Portal, API & Billing

🌐 Client Portal Settings

Set up the self-service portal where your clients can help themselves. Clients can access the portal via web browser (no app download) or the mobile app (iOS and Android).

Portal Features

Setting	Description
Enable Portal	Turn the portal on or off
Auto-Invite	Automatically invite new clients
Chat Enabled	Let clients chat in the portal 💬
Document Upload	Let clients upload files 📄
Case Visibility	Choose what clients can see 👀

🎨 Branding

Setting	Description
Logo	Your portal logo
Colors	Your brand colors 🎨
Welcome Message	The welcome text clients see

🔑 API Settings

Manage API access for developers who want to connect to Kayse AI:

API Keys

1. Go to Settings → API
2. Click Generate API Key
3. Give the key a name
4. Set what it's allowed to do
5. Copy the key and keep it safe! 🔐

API Permissions

Permission	Description
Read	Can only look at data 👀
Write	Can create and update data ✏️
Delete	Can remove records 🗑️
Admin	Full access to everything

⚡ Rate Limits

Tier	Limit
Standard	100 requests/minute
Premium	500 requests/minute
Enterprise	Custom limits

💰 Billing & Usage

Keep track of what you're using and manage your bill:

Usage Dashboard

Metric	Description
Voice Minutes	How many AI call minutes you've used 📞
SMS Segments	How many text messages sent 💬
Emails	How many emails sent 📧
Storage	How much file space you're using 📁

📊 Usage Reports

Create detailed reports about your usage:

1. Go to Settings → Billing
2. Click Usage Reports
3. Pick a date range
4. Choose the type of report
5. Export it (CSV, PDF) 📥

📅 Scheduled Reports

Set up reports that come to you automatically:

1. Go to Settings → Billing (or Company → Reports tab)
2. Set up what the report should include
3. Choose how often (daily, weekly, monthly)
4. Pick who should get it
5. Reports show up in your email automatically! 📧

🔄 Self-Healed Contacts Report

The Self-Healed Contacts Report shows phone numbers that were found through enrichment and then confirmed by a successful call. Use it to keep your CRM or contact data up to date with verified numbers!

• What it includes — Phone numbers that were enriched and confirmed by a successful call (and not flagged as a wrong number)
• Schedule — Daily, weekly, or monthly delivery to the email addresses you choose
• Column selection — Choose exactly which report columns to include (External ID, New Number, Old Number)
• How to use it — Import verified numbers into your CRM or review which contacts were successfully updated

To turn it on:

1. Go to Settings → Company (or Billing) and open the Reports / Self-Healed Contacts Report section
2. Turn on Enable self-healed contacts report ✅
3. Choose Report frequency and delivery time
4. Add the email addresses you want reports sent to
5. Click Customize Columns and select the report fields you want
6. Save — reports will be sent on your chosen schedule! 📬

📤 Manual Self-Healing Export (Lists and Self-Healing page)

When exporting Self-Healing data manually, you can choose columns before the CSV is generated:

1. Open Lists and click Export Enriched (or open the Self-Healing page and click Export CSV)
2. In Customize Columns, select or deselect fields
3. Click Apply Changes to export a CSV with only the selected columns

📜 System Log

See everything that happens in your account:

Logged Events

Event Type	Description
Logins	Who logged in and when 🔐
Data Changes	What records were changed
API Calls	Requests from outside tools 🔗
Integrations	Sync events with other systems
Exports	When data was downloaded 📥

🔍 Viewing the System Log

1. Go to Settings → System Log
2. Filter by event type
3. Filter by user
4. Filter by date range
5. Click on any event for details

See System Log for more details.

🎮 Demo Mode

For demo or trial accounts:

Setting	Description
Demo Flag	Marks this as a demo account
Sample Data	Comes with example data to explore 📊
Limited Features	Some features may be turned off
Auto-Reset	Data resets every so often 🔄