Kaizan

Who can do this: All users who can see the folder

Press ⌘K (Mac) or Ctrl+K (Windows) and type the client name.

In the sidebar, under My Work, select the folder.

- Press ⌘K (Mac) or Ctrl+K (Windows) and type the client name.
- In the sidebar, under My Work, select the folder.

Select Edit to change the name, domains, members, tier, visibility or Client News settings.

The folder may be private. Select Request access. The folder owners get your request in Kaizan. You get an email when they answer.

A tab with a lock icon means the client is not AI-enabled. Ask your admin.

- The folder may be private. Select Request access. The folder owners get your request in Kaizan. You get an email when they answer.
- A tab with a lock icon means the client is not AI-enabled. Ask your admin.

<a href="https://help.kaizan.ai/en/articles/15531698">Create a client, supplier or internal folder</a>

<a href="https://help.kaizan.ai/en/articles/15550472">How the CARE score works</a>

<a href="https://help.kaizan.ai/en/articles/15532923">Ask Kaizan AI about a client</a>

- <a href="https://help.kaizan.ai/en/articles/15531698">Create a client, supplier or internal folder</a>
- <a href="https://help.kaizan.ai/en/articles/15550472">How the CARE score works</a>
- <a href="https://help.kaizan.ai/en/articles/15532923">Ask Kaizan AI about a client</a>

Open a client folder and learn what each tab shows about that relationship.

Find your way around a client folder

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Tab	What it shows
Overview	The CARE score, recent engagement stats, and recent risks and objections
CARE	The CARE score, the 4 pillars and the evidence behind them
Interactions	Every call, email and chat with the client
Kaizan AI	Ask questions about everything Kaizan knows about this client
Client News	News about the client, its people and its competitors
Stakeholders	The people you work with at the client
Objectives	The goals you track for this relationship
Products & Services	Which of your products and services the client talks about
Documents	Files you upload, for example contracts, proposals and client plans

Find your way around a client folder

Open a folder

What each tab shows

Edit the folder

If you cannot open a folder

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