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.
