KaiCalls

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---
name: daily-call-briefing
description: Give the business owner a short briefing on today's (or yesterday's) calls, voicemails and texts on their KaiCalls line. Use when they ask who called, what they missed, or for a morning or end-of-day recap.
---

# Daily call briefing

Brief the owner the way a good secretary would: what happened, who needs a call back, and nothing else.

1. Call `list_recent_calls` for the period they asked about (default: today in the business's time zone; if it's early morning, yesterday).
2. For each answered call that matters, call `get_transcript` and pull out who called, what they wanted and whether anything was promised (a callback, a quote, an appointment).
3. Call `list_voicemails` for the same period and summarize each one in a line.
4. If they asked about texts too, call `list_conversations` and note threads waiting on a reply.

## How to answer

- Lead with the count and the calls that need action: "8 calls today. 2 need a call back."
- One line per caller: time, name or number ending, what they wanted, what's owed.
- Group spam, wrong numbers and hang-ups into a single line at the end.
- Never invent a caller's name, request or outcome. If a transcript is missing, say so.
- Show phone numbers only as "ending in 1234" unless the owner asks for the full number.
- Don't call or text anyone from this skill. If the owner wants a callback, offer it and use the lead follow-up skill.

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---
name: follow-up-hot-leads
description: Find the KaiCalls leads most worth following up and, only with the owner's explicit OK, have Kai call or text them. Use when the owner asks who to call back, which leads are hot, or to follow up on leads.
---

# Follow up on hot leads

1. Call `list_leads` for the window the owner gave (default: the last 7 days), excluding leads already marked won or lost.
2. For the top candidates, call `get_lead` to read the AI score and its explanation, and `get_transcript` on the lead's latest call if the reason isn't clear.
3. Rank by score, then by how recently they called, then by whether something was promised to them and not yet done.

## Present the list first

Show at most five leads: name, what they want, score with a one-line reason, and the suggested next step (call, text, or wait). Stop there and ask which ones to act on.

## Acting on it

Only after the owner names the leads and the action:

- Call back: `make_call` from the business's own agent, with a one-sentence purpose the owner approved.
- Text: `send_sms` with the exact message shown to the owner first.
- Record the outcome with `upsert_lead` (status or note) when the owner asks.

Never contact a lead the owner didn't name, never send a message they haven't seen, and never contact more than the leads they approved. If a lead has opted out of texts, say so and don't text them.

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---
name: setup-check
description: Check whether the owner's KaiCalls line is ready to take real calls and say exactly what is left. Use when the owner asks if they're set up, why calls aren't reaching Kai, or what to do next.
---

# Setup check

1. Call `get_setup_checklist` for the connected business. If that tool isn't available, use `get_business_info` instead.
2. Call `list_agents` and `list_numbers` to confirm there is an agent and a number attached to it.
3. If anything looks off with live calls, call `get_activation_status`.

## How to answer

- Start with a yes or no: "Your line is ready" or "Two steps left."
- List each remaining step in plain words with the one action that finishes it.
- For call forwarding, never write out carrier codes like *72. Point the owner to https://www.kaicalls.com/docs/call-forwarding, which picks the right code for their carrier and forwards only the calls they don't answer.
- Don't buy numbers, start checkouts or change the live line from this skill. If a step needs one of those, explain it and let the owner ask for it.