Who can do this: Admins. In many organisations, users can also create client folders. This depends on your organisation's permissions. See Roles and permissions in Kaizan.
Choose the folder type
Type | Use it for | How items arrive |
Client folder | A client | By hand and by email domain |
Supplier folder | A supplier or partner | By hand and by email domain |
Internal folder | An internal project | By hand, or by Project Name |
How folders are created
A client folder can start in 3 ways:
By hand, with the steps below.
From your CRM. If your organisation connects HubSpot or Salesforce, Kaizan can create client folders from your CRM companies. See Connect your CRM and project tools.
From a folder suggestion. My Kaizan suggests a folder when many emails come from a company with no folder.
Create a client or supplier folder
In the sidebar, next to My Work, select +.
Enter the folder name and choose Client folder or Supplier folder.
Add the client's email domain, for example acme.com, and press Enter. Add more domains if needed.
Add the members who own this account. Members get the notifications and suggested actions for the folder.
Optional: choose a tier.
Optional: under Client News, add the country, the legal company name and the websites. This makes the news more accurate.
Check the Ready to save? list, then select Save.
Result: The folder opens. Kaizan starts to file matching calls and emails into it. The CARE score shows Pending until the first weekly score.
Note: Two folders cannot have the same name. Similar names are allowed. Kaizan warns you about them.
Create an internal folder
In the sidebar, next to My Work, select +.
Enter the folder name and choose Internal folder.
Add the members.
Optional: add a Project Name. Calls and emails with this ID in the subject then go into the folder. See How Kaizan files your calls, emails and chats.
Select Save.
Result: Only members can see the folder.
Choose who can see a folder
Each client and supplier folder is Public (everyone in your organisation can see it) or Private (members only). Your organisation sets the default. To change it, open the folder, select Edit, and change the visibility.
Archive a folder
Archive a client you no longer work with. Archived folders do not count in the Client Dashboard. To archive, open the folder, select Edit, and select Archive.
Note: Your organisation may have a limit on AI-enabled clients. A client over the limit keeps recordings, summaries and emails. It does not get a CARE score, Client News or Kaizan AI answers. See Manage your organisation settings.