Texts & WhatsApp
Review customer threads, send replies through your configured sender, and check message status. SMS and WhatsApp each need their own setup and approval.
Messaging setupCampaigns & conversations
Start the conversation.
Keep it moving.
Reach customers with an email or text campaign. Handle the replies, answer their questions and follow through with Kai. Calls, messages and customer context help you keep the next step moving.
Email, in the conversation
Read connected email threads alongside your messages. Use customer and call details to draft a follow-up, review it, and send through your connected account.
Email setupKai helps. You stay in control.
Let Kai handle eligible replies, or take over an SMS thread when a person should respond. Human mode pauses proactive Kai outreach for the linked lead until you return it to AI.
How handoff worksYour customer list can start the next conversation.
Let past customers know what’s new, follow up on eligible interest or share a relevant update. Review the audience and message before you reach out.
Email campaigns from your business domain
Set up a managed sending domain, choose contacts who agreed to hear from your business, and prepare the campaign. The owner approves the exact content and audience before launch. Sending follows the current sender and account allowance.
Incoming campaign replies appear with customer history in Messages. Read the response there, then prepare an individual follow-up through your connected mailbox.
Text campaigns and message sequences
Prepare a customer audience and messages, then review and launch paced sending. Use supported sequence settings, pause or stop remaining messages, and review recipient outcomes.
A reply can stop a configured sequence so the conversation can move to the next useful step. Business texting registration and the recipient’s permission are both required.
Campaigns and personal email have different senders.
Managed campaigns use a verified business sending domain and a reviewed audience. Individual email uses your connected Gmail or SMTP mailbox. You can keep your existing mailbox while setting up a campaign identity. Availability and allowances depend on your account and sender readiness.
The next reply has context.
Call history and lead activity help your team understand the customer before responding. Messages brings the supported messaging channels together; calls and meeting records have their own views in the same workspace.
01
Start with the person
Review the linked lead, call details and previous activity before you reply.
02
Choose the channel
Use the customer's SMS, WhatsApp or email thread and the sender configured for that channel.
03
Move the work forward
Send a reply, review Kai's email draft, or take over the conversation for your team.
Connect the channels you use.
Complete business texting registration, connect and approve your WhatsApp sender, and connect your email account. Consent, delivery rules and sender status apply separately to each channel.
Read the setup guide →Part of your wider KaiCalls workspace.
Pair messaging with call answering, calendar booking and meeting notes. Plan allowances, registration fees and optional add-ons are shown on pricing.