DOCS

KairosAI documentation

Set up your AI workforce — one agent across voice, WhatsApp, web chat, and email, with shared memory and a single wallet. KairosAI is an AI customer-service platform: you build an agent once, give it your knowledge, connect the channels your customers use, and it handles conversations — escalating to your team when it should. This page walks through the essentials; you configure everything from the dashboard, so create an account to follow along.

1. Getting started

The fastest path from zero to a working agent:

  • Create an account — sign up with your work email and verify the 6-digit code we send you. Already have one? Sign in.
  • Run the setup wizard — on first sign-in the onboarding wizard helps you name your agent, set its role and instructions, add knowledge, and place a test interaction.
  • Connect a channel — link WhatsApp, a phone number, the web chat widget, or an email mailbox (see below).
  • Test, then go live — use the built-in test tools to confirm the agent answers correctly before pointing real traffic at it.

2. Channels

One agent, the same brain and memory, across every channel you enable:

  • WhatsApp — connect your WhatsApp Business number to answer customers and run bounded broadcasts with approved templates.
  • Voice (phone) — rent or connect a number so the agent can take and make calls, with live transcripts and the option for a human to take over.
  • Web chat — drop the chat widget on your site with a one-line snippet (next section).
  • Email — connect a mailbox so the agent triages incoming mail and drafts or sends replies under your rules.

3. Knowledge base

Your agent answers from the sources you give it — it does not make up facts. Manage these under Knowledge in the dashboard:

  • Upload documents — add PDF, Markdown, or text files. Each is split into chunks and indexed for retrieval.
  • Crawl your website — point Kairos at your domain and it indexes a bounded set of public pages automatically.
  • Test retrieval — type a question and see the agent’s grounded reply, with the exact passages it used available under Advanced so you can tell why it answered the way it did.
  • Prune chunks — in the advanced view you can select individual chunks (or all of them) and delete the ones a crawl pulled in by mistake, without removing the whole document.

4. Embed the web chat widget

Add the chat widget to any website by pasting a single script tag into your page’s HTML, just before the closing </body>. Your exact, ready-to-copy snippet — pre-filled with your agent’s key — is shown on the Web widget page in the dashboard, alongside a live preview. The widget loads asynchronously and won’t slow down your site.

5. Wallet & billing

Kairos is usage-based and runs on a prepaid wallet. You top up credits and usage is debited as your agent works — per message, per voice minute, and per number rental. Manage it under Wallet in the dashboard:

  • Top up securely via Razorpay; GST invoices are generated automatically.
  • Auto-recharge — optionally set the wallet to top up on its own when the balance runs low, so the agent never pauses mid-conversation.
  • Budget cap — set a ceiling so spend never exceeds what you intend.

For current plans and rates, see pricing.

6. Security & data protection

Each customer’s data is isolated at the database level, encrypted in transit and at rest, and processed in line with India’s Digital Personal Data Protection Act, 2023. See our Privacy Policy, Terms of Service, and Data Processing Addendum. Live system health is at status.

7. Get help

Stuck or want a hand setting up? Email hello@trykairos.in — the founder replies within a few hours during IST business hours.