kaylin

Chat

Ask kaylin anything about your business.

Ask about calls, contacts, email, your calendar and invoices the way you'd ask a teammate. kaylin answers, and does what you ask right away.

Ask like you'd ask a teammate

Plain words in, real answers out.

What happened.

Ask who called, who texted and what they needed. kaylin sums it up from your calls, texts and messages.

Who called yesterday?
4 calls. Two booked, one asked about gift cards, and the supplier called about Friday's delivery.

Draft a reply.

kaylin writes the email for you to check. Edit it and send it, or save it as a draft in your mailbox.

Draft a reply to Dan's email.
Here's a draft saying Thursday works. Want to send it?
Send email

Find a time.

kaylin checks your calendar and your appointment hours, and offers the open times.

When am I free Thursday afternoon?
You're open at 2:00 and at 4:30, both inside your appointment hours.

Invoices and payments.

With Zoho Books or QuickBooks Online connected, ask who owes what. Ask kaylin to create the invoice, email it or record a payment, and it's done.

What does Marcus owe?
$240 on invoice 1042, 6 days past due.

Remember it.

Tell kaylin something new about the shop, and kaylin saves it to what kaylin knows for every call after.

Remember that we're closed on the 4th.
Got it. I'll tell callers we're closed on the 4th.

Helpful, not pushy

Your ask is the OK. kaylin does exactly what you asked, and the card shows what happened, in the app's own words.

Point kaylin at it. Type @ to pick a contact, a call, a playbook or a file, so kaylin uses exactly that one.

Your chats are your own. Teammates don't see them.

Text kaylin from your phone. Text your kaylin number from your mobile and ask, the same as in Chat.

The list goes on

  • Call summaries
  • Contact lookups
  • Draft texts
  • Draft emails
  • Line up calls
  • Your calendar
  • Invoices
  • Payments
  • Mentions with @
  • Suggestions that learn
  • Files and photos
  • Reminders for later
  • Remembers how you like it
  • Learns how you write
  • Fast, Balanced or Most capable

Questions

Does kaylin wait for me to press send in Chat?

No. When you ask for something, your ask is the OK: kaylin does it right away and the card shows what it did. Ask for a draft if you'd like to check it first.

Can my team see my chats?

No. Your chats are your own.

Does chatting use credits?

Yes, about a credit for a reply, and more when kaylin does several things at once. Questions about using kaylin, asked in Help, are free.

Everything kaylin does

What should kaylin take off your plate?