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The visual product guide

How KaiCalls works

See how calls, email, messages and meetings connect to your team and business tools. Choose a workflow, explore the diagram, or present it to someone else.

Trust and communication

Trust and communication setup

Understand the separate identity, registration, permission and disclosure workflows.

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Trust and communication setup: Understand the separate identity, registration, permission and disclosure workflows.

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The workflow · Communication setup

What needs to be ready before your business reaches out?

Business identity, messaging registration, contact permission, suppression and disclosures are separate workflows. Review each one relevant to the channels and activity your business enables.

  1. Prepare identity and channel setup

    Business identity verification, A2P brand and campaign filing, and caller name or reputation each have their own setup and review.

  2. Review who may be contacted

    Check contact consent and evidence, your Do Not Call and suppression lists, and applicable outbound contact rules. Registration does not establish permission to contact someone.

  3. Set disclosures and privacy choices

    Review AI and recording notices, privacy choices and data access for the experience you are enabling.

A2P and Do Not Call are different

A2P concerns business messaging registration. Suppression and consent concern who can be contacted. Neither substitutes for the other.

Controls have a defined scope

Your business must determine the requirements for its use case. Product settings do not guarantee legal compliance or replace any required external registry checks.

What to verify: Review the channel-specific setup, approval status, contact permission and test results before beginning the relevant activity.

What shapes the experience

Review the setup relevant to your business and enabled communication channels.

What to know

These controls support your operations. They do not replace determining the requirements for your particular use case.

Explore connected workflows

Need setup steps or troubleshooting? Browse the written help guides.

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