How to Set Up Kai to Answer Calls
Setting up Kai takes just a few minutes. This guide walks through every option so Kai knows how to talk to customers, what information to collect, and when to alert the team.
Overview
Every business needs a voice agent to answer calls, send messages, and talk to customers. This page shows how to customize how Kai greets customers, what questions Kai asks, and what information gets collected from every conversation.
Basic Information
Give the voice agent a name and write how it greets customers. The name helps the team identify which agent handles which calls.
- Name: e.g. "Law Intake" - this is just for internal use
- Description: e.g. Answers calls from people injured in accidents
- First Message: e.g. "Thank you for calling. How can I help you today?" - this is what customers hear first
How Kai Sounds
Choose which language Kai speaks and what voice customers hear. Pick a voice that matches the business personality.
- Language: English, Spanish, French, and more - pick whichever language customers speak
- Voice: Listen to different voices using the play button, then select the one that sounds best
- Voice Quality: Choose between faster responses or higher quality sound (most businesses use Turbo v2)
Tell Kai How to Handle Calls
Write instructions that tell Kai what to say and do during conversations. Different instructions apply to incoming calls, outgoing calls, and text messages.
- Incoming Calls: What Kai says when customers call the business
- Outgoing Calls: What Kai says when following up with customers
- Text Messages: How Kai responds to texts
- Response Speed: Choose faster responses for simple conversations or more advanced responses for complex questions
- Write in short bullet points - Kai follows clear steps better than long paragraphs
- Test every change by making a real call using the "Test Call" button
- Use "Copy" to save good instructions and "Reset" to start over if needed
Tell customers: "Thank you for calling Loncar Lyon Jenkins. My name is Alex." When someone calls: 1. Ask what happened and listen to their story 2. Show empathy - say things like "I'm sorry that happened to you" 3. Find out if they were physically injured 4. If they were injured, collect their name, phone number, and email 5. Offer to schedule a consultation with an attorney 6. If they weren't injured or the firm can't help, politely end the call
How Conversations Get Reviewed
Set up what gets measured after each call so the team can review how well Kai handled customer conversations.
- Quality Checks: Tell Kai what makes a good conversation - like staying polite, getting accurate information, or solving customer problems
What Information to Collect
List what information Kai should ask for during every call - like customer names, phone numbers, or specific details about their situation.
- Field Name: What to call this piece of information (like "phone_number" or "injury_type")
- Type of Information: Text, number, yes/no question, or detailed description
- Why Collect This: Explain what this information is used for so Kai knows how to ask for it
Advanced Settings (Optional)
Fine-tune technical settings for how Kai processes conversations. Most businesses can skip this section - the default settings work well for typical use cases.
Preview Your Changes
The sidebar shows a preview of all current settings while making changes. Review everything here before saving to make sure Kai will work exactly as expected.
Tips for Success
- Click "Save" frequently - changes aren't permanent until saved
- Make a test call after every change to hear how Kai sounds with real customers
- Write short, clear instructions - long paragraphs confuse Kai
- Look for help tips throughout the page - hover over question marks for quick explanations
- Need more help? Check the FAQ page for common questions
Common Questions
- Q: Changes won't save - what's wrong?
A: Some required fields might be empty. Fill in everything marked with a red asterisk, then try saving again. If it still doesn't work, refresh the page and try once more. - Q: How can I hear what Kai sounds like?
A: Click "Test Call" in the instructions section. This makes a real call to test exactly what customers will hear. - Q: Made a mistake - how do I undo it?
A: Click "Reset" to restore the last saved version, or just don't click "Save" and all changes will be discarded. - Q: Still need help?
A: Call (337) 282-7400 or email support - real people are available to help Monday through Friday, 9am to 5pm CST.
For Developers: Technical Documentation
Looking for API documentation or technical architecture details? See these resources: