KaiCalls

Assign a phone number already in the KaiCalls registry pool to an authorized business, optionally routing it to an agent. Uses existing inventory and entitlements; it does not buy or reserve a new carrier number or queue a purchase approval.

attach_number

Cancel the exact revision of a business email campaign as its current owner. Stops future dispatch; already sent email cannot be recalled.

cancel_email_campaign

Check the status of a call by its ID

check_call_status

Verify a business sending domain and replace its saved verification proof. Requires current business membership. May finish provider setup by enabling inbound routing and creating an inbox and webhook. Sends no customer email.

check_email_sender

APPROVAL-GATED. After private-test proof is complete, save forwarding, published_number, both, or testing. This unlocks the command center but does not claim customer coverage; selected customer routes remain pending until independently verified. Forwarding is optional; testing keeps the existing private-test result without connecting a customer route.

choose_customer_route

Save completion evidence for a named operational exercise on an existing client installation. Requires current assigned client authority. Replaces any previous proof reference and completion time for that exercise; does not prove live customer delivery.

agency_support_complete_exercise

Safely add or replace a named operational rules section inside an agent inbound prompt, then route the prompt patch through the governed agent.patch broker. It covers cross-business handoffs, callback language, alert promises, and client-specific operating rules, and leaves the rest of the prompt unchanged.

configure_agent_business_rules

Save business-owned staff alert recipients and post-call escalation rules. Saving settings does not prove provider delivery or owner receipt; activation notification proof is tracked separately.

configure_staff_alerts

Create or repair the business_links entries used by the send_link/send_sms tools. These entries let callers receive booking, directions, cancellation, sister-location, or service-specific links by text without raw URLs in the voice prompt.

configure_textable_links

APPROVAL-GATED. Save the owner-approved phone number (SMS) or email address where KaiCalls sends the owner the result of their first test call, for the exact active activation session. Once that test call's record is ready, KaiCalls sends a real text or email to that destination through its messaging provider; saving the destination alone is not proof anything was delivered. Replaces any destination saved earlier for the session.

confirm_notification_destination

Get the one link a business owner opens to put WhatsApp on their KaiCalls number. They sign in to Facebook as an admin of the business's Meta Business account and verify the number; the business owns its WhatsApp account. Uses the business's oldest KaiCalls line unless phone_number names another of its lines. Returns the same link while it is still valid (up to 3 days). Owner or admin only. Creates nothing billable and connects nothing by itself: get_whatsapp_status reports the connection after the owner finishes, and WhatsApp is not connected until it says so.

connect_whatsapp

Create a new KaiCalls agent — the secretary that answers this business’s calls (the live voice agent plus KaiCalls records) — with a system prompt, greeting, voice, and model. Mirrors POST /api/v1/agents. Every subsequent mutation to this agent is versioned (assistant_config_versions) and reversible via rollback_config — history is listed by get_change_history / list_config_versions. Compliance: KaiCalls automatically applies state-aware AI-disclosure and consent handling to every agent it provisions, and flags high-risk business categories for extra review.

create_agent

Create an outbound call campaign (cadence + lead batch) and optionally launch it immediately. Launching queues calls for the orchestrator; existing TCPA/consent gating still applies at dial time. Requires admin role on the business.

create_campaign

Create a new agent knowledge base entry, or update one when `id` is provided. Mirrors POST /api/v1/knowledge. Creating requires title, content, and content_type.

upsert_knowledge

Create a new product row, or update one when `id` is provided. Mirrors POST /api/v1/products. Creating requires name and business_id. Pass `quantity` to set/update inventory.

upsert_product

Create a new lead or update existing leads for the authenticated business, routed through the governed leads API (business access-checked, usage-logged, and audited). To create one, pass `lead` with at least one of name/phone/email plus optional status/source/notes/agent_id/etc. To update, pass `updates`: an array of { id, ...fields } for one or many existing leads (status, name, phone, email, notes, address, city, state, zip). Updates are access-checked per row and report partial success.

upsert_lead

Optional line customization: sets the business name and greeting Kai answers with, as the owner requested. Not required to make calls, and never changes payment, usage or fraud limits. Extra business details are optional; no business-qualification questionnaire is needed. An existing business greeting is left unchanged.

set_up_business

Remove a business outbound webhook by ID. Mirrors DELETE /api/v1/webhooks.

delete_webhook

Release a phone number from a business back to the unassigned registry pool. Mirrors DELETE /api/v1/phone-numbers.

detach_number

Save an email campaign draft for one business and return its exact revision fingerprint. Requires business admin membership, a verified sender and recorded contact consent. Sends nothing; owner approval and a separate launch are required.

draft_email_campaign

Read the approved configuration, facts, staff sheet and checks for an existing client installation. Requires current assigned client membership; returns private data without changing or sending it.

agency_installation_export

Generate and save an activity report snapshot for one existing client installation at its expected revision. Requires current client membership and agency access. Queues report email for due, owner-approved subscriptions to existing verified client members and advances their schedule; queued does not mean delivered.

agency_report_generate

List recent API usage events (endpoint, method, status code, cost) for the caller's account. Mirrors GET /api/v1/usage.

get_usage

Read current call readiness and persisted private-test proof for one accessible business. Only a currently entitled owner with a coherent assigned number gets the existing private-test setup link. Missing entitlement, incomplete setup or stale sessions do not authorize a call. It cannot assert or advance proof. A completed private test is separate from customer-route coverage; forwarding is optional and does not define whether the assigned phone works.

get_activation_status

List an agent's recent config-change audit trail (change_type, change_source, old/new value, timestamp) from admin_change_history — the same record the admin_get_change_history voice tool reads over the phone. Every mutation KaiCalls makes to an agent (via update_agent_config, configure_agent_business_rules, the admin call-in secretary, or the dashboard) is logged here and reversible with rollback_config.

get_change_history

Get a dashboard summary (lead counts by status, conversion rate, call volume and duration, top agents, and business outcomes by type) over a recent time window.

get_analytics

Get plan terms and usage for accessible businesses. No-card trials report 25 lifetime minutes, zero price and no overage; paid plans report the mapped subscription price and billing-cycle usage. Answered-call allowance usage is the raw billable call count, matching dashboard and right-sizing. A separate weighted count is informational only, not allowance consumption or right-sizing. Phone allowance includes purchased extra lines. A balance does not prove activation or inbound routing. Mirrors GET /api/v1/balance; unavailable billing data returns an error.

get_balance

Read back what a business already has: profile details, how many agents are configured, and recent call volume. This shows whether a business number that answers missed calls already exists. When the business has no working phone line yet, `next_step` names the tool that sets one up.

get_business_info

Read tenant-scoped business-verification document references, pending/approved/rejected staff-review states and secure upload requirements. No file bytes, storage paths, signed URLs or tax identifiers. Uploads happen on the secure owner page, by an admin; rejected documents can be corrected and uploaded again. Internal staff verification is separate from carrier registration. Reviewer notes are returned as staff-written data.

get_business_verification

Get the real call recording URL for a call so reviewers can listen to the voice/audio instead of relying only on the transcript.

get_call_recording

Read customer channel setup. Phone calls report configured number resources only: state configured or needs_setup, with canSend/canReceive null because operational availability is unknown. SMS has state not_checked and null send/receive flags; shared_setup_state retains the existing configuration summary, not recipient-specific permission. Registration detail requires billing:read; this SMS-scope summary reads no new billing details. Other channels retain their existing states and flags. private_test_readiness checks owner-private call setup only when the token also has agents:read; otherwise it is not_checked with reconnect scope guidance. Private testing does not establish customer coverage or outbound call permission, which remain not_checked. Email includes separate managedEmail campaign sender readiness; a connected mailbox does not prove campaign approval or delivery. Read-only; changes nothing.

get_channel_status

Read a Stripe-verified subscription checkout receipt for a business you own. Requires business_id and session_id from checkout. Confirmed billing does not prove agent, number, or call activation; get_activation_status reports setup proof. This tool never creates checkout or retries provisioning.

get_checkout_status

Read a business's email campaigns: its sending addresses and their setup readiness, recent campaigns with status, revision fingerprint and outcome counts, and the customers who can be emailed (recorded consent, not on the do-not-email list). Pass campaign_id for one campaign, or sender_id for the DNS records that sending address's domain needs. Read-only; any member of the business can read.

get_email_campaign

Read an owner-authorized extra-number request. Billing, assignment and live activation are distinct. Unknown checkout or provider outcomes retain the original request and number, so no replacement purchase is needed or started.

get_extra_number_status

Get full details for a single lead by ID, including the latest AI lead score and explanation.

get_lead

List the meetings Kai was sent into (newest first), or one meeting by id with its live status, minutes used and summary, plus the plan's remaining meeting minutes this month. Mirrors GET /api/v1/meetings.

get_meeting

Read the business-level operational setup of a live account: staff alert recipients, SMS/email alert flags, escalation rules, textable send-link entries, and assigned agent voice/model/greeting metadata.

get_operational_settings

Read how calls ring on the business's hosted phone system: which cells and desk phones ring, for how many seconds, and whether after-hours callers go straight to Kai. Reconciled from the phone system on every call. Mirrors POST /api/v1/phone-system action=get_flow. Returns 409 when the hosted phone system is not set up for this business.

get_phone_flow

Read saved phone-system configuration: extension, resource IDs (never secrets), assigned line, and agreement. phone_system_configuration.configuration_allows_calls means provisioned resources plus a permitting agreement only; it does not verify calls can connect. ready_for_calls is null because operational availability is unknown. private_test_readiness uses the existing owner-private call setup authority only with agents:read; otherwise not_checked. Customer coverage and outbound call permission remain not_checked. This read differs from the shared phone-system API configuration flag and changes nothing.

get_phone_system_status

Get a single SMS conversation thread by ID. Mirrors GET /api/v1/sms/conversations?id=.

get_conversation