Skip to main content

How to use Kaiya.ai

Get Started · 3 minHow to work with Kaiya

What you can do with Kaiya​

Ask Kaiya to help with the work on your desk. Prepare for tomorrow's client meeting, run a search or finish a report.

Research the web, search leading professional networking sites or analyse your firm's Invenias records. Ask Kaiya to create images, documents, reports and spreadsheets from what you find.

See what you can do with KaiyaFind your way around Kaiya
Kaiya desktop app showing navigation, conversation list and open conversation
Find your conversations and work in one place. View larger

Your conversations stay private to you. Kaiya and Kaiya's approved AI model provider do not use your content to train AI models.

How Kaiya protects your data

Help for your role

Pick the role closest to your own​

Partner

Win work and advise clients

  • Track market developments and senior moves
  • Prepare for prospect and client meetings
  • Review searches, shortlists and client reports
Help for Partners

Researcher

Find candidates and map the market

  • Build company market maps and candidate longlists
  • Search professional networking sites, Invenias and online sources
  • Check career history and company information
Help for Researchers

Associate

Run assignments and prepare client work

  • Turn meeting recordings into notes and actions
  • Draft messages, documents and candidate reports
  • Update Invenias and create assignment reports
Help for Associates

Help by task

Or choose a task​

Business development

Track market developments and senior movesResearch the changes that matter in your market.Prepare for a prospect or client meetingCheck the company, people and recent developments before the call.Draft outreach and contentTurn your research into an email, article or talking points.

Find companies and candidates

Create a company market mapBuild and research a target-company list.Search leading professional networking sitesFind people and companies. Include Invenias when you need your firm's records too.Create a candidate longlistFind candidates, check the evidence and refine the list.Research a person or companyCheck career history, ownership, scale and other facts.

Meetings and client work

Turn a meeting into notes and actionsUse a recording, transcript or your own notes.Draft messages, emails and documentsPrepare the first draft, then check and send it yourself.Translate text and documentsTranslate content while keeping names and search terms consistent.Create a candidate reportCombine research, notes and interviews in your firm's format.Create an assignment reportCreate a branded Word report from one of your firm's templates.Requires Invenias

Invenias and reporting

Review your firm's historic expertiseFind relevant assignments, companies and earlier work.Requires InveniasReport on assignments and candidate stagesCount, compare and chart the records in Invenias.Requires InveniasAsk Kaiya to update InveniasReview the plan and approve the change.Requires InveniasFilter, chart and export resultsChange the view and export the result you need.