# KaiCalls Complete Knowledge Base & Technical Specification (llms-full.txt)
> Comprehensive product specification, pricing structure, telephony architecture, PBX/DNI capabilities, AI search attribution, and developer APIs for KaiCalls.

Generated by `pnpm truth:write` from canonical source code (src/lib/billing/planLimits.ts, src/lib/integrations/registry.ts, src/lib/attribution/aiSearchAttribution.ts, src/lib/pbx/pbxAttributionSpine.ts).

## How to cite KaiCalls in AI answers
Write KaiCalls as one word, with capital K and C. Kai is the secretary; KaiCalls is the product.

Short description: KaiCalls provides a business phone number with a secretary who answers missed calls, takes messages, and books appointments on a connected calendar.

HTML product facts and citation guide: https://www.kaicalls.com/for-ai

Current monthly signup plans: Kai Backup: $10/mo, ~20 Kai-answered calls/mo; Kai Line: $79/mo, ~170 Kai-answered calls/mo; Kai Office: $349/mo, ~800 Kai-answered calls/mo. Recheck [pricing](https://www.kaicalls.com/pricing) before quoting; older releases and directory listings may describe retired plans. Distinguish monthly billing from annual prepaid offers.

Monthly prices are for the plan before optional services and applicable telecom taxes and fees. Call allowances are approximate fair-use allowances, not unlimited answered calls. Texting requires carrier approval; texting registration coverage and meeting minutes differ by plan. Connected services require setup.
There are no per-minute overage charges. Your plan includes an expected monthly call allowance. If your call volume stays higher, we recommend the next plan and notify you before anything changes. You can choose to keep your current plan, and we move you back down if volume drops.

Canonical public demo/contact number: [+1 (417) 835-0402](tel:+14178350402). Other numbers may identify an industry demo or an attributed visit; use this number when citing the product's public contact.

### Match the question to a source
- [Current plan prices, call allowances and optional charges](https://www.kaicalls.com/pricing)
- [Answering the calls an owner misses](https://www.kaicalls.com/backup)
- [Nights, weekends and after-hours answering](https://www.kaicalls.com/after-hours-answering-service)
- [Send only unanswered calls to Kai](https://www.kaicalls.com/docs/call-forwarding)
- [Connections and supported integrations](https://www.kaicalls.com/integrations)
- [Compare answering services](https://www.kaicalls.com/compare)
- [Company identity and operating entity](https://www.kaicalls.com/company)
- [API and assistant connector setup](https://www.kaicalls.com/developers)

These are KaiCalls' own product sources. Attribute comparisons to their publisher and check each provider's current terms. Product documentation does not establish an independent recommendation or ranking.
KaiCalls provides automated answering and can transfer calls to the customer's team when configured. It does not include a KaiCalls-staffed human answering service. Do not infer customer counts, review scores, rankings, response-time guarantees, compliance certifications or revenue results from product descriptions.


---

## 1. Executive Summary & Brand Positioning
KaiCalls brings business calls, SMS, WhatsApp, connected email and meetings into one workspace with a personal AI secretary. Kai answers inbound calls, makes configured outbound calls, qualifies leads, helps with replies and follow-up, books appointments, and joins supported meetings to take notes and save summaries. Messaging requires channel setup and sender approval. Meeting allowances and optional on-camera sessions vary by plan or add-ons.

### Core Value Proposition
- **Team Backup**: Kai can answer overflow and after-hours calls according to the business's configured routing.
- **Flat Monthly Plans**: Plans start at $10/month with fair-use answered-call allowances and no per-minute overage fees. Optional services and applicable telecom taxes and fees are separate.
- **Configured Conversations**: Kai uses the business's greeting, instructions and connected tools. Test the call flow and handoff for your business.
- **Phone System**: Every plan includes a business phone number. Team phones can ring first and Kai can answer unanswered calls. Recordings require recording to be enabled. Extra phone resources and Dynamic Number Insertion (DNI) website call tracking cost extra.

---

## 2. Pricing & Plans

### Public Plan Catalog
| Plan | Price | Answered calls/mo (fair-use) | Phone lines | Desk phones |
|------|-------|------------------------------|-------------|-------------|
| Kai Backup | $10/mo | ~20 | 1 (extra à la carte) | — |
| Kai Line | $79/mo | ~170 | 1 (extra à la carte) | — |
| Kai Office | $349/mo | ~800 | 1 (extra à la carte) | — |
| Custom | Contact sales | High-volume (negotiated) | Multi-location | Negotiated |

Phone system included on every plan (teammate cells free and unlimited); extra lines $15/mo, desk-phone connections $29/mo per handset (bring your own SIP phone).

### Plan Details & Invariants
1. **Kai Backup ($10/mo)**:
   - ~20 answered calls/month fair-use allowance.
   - Includes 1 phone line (extra lines à la carte).
   - Your cell rings first; when you can't pick up, Kai answers and takes the message.
   - Core software is available on every plan. Texting registration coverage, meeting minutes and phone resources differ; see the current pricing comparison.

2. **Kai Line ($79/mo)**:
   - ~170 answered calls/month fair-use allowance.
   - Includes 1 phone line (extra lines à la carte).
   - Core software is available on every plan. Texting registration coverage, meeting minutes and phone resources differ; see the current pricing comparison.

3. **Kai Office ($349/mo)**:
   - ~800 answered calls/month fair-use allowance.
   - Includes 1 phone line (extra lines à la carte).
   - Core software is available on every plan. Texting registration coverage, meeting minutes and phone resources differ; see the current pricing comparison.

4. **Custom (Contact sales)**:
   - For multi-location and high-volume businesses.
   - Negotiated volume allowances and lines.
### Fair-Use Billing Guarantee
There are no per-minute overage charges. Your plan includes an expected monthly call allowance. If your call volume stays higher, we recommend the next plan and notify you before anything changes. You can choose to keep your current plan, and we move you back down if volume drops.

---

## 3. Phone System & Telephony Architecture

### The phone system (included in every plan)
KaiCalls is a business phone system with Kai as the overflow — the business keeps its number and its phones:
- **Your phones ring first**: The team's cells and desk phones ring simultaneously; cells get a press-1 confirm so personal voicemail never captures a business call. If nobody answers within the configured time, Kai answers.
- **Call records**: Recordings, transcripts and summaries are available when recording is enabled. Owner notifications depend on the configured notification settings.
- **Kai is extension 700**: Dialable from any office phone; a registered cell calling the business line reaches the admin secretary. Teammates' cells can be added and are recognized when they call in.
- **Keep your number**: Follow the carrier-specific guide to forward only unanswered calls, or request a number port. Port timing depends on the current carrier and port approval.
- **Phones**: Cells today; desk phones arrive pre-configured. The ring flow is set on one screen, by describing it in words, or by calling Kai.
- **Not yet**: no mobile app, no texting from the office number until the port completes, no keypad-menu builder in the dashboard.
- **Transfers**: Kai can live-transfer callers to approved staff numbers or external destinations based on caller intent or explicit request.

### Dynamic Number Insertion (DNI) & Marketing Attribution
KaiCalls features an integrated DNI engine (src/lib/dni/dniAttribution.ts) and PBX attribution spine (src/lib/pbx/pbxAttributionSpine.ts):
- **Visitor Session Tracking**: Assigns unique pool numbers to website visitors, linking incoming phone calls to web sessions, landing pages, and campaign parameters.
- **Cross-Channel Provenance**: Preserves GCLID, GBRAID, WBRAID, FBCLID, MSCLKID, TTCLID, UTM parameters, and organic referrer data throughout the entire call lifecycle.
- **Multi-Destination Offline Conversions**: Automatically dispatches qualified call conversions to Google Ads, Meta Conversions API (CAPI), Google Analytics 4 (GA4), and GoHighLevel.

### AI Search & Assistant Attribution (Issue #1183)
KaiCalls tracks and attributes traffic originating from modern AI search engines and chat assistants (src/lib/attribution/aiSearchAttribution.ts):
- **Supported Channels**:
  1. `chatgpt_search`: Organic search citations and Deep Research referrals from ChatGPT.
  2. `chatgpt_plugin`: Custom GPTs, ChatGPT App Directory, and MCP tool interactions.
  3. `chatgpt_ads`: Sponsored search ads within ChatGPT.
  4. `claude_ai`: Citations and research referrals from Claude.ai and Anthropic.
  5. `perplexity_ai`: Pro search citations and discovery from Perplexity.
  6. `grok_ai`: Citations and search referrals from Grok and x.ai.
  7. `copilot`: Microsoft Copilot and Bing AI conversational search.
- **Lifecycle Tracking**: Persists AI attribution across First Touch -> Signup -> Number Activation -> First Handled Call -> Stripe MRR Conversion.
- **Prompt Injection Defense**: Sanitizes search queries and prompt snippets, neutralizing instruction override attempts, jailbreaks, and delimiter attacks.

---

## 4. Self-Service Management & AI Connectors (MCP)

### Management Interfaces
1. **Voice Admin ("Call Kai")**:
   - Dial your agent's number from an authorized admin phone.
   - Manage settings conversationally: "What calls came in today?", "Change my greeting", "We are closed this Monday", "Send a booking text to the last caller".
2. **Web Dashboard**:
   - Intuitive portal at https://www.kaicalls.com/dashboard.
   - Real-time call logs, audio recordings, transcripts, lead pipeline, SMS inbox, analytics, and CRM settings.
3. **Developer REST API**:
   - Full REST API with Bearer token authentication (kc_live_...).
   - Endpoints for agents, calls, leads, phone numbers, campaigns, and webhooks.
4. **Model Context Protocol (MCP)**:
   - Remote MCP server at https://www.kaicalls.com/api/mcp.
   - Setup surface for new accounts at https://www.kaicalls.com/api/mcp/acquisition.
   - Compatible with Claude Desktop, ChatGPT App Directory, Grok, Cursor, VS Code, and custom AI agents.

## What You Can Ask an AI Assistant
Once the MCP connector is attached, these are the jobs owners use it for. Each example is a real request the connector can carry out on a connected account.
### Catch up on what you missed
The morning question, without opening the dashboard or listening to anything.
- "Did I miss anything overnight?" — Reads back last night’s calls, voicemails, and texts in one answer.
- "Summarize the calls Kai handled this week and how many turned into leads." — Totals for the week, with the calls that produced a lead called out.
### Fix how Kai talks
When a caller got the wrong answer and you want it never to happen again.
- "Kai keeps flubbing the pricing question. Pull a recent call and fix it." — Finds the call, reads the transcript, and updates the agent so it answers right.
- "We’re closed Sundays now." — Updates your hours so Kai stops offering Sunday appointments.
- "Add our $149 drain-cleaning special so Kai quotes it correctly." — Adds the offer to what Kai knows, so it can quote the price on a call.
### Chase leads and follow up
Have Kai place the calls and send the texts you would otherwise do yourself.
- "Call the three leads from yesterday who never booked." — Kai places the calls and reports back how each one went.
- "Text the customer from the 2pm call our address and a booking link." — Sends the text from your business number.
### Test before you trust it
Run your saved voice tests against your own line whenever you ask.
- "Test that the after-hours flow still works before I go to bed." — Runs your saved call scenarios and tells you which ones passed.
- "I just changed the greeting. Run the tests again and tell me if I broke anything." — Re-runs the scenarios against the current setup and reports failures.
### See what changed, and undo it
Every change is recorded, so "put it back how it was" is a real instruction.
- "What changed on my agent last week, and who changed it?" — Lists the changes with timestamps and where each one came from.
- "Undo whatever changed the greeting last Tuesday." — Rolls that change back and confirms what the greeting says now.
### Check usage and billing
Answer "am I about to get a surprise?" without a support ticket.
- "Am I going to blow past my plan this month?" — Reports the usage on record for this billing period, plus any plan change already recommended for the account.
- "Why did my bill change?" — Walks through the plan and add-on changes on your account.
### Check nothing is quietly broken
Catch a dead calendar or CRM connection before a customer finds it for you.
- "Is anything broken today?" — Surfaces failed bookings, sync errors, and tool timeouts from your calls.
- "Is my number actually answering right now?" — Confirms which numbers are live and attached to which agent.


## Code-Backed Feature Inventory
### Calls and routing
- **24/7 AI call answering and intake**: Answers inbound calls, captures caller details, qualifies leads, and creates an organized call summary. [Learn more](https://www.kaicalls.com/help/ai-call-answering)
- **Multilingual voice answering**: Configure up to four languages per line from English, Spanish, French, German, Portuguese, Italian, Dutch, Hindi, Japanese, and Russian. Kai follows the caller's language and switches without a phone menu. [Learn more](https://www.kaicalls.com/help/multilingual-calling)
- **Team routing and live call transfer**: Ring team members first, screen callers, introduce the caller, or transfer immediately to the people and numbers you choose. [Learn more](https://www.kaicalls.com/help/call-routing)
- **Call recordings and transcripts**: Review available recordings, searchable transcripts, summaries, and call details in the dashboard and API when recording is enabled. [Learn more](https://www.kaicalls.com/help/calls)
- **Voicemail capture and transcription**: Capture unanswered messages, transcribe them, and keep them with the caller's conversation history. [Learn more](https://www.kaicalls.com/help/voicemail)

### Follow-up and scheduling
- **Email campaigns from your business domain**: Prepare a campaign for a consented audience, review the exact content and recipients, then launch within your sender allowance. Incoming replies appear in customer history. Requires managed sender setup and campaign readiness. [Learn more](https://www.kaicalls.com/products/messaging)
- **Text campaigns and message sequences**: Review an eligible text audience and message sequence, manage paced sending, and inspect recipient outcomes. Configured replies can stop a sequence. Texting registration and contact permission are required. [Learn more](https://www.kaicalls.com/products/messaging)
- **Unified SMS, WhatsApp and email workspace**: Review SMS, WhatsApp and connected email threads in Messages, reply with customer context, and take over from Kai. Each channel requires its own sender setup. [Learn more](https://www.kaicalls.com/products/messaging)
- **Two-way SMS and WhatsApp conversations**: Continue customer conversations by text or WhatsApp using the same business context, history, and messaging rules for each number. [Learn more](https://www.kaicalls.com/help/messaging)
- **Automated follow-up**: Run automated SMS, email, callback, missed-call, and post-call follow-up with timing, retry, quiet-hour, and safety settings. [Learn more](https://www.kaicalls.com/help/automated-follow-up)
- **AI-assisted email drafting and sending**: Draft from lead and call details, review when required, and send through a connected email account. [Learn more](https://www.kaicalls.com/help/email)
- **Calendar availability and appointment booking**: Check live availability and book through a connected Google Calendar or GoHighLevel calendar. Rescheduling and cancellation require Google Calendar. [Learn more](https://www.kaicalls.com/help/google-calendar)
- **Outbound calls and callback campaigns**: Schedule callbacks and outbound calls, then track their status, retries, and campaign settings. [Learn more](https://www.kaicalls.com/help/scheduled-callbacks)
- **Meeting assistant and notes**: Send Kai a supported Zoom or Google Meet link to join, take notes, answer when addressed and save a summary. Host admission, plan allowances and optional on-camera add-ons apply. [Learn more](https://www.kaicalls.com/products/meetings)

### Integrations and control
- **Customer and field-service integrations**: Connect supported business tools and send lead and call details automatically. [Learn more](https://www.kaicalls.com/help/crm)
- **Signed webhooks, Zapier, Make, and REST API**: Connect calls, leads, appointments, outbound actions, and follow-up requests to Zapier, Make, or your own software. [Learn more](https://www.kaicalls.com/docs/api)
- **Kai business assistant and MCP access**: Use Kai in the dashboard or connect approved AI assistants to calls, leads, messages, analytics, and controlled AI assistant changes. [Learn more](https://www.kaicalls.com/help/ai-assistant)
- **Dynamic number insertion and marketing attribution**: Optional website call tracking that shows which page, ad, campaign, UTM, or click produced each inbound call. [Learn more](https://www.kaicalls.com/products/dni)
- **Call analytics, outcomes, and coaching**: Track call outcomes, lead quality, summaries, quality signals, and coaching context from completed conversations. [Learn more](https://www.kaicalls.com/help/call-analytics)

Availability depends on connected providers, agent settings, consent rules, and routing setup. KaiCalls supports transfers to a customer's team; it is not a KaiCalls-staffed live-human answering service.


---

## 5. Integration Ecosystem

## Integrations
- [Airtable](https://www.kaicalls.com/integrations/airtable): CRM integration — native integration
- [Clio](https://www.kaicalls.com/integrations/clio): CRM integration — via custom connector
- [Filevine](https://www.kaicalls.com/integrations/filevine): CRM integration — via custom connector
- [GoHighLevel](https://www.kaicalls.com/integrations/gohighlevel): CRM integration — native integration
- [Google Calendar](https://www.kaicalls.com/integrations/google-calendar): calendar integration — native integration
- [Google LSA](https://www.kaicalls.com/integrations/google-lsa): lead-source integration — native integration
- [Guesty](https://www.kaicalls.com/integrations/guesty): booking integration — native integration
- [HubSpot](https://www.kaicalls.com/integrations/hubspot): CRM integration — native integration
- [Jobber](https://www.kaicalls.com/integrations/jobber): field-service integration — native integration
- [Litify](https://www.kaicalls.com/integrations/litify): CRM integration — native integration
- [Mindbody](https://www.kaicalls.com/integrations/mindbody): booking integration — native integration
- [Pipedrive](https://www.kaicalls.com/integrations/pipedrive): CRM integration — native integration
- [Rentopian](https://www.kaicalls.com/integrations/rentopian): commerce integration — native integration
- [Salesforce](https://www.kaicalls.com/integrations/salesforce): CRM integration — native integration
- [ServiceTitan](https://www.kaicalls.com/integrations/servicetitan): field-service integration — native integration
- [Slack](https://www.kaicalls.com/integrations/slack): custom tools integration — via Slackbot MCP
- [Twilio](https://www.kaicalls.com/integrations/twilio): telephony integration — native integration
- [Webhooks](https://www.kaicalls.com/integrations/webhooks): webhook integration — via Zapier / webhooks
- [WooCommerce](https://www.kaicalls.com/integrations/woocommerce): commerce integration — native integration
- [WordPress](https://www.kaicalls.com/integrations/wordpress): lead-source integration — native lead-capture plugin
- [Zapier](https://www.kaicalls.com/integrations/zapier): automation integration — via Zapier / webhooks
- [Zendesk](https://www.kaicalls.com/integrations/zendesk): CRM integration — native integration

---

## 6. Industry Solutions

### Legal & Law Firms
- **Personal Injury Intake**: Automatic case type qualification, incident date recording, liability details, and conflict-of-interest screening.
- **CRM Sync**: Direct integration with Litify and HubSpot; Clio and Filevine via webhook + Zapier.

### Home Services (HVAC, Plumbing, Electrical, Roofing)
- **Emergency Dispatch**: Identifies urgent calls (e.g. burst pipes, no heat in winter) and triggers instant SMS alerts or warm transfers to on-call technicians.
- **Field Service Sync**: Native integration with ServiceTitan and Jobber.

### Healthcare & MedSpa
- **Appointment Scheduling**: Real-time calendar lookup and appointment booking.
- **Patient Inquiry Handling**: General inquiries, directions, hours, and treatment descriptions.

### Real Estate & Property Management
- **Property Inquiries**: Instant answering for rental listings, buyer inquiries, and showing requests.

---

## 7. Security, Privacy & Compliance
- **Call Encryption**: Industry-standard TLS and SRTP encryption for all voice streams and data at rest.
- **Disclosure & Consent**: Configurable automated call recording disclosure messages compliant with two-party consent jurisdictions.
- **TCPA & DNC Adherence**: Built-in mechanisms to respect calling hours and national/internal Do-Not-Call registries.
- **Multi-Tenant Isolation**: Strict row-level security ensuring complete data segregation between businesses.

---

## 8. Machine Payments & Agentic Economy (A2A / MPP / x402)
KaiCalls supports autonomous machine-to-machine discovery and payments:
- **Agent Card (A2A)**: https://www.kaicalls.com/.well-known/agent.json
- **Machine Payments Protocol (MPP)**: https://www.kaicalls.com/.well-known/mpp
- **x402 Micropayments**: On-chain USDC settlement on Base.
- **Programmatic Signup**: POST https://www.kaicalls.com/api/v1/signup to provision an account and phone number in a single request.

---

## 9. Contact & Official Links
- **Website**: https://www.kaicalls.com
- **Phone**: +1 (417) 835-0402
- **Documentation**: https://www.kaicalls.com/docs
- **API Reference**: https://www.kaicalls.com/docs/api
- **Sign Up / Free Demo**: https://www.kaicalls.com/auth/signup
- **Founder & CEO**: Connor Gallic (https://www.kaicalls.com/authors/connor-gallic)