support
Walkthrough

First-time setup

A foundational walkthrough for owners, admins, and your team — the order we'd run a new Kanamé account in. 21 steps across 8 sections. Skip what you don't need; come back to anything anytime.

  1. 01

    Sign in & your team

    Get into your account, set up your dashboard, and invite the people who will use the platform with you.

    1. 01 Manage your team — add, edit, remove staff Admin/owner guide to managing team members in a Kanamé sub-account. Covers Settings → My Staff: adding new users, the Admin vs User role distinction, the permission toggles for each platform section, the Only Assigned Data option for limiting visibility, copying permissions from an existing user, editing a team member, and removing a team member. Includes the gotcha that adding a user does not automatically make them bookable on calendars (Services V2 staff assignment is separate). Setup
    2. 02 Dashboards overview Setup 05:14
  2. 02

    Bring in your contacts

    Add people one at a time or import the whole list. This is the foundation everything else builds on.

    1. 03 Create a new contact Contacts 01:47
    2. 04 Import and engage with all your contacts instantly Contacts 02:59
  3. 03

    Connect your channels

    Hook up the ways you talk to customers — email, phone, SMS, Messenger, live chat — so everything lands in one inbox.

    1. 05 Set up multi-channel communication — start engaging in minutes Conversations 02:56
    2. 06 How to enable Google Outlook email two-way sync Sync email accounts; enable two-way sync; verify connection. Integrations
    3. 07 Engage website visitors in real time with live chat Conversations 02:12
    4. 08 Streamline Facebook & Instagram conversations for faster response Conversations 01:36
  4. 04

    Never miss a call

    Missed Call Text Back (MCTB) auto-replies to unanswered calls with a follow-up text. One of the highest-leverage things to turn on early — every missed call becomes a conversation instead of a lost lead.

    1. 09 Phone number settings explained Overview of phone number settings; customize caller ID; call routing options. Conversations
    2. 10 Missed calls & after hours coverage Conversations 06:45
  5. 05

    Send your first campaigns

    Reach the contacts you just brought in. Email, SMS, social, and lead ads — one each, just to get the muscle memory.

    1. 11 Launch your first campaign to drive engagement Marketing 02:43
    2. 12 Reach customers with your first SMS campaign Marketing 02:42
    3. 13 Manage all your social media posts in one place Marketing 01:58
    4. 14 Capture new leads with Facebook & Instagram lead ads Marketing 03:00
  6. 06

    Web & funnels

    Launch a website, build a funnel, or migrate an existing WordPress site over.

    1. 15 Launch a professional website in less than a day Funnels 02:54
    2. 16 Generate new leads with a high converting funnel Funnels 03:00
  7. 07

    Sales & payments

    Set up products, connect Stripe, and start collecting payments through links or invoices.

    1. 17 Add products and pricing Create products in Kanamé so you can sell them through your storefront, payment links, or invoices. Configure one-time or recurring pricing, organize with collections, set up variants, and publish. Payments
    2. 18 Start collecting payments with Stripe Payments 00:58
    3. 19 Accept payments easily with a custom payment link Payments 01:28
    4. 20 Generate and send professional invoices Payments 02:16
  8. 08

    Take it with you

    Install the Kanamé mobile app so the conversations and bookings come with you when you leave the desk.

    1. 21 How to set up and use the mobile app Mobile App 05:05
Ask Kai Beta