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How to get the most
out of Kai

Guides for setting up, running, and managing your AI outbound pipeline. Start here if you are new, or jump to the article you need.

Learning paths

What Kai does for your workday. Approvals, call briefs, and how to follow up on an interested reply. 11 articles.

Build your team, coach on the work your reps actually did, and read what it costs and returns. 9 articles.

API setup, sending infrastructure, campaign configuration, tokens, and ongoing settings. 21 articles.

Get started

API connections

Connect your AI provider, outreach platform, CRM, and research tools before your first campaign.

Sending infrastructure

Domains, inboxes, warm-up, and SPF/DKIM. What needs to be in place before sequences go live.

Connecting a call recorder

Zoom, Gong, Teams, Chorus, Airspeed or Fireflies. Turns on Market Intel and puts real conversations into coaching.

Campaigns

Creating a campaign

Step-by-step guide to creating your first Targeted List, Account-based, or Always-on campaign in Kai.

Personalization tokens

How to paste Kai's injection tokens into your sequence in your outreach platform steps so personalised content flows through.

Targeted List campaigns

Upload a contact list and run a targeted outreach push for a specific vertical or time period.

Account-based campaigns

Target a single account across multiple personas, with account-level research and wave-based outreach.

Running the pipeline

Uploading contacts

How to format and upload a CSV, what columns Kai expects, and what happens after the upload.

The approval flow

How to review, edit, and approve sequences before they go live. What each tab shows.

Pushing to your platform

What happens when you approve a sequence, how the contact lands in your outreach platform, and what to check.

Managing replies

How Kai classifies replies, what the follow-up variants mean, and when to hand off to a rep.

Coaching & your team

Coaching Corner

See the real work your team is doing and coach on any specific piece of it, with feedback the rep acknowledges.

Teams & targets

Build teams so coaching and manager reporting work, then set the weekly targets your dashboard paces against.

Invite your team, choose roles, and understand exactly what each role can see and do.

The do-not-contact list, what fills it automatically, and how to get one person out of a live campaign.

Reporting

Reporting & Kai Analysis

Pipeline and Performance analytics, plus the weekly read on how Kai itself is improving.

What prospects actually said across every recorded call: themes, trends, the evidence, and campaign plays.

What Kai costs per contact, reply, handraiser and meeting, and how to map CRM outcomes for cost per opportunity.