You stay in control: every recommendation is reviewed and approved by you before it executes.
What Kai does
Kai surfaces two kinds of recommendations:
Act Now — revenue-moving actions for deals that need attention now (drafting a follow-up email, advancing a stage, setting a reminder, creating a task)
Cleanup — pipeline-hygiene actions (capturing notes, adding facilitators or contacts, marking stale deals as Closed Lost)
If a recommendation pattern is one you've trusted and confirmed repeatedly, you can turn it into an Automation — a rule that lets Kai execute matching recommendations automatically after each nightly run. See Automations below.
Each recommendation includes:
A confidence score (e.g., 90%)
A short title and description of the proposed action
The deal it relates to (Seeker → Solution Provider) and current Pipeline, Stage, and Expected Value
Kai's analysis explaining why the action was suggested
An evidence card pointing to the data Kai used (recent emails, missing notes, deal age, etc.)
A primary action button (e.g., "Draft Email", "Set Reminder", "Move Stage")
Where to find Kai
Kai appears as a card on the Dashboard, the page you land on when you log in to Introzy. Click Dashboard in the left navigation to return to it any time.
The card header shows a summary like:
"Kai found 72 revenue moves and 79 cleanup items across 93 deals."
Working through your queue
1. Pick a lane
At the top of the Kai card, click Act Now or Cleanup. The number next to each tab shows how many items match your current filters.
Within each lane, recommendations are grouped into priority sections you can collapse and expand:
Act Now: High Priority, Medium Priority
Cleanup: Low Priority, Stale
2. Filter the queue
Four filters sit above the lane tabs:
Assignee — Defaults to "Me". Switch to "Everyone" or pick a specific team member to see their recommendations.
Action Type — Filter to one or more of: Draft Email, Move Stage, Close as Lost, Set Reminder, Create Task, Capture Note, Add Facilitator, Add Contact.
Priority — Filter by High, Medium, Low, or Stale.
Show Completed — Set to "Yes" to view a paginated list of recommendations you've already executed or dismissed. Default is "No".
3. Review a recommendation
Click anywhere on a recommendation row, or click the chevron (>) on the left, to expand it. The expanded view shows:
Proposed Action — what Kai is about to do
Kai's Analysis — why Kai is recommending it
Evidence — the specific signals (e.g., "Deal stalled in New Referral stage with no seeker response")
Deal details (right side) — Pipeline, Stage, Expected Value, Seeker, Solution Provider, Connector
4. Execute or dismiss
For each recommendation you can:
Click the primary button (e.g., Draft Email, Set Reminder, Capture Note) to execute the action
Click the X on the right to dismiss it
Executed and dismissed items move to the Completed section, which you can view by setting Show Completed to Yes.
Drafting an email
Click Draft Email on a recommendation to open the email compose dialog.
The dialog opens pre-filled with:
Deal — the linked deal (e.g., "J Lo → Marge Simpson")
To — one or more recipient email addresses, shown as removable tags
Cc — empty by default; click in the field to add Cc recipients
Subject — Kai's suggested subject line
Body — a draft signed in your writing style, aware of today's date
Edit any field, then click Send Email. The email sends through your connected email account (via Nylas) and appears in both your email Sent folder and the Introzy deal activity. Click Cancel to discard the draft.
Heads up: Only the user the recommendation is assigned to can send the email. If you're viewing someone else's recommendation, the Send Email button is disabled and shows a tooltip explaining why.
If you don't have a connected email account with send permissions, Kai shows a toast asking you to reconnect on the Integrations page. Reconnect, then return to the recommendation and try again.
Bulk-executing recommendations
To execute several recommendations at once, click Execute Recommendations (n) at the top of the Kai card. The button shows the number of items that will run.
A confirmation dialog opens listing the action types and counts (e.g., "Reminder 2, Stage Move 2"), with a notice:
Heads up: Email drafts are excluded from bulk execute and require individual review.
Click Execute n to run all listed recommendations. Click Cancel to back out.
Email drafts are always excluded from bulk execute and must be sent one at a time.
Automations
Once you've confirmed the same Kai recommendation pattern a few times, you can turn it into an Automation — a rule that lets Kai execute matching recommendations automatically after each nightly run.
When to use an Automation
Automations are a good fit for patterns you've already approved many times — for example, automatically capturing notes for deals at a particular stage, or setting reminders when a deal hits a certain age.
Heads up: Email drafts are always excluded from automations.
Creating an Automation
In your Kai queue, click the primary action button on a recommendation you'd like to automate (for example, Set Reminder).
In the confirmation dialog, click Create Automation in the footer.
The create dialog opens with the rule pre-populated from the recommendation you just confirmed. Review the rule and adjust any conditions if needed.
Click Save. A toast confirms the automation is active.
Where to find your Automations
A collapsible Automations section sits on your Dashboard, below the Kai recommendations card. Each active automation appears as its own card showing:
The rule summary (what the automation does and what it matches)
Execution stats (how many times it has fired)
Inspecting an Automation
Click a card to expand it inline. The expanded view shows:
Summary Statistics — total runs and recent rate
Automation History — a feed of what the automation has done and when
Use this to audit your automations and troubleshoot anything that looks off.
How Automations run
Automations fire automatically after each Kai nightly run. When a new recommendation matches an active rule, Kai executes the action and the result lands in your Completed list — marked with a sparkle (✨) icon so you can tell at a glance that it was an automation, not a manual confirmation.
Reviewing what Kai has done
Set Show Completed to Yes to see executed and dismissed recommendations at the bottom of the card. Completed rows are shown in gray (no longer struck through) with a source icon that tells you who executed each recommendation:
✨ Sparkle icon — an Automation executed it
👤 Person icon — you (or another user) confirmed it manually
X — the recommendation was dismissed
Each row also shows a relative timestamp (e.g., "1d ago").
The Completed section shows 15 items per page by default. Use the page-size selector to display 15, 30, 50, or 100 items per page. Your selection is remembered the next time you load the Dashboard.
FAQ
Does Kai ever send emails or move stages without me approving?
By default, no — every Kai recommendation requires you to click the action button or use Bulk Execute. The one exception is Automations: once you create a rule, Kai will execute matching recommendations automatically after each nightly run. Email drafts are always excluded from automations and remain individual-review only. See the Automations section above.
Can Kai reply to an existing email thread?
No, not currently. Kai drafts new emails only. If you need to reply within an existing thread, do so directly in your email client.
Will Kai add my email signature to drafts?
Not currently. The body is signed with your name, but your email signature is not automatically appended. We're working on this.
Can I undo a dismissed recommendation?
No, not currently. Once dismissed, a recommendation moves to Completed (marked with X). If the underlying signal persists, Kai may surface a similar recommendation in a future nightly run.
Why is the Send Email button greyed out for me?
Only the user the recommendation is assigned to can send the email. Switch the Assignee filter to view recommendations assigned to you, or ask the assignee to send it.
Why is Kai asking me to reconnect my email?
Sending Kai emails requires a connected email account with send permissions (gmail.send for Gmail or Mail.Send for Microsoft). If your account was connected before send permissions were required, go to the Integrations page and reconnect.
Can Kai skip multiple stages in one move?
Yes. When the evidence is strong enough, Kai can recommend advancing a deal to any forward stage in your pipeline — not just the immediately next one.
Why don't I see Kai on my Dashboard?
Kai is rolling out per organization. If your workspace doesn't have access yet, contact your Introzy admin or our support team.
Does Kai look at private email content?
Kai uses email metadata and content from the email accounts you've connected to Introzy via the Integrations page, scoped to your workspace. It does not access mailboxes you haven't connected.
Why does the Cleanup lane show "Stale"?
"Stale" recommendations are for deals that haven't had any meaningful activity for a long time — typically deals 90+ days old with no notes, reminders, or email history in the last 30 days. Kai often suggests marking these as Closed Lost.
Troubleshooting
What you see | What to do |
"Please reconnect on the Integrations page" toast when sending | Open Settings → Integrations, disconnect your email connection, and reconnect it. Then return to the Kai recommendation and click Draft Email again. |
Send Email button is disabled with a tooltip | The recommendation is assigned to a different user. Either ask the assignee to send it, or change the Assignee filter on the Kai card. |
You can't find a recommendation you saw yesterday | Set Show Completed to Yes — it may have been executed or dismissed. If it's not there, the underlying signal may have resolved, in which case Kai removed it from the queue. |
Kai didn't run last night | Kai's nightly job is rolling out per organization. Contact support if you expect Kai to run for your workspace and don't see new recommendations after 24 hours. |