Frequently Asked Questions
Quick answers to common questions. Each one links to a fuller guide where there’s more to know.
How does the AI agent decide what to say?
Section titled “How does the AI agent decide what to say?”The AI agent answers using your knowledge base, the persona and instructions you’ve set, and the context of the current conversation. It draws on the reference material you’ve provided rather than inventing answers, so keeping your knowledge base accurate is the best way to improve its replies. See AI Agent overview.
Can I take over a conversation from the AI agent?
Section titled “Can I take over a conversation from the AI agent?”Yes. You can step in on any conversation at any time. Once you take over (a handoff), the AI agent stops replying on that thread until you hand it back. See Conversations.
Which channels are supported?
Section titled “Which channels are supported?”Kasbly brings messages from multiple channels into one Inbox. You connect each channel you want to use from Settings → Channels. See Channels overview for the full list and Connect a channel to set one up.
How does billing and usage work?
Section titled “How does billing and usage work?”Billing and usage are managed in your workspace settings, where you can review your plan and current usage. See Settings overview.
How do I add teammates?
Section titled “How do I add teammates?”A workspace admin invites teammates and assigns each one a role that controls what they can see and do. Manage members and roles from your workspace settings. See Settings overview.
Is my data private?
Section titled “Is my data private?”Your workspace data is isolated to your organization and isn’t shared with other tenants. Access within your workspace is governed by the roles you assign to teammates. See Settings overview.
How do I get started?
Section titled “How do I get started?”Connect at least one channel, set up your AI agent, and start handling conversations from the Inbox. The fastest path is the Quick start guide.
How are my contacts organized?
Section titled “How are my contacts organized?”Everyone who messages your workspace becomes a contact, with their conversation history attached. You can search, view, and merge contacts from one place. See Contacts.
How do I connect Kasbly to other tools?
Section titled “How do I connect Kasbly to other tools?”Use API keys to integrate Kasbly with external systems. Generate and manage them in your workspace settings. See API keys.