Welcome to Kolby — your AI co-pilot for every call.
You’ve just unlocked a tool that transforms every conversation. Kolby works beside your team—on the phone, the screen, and after every call—helping reps respond faster, sound sharper, and close more deals. Follow the steps below to get set up.
- Inbound & Outbound
- Objection Handling
- Live Research
- After-call Coaching
Let's get Kolby ready for your team
The application must be completed before activation.
Kolby does not like to lose and we must arm him with context.
Enterprise setup — leader checklist
Step 1: Submit the application. Step 2: Send your team roster & numbers. We’ll create accounts and email each agent their secure login link.
Step 1 — Enterprise application
Tell us about your company, the teams you’re onboarding, and how you want calls handled. There’s a field to drop your roster link too (or you can send it via email in Step 2).
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Dashboard Preview
1
Welcome to Your Command Center
Your Kolby dashboard gives you a snapshot of everything - your activity, profile, and products. It’s where you’ll start every day to check your status, review recent calls, and see where you can improve.what’s waiting in your pipeline.
2
Go Live With Confidence
This is where Kolby shines. Incoming calls are displayed here. Kolby listens, transcribes, and assists in real time. You’ll see prompts, objection handling, and reminders pop up automatically to keep your conversations sharp and compliant.
3
Start Calls Like a Pro
Use the outbound section to launch your own calls. Select your industry template, confirm the client's number, and hit Start Call. Kolby will call you first. "Answer it." He will then call the customer for you. When the client answers, you and kolby are both listening. It's a seamless process that tracks and scores every call.
4
Learn From Every Conversation
After each call, Kolby generates a full summary with transcription, sentiment, and performance scores. Review your best lines, see what worked, and find patterns that help you close more deals with less effort.
5
Fine-Tune Your Experience
Your settings tab is where you manage Kolby. Account information, your Kolby phone number, usage and billing, and default templates.
How to activate Kolby on phone calls
Inbound calls
Your unique Kolby number powers inbound calls
When you sign up, each user is assigned a unique Kolby number (find it in Settings). Share this number with prospects or forward your main line to it. When someone dials that number, Kolby activates your phone and joins the call to listen, transcribe, and assist.
- Locate your Kolby number in Settings (e.g.,
725-777-7777). - Give this number to anyone you want to close who might try to reach you, or route your office/personal line to it.
- When it’s dialed, Kolby calls your phone; answer to connect. The caller is bridged in, and Kolby is live.
We usually tie your Kolby number to the phone you provided on your application. You can update routing in Settings if needed.
Outbound calls
Place calls from the Outbound tab
To call a lead or customer, use the Outbound Call tab in the agent portal. Kolby first rings your phone. After you answer, Kolby dials the customer and joins the conversation. When they pick up, Kolby lights up on your desktop because he’s now listening.
- Go to Outbound Call in the portal.
- Enter the customer’s phone number (and select a call template if shown).
- Click Start Call. Kolby calls your phone; answer.
- Kolby then calls the customer. Once they answer, real-time coaching and transcription begin.
Tip: Keep the agent portal open on your desktop during calls so prompts and notes are visible.
