Komplian Intelligence

Kai is Komplian Intelligence: an AI colleague for your team inside the app. It finds, summarises, drafts and proposes. It is not the AI agent, which talks to your customers under the name you give it.

Open Kai

Where	How
Overview	The Kai box on the page.
Any page	The side panel.
Anywhere	`⌘K` or `Ctrl K`.
On a phone	Ask Intelligence in the bottom bar.

Each module's page in the Komplian Store lists what Kai can do there.

Decide what Kai may do

Ask

Kai proposes a card and waits for you.

Default for anything customers see, that leaves Komplian or is hard to undo

Always allow

Kai does it and tells you.

For internal actions that undo in one click

Off

Kai never proposes it.

For anything you do not want Kai to touch

Three levels for each action, set per person

Open the settings

In Kai's panel, press the gear. Komplian Intelligence settings opens.

Open Permissions

The Permissions tab lists every action Kai can propose, grouped by area.

Choose a level for each action

Pick Ask, Always allow or Off. Your choice applies only to you.

The areas are Contacts, Opportunities, Tasks, Inbox and email, Calendar, Flows and templates, and Knowledge.

Actions that always ask

These actions are always Ask: anything your customer sees, that leaves Komplian, that speaks for the business, that creates records, that is hard to undo or that spends credits in bulk.

The team default

Owners and admins set For the whole team. By default, internal actions that undo with one click run without asking: completing tasks, moving stages, assigning or closing conversations, pausing flows. Each person can still choose Ask for themselves.

Check and undo what Kai did

The Activity tab lists everything Kai did. Each line says how it was approved:

Label	Meaning
You confirmed it	You pressed confirm on Kai's card.
Allowed	It ran on its own, because the action is set to Always allow.
While answering	Kai did it while answering your request.

A line shows Undo when the action can be reversed. Press it to undo the action.

Give Kai work in a note

Write a note

Open a person, an opportunity or a task and write a note. Companies are not supported.

Mention Kai

Type @ and pick Kai, listed first. Then write what you need.

Read the answer

Kai opens a task it owns, with your note as the title, and answers in the note's thread.

Assign Kai a task

Choose Kai (Komplian Intelligence) as the owner of a task. Kai starts at once and works as the person who assigned it, with that person's permissions.

What the task needs	What Kai does
Notes, follow-up tasks, logged activity, moving a stage	Does it without a click.
Emails, replies, appointments, new records	Proposes it and waits. Open in Kai on the task opens the proposals.
Something Kai cannot finish	Hands the task back on hold, with a note that says why.

Credits

Kai uses your plan's AI credits: the more text it reads and writes, the more credits, with at least one per request. It never uses the last 10% of your plan's monthly credits: those stay for the agent that answers your customers. Suggest a reply in Smart Inbox is also Kai and also uses credits.