Every client in Kaizan has its own folder where all calls, emails, and AI analysis are stored in one place.
To open a folder, use the search bar at the top of any page — type the client name and select it from the results. You can also open folders you own directly from the left panel under My Clients.
Once inside, the tabs across the top give you access to everything Kaizan has on this client:
Overview — AI CSAT score, open actions, client stats, and the latest risks and objections at a glance
CARE — the client's overall health score and the signals driving it
Interactions — every call and email with this client
Kaizan AI — ask questions across all of this client's data
Insights — trends and patterns over time
Client 360 — a full relationship summary
Stakeholders — everyone you've engaged with at this client
Objectives — tracked goals for the relationship
Products & Services — upsell and expansion signals
Documents — files shared with or about this client
To edit the folder name, domain, members, or tiers, select Edit in the top right.
If you can't access a folder, it's either restricted to specific members based on your organisation's settings, or it hasn't been created yet. Contact your Kaizan admin or read the article below.