Forms
Workflows
What happens automatically after a call finishes?
Configs > Post Call Tools has three toggles, all on by default: Block Phone Number (auto-blocks a contact who asks not to...
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What is a workflow in KLCT?
A workflow is the script and settings that drive an AI conversation: the first message, the prompt, voice, LLM and transcriber choices,...
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Contacts
Onboarding (Quick Setup)
Team (Employees, Roles, Departments, Shifts, Tasks)
Phone Calls
Call Reviews
What is "Calls per request" and should I change it?
It is how many calls are bundled into one AI request. Larger batches cost less because the rubric is sent once per...
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What is a review template or rubric?
A template is the coaching prompt plus the rubric a review is scored against. Manage them at Call Reviews > Templates: your...
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What is Call Review?
An AI quality and coaching pass over a batch of finished calls. Go to Reports > Call Reviews, pick a rubric and...
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Group Lists
What is "Find Missing Emails" on a list?
When a list contains contacts that have a website but no email address, a "Find Missing Emails (N)" button appears in the...
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What is a Group List?
A Group List is a named collection of contacts, found at Contacts > Group Lists. The table shows ID, Name, Contacts count,...
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Sequences
What is a "Wait for Open/Click" step?
It pauses a contact until the previous email is opened or clicked. You choose what to wait for, a "Give up after"...
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What is a Sequence?
A sequence is a multi-step outreach flow that runs automatically per enrolled contact: emails, waits, AI calls, tasks and hand-offs strung together....
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Knowledge Bases
A/B Testing
What is A/B Autopilot?
An opt-in mode on the A/B Testing tab. Turn it on with "Turn Autopilot on", optionally give a guiding instruction (for example...
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What is A/B testing on a workflow?
The A/B Testing tab lets you run two to five versions of the same agent side by side. Calls are split evenly...
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