Help Center

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.

Conversations

Contact history corrections and archive

Review contact history, update the team status, decide proposed corrections and archive or restore records.

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Contact history corrections and archive: Review contact history, update the team status, decide proposed corrections and archive or restore records.

Zoom in or scroll to inspect details. Enabled features and results depend on your business setup and connected services.

What shapes the experience

The right contact, permitted team access and the status that reflects what your team knows.

What to know

Statuses are editable labels, not an enforced sales sequence or proof of payment. A status edit does not universally update consent or suppression. Archive hides records from applicable active views; it does not erase their history.

Explore connected workflows

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

    How KaiCalls Works: Visual Guides | KaiCalls Help