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.
See the full picture of every client relationship. Understand how Kaizan scores client health, tracks satisfaction, surfaces risks, and identifies where there's room to grow.
Control how Kaizan's AI works for you. Set up your personal AI assistant and manage your account preferences.
Settings for Kaizan admins. Configure your organisation profile and manage workspace-level content.
How to manage your Kaizan workspace
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