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.
How to Set Up AI Call Answering
Configure the secretary, route the business number, and verify a real inbound call.
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 Enable Multilingual Calling
Choose supported languages, run the evaluation gate, and test caller-language switching.
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 Your Phone System Works
Your number, your phones ringing first, Kai catching the miss, extension 700, and what gets recorded.
How to Port Numbers
Move an existing business phone number into KaiCalls safely.
Connect Your Business Line to Kai
Keep your existing number and forward it to Kai, or publish your Kai number directly.
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.
How to Set Up Voicemail and Transcription
Save the greeting, leave a real message, and verify its recording, transcript, and alert.
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.
Contacts & Communication
How to Manage Contacts
View, score, and follow up with everyone Kai collects from calls. Listed as Contacts in the sidebar.
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.
How to Use SMS and WhatsApp Messaging
Prepare each channel separately and verify a real two-way customer conversation.
How to Connect WhatsApp
Create, verify, and confirm the sender connected to your business.
Send Call Summaries and Follow-ups by Email
Choose the sender and inbox for call summaries, lead alerts, and follow-ups.
Outbound & Pipeline
How to Use Follow-Ups
Automate calls, emails, and texts to your contacts on a cadence Kai manages. Listed as Follow-Ups in the sidebar, SDR Pipeline on the screen itself.
How to Build Follow-up Workflows
Design multi-step sequences that mix voice, SMS, and email.
How to Configure Automated Follow-up
Set channels, cadence, quiet hours, retry limits, and eligibility controls.
Quality & Improvement
How to Read Call Quality
Latency, outcomes, costs, prompt adherence, and regression tests in one place.
How to Use Call Analytics and Coaching
Trace quality signals back to real conversations, test a change, and verify live calls.
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.
Canceling, Keeping Your Number, and Coming Back
What actually happens when you cancel: the 30 days your number stays yours, turning off forwarding, and what data is kept.
How to Stay Compliant
TCPA, A2P registration, and consent requirements.
Text-Message Registration (A2P 10DLC)
How your number gets registered with the carriers, what we do for you, and what to do if you bring your own Twilio account.
STOP, START, and HELP Text Keywords
What Kai does when a customer replies with one of these words.
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.