Kai found 14 revenue moves overnight

Wake up to a list of things that grow your business.

Kai scans every deal overnight and tells you exactly what to do: send this follow-up, fix this payout, assign this intro. Execute each one with a click, or automate the pattern so Kai handles it for you.

KKaiFound 14 revenue moves and 9 cleanup items
›KAutomations3
High3
94%›
Draft follow-up to Harbor & Bell
Stalled 21 days at Proposal. Intro by Dana Whitfield
$42,000Draft Email×
92%›
Score new intro: Novaform Consulting
Dana Whitfield intro. Her last 4 closed (avg $28K)
, Create Task×
87%›
Payout discrepancy on Northstack IT
Commission on booked ($31.5K) but only $21K collected
$1,050Capture Note×
Medium3›
Low2›

See it. Trust it. Automate it.

Kai earns your trust one recommendation at a time. When you're ready, turn the patterns into automations that run without asking.

1See it

Kai shows you what it found. Every recommendation has a confidence score, the reasoning, and the evidence it used. You decide.

94%Draft follow-up to Harbor & Bell
Stalled 21 days. Last email said "reviewing with the board." Dana's intros close at 82%.
2Trust it

Execute recommendations one at a time. Kai drafts the email, you review and send. Kai suggests the stage move, you approve. After a few weeks, you know the pattern.

Last 30 days
23
executed
2
dismissed
92%
accuracy
3Automate it

Turn the pattern into a rule. "When Kai sees a high-priority draft email with 85%+ confidence, send it." You get a log entry instead of a prompt. Every execution is recorded.

When Sam Ortiz has a High priority Draft Email with 85%+ confidence, automatically execute it.
47 executions. 4.2 hrs saved. 0 failures.

Three surfaces. One AI.

Kai does three things: watches your deals, takes in referrals from anywhere, and automates what you trust it to handle.

Deal intelligence

Kai reads every deal overnight. Flags stalls, drafts follow-ups, scores new intros, catches payout errors.

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Intake anywhere

Forward an email, @mention in Slack, text from your phone. Kai creates the contact and the opportunity.

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Automation

Turn any recommendation into a rule. Kai executes automatically, logs everything. You stop clicking.

Learn more

Eight action types. Each one specific.

Draft emails

Writes the follow-up in your voice. You approve before it sends.

Move stages

Detects when a deal is ready to advance.

Flag stale deals

Finds deals gone quiet. Recommends close or nudge.

Set reminders

Queues follow-ups from deal signals.

Create tasks

Turns findings into assignable tasks.

Capture notes

Flags meetings with no notes logged.

Add contacts

Finds people in threads not in your CRM.

Add facilitators

Spots missing introducers on deals.

Automations

The goal is to stop clicking.

Once you trust Kai's recommendations, turn them into rules. Kai executes automatically. You get a log, not a prompt. Your pipeline runs itself.

“Draft an email for any high-priority stall at 85%+ confidence.” Kai drafts and sends. You see the log.

“Create a task when a deal sits at New Intro for 7+ days.” Kai assigns it to the deal owner.

“Set a reminder for any medium-priority follow-up.” Nothing falls through.

KAutomations3 active
When Sam Ortiz has a High priority Draft Email with 85%+ confidence, execute automatically.
23 executions. last ran 2 hours ago
When Sam Ortiz has a High, Medium priority Create Task with 70%+ confidence, execute automatically.
14 executions. last ran 5 hours ago
When All team members has a High priority Set Reminder with 80%+ confidence, execute automatically.
10 executions. last ran 1 day ago
Time saved
4.2 hrs
Executions
47
Failures
0

Kai meets you where you work.

The dashboard is home base. But Kai reaches you through every channel your team already uses.

Dashboard

The full Kai experience. Act Now and Cleanup lanes, priority buckets, inline expansion, bulk execute, automations.

Kai via phone

Get Kai recommendations as push notifications. Approve, dismiss, or snooze from your lock screen.

Kai in Slack

Kai posts recommendations to a channel you choose. React to execute or dismiss without leaving Slack.

Kai via email

Forward any email to Kai. It reads the thread, matches the deal, and queues the right action.

Kai is not a chatbot.

Chat is instant and shallow. Ask it anything, get a guess. Kai is the opposite. It takes all night because it reads everything: every email thread, every stage change, every calendar event, every payout. The confidence score isn't a feeling. It's math against your actual deal history.

Want chat? We ship an MCP connector out of the box. Ask Claude, ChatGPT, or any AI assistant anything about your Introzy data. That's a different tool for a different job. Kai does the work you'd forget to ask about.

ChatYou ask "what deals are stalling?" and get a list.
KaiKai already found Harbor & Bell stalling, drafted the follow-up, scored the confidence at 94%, and queued it for you to approve. You didn't have to ask.
ChatYou ask "are any payouts wrong?" and hope it checks.
KaiKai reconciled every payout against collected revenue overnight and flagged the $1,050 discrepancy on Northstack IT before your partner noticed.

What Kai does

+Scans your entire pipeline every night
+Confidence scores and reasoning on every recommendation
+Drafts emails in your voice from your connected inbox
+Automations that run without prompting, with full logging
+Cross-references emails, calendar, and deal data as evidence

What Kai won't do

–Never sends without your approval (unless you automate it)
–Never touches data outside your workspace
–Never hallucinates deal context
–Every action logged with who approved it and when
–Only works on deals and partners you can already see

The questions skeptics ask.

No. Kai is a recommendation engine that runs overnight. It finds actions on deals, scores them by confidence, and queues them for you. Want conversational AI? We ship an MCP connector for Claude, ChatGPT, and any AI assistant out of the box.