Kairos AI shield
KAIROS AI LEGACY BUILDERAGENT ONBOARDING

Let's build your CRM

About 5 minutes. We use this to set up your account and register your texting line.

About you

Use your legal name. Carriers and phone carriers check it.

Required
Required
Enter a valid email
Texting registration sends a code here
Enter a 10-digit US number
Your lead emails get forwarded from this inbox
Must be a Gmail or Google Workspace address
Leads can book and live transfers ring only during these hours. Turn off the days you don't work.
Turn on at least one day

Business & texting registration

Phone carriers require this before your texting line can go live. You'll be registered under your own name.

The company leads are told you're with
Required
Only if you have one. Leave blank otherwise.
Format: 12-3456789
No EIN? Use your home address. Must be a physical address, not a PO box.
Required
Required
Required
5 digits
Only if you already have one. We'll build you a compliant website either way.
Enter a full URL starting with https://

Licensing

The AI only shares license numbers for states you're licensed in.

Look it up at nipr.com if you don't have it handy
NPN is 1 to 10 digits
Pick your states to add license numbers.

CRM setup

How your AI line and live transfers will work.

So the AI refers to you correctly with leads
Doesn't have to match your cell. We recommend your personal cell's area code, or the one where you live or run your business.
3 digits
The AI rings this when a lead is ready
Enter a 10-digit US number
Shown on your website

Photos

Your AI sends these to leads so they know who they're talking to. JPG or PNG.

Clear, professional, face forward. Used on your website too.
Headshot is required
Front of your card, flat and readable.
Business card is required
A friendly photo you'd show clients. We use your headshot if you skip this.
Couldn't read that image

Review & submit

Check everything. Your name and address must match your registration documents.

You must agree to continue
✓

You're in.

We're building your CRM now. Watch your email and phone for these next steps.