Team (Employees, Roles, Departments, Shifts, Tasks)
Calendar & Meetings
Customer Portal
Can I see who reacted to a release note?
Yes. The changelog list links to a Reactions page per entry listing each reaction, any comment left with it, and a Visible...
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Do customers get emailed about new releases?
Yes, if they subscribe on the public portal (Subscribe in the action bar) and the entry has "Notify subscribers" on. Each entry...
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Sequences
Support Inbox (Chat Messenger)
Forms
Workflows
Can I start from a ready-made prompt instead of writing one?
Yes. Click "Choose Template" at the top of the prompt area. The modal offers a Blank Template plus quickstart templates including Customer...
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Can the agent create a task for my team during a call?
Yes. Add the Create Task tool. Pick an Assignment Mode (round-robin or priority), select the Employees it can assign to and drag...
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Can the agent look things up in my knowledge base while on a call?
Yes. Add the Knowledge Base Query tool. Set a Tool Name, a Description of when the AI should use it, optional Usage...
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Can the workflow spending wallet top itself up?
Yes. In the Auto-refill box on the Spending wallet panel, tick the checkbox and set "Top up by" and "When balance drops...
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Support Settings
Scraper (Lead Finder)
Contacts
Sms
Can I text a number that is not a contact yet?
Yes. In the compose panel enter a phone number instead of picking a contact. KLCT looks for an existing contact on that...
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Can the AI send an SMS during a phone call?
Yes. Add the Send SMS tool on the workflow's Tools tab. Give it a tool name and an SMS Message Template (max...
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