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 Preferences

Manage billing settings for your company from the Billing Preferences tab under Billing and Reports.

Primary Billing Contact

Designate an active company admin as the primary billing contact. This person will receive billing alerts and scheduled reports by default.

1. Go to Settings → Billing and Reports → Billing Preferences
2. Select an active company admin from the Primary billing contact dropdown
3. Click Save changes

If no active company admins are available, invite or reactivate an admin first.

Billing Mode And Spending Controls

The same Billing Preferences page now lets you manage the shared billing controls used by both billing modes.

1. Go to Settings → Billing and Reports → Billing Preferences
2. Choose Monthly Invoice or Refillable Wallet
3. Turn on Monthly spending cap if you want account-level pause protection
4. Enter the cap amount and click Save changes

When a monthly cap is active:

Setting	Description
Spent this month	Current month usage total
Projected monthly total	Forecast based on current month pace
Monthly cap	Your account-level ceiling
80% alert	Optional early warning email
Cap reached alert	Always on; includes a direct link back to Billing Preferences

Reaching the monthly cap automatically pauses campaigns until the cap is raised or removed.

Refillable Wallet Settings

When Refillable Wallet is selected, the same page also shows wallet-specific controls and status.

You can review and update:

Setting	Description
Refill amount	The amount requested whenever the wallet needs another manual refill
Refill threshold	The balance level that triggers the internal refill-needed workflow
Current balance	Live wallet balance shown in USD
Estimated days until refill	Forecast based on the trailing 7-day usage pace
Refill history	Recent wallet transactions with amount and balance-after details

Wallet refills are still handled manually in Stage 1. When the balance drops below the refill threshold, the billing team is notified internally and processes the refill outside the client portal.

Billing Alert Recipients

Billing alerts always route to the Primary billing contact. You can add extra recipients for finance or operations teams.

1. Open Billing Preferences
2. Add one or more email addresses under Additional billing alert recipients
3. Choose whether the 80% spending cap alert should stay on
4. Save changes

These alerts stay always on:

Alert	Behavior
Cap reached	Always sent when the account reaches 100% of the monthly cap
Payment failed	Reserved for wallet/payment failures and always routes to billing contacts

Wallet mode also adds these client-facing alerts:

Alert	Behavior
Low balance warning	Optional warning sent when the wallet reaches 30% of the configured refill amount
Refill processed	Optional confirmation sent after the billing team processes a manual refill

💰 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 and Reports
2. Click Usage Reports
3. Pick the start and end dates you want to review
4. Choose the type of report
5. Export it as Voice CSV, SMS CSV, or PDF
6. Turn on Break out PDF by case type if you want a .zip with one PDF per case type 📥

📅 Scheduled Reports

Set up reports that come to you automatically:

1. Go to Settings → Billing and Reports
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 🔄