How to Use Your Phone System

Navigate to Dashboard > Phone System > Phone Numbers to see every number on your account.

Each number shows:

• The phone number itself
• Which agent it is assigned to
• Routing status — Direct, IVR, or Not Configured

Assigning a Number to an Agent

1. Click Configure next to the number.
2. Select an agent from the dropdown.
3. Click Save.

Open Dashboard > Phone System to launch the Softphone — a browser-based phone built right into KaiCalls.

• Make calls directly from the dashboard without your cell phone.
• View recent activity: calls, texts, and voicemails in the Activity Feed.
• Click any activity item to see details, transcript, or recording.

1. Go to Phone System > Test Call (or click "Test Agent" on any agent card).
2. Enter a phone number or use the softphone.
3. Kai will answer using the agent's greeting and instructions.
4. After the call, check Dashboard > Calls for the transcript and recording.

The Phone System dashboard shows recent calls, texts, and voicemails in one feed.

• Filter by type — calls, texts, or voicemails.
• Click any item for full details.
• Call recordings are available for completed calls (look for the play button).

If you already have a business number, you can port it to KaiCalls so you keep the same number your customers already know.

1. Go to Phone System > Porting.
2. Follow the porting wizard — you will need your current carrier's account info and PIN.
3. Porting typically takes 1–2 weeks.
4. Your number continues working during the porting process.