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Workflows

Where do I see everything a workflow has done?

Click Logs next to the Active toggle on the workflow editor. The Workflow Logs page has tabs for Calls, Scheduled Calls, SMS...

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Where do I set the voicemail message the agent leaves?

On the Agent tab, directly beneath First Message, in the Voicemail Script field (phone-call workflows only). Enter the exact word-for-word script. The...

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Which call outcomes push a contact to the next outreach step?

The Outreach End Call Reasons selector on Outreach > Outreach steps. Options are Voicemail, Customer Did Not Answer, Customer Busy, Silence Timed...

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Email Sending

Where do I see everything that was emailed?

Go to Reports > Email Report. It is a filterable table of email logs with ID, Type, Contact, Recipient, Subject, Workflow, Agent,...

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Forms

Where do I see form submissions?

Click the submissions icon (or the submissions count) on the Forms list to open the Submissions page for that form. Each row...

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Billing & Plans

Where do I see invoices and receipts?

Go to Billing > Overview and scroll to the bottom. The invoice-transactions table lists each subscription invoice with its number, date, amount...

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Where is Billing and who can see it?

Go to Settings group > Billing in the sidebar. It requires the billing permission. The page has two tabs: Overview and Spending...

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Notifications

Where do I see my notifications?

The bell in the header shows an unread count and a dropdown; the Notifications page is the full list. You see account-wide...

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Sms

Where do I see queued and sent SMS?

On the workflow's or the agent's Logs page: the SMS Scheduled, SMS Sent and SMS Received tabs. The SMS Scheduled tab has...

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Releases

Where do I see what changed in KLCT?

Go to Releases in the sidebar. It lists every release grouped by year, newest first, as collapsible blocks with per-change tags you...

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Business Branding

Where do I upload my company logo?

Go to Settings > Business Branding. In the Logo panel either upload a logo (PNG, JPG, GIF, WEBP or SVG, up to...

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Phone Calls

Where do I watch calls that are happening right now?

Go to Reports > Live Calls. A red "N Live Calls" badge also appears in the top navigation whenever calls are in...

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Where is the full list of calls that have happened?

Go to Reports > Call Logs. The filter bar has period buttons (Today, Yesterday, 7 Days, 30 Days, 90 Days, All Time,...

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Support Tickets

Where do I write help-centre articles for the widget?

Go to Support > Widgets > Articles ("Help Articles"). "New Article" takes a Title, rich-text Content, a Published checkbox and an Order...

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Booking

Where is the booking module?

Go to Support > Booking in the sidebar. It is KLCT's own scheduling system, a Calendly-style booking page built in-app, and needs...

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Support Inbox (Chat Messenger)

Where is the live chat inbox?

Go to Support > Chat Messenger in the left sidebar. It is a three-pane screen: conversation list on the left, the thread...

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Customer Portal

Where is the roadmap?

Go to Support > Roadmap. It is a kanban board with a column per status; each card's status dropdown moves it. A...

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Support Settings

Which channels can ticket notifications use, and when do they fire?

On the Notifications tab, channels are In-app bell and toast, Email, Mobile and browser push, and SMS (off by default because it...

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Contacts

Which contact fields can I change in bulk?

The bulk Edit dialog can set Lead Status, Interest Level, Industry Type, Timezone, Company or Owner across the selection, and can add...

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Reports

Which employee KPIs are tracked?

Calls placed, talk time, average call length, calls per day, calls per hour clocked in, emails sent and opened, SMS sent, leads...

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