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Billing & Plans

How do I add or change my credit card?

Go to Billing > Payment Method card. Use "Add new card" to open the Stripe card form, or Change next to the...

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How do I buy more employee seats?

Go to Billing > Overview > Total Employees card > Add Employee. Set the number of Additional seats in the stepper, confirm...

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How do I cancel my subscription?

Go to Billing and click "Cancel account" in the summary strip at the top. The subscription is set to cancel at the...

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A/B Testing

How do I apply the winning variant?

Once results are in, use Promote on the winning variant card, which is highlighted in green. Promotion copies that variant's settings onto...

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Contacts

How do I assign a contact owner?

Open the contact's detail page and pick an employee from the owner dropdown at the top (it saves on change), or select...

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Support Tickets

How do I assign a ticket, set its team, priority or SLA?

Open the ticket and use the right-hand details panel: Status, SLA, Assignee (or Unassigned), Team, Priority (None / Low / Medium /...

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Agents

How do I assign employees to an agent and control who gets the work first?

Use the Assigned Employee(s) multi-select. Each selected employee then appears as a card where you set a Priority of Lowest, Low, High...

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Calendar & Meetings

How do I book a meeting from My Calendar?

Press "Book a meeting" and fill in Title, Start, End, an Invite email address and optional Notes, then Save. There is a...

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Customer Portal

How do I brand the portal?

Go to Portal Settings > Branding. By default it inherits Business Branding; untick that to set Logo, Favicon, Brand color, Accent color,...

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Forms

How do I build a form?

The builder has five tabs: Builder, Preview, Settings, Custom Code and Embed. On Builder you click a field type in the left...

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Email Templates

How do I build an email template?

Create a new template to open the drag-and-drop builder. The left rail has Modules, Sections and Presets you drag onto the canvas;...

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Call Reviews

How do I build my own rubric?

On Call Review Templates > New template enter a Name, optional Description, a Coaching prompt and a Score scale between 2 and...

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Phone Numbers

How do I buy a phone number?

Click "Buy Phone Number". The modal offers two paths: For an AI Agent (pick an agent that does not yet have a...

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Phone Calls

How do I call someone myself from inside KLCT?

Use the "Make a call" button in the top action bar, which opens the softphone widget. Pick a "Call from" number, then...

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Email Sending

How do I cancel a scheduled email?

Scheduled emails (queued by workflows, agents or the Schedule field on a contact email) can be deleted individually from the workflow's or...

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Workflows

How do I cap what one workflow can spend?

Go to Outreach > Spending wallet. Switch on "Enforce a spending limit" and the workflow stops placing calls once its balance hits...

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Profile

How do I change my name, email or profile photo?

Go to Profile > Profile tab > Profile Information panel. Edit Name or Email, use "Select A New Photo" to upload an...

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How do I change my password?

Go to Profile and open the "Change password" sheet. Enter your current password, the new password and the confirmation, then save.

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Accounts & Settings

How do I change the company name and email that appear on billing?

Go to Billing > Billing information card > pencil (edit) icon. The Edit Account Info modal has Account Name and Account Email;...

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Support Widgets

How do I change the widget's colours, logo and greeting?

On the Appearance tab, "Use my Business Branding colours & logo" is ticked by default; untick it to set Header title, Header...

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