Deal intelligence

Kai watches for stalls so you don’t have to.

Every night, Kai analyzes every deal: email threads, calendar events, stage history, payout records. By morning, you have prioritized recommendations with confidence scores, evidence, and drafts ready to execute.

KKaiReading Harbor & Bell LLP…
HB
Harbor & Bell LLP
Referral pipeline · Proposal · $42,000 · intro by Dana Whitfield
Stalled 21 days at Proposal. No reply since Jul 7 — last email said “reviewing with the board.”
Evidence
Email from Robert Chen, Jul 7 — “We’re reviewing with the board next Tuesday.”
No meetings on the calendar with Harbor & Bell — checked through next month.
Confidence
0%
Draft follow-up · in your voiceto Robert Chen
Hi Robert — checking in on the proposal from July 4. If the board raised questions on Tuesday, happy to walk through them this week.
Approve & sendEditDismiss
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How it works: analyze, recommend, execute.

Nightly analysis

Kai reads every email thread, calendar event, stage change, and payout on every deal. Every night.

Prioritized recommendations

Results sorted into Act Now (revenue moves) and Cleanup (hygiene), by priority: high, medium, low.

One-click execution

Each recommendation has a draft ready. Approve it, edit it, or dismiss it. Nothing sends without you.

Eight action types. Each one specific.

Draft email

Writes the follow-up in your voice.

Move stage

Detects when a deal should advance.

Close as lost

Flags deals gone quiet too long.

Set reminder

Queues follow-ups from deal signals.

Create task

Turns findings into assignable tasks.

Capture note

Flags meetings with no notes.

Add contact

Finds people in threads not in CRM.

Add facilitator

Spots missing introducers on deals.

Confidence scoring. Not vibes.

Every recommendation comes with a confidence score derived from signal density: how many emails, how recent the activity, whether calendar events were accepted or declined, and how long the deal has been at its current stage.