Help center
Answers for every step.
Guides for setting up kaylin, teaching kaylin about your business and connecting your apps.
- Getting startedSet up kaylin and get your number.3 guides
- CallsHow kaylin answers, calls out and records.6 guides
- TextsTexting customers from your kaylin number.1 guide
- Working with kaylinChat, what kaylin knows, Playbooks and Autopilot.6 guides
- Contacts and connectionsContacts, email, calendar, Zoho Books, QuickBooks, your own tools.7 guides
- Team and accountMembers, notifications, billing, support.6 guides
Calls
How kaylin answers, calls out and records.
- Choose how kaylin answersThe greeting, what kaylin does for callers, transfers and blocked numbers.
- Choose kaylin's voicePlay samples, keep favorites and pick the voice for each number.
- Call kaylin as yourselfCall or text your kaylin number from your mobile and kaylin helps like a teammate.
- Your calls: recaps and follow-upsFind calls, read the recap, play the recording and mark them handled.
- Have kaylin call someoneAsk kaylin to make a call, with approvals and business hours.
- Recording and introductionsAsking or telling callers about recording, what's kept and for how long, and what kaylin tells callers.
Texts
Texting customers from your kaylin number.
Working with kaylin
Chat, what kaylin knows, Playbooks and Autopilot.
- Chat with kaylinAsk kaylin anything about your calls, contacts and business, and have kaylin draft or do things.
- Teach kaylin about your businessWrite down your hours, services, prices and policies so kaylin answers right.
- PlaybooksHow kaylin handles something as it comes up: in Chat with you, or on a call or text with a customer.
- Waiting for youEverything kaylin needs your OK on, in one place.
- AutopilotWork kaylin does on its own, after something happens or on a schedule.
- Later: reminders and things at a set timeAsk kaylin to remind you, or to text, email or call someone at a set time, once.
Contacts and connections
Contacts, email, calendar, Zoho Books, QuickBooks, your own tools.
- ContactsAdd, import and clean up the people kaylin talks to.
- Connect email and calendarLet kaylin read and draft your email and check your calendar.
- Zoho Books: invoices and paymentsLet kaylin look up customers and invoices, send invoices and record payments.
- QuickBooks Online: invoices and paymentsLet kaylin look up customers and invoices, make and send invoices, and record payments.
- Your own tools (MCP)Connect a tool you already use by its MCP server address, so kaylin can use it too.
- More appsConnect the other apps your business uses, like your CRM, files or payments.
- Booking appointmentsLet kaylin offer open times and book callers onto your calendar.
Team and account
Members, notifications, billing, support.
- Invite your teamAdd people, choose their roles and see who changed what.
- NotificationsChoose what kaylin tells you about: in the app, by text or as pop-ups on your computer.
- Clean up your workspaceMerge duplicate contacts and clear out old calls, finished texts and things nobody uses.
- Plan, trial and creditsWhat your plan includes, how credits work and how to set limits.
- Contact kaylin supportAsk kaylin first, or write to our support team and follow the answer in Help.
- Let kaylin support look at your setupGive our support team read-only access for a few days to help with a problem.
Still stuck?
Ask kaylin in Help in the app, or send us a message.
