WordPress Integration Guide

What You Need

The KaiCalls AI Intake plugin connects your WordPress site to KaiCalls so contact-form enquiries land in your dashboard as leads. Before you start, make sure you have:

• A KaiCalls account with at least one agent configured. New to KaiCalls? Start at kaicalls.com.
• Admin access to your WordPress dashboard (you need the manage_options capability to install plugins and save settings).
• Your KaiCalls WordPress Public Key and Secret Key — you generate these in Step 1.

Step 1 — Generate Your API Keys

Your keys live in the KaiCalls dashboard, not in WordPress:

1. Sign in to your KaiCalls dashboard and open WordPress in the left navigation.
2. (Optional) Enter your site URL so you can identify this connection later — useful if you run more than one site.
3. Click Generate New API Keys.
4. Copy the Public Key (starts with wp_pk_) and the Secret Key (starts with wp_sk_).

Step 2 — Install the Plugin

Choose whichever method is easier for you:

Step 3 — Connect Your Keys

1. In WordPress, go to Settings → AI Intake.
2. Paste your Public Key (wp_pk_…) into the Public Key field and your Secret API Key (wp_sk_…) into the Secret API Key field.
3. Click Save & Test Connection. You should see Connection successful!

If you see a connection error instead, double-check that both keys were copied in full (no leading or trailing spaces) and that your host can reach https://www.kaicalls.com. See the Troubleshooting Guide for more.

Step 4 — Add the Lead Form

Add this shortcode to any page or post where you want the lead form to appear:

[kaicalls_ai_intake_form]

The form collects Name, Email, Phone, and Message. Name, Email, and Message are required; Phone is optional. Publish the page, submit a test enquiry, and confirm the lead appears in your KaiCalls dashboard under Leads (or in the dashboard widget described below).

Use Your Existing Forms

Already using Contact Form 7, WPForms, Gravity Forms, or an Elementor form? Keep it. Point its submissions at the KaiCalls intake endpoint with your keys as a Bearer token:

POST https://www.kaicalls.com/api/v1/wordpress/intake
Authorization: Bearer wp_pk_xxx:wp_sk_xxx
Content-Type: application/json

{ "name": "Jane Doe", "email": "jane@example.com", "phone": "+15551234567", "message": "..." }

Join the Public and Secret keys with a colon after Bearer . On success KaiCalls returns { "success": true, "leadId": "..." }. Most form plugins can do this with a webhook or HTTP-request add-on. For the full REST reference, see the WordPress developer docs.

The "Recent AI Intake Leads" Widget

Once your keys are connected, a Recent AI Intake Leads widget appears on your WordPress admin dashboard (the main Dashboard screen). It shows your five most recent leads and how many you captured in the past week, so you can keep an eye on enquiries without leaving WordPress.

The widget is cached for up to an hour to keep your dashboard fast, so a brand-new lead may take a few minutes to appear here even though it is already in your KaiCalls dashboard. Only logged-in administrators can see the widget data.

Where Leads Go & What Kai Does

Every submission lands in your KaiCalls dashboard under Leads with the source wordpress_form. From there, Kai can automatically:

• Send an instant text and email acknowledging the enquiry.
• Place an outbound call to qualify the lead while interest is hot.
• Score the lead and notify you of the hottest ones.
• Run any follow-up workflow or cadence you have configured.

How Kai follows up is controlled by your agent and workflow settings in KaiCalls — see Set up your AI agent and Build follow-up workflows.

Optional: The Embeddable Chat Widget

Separate from the lead-intake plugin, KaiCalls also offers an embeddable chat widget that lets visitors talk to your AI assistant from any page. On WordPress we recommend the AI Intake plugin above for lead capture, and adding the chat widget only if you also want an on-page conversation experience.

Generate your widget snippet in the KaiCalls dashboard under Business Settings → Widget. It looks like this:

<script src="https://www.kaicalls.com/widget.js"></script>
<script>
  window.KaiWidget.init({
    assistantId: "your-agent-id",
    businessId: "your-business-id"
  });
</script>

Paste the snippet into your site footer using a header/footer plugin such as WPCode (Insert Headers and Footers), or just before the closing </body> tag in your theme. Using a plugin or child theme avoids losing the snippet when your theme updates. Copy the exact snippet from your dashboard rather than typing it by hand.

Security & Privacy

• All requests are sent over HTTPS. The Secret Key is only ever used in server-to-server requests from your WordPress host to KaiCalls — it is never printed in the page a visitor sees.
• The only data sent is what a visitor enters (name, email, phone, message) plus your keys. Nothing is sent until you connect the plugin with your own keys.
• Form submissions are protected by WordPress nonces, and the dashboard widget data is only available to logged-in administrators.
• Deleting the plugin removes its stored settings and cached widget data from WordPress. It does not delete leads already captured in KaiCalls, and it does not revoke your keys — revoke those from the dashboard if needed.

Next Steps

• Troubleshooting if a connection test fails or a lead does not appear.
• WordPress developer docs for the REST endpoints, auth format, and curl examples.
• Set up your AI agent to customize how Kai follows up with your WordPress leads.
• Read the FAQ for answers to common questions.
• Install KaiCalls AI Intake from WordPress.org
• View the WordPress plugin source
• Need help? Contact us at support@kaicalls.com