Most leads go cold. Kayla calls, texts, follows up, and books for you.
Kayla is the AI assistant built into CoveCRM. She helps respond to new leads, answer questions, follow up by text, and move prospects toward booked appointments automatically.
Talk to Kayla
Enter your info and Kayla will call first. After the call, she can text you a private discount code.
Speed wins leads
Speed wins leads. Kayla makes sure you are first.
New leads are highest intent right after they submit. Kayla helps you reach them fast, qualify interest, and keep the conversation moving.
Calls fast
Kayla can reach out shortly after a lead comes in so your team is not chasing cold prospects later.
Texts automatically
Kayla can follow up by text, keep the conversation moving, and help get the appointment booked.
Books warmer appointments
Kayla keeps the conversation focused on fit, timing, and getting the right next step scheduled.
Workflow
From first touch to booked appointment.
Lead comes in
A prospect submits a form, replies to a campaign, or enters your pipeline.
Kayla calls first
Kayla starts the conversation using insurance-focused scripts, handles common questions, and works toward the appointment.
Kayla texts next
If they miss the call or need a reminder, Kayla follows up by text to keep the appointment path moving.
Your CRM stays updated
Calls, outcomes, replies, and next steps stay connected to the lead record.
Your team steps in warm
Agents focus on the people who are ready for a real conversation.
Capability
Kayla does more than call.
We’re building CoveCRM to help users generate and manage their own leads with less manual work. Kayla helps explain the CRM, guide setup, answer questions, and support follow-up. For CoveCRM users’ insurance leads, Kayla acts like the agent’s assistant using insurance-focused scripts to help work toward the appointment. The system is designed to help monitor and improve lead performance over time.
Private invite
Want the discount code?
Have Kayla text you the private code after she calls and answers your questions.
Inside CoveCRM, Kayla also helps answer setup questions through Ask Kayla.
FAQ
Questions teams ask before they switch.
Is Kayla included with CoveCRM?
Kayla is positioned as part of the CoveCRM experience. Exact setup can depend on the account, enabled AI settings, and which features you turn on.
Can Kayla call new leads automatically?
CoveCRM already supports AI-first-call workflows for eligible leads when the account, folder, and AI settings are configured to allow it.
Can Kayla send texts too?
CoveCRM already supports outbound SMS and follow-up messaging. Texting behavior depends on the account’s messaging setup and compliance status.
Can Kayla answer questions about the CRM?
That is the goal for this experience. Kayla is meant to help explain CoveCRM, guide setup, and keep the next step moving.
Does Kayla replace my team?
No. Kayla is built to handle fast first-touch follow-up and routine questions so your team can spend more time on real conversations and closings.
Can I turn Kayla off?
CoveCRM’s AI calling and messaging behaviors are settings-driven, so teams can control when automation is used.
Is this built for insurance agents?
CoveCRM is built around insurance sales workflows, lead follow-up, texting, calling, and appointment booking.
What happens after I sign up?
You can move into your dashboard, connect your workflow, and use Ask Kayla plus the rest of CoveCRM to organize leads, follow up faster, and get set up.