Who can do this: All users who can see the folder
Ask a question
Open the client folder.
Select the Kaizan AI tab.
Type your question and press Enter, or select a suggested prompt.
Result: Kaizan AI shows what it is doing, for example "Searching your meeting notes", then answers. Each answer links to its sources.
Good questions to ask
"What are the open risks with this client?"
"Summarise our last three calls."
"What did they say about renewal in the contract?"
"Draft a follow-up email to the decision maker."
What Kaizan AI uses
Calls in the folder
Emails you can see
Slack and Teams messages in linked channels
Documents in the Documents tab
What you asked it to remember before
Note: Kaizan AI will only pull teammate's emails which you can't see if into the answer if the client folder is edited so that "Include email contents in Kaizan AI and Client Insights" is set to "Yes".
Ask it to remember something
Type "Remember that…": it could be a preference for how to receive information or a learned fact. Kaizan AI uses it in later chats.
Get better answers
Make sure calls are in the right folder. See File your unassigned calls in My Comms.
Upload contracts, proposals and client plans to the Documents tab.