Learn how to sign in, connect your calendar, and understand how Kaizan automatically captures and organises your client communication from day one.
How comms are assigned + who receives summaries
Everything you need to create and manage your client folders. From setting up your first folder and adding your team, to navigating client pages, tracking stakeholders, and asking Kaizan's AI about a client.
Make the most of every call. Learn how to read transcripts, spot follow-up actions, understand sentiment, share recordings, and ask Kaizan questions about any meeting — including ones you missed.
What can you do with your meeting summaries?
The features and tabs you can access at the client page
How to use Kaizan's chatbots for deeper insights
How to manage your Kaizan workspace
Privacy Policy, FAQs, DPA, Cookie Policy