KallyAI Executive Assistant

KallyAI Executive Assistant — AI that handles phone calls (outbound + inbound), email, bookings, research, errands, multi-channel messaging, and phone number management on your behalf. Use when users want to: make/receive calls, manage inbound rules, handle voicemails, provision phone numbers, send email, book restaurants/hotels, search for services, manage calendar, check inbox/messages, handle bills, order food/rides, run errands, check credits/budget, coordinate goals, manage channels (WhatsApp/Telegram/social), run outreach campaigns, referrals, or any delegation task.

KallyAI is an AI executive assistant that handles outbound + inbound calls, email, bookings, research, bills, rides, food orders, errands, multi-channel messaging, and phone number management.

Quick Start

bash

# Natural language — routes automatically (80% of usage)
kallyai ask "Book a table at Nobu for 4 tonight"
kallyai ask "Email Dr. Smith to reschedule my Thursday appointment"
kallyai ask "Find the best plumber near me and negotiate a quote"

# Check credits (NOT minutes — credits are the sole billing unit)
kallyai credits balance

# Check inbox
kallyai messages inbox

# View incoming calls handled by AI receptionist
kallyai inbound calls

Complete Workflow

Step 1: Gather Intent

KallyAI covers 14 domains:

Domain	Examples
Coordination	"Book a table", "Handle this for me", any multi-step request
Calls	Call a business, check on a reservation, negotiate
Inbound	View incoming calls, manage routing rules, voicemails, contacts
Phone	Provision numbers, set up forwarding, manage caller ID
Actions	Calendar events, bookings, bill analysis, rides, food, errands
Messages	Check inbox, read messages, view threads
Search	Find businesses, research options, compare prices
Email	Send emails, manage accounts, train voice profile
Channels	Manage WhatsApp, Telegram, email contacts, channel status
Outreach	Multi-channel outreach tasks (call + email + messaging)
Budget	Estimate costs, approve budgets, view breakdowns
Credits	Check balance, view history, spending breakdown, plans
Subscription	Change plan, view status, cancel pending changes
Referrals	Get referral code, view stats, track referrals

For most requests, use ask — it routes through the coordination AI automatically.

Step 2: Authenticate

For OAuth integration, redirect user to:

text

https://api.kallyai.com/v1/auth/authorize?response_type=code&client_id=YOUR_CLIENT_ID&redirect_uri=YOUR_REDIRECT_URI&scope=calls.write

User signs in with Google or Apple → receives access token.

For CLI, authentication is automatic (first API call opens browser).

bash

kallyai login         # Force re-auth
kallyai logout        # Clear credentials
kallyai auth-status   # Check login

Step 3: Execute

Natural language (preferred):

bash

kallyai ask "Reserve a table for 4 at 8pm at Nobu"

Direct commands (when you know the domain):

bash

kallyai calls make -p "[phone]" -t "Reserve table for 4 at 8pm"
kallyai actions calendar create --title "Dinner" --start "2026-02-14T20:00"
kallyai search run "best Italian restaurant downtown"
kallyai inbound calls --status completed
kallyai phone list

Step 4: Monitor & Follow Up

bash

# Check goal status
kallyai coord goals --status active
kallyai coord goal <GOAL_ID>

# Review outbound call results
kallyai calls history
kallyai calls info <CALL_ID>
kallyai calls transcript <CALL_ID>

# Review inbound calls handled by AI receptionist
kallyai inbound calls
kallyai inbound call <CALL_ID>
kallyai inbound transcript <CALL_ID>

# Check inbox for responses
kallyai messages inbox --unread

---

API Reference

Base URL: https://api.kallyai.com

Authentication: Authorization: Bearer <access_token>

Making Calls (API)

text

POST https://api.kallyai.com/v1/calls
Authorization: Bearer <access_token>
Content-Type: application/json

{
  "submission": {
    "task_category": "general",
    "task_description": "Ask about store hours and availability",
    "respondent_phone": "[phone]",
    "language": "en",
    "call_language": "en"
  },
  "timezone": "America/New_York"
}

Response:

json

{
  "call_id": "uuid",
  "status": "success",
  "highlights": "They have availability at 8pm",
  "next_steps": "Reservation confirmed"
}

Status values: success, no_answer, busy, failed, voicemail, cancelled

Required fields:

Field	Description
task_category	restaurant, clinic, hotel, general
task_description	What AI should accomplish
respondent_phone	Phone number in E.164 format ([phone])

Optional fields:

Field	Description
business_name	Name of business
user_name	Name for reservation
appointment_date	YYYY-MM-DD
appointment_time	HH:MM (24-hour)
party_size	Number of people (1-50)
language	en or es

---

Domain Command Reference

ask — Natural Language (80% of usage)

bash

kallyai ask "Your request in plain English"

coord — Coordination & Goals

bash

coord message "text"           # Chat with coordination AI
coord goals [--status X]       # List goals
coord goal <id>                # Goal details
coord goal-tree <id>           # Goal + sub-goals
coord cancel-goal <id>         # Cancel goal
coord cascade-cancel <id>      # Cancel goal + sub-goals
coord escalate <id>            # Escalate for attention
coord approve-step <id>        # Approve next step
coord accept <id>              # Accept outcome
coord continue <id>            # Continue negotiating
coord archive <id>             # Archive goal
coord batch-archive <id>...    # Archive multiple
coord budget <id>              # Goal budget details
coord history                  # Conversation history
coord conversations            # List conversations
coord new                      # New conversation

calls — Outbound Phone Calls

bash

calls make -p "+1..." -t "task"  # Make a call
calls history                     # List calls
calls info <id>                   # Call details
calls transcript <id>             # Transcript
calls recording <id>              # Recording URL
calls calendar <id>               # Calendar .ics
calls cancel <id>                 # Cancel call
calls reschedule <id>             # Reschedule
calls stop <id>                   # Stop active call

inbound — AI Receptionist (Incoming Calls)

bash

inbound calls [--status X]          # List incoming calls
inbound call <id>                    # Call details
inbound transcript <id>              # Call transcript
inbound recording <id>               # Call recording
inbound summary                      # Incoming call summary/stats
inbound analytics [--from X --to X]  # Call analytics
inbound transfer <id> --to "+1..."   # Transfer call
inbound takeover <id>                # Take over live call
inbound reject <id> [--reason X]     # Reject call
inbound rules                        # List routing rules
inbound add-rule --name "..." --action "..."  # Create rule
inbound update-rule <id> ...         # Update rule
inbound delete-rule <id>             # Delete rule
inbound voicemails                   # List voicemails
inbound voicemail <id>               # Voicemail details
inbound voicemail-playback <id>      # Voicemail audio
inbound contacts                     # List contacts
inbound add-contact --name "..." --phone "+1..."  # Add contact
inbound update-contact <id> ...      # Update contact
inbound delete-contact <id>          # Delete contact
inbound import-contacts <file>       # Import contacts
inbound events [--from X --to X]     # Event log

phone — Phone Number Management

bash

phone list                           # List your numbers
phone info <id>                      # Number details
phone countries                      # Supported countries
phone available --country US         # Search available numbers
phone provision --country US         # Provision new number
phone forwarding <id> --target "+1..." # Set call forwarding
phone remove-forwarding <id>         # Remove forwarding
phone verify-start <number>          # Start verification
phone verify-check <number> --code X # Check verification code
phone caller-id <id> --name "..."    # Set caller ID
phone release <id>                   # Release number

actions — Autonomous Actions

bash

actions calendar create --title "..." --start "..."
actions calendar slots [--date X]
actions calendar sync
actions calendar delete <id>
actions restaurant search "query" [--location X]
actions booking create --type restaurant [--date X]
actions booking cancel <id>
actions bill analyze "description" [--amount X]
actions bill dispute "description" [--reason X]
actions ride --pickup "..." --destination "..."
actions food "order description" [--address X]
actions errand "errand description"
actions email send --to "..." --subject "..." "body"
actions email approve <id>
actions email cancel <id>
actions email outbox
actions email replies <id>
actions log [--type X]
actions undo <id>

messages — Unified Inbox

bash

messages inbox [--channel email|sms|call|chat] [--unread]
messages read <id>
messages thread <conversation_id>
messages mark-read <id> [<id>...]

search — Research

bash

search run "query" [--location X]
search quick "query"
search history
search sources

email — Email Account Management

bash

email accounts                          # List connected
email connect gmail|outlook             # Connect provider
email disconnect <id>                   # Disconnect
email list [--classification important] # List messages
email read <id>                         # Read email
email respond <id> [instructions]       # Respond
email voice-profile                     # Get voice profile
email train-voice                       # Train from samples

channels — Multi-Channel Management

bash

channels status                  # All channel statuses
channels email-add <address>     # Add email contact
channels email-list              # List email contacts
channels email-update <id> ...   # Update email contact
channels email-delete <id>       # Delete email contact
channels email-verify <token>    # Verify email
channels mailbox                 # Get KallyAI mailbox address
channels connect <channel>       # Connect WhatsApp/Telegram
channels test <channel>          # Test channel connection
channels disconnect <channel>    # Disconnect channel

outreach — Multi-Channel Outreach

bash

outreach tasks [--status X]      # List outreach tasks
outreach task <id>               # Task details
outreach create --channel call --target "+1..." "description"
outreach retry <id>              # Retry failed task
outreach cancel <id>             # Cancel task

budget — Cost Management

bash

budget estimate --type call "description"
budget approve <goal_id>
budget breakdown <goal_id>
budget ack-cap <goal_id>

credits — Balance & Usage

bash

credits balance     # Current balance (credits, NOT minutes)
credits history     # Usage history
credits breakdown   # Spending breakdown by action type
credits costs       # Credit cost reference
credits plans       # Available credit plans

subscription — Plan Management

bash

subscription status               # Current plan status
subscription change-plan <plan>   # Change to new plan
subscription cancel-change        # Cancel pending plan change

referrals — Referral Program

bash

referrals code        # Get your referral code
referrals stats       # Referral statistics
referrals history     # Referral history

notifications — Notifications

bash

notifications pending   # Check pending notification counts

---

Common Errors

Code	HTTP	Action
quota_exceeded	402	User needs more credits — kallyai.com/pricing
missing_phone_number	422	Ask user for phone number
emergency_number	422	Cannot call emergency services
country_restriction	403	Country not supported
budget_exceeded	402	Goal over budget — approve or cancel
email_not_connected	400	Need to connect email account first
phone_not_provisioned	400	Need to provision a phone number first

Security

• Token storage: ~/.kallyai_token.json with 0600 permissions
• CSRF protection: State parameter validation
• Localhost only: OAuth redirects only to localhost/127.0.0.1
• Auto-refresh: Tokens refresh automatically when expired