Who sees this: All users who can see the folder. AI-enabled clients only.
What Client News shows
Overview: what the client does and what matters to it now
News: recent stories about the client and its key people, with what each one means for you
Competitors: what the client's competitors are doing
Each item links to its source.
Open Client News
Open the client folder.
Select the Client News tab.
Make the news more accurate
Kaizan can confuse two companies with the same name. To fix this:
Open the client folder and select Edit.
Under Client News, add the country, the legal company name and the company's websites.
Select Save.
Result: The next refresh uses these details.
Add or remove a competitor
Kaizan suggests competitors for you.
To add one, select Add Competitor and enter the name and website.
To remove one, remove it from the list. Kaizan does not suggest it again.
Result: A competitor you add or edit updates within a few minutes.
When Client News updates
News and the overview update twice a week, overnight.
LinkedIn details update every day.
You cannot refresh Client News by hand.
Note: Kaizan leaves out news items with no date. Client News also feeds Kaizan AI and your daily prep email.
