How Comms Are Assigned

Kaizan is your central repository for ALL client communication. It's set up to automatically assign communication so you don't have to do anything, but you can also manually assign if you'd like.

When you first log in to Kaizan, your client dashboard should be populated with some accounts - if it's not, reach out to us so we can set some up for you!

When a client is identified in Kaizan, all correspondence from this email domain (both calls and emails) will be automatically assigned to that client page.

For example, any interaction with a stakeholder from @kaizan.ai would move a call or email thread into the Kaizan client page.

All communication without a client domain will land in the private “Your Calls” or “Your Emails” section. Only you can see these calls/emails. You can access this area of the app via the left-hand side menu panel.

However, if you're working with a single client on different brands, where the email domain of the client stakeholders is the same but they all represent different accounts, there's another option.

We can automatically assign communication by individual email addresses - just let us know which stakeholders are linked to which brand.

Then, any calls/emails from Stakeholder A would automatically assign to Brand A's folder, and vice versa for Stakeholder B and Brand B, even if they have the same email domain.

As a final option, you can also manually assign calls and emails.

For example, a client stakeholder may represent 2 or more different brands/client accounts but have only one email domain.

Here, you can move calls/emails yourself into the appropriate folders.

Navigate to the meeting overview and hit the red "Edit" button in the top right. Hit the dropdown under "Assign to Client", select a different folder or client, and hit the green "Save" button to move the meeting.

You can read more about creating folders here: https://help.kaizan.ai/en/articles/11132481-creating-folders-and-changing-visibility