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Booking

How do I create a bookable meeting type?

On the Booking page click "New event type" at the top; a new event type appears in the left list and opens...

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Website Chatbots

How do I create a chatbot?

Chatbots are Chat-type agents; there is no separate chatbot list. Create an agent under Agents, choose "Write instructions" as the Brain (or...

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

How do I create a department?

Go to Departments > "Add New" to open the New Department modal: Name and Description (both required) plus an Assigned Employee(s) multi-select....

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How do I create a role?

Go to Roles > "Add New" to open the New Role modal with a single Name field (unique within your account). Save,...

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How do I create a task?

Go to Tasks > "Add new" to open the New Task modal: Title (required), Assign to Employee(s), Due Date, Set reminder, Priority...

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Group Lists

How do I create a Group List?

On Group Lists click "Add New" to open the New List modal, then enter a Name, an optional Target Industry and Notes,...

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Getting Started & Login

How do I create a KLCT account?

Go to the Register page (the "Sign up here" link at the bottom of the Sign in page). Fill in Company name,...

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Knowledge Bases

How do I create a knowledge base?

Click "Add new" on the Knowledge Bases list to open the New Knowledge Base modal. Fill in Name, Description, Tags, and "Tool...

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Workflows

How do I create a new workflow?

Go to Agents > Workflows and click "Add New" at the top right. On the Add New Workflow page fill in Workflow...

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How do I duplicate a workflow?

Press Clone next to the Active toggle on the workflow editor, or use the Clone button on the row in the Workflows...

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Sequences

How do I create a sequence?

Click "Add new" on the Sequences list. The create panel asks for a name and a "Start from" option: Scratch, or one...

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How do I enroll contacts into a sequence?

Click "Enroll contacts" in the sequence header. The panel has a mode switch: Individual contacts (search and pick contacts one by one;...

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Contacts

How do I create a task for a contact?

Use the Task quick action on the contact page. The task modal takes a Title (required), Type, Priority, Status, Due date, a...

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How do I email a contact directly from their record?

Click Email on the contact page to open the Send Email form. It prefills the recipient, and you fill in Subject and...

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Support Tickets

How do I create a ticket manually?

Go to Support > Tickets > New Ticket. Pick a Requester (search an existing contact, "Add me", or "Add new contact"), then...

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A/B Testing

How do I create A/B variants?

On the A/B Testing tab press "Add variant" to write them yourself, or "Generate with AI" to draft them. In the AI...

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Agents

How do I create an agent?

Go to Agents > Agents in the sidebar and click "Add new". Fill in Name and Role, pick a Phone Number, choose...

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Support Widgets

How do I create an embeddable chat widget for my website?

Go to Support > Widgets > New Widget. Give it a Name and list Allowed origins (one domain per line), leave it...

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Super Admin

How do I create or edit a customer account as a super admin?

Go to Super Admin > Accounts > Add Account with Name, Email, Phone, Address, City, State, Country and Timezone; Edit Account changes...

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Profile

How do I delete my own user account?

Go to Profile > Profile tab > Delete Account panel at the bottom. Click Delete Account and type your current password to...

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