Once you trust Kai’s recommendations, turn the patterns into rules. Kai executes automatically, logs every action, and you get a receipt instead of a prompt.
You notice you keep approving the same type of recommendation. High-priority draft emails at 85%+ confidence, for example.
From any recommendation, click “Create automation.” Set the actor, priority, action type, and confidence threshold.
Next time Kai finds a match, it executes automatically. You get a log entry. Pause or delete the rule anytime.
Draft an email for any high-priority stall at 85%+ confidence.
Kai drafts and sends the follow-up. You see the log, not the prompt.
Create a task when a deal sits at New Intro for 7+ days.
Kai assigns the task to the deal owner with full context attached.
Set a reminder for any medium-priority follow-up.
Kai queues it. Nothing falls through the cracks.
Close as lost any deal with no activity for 60+ days at 90%+ confidence.
Kai cleans your pipeline automatically. Your numbers stay honest.