Setup
Where do you want alerts sent?
Pick your channels in your KaiCalls dashboard settings.
- 1
Open Settings > Notifications
In your dashboard, click Settings, then choose Notifications. - 2
Add your cell phone for SMS alerts
Type the mobile number where you want lead alerts sent. Kai texts this phone right after calls end. - 3
Add your email address
Enter your email or a shared team inbox to receive full call transcripts and audio links. - 4
Choose which calls trigger alerts
You can get alerts for every call, or only when a new lead wants a quote or booking.
Important difference
Alert sent vs. alert received.
There are two parts to an alert: Kai sending it, and your phone network delivering it.
Part 1: Alert sent by Kai
When a call ends, Kai logs the event. If Kai sent the text, you will see the message status in your KaiCalls call record.
Part 2: Alert received by you
Your cell carrier or email host delivers the alert to your device. If your cell has no signal, or your email spam filter catches it, the alert was sent but not received.
Verification
How to run a live alert test.
Follow these steps to confirm you receive alerts.
- Place a test call to your KaiCalls number from a personal phone.
- Leave a test message: "Hi, this is a test call for plumbing service."
- Hang up and wait 15 seconds.
- Check your cell phone: Confirm you receive a text with the lead name and summary.
- Check your email: Confirm the call summary email arrives in your primary inbox.
- If the email is missing, check your spam or promotions folder and mark it safe.
Troubleshooting
If you did not receive the alert.
No text message arrived on my phone
Check that your phone number has the area code included. Make sure your carrier does not block automated business texts.
Emails go to spam
Add alerts@kaicalls.com to your email contact book. This tells Gmail and Outlook that Kai is a trusted sender.
Alerts arrive late
Kai sends texts within seconds. If texts arrive late, check your cell coverage or Wi-Fi calling settings.
Multiple team members need alerts
Add a team email distribution list, or invite your teammates on the Team Members page.