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.

Kai analysis
HB
Harbor & Bell LLP
Stalled 12 days at Proposal
Draft follow-up email94% confidence

No reply in 12 days after proposal sent. Last contact was a calendar invite that was declined.

Draft

Hi Sarah, wanted to check in on the proposal from two weeks ago. Happy to jump on a quick call if anything needs adjusting.

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.