, and HELP text keywords
How Kai handles customer opt-outs and help requests by text.
How to connect WhatsApp
View sender status and link your WhatsApp business account.
Manage service
How to manage your subscription
Update payment cards, view receipts, and change your plan.
Plans & pricing
Compare plans, call minutes, and what every plan includes.
How to manage team members
Invite team members and set permissions.
How to update your business profile
Keep company details, address, and service rules fresh.
Cancel KaiCalls and keep your number
What happens when you leave, 30-day parking, and moving away.
How to stay compliant
Call recording rules, consent, and spam prevention.
Fix a problem
How to test your call forwarding
Make a test call from another phone to check your line.
How to turn off call forwarding
Carrier star codes to stop forwarding and ring your cell normally.
Fix a rejected number transfer
Match your carrier record to restart a stalled move.
How to check call quality
Review call delays, audio clarity, and test results.
How to use systems monitor
Audit queued tasks, texts, and lead handoffs.
Integrations
Integrations help directory
Find setup guides, test steps, and fixes for every connection.
How to manage connections
Overview of all tools linked to your KaiCalls account.
How to connect your CRM
Sync leads and calls with GoHighLevel, HubSpot, Pipedrive, and more.
Connect KaiCalls to an AI assistant
Use KaiCalls from ChatGPT, Claude, and other assistants.
How to connect Google Calendar
Let Kai check your availability and book appointments on calls.
Send call summaries and follow-ups by email
Choose your mailbox for sending notes and customer updates.
WordPress integration
Capture WordPress website form leads straight into KaiCalls.
How to use tool library
Connect MCP tools and approve owner-gated actions.
Getting started & more
How to set up Kai to answer calls
Create your first AI secretary and start taking calls.
How to set up call flows
Switch on presets for the exact calls Kai handles.
How to enable multilingual calling
Let Kai answer in Spanish and other languages your callers speak.
How to manage your product catalog
Add products and prices so Kai can quote them accurately.
How to manage contacts
View, score, and follow up with everyone Kai collects.
How to use call history
Search, replay, and review every customer call.
FAQ
Quick answers to the most common questions about KaiCalls.
Developer Resources
Still need help?
Call 1 (417) 835-0402 or email support@kaicalls.com — real people are available Monday through Friday, 9am to 5pm CST.