Start Here

This page is for those new to Kalea. Follow the four stages below in order; each step links to its full guide.

What it does

Kalea is a chat CRM: a shared inbox for WhatsApp (connected via QR scan) and the website chat widget, an AI Agent that replies 24 hours a day and qualifies leads (class A/B/C), a lead pipeline, contacts, blasts, workflows, analytics, team, and billing. This page arranges all of that into a clear working order.

Benefits

• Know exactly what to do first and what can wait.
• The time from sign-up to the AI replying to the first chat can be under an hour.
• Less risk of misconfiguration because the AI is tested before customers use it.
• The team is involved from the start, not after problems appear.

Steps

Stage 1 — Sign up & set up AI

1. Create an account. Sign up with your company name, email, and phone number. See Sign up. 14-day trial, no credit card.
2. Let the AI prepare the setup. Describe your business in the /welcome wizard, then review the result. See Automatic AI setup.
3. Track the checklist. The Quick start box marks your progress. See Quick start checklist.

Stage 2 — Connect channels

1. Connect WhatsApp. Scan the QR in Settings → WhatsApp number. See Connect WhatsApp.
2. Install the chat widget. Paste one line of code into your website via Settings → Chat widget. See Install the website widget.

Stage 3 — Set up the team & leads

1. Invite your team. Add members and roles in Settings → Team & agents. See Invite your team.
2. Check the pipeline and lead fields. Make sure the pipeline stages and qualification fields match how your team sells. See AI best practices.

Stage 4 — Go-live & implementation

1. Check readiness. Run the Go-live checklist.
2. Follow the phased plan. Follow the 30-day plan.
3. See example configurations. Compare with Examples by industry.
4. If you run into problems. Open Troubleshooting.

Tips

Next

• Sign up