KaiCalls Help Center
Find guides, tutorials, and answers for using KaiCalls. Pick a topic below to get started.
Getting Started
How to Set Up Kai to Answer Calls
Create your first AI agent and start taking customer calls in minutes.
How to Customize Your Agent
Change the greeting, voice, instructions, and review your change history.
How to Set Up Call Flows
Switch on 1-click presets for the exact calls Kai handles — pick your industry, toggle the flows, apply.
How to Manage Your Product Catalog
Add products and prices so Kai can quote them accurately on every call.
Phone System
How to Use Your Phone System
Understand your phone number, call flow, and how Kai handles every ring.
How to Port Numbers
Move an existing business phone number into KaiCalls safely.
How to Set Up Phone Menus (IVR)
Create press-1-for-sales menus so callers reach the right person.
How to Use the Team Directory
Save transfer numbers for people and departments used in phone menus.
How to Configure Call Routing
Route calls by time of day, ring your cell first, or go straight to Kai.
How to Set Business Hours
Tell Kai when you are open and how to handle after-hours calls.
How to Use Call Tracking
See which marketing makes the phone ring — tag numbers, read the report, and push qualified leads to Google Ads.
Leads & Communication
How to Manage Leads
View, score, and follow up with every lead Kai collects from calls.
How to Use Call History
Search, replay, and review every call Kai has taken for your business.
How to Use Dispatcher Mode
Capture service and event-rental requests without confirming availability too early.
How to Use Scheduled Calls
Track outbound callbacks Kai has lined up, retry failures, and cancel before they fire.
How to Use SMS Features
Send and receive text messages through Kai automatically.
How to Set Up Email Follow-ups
Connect Gmail and let Kai draft follow-up emails after every call.
Outbound & Pipeline
Quality & Improvement
How to Read Call Quality
Latency, outcomes, costs, prompt adherence, and regression tests in one place.
How to Use Agent Quality
Review agent health, understand findings, and track fixes.
How to Use the Learning Agent
Review the changes Kai proposes from his own call patterns and approve them.
How to Use Systems Monitor
Audit queued work, unread replies, suppressed sends, and lead timelines in one place.
How to Use Tool Library
Connect MCP providers, review discovered tools, and approve owner-gated actions.
How to Use the Knowledge Library
Teach Kai about your business so he can answer customer questions accurately.
Integrations
How to Connect Your CRM
Sync leads and calls with Airtable, GoHighLevel, or Litify.
How to Manage Connections
Connect email, CRM, calendar, phone, and tool providers.
How to Connect Google Calendar
Let Kai check availability and book appointments during calls.
WordPress Integration
Install the AI Intake plugin to capture WordPress form leads into KaiCalls.
How to Connect Claude or ChatGPT
Link KaiCalls to an AI assistant to ask about leads, calls, voicemails, and texts in plain language.
Account & Admin
What You Can Do by Calling Kai
Call your agent and Kai becomes your personal secretary — updates, messages, settings, all by voice.
How to Update Your Business Profile
Keep company details, services, service areas, and business rules current.
How to Manage Team Members
Invite users, set roles, and remove access when needed.
How to Use Referrals
Share KaiCalls and track free-month referral rewards.
How to Manage Your Subscription
Upgrade, downgrade, update payment info, and view invoices.
How to Stay Compliant
TCPA, A2P registration, and consent best practices.
How to Complete A2P Setup
Register your business SMS use case for carrier approval.
How to Use the DNC List
Block voice or SMS outreach to people who should not be contacted.
How to Manage API Keys and Webhooks
Create keys and configure outbound webhooks for integrations.
How to Configure Notifications
Choose who gets lead, usage, billing, email, SMS, and in-app alerts.
Plans & Pricing
Compare plans, allowances, and what every plan includes.
FAQ
Quick answers to the most common questions about KaiCalls.
Developer Resources
Still need help?
Call 1 (417) 386-2898 or email support@kaicalls.com — real people are available Monday through Friday, 9am to 5pm CST.