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Workflows

How do I change which AI model answers on calls?

Go to Configs > LLM Configuration and choose a Provider and then a Model. Different combinations give different results, so it is...

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How do I choose the voice my agent speaks with?

Open the Configs tab and expand Voice Configuration. Pick a Provider, then a Model (the voice), and optionally a Background Sound of...

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How do I connect the agent to my own API?

Add the Custom tool. Give it a Tool Name (letters, numbers and underscores only), a Description, a URL and a method (GET,...

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How do I control when a call ends?

Configs > End Call has an End Call Message (default "Have A Great Day") and an End Call Phrases tag box pre-filled...

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Billing & Plans

How do I choose or change my plan?

Go to Plans (or click "Change plan" on Billing). Toggle Monthly / Annual (annual shows a "Save up to 10%" badge), set...

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A/B Testing

How do I choose what "winning" means in an A/B test?

In the "How the winner is judged" box set Decide on (High or Mid Interest, High Interest only, Demo booked, or Human...

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Profile

How do I choose which address my emails go out from?

Go to Profile > Emails tab > sending email card. Pick a send mode: the account default sender, your connected Gmail, the...

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Header Bar

How do I choose which icons appear in the header bar?

Click Customize (the sliders icon) at the right of the header to open the Header icons panel. Toggle any of: Make a...

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Phone Numbers

How do I choose which number to buy?

In the buy form pick a Country (United States, United Kingdom or Canada) and type an Area Code; the Phone Numbers dropdown...

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Customer Portal

How do I choose which portal pages are public?

Go to Portal Settings > General > Pages: toggle each section on or off, then pick the Landing page from the dropdown....

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Phone Calls

How do I clear a stuck call queue?

On the Scheduled Calls tab press "Delete All" to wipe every scheduled call for that workflow or agent, or delete a single...

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Sequences

How do I configure a Send Email step?

Open the email block and pick an Email Template from your library, optionally set a Subject Override, edit the body, and set...

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Email Sending

How do I connect a Gmail mailbox for sending?

From Settings > Email Sending (or your Profile page) use the Google connect flow to authorise a mailbox. Connected mailboxes can be...

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Integrations

How do I connect Calendly and what does it bring in?

Click Connect on the Calendly card to authorise, then "Import Events". The dialog asks which list to import into (or "Create New...

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How do I connect HubSpot and what syncs?

Click Connect on the HubSpot card to authorise. Once connected, use "Import Contacts" to pull contacts into a chosen KLCT list, and...

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How do I connect Monday.com?

Click Connect on the Monday card, then "Import Contacts". The import dialog asks which board to read, which contacts list to import...

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How do I connect Salesforce?

Click Connect on the Salesforce card to authorise, then "Import Contacts" to bring Salesforce contacts into a KLCT contact list. New contacts...

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Calendar & Meetings

How do I connect my Google calendar?

Open My Calendar; if nothing is connected you will see a "Connect your Google account" card that starts the Google authorisation. Once...

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

How do I control which alerts an employee receives?

On the employee edit page, the Notifications section is a grid of systems (Live chat, Tickets, Calls, Call reviews, SMS, Email and...

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Knowledge Bases

How do I control who can see a knowledge base?

The KB form has visibility settings restricting it to selected Employees and/or Departments; the list page has scope tabs for KBs you...

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