Docs: getting started with Kairev

Before you start

You need a work email, admin access to the accounts you want to connect, and about an afternoon. Start from /signup; your workspace is created during onboarding.

Step 1: Connect your tools

Connect from Settings, Connections. Each connection asks only for the permissions the feature needs.

Connection	Used by	Notes
Gmail, Google Workspace, Outlook, Microsoft 365	Sales replies, Support	OAuth; one per seat or a shared support inbox
Google Calendar, Outlook Calendar	Sales	Meetings are booked into the owning teammate’s calendar
HubSpot	Sales, Support	Leads, emails, replies and meetings are logged automatically
WhatsApp Business	Support, Sales replies	Meta’s Embedded Signup; you own the number
Website chat widget	Support, Sales	One JavaScript snippet
LinkedIn company page, X, Instagram, YouTube	Marketing, Content	Official APIs only
WordPress, Webflow, Ghost	Marketing	Blog publishing
Google Drive, Notion	Company Brain	Document import
Sending inboxes	Sales	Provisioned by Kairev on separate domains, or connect your own

Step 2: Teach the Company Brain

Add your website, product docs and help centre URLs. Import documents from Drive or Notion. Then complete three short forms: ideal customer profile, offers and pricing, and brand voice rules with examples. Kairev re-reads sources on a schedule; you can correct or remove anything it learned from Settings, Company Brain.

Step 3: Set goals and guardrails

Turn on the Desks you want and give each a goal, for example “15 qualified meetings a month”. Then review the guardrails. These are the defaults:

Guardrail	Default	Adjustable
Cold emails per sending inbox per day	30, ramping from 5 over 21 days for new inboxes	5 to 50
New prospects contacted per day	100	0 to 500, plan-limited
Bounce rate auto-pause (rolling 200 sends)	3%	1% to 5%
Spam complaint auto-pause	0.1%	0.05% to 0.3%
Cold outreach from primary domain	Blocked	No
One-click unsubscribe and suppression	On	No
Follow-ups after no reply	4	0 to 6
Contacts per company per week	3	1 to 10
Consent-required countries	Cold outreach blocked without recorded consent	Add countries only
AI disclosure in chat and WhatsApp	On	Wording only
AI disclosure line in email	On for EU recipients	Per region
WhatsApp outside 24-hour window	Templates only	No
Social posts per account per day	3	0 to 10
Video generations per day	5	0 to 50
Monthly spend cap	Plan credits, no overage	0% to 100% overage
Approval mode	Off	Per channel: off, first N items, always
Sensitive topics	Hand off to a person	Topics editable
Kill switch	Per Desk and global	Always available

Step 4: Go live and watch the Activity feed

Every action appears in the feed with what was done and why. Immediate notifications cover handoffs, auto-pauses, booked meetings, broken connections and budget thresholds. You also get a daily Desk summary and a weekly results report.

Roles

Role	Can
Owner	Everything, including billing and guardrails
Admin	Settings, guardrails, connections, seats
Desk Lead	Direct one or more Desks, approve items, resume pauses on their Desks
Viewer	Read the Activity feed and reports

Talking to Kairev

Give instructions in the app, or message Kairev on Slack or WhatsApp once connected. Ask it to change a goal, pause a sequence, or explain why it took an action.

Credits

Credits cover the work Kairev does: researching a lead, writing and sending an email, answering a ticket, writing a blog post, generating a video. Heavier work uses more credits. Usage is shown live and capped by your budget. See pricing.

Getting help

Email hello@kairev.ai, or use the chat widget on this site, which is Kairev’s own Support Desk. For anything sensitive, a person picks up.