Quickstart

From sign-up to the first call. Each step names the tool behind it, so you can do it in the app, with the built-in agent, or with your own AI.

The fast way: let your AI do it

Paste this prompt in Claude, ChatGPT or Cursor. It walks you through sign-up, connects to Kata and sets up your first call campaign.

Set up Kata Call for me. Kata Call places sales calls with AI voice agents and keeps the scripts and voices that convert (katacall.com).
1. Ask me to sign up at https://katacall.com/signup with my work email. I get a 6-digit code by email.
2. In Kata, on Home, I click "Connect your agent" and copy the setup prompt. Ask me to paste it here: it has my key and the MCP server (https://api.katacall.com/mcp).
3. Connect to the MCP server. Read my company from our website and save it with set_company_brief.
4. Ask me for the numbers to call from, a customer or lead list with phone numbers, and what I offer.
5. Create the call campaign, place a test call to my phone, and launch it when I say yes.

1. Sign up

Go to katacall.com/signup with your work email. Kata sends you a 6-digit code by email.

2. Tell Kata about your company

Kata keeps a company memory, company.md. The voice agent reads it on every call: what you sell, to whom, your tone, and what never to promise. Tool: set_company_brief.

3. Add your numbers

add_numbers adds the numbers that place the calls, in E.164 format (+14155550142). With real telephony, a number must already be in the Twilio account: Kata never buys numbers. Use a number from each country you call. See Phone numbers.

4. Create a call campaign

create_call_campaign makes a draft campaign. Give it a brief, and an opener and a script for the first variant:

brief: Customers of our shop with no order in 6 months. Offer: 20% off their
next order this week, code COMEBACK20. Goal: they say yes and get the code by email.
opener: Hi {first_name}, it's Alex from Northwind. You ordered from us last spring.
script: Ask if they still use what they bought. Make the offer once. If they say no,
thank them and end the call. Never offer another discount or invent a price.

5. Add a second variant

set_call_variant adds another opener or script, on the same or another engine. Kata splits the calls between them. See Call variants.

6. Add leads with phone numbers

import_call_leads (or import_leads with the campaign) takes a CSV with a phone column (phone, phone_number, mobile or tel). Email is optional. Every other column becomes a fact the caller knows. National numbers use the row's country, else the campaign's.

phone,first_name,last_order,country
+14155550142,Sarah,2025-03-02,US
07700900321,Tom,2025-01-18,GB

7. Call yourself first

place_test_call calls your own phone with the campaign's best variant, or a given one. Read it back with get_call: transcript, outcome and recording. A test call never counts in the stats.

8. Launch

set_campaign_status with active, with your approval. The first call goes out at once if a lead is inside their hours. Follow with list_calls and call_stats.