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    DOCSKAI ASSISTANTGETTING STARTED WITH KAI

    Getting started with KAI

    4 min READ

    What is KAI?

    KAI is Kolibra's AI assistant — it understands your business data and can help you find information, analyze deals, and perform actions.

    Accessing KAI

    Access KAI from: the KAI page (main navigation), or the floating KAI button (available from any page), or keyboard shortcut G then K.

    Natural language

    Ask questions in natural language: "Show me overdue invoices", "What's my margin on the Samsung deal?", "Who are my top 5 customers by revenue?"

    Read & write

    KAI can read AND write: it can look up information, but also create records and update data when you ask.

    Permissions & plans

    KAI respects your role-based permissions — a sales user's KAI only accesses what that user can see. Available in Pro (limited queries) and Max (unlimited) plans.

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