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Back Articles on: KLCT knowledge Base How KLCT works

Telephony Approval (Sms Registration)

What must my website show before the SMS campaign is approved?

Your signup page needs an SMS consent checkbox that is not ticked by default and not required to finish signing up, carrying...

Billing & Plans

What numbers does the Spending Report give me?

KPI tiles for Total Spend, Employee Spend, Avg Cost per Minute, Expected Monthly Cost and Phone Calls; a Daily spend trend chart;...

Reports

What reports are available?

Under Reports in the sidebar: Call Reviews, Call Logs, Live Calls, Calls Dashboard, Email Report, Ticket Report, Sequence Report, Scheduled Events and...

Sequences

What step types can a sequence contain?

The block palette offers Send Email, Time Delay, Scheduled Call (an AI calling agent), Call Task (a human task to phone the...

Academy

Where are the training videos?

Go to KLCT Academy in the sidebar. Videos are listed under their group headings; click a title to play it in a...

Files

Where can I attach files from?

The file library is surfaced as a Files picker inside the contact Send Email form, and the same shortcodes work inside email...

Customer Portal

Where do I configure the portal?

Go to Support > Portal Settings, which has tabs General, Branding, Changelog, Help Center, Feedback and API Sync. Each tab ends with...

Where do I manage customer feedback?

Go to Support > Feedback Board. Sort by Trend, Most voted or Newest, filter by category, status or search, then change each...

Support Settings

Where do I configure ticket notifications and AI ticket replies?

Go to Settings > Support (titled Support Notifications), with tabs Replies, Notifications, Intake and Emails. Replies holds "AI replies to tickets" (on...

Profile

Where do I connect my Gmail mailbox?

Go to Profile > Emails tab > mailbox connect card and follow the Google sign-in. Connecting a mailbox there also satisfies the...

Where do I enter my business details for phone and SMS approval?

Go to Profile > Account tab (Main Admin only). Fill in Account Name, Account Email, Business Title, Job Position, Timezone and the...

Integrations

Where do I connect third-party tools?

Go to Settings > Integrations. Cards are grouped by CRM (HubSpot, Salesforce, Monday), Booking Systems (Calendly, Google Calendar & Gmail, Google Docs...

Accounts & Settings

Where do I edit the account's settings?

Click Settings in the sidebar (requires the view_settings permission). It is a grid of cards: Email Sending, Business Branding, Support Notifications, Message...

Support Tickets

Where do I find the helpdesk ticket list?

Go to Support > Tickets. The header has a saved-view picker with All Unresolved Tickets, All Tickets, All Unassigned Tickets, Assigned To...

Email Templates

Where do I manage email templates?

Go to Library > Email Templates. The page is a card library with a search box and a Tags filter; selecting multiple...

Forms

Where do I manage forms?

Go to Library > Forms. The table lists Form Name, Slug, Status (Active or Inactive), Submissions count, Created, plus per-row icons for...

Phone Numbers

Where do I manage my phone numbers?

Go to Agents > Phone Numbers in the sidebar. The page has two tables: AI Agent Numbers (linked to your AI agents...

Team (Employees, Roles, Departments, Shifts, Tasks)

Where do I manage my team?

Use the Employees group in the sidebar, which contains Employees, Departments, Tasks, Roles and Shifts. Each item only appears if you hold...

Agents

Where do I see an agent's history?

Open the agent and go to Logs. Tabs cover Calls, Scheduled Calls, SMS Sent, SMS Received, SMS Scheduled, Emails, Emails Scheduled and...

Phone Calls

Where do I see and configure manual dialer calls?

Call Log (linked from the widget) lists every call placed from the in-app dialer with When, Contact, Employee, From, To, Status, Duration,...