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Get started with Kaiya

Use this three-minute guide to add Kaiya, start a conversation and find the main controls.

See What you can do with Kaiya for ideas, or find your way around the app.

Read How to work with Kaiya for advice on writing requests and checking Kaiya's work.

Your conversations stay private to you. Kaiya and the approved AI model provider do not use your content to train AI models. Read How Kaiya protects your data.

Add Kaiya to Teams or Slack​

Your administrator must make Kaiya available before you can add Kaiya to Microsoft Teams. If Kaiya does not appear, email hello@kaiya.ai.

  1. Open Apps in Teams.
  2. If you see Built for your org, select it.
  3. Search for Kaiya.
  4. Select Add on the Kaiya card.
  5. Select Add in the window that opens.

If your Teams layout differs, follow Microsoft's guide to adding apps.

To keep Kaiya in the Teams sidebar:

  1. Right-click the Kaiya icon.
  2. Select the pin option.

Start a conversation​

Open the Kaiya app in Teams.

See the desktop and mobile layouts to locate the controls.

  • Select the + button at the top of the sidebar to start a conversation. You can also press Ctrl + K.
  • Search previous conversations by title or tag.
  • Use the tag icon to group related conversations.
  • Use the ... menu to rename, retag or delete a conversation.
  • Select the paperclip beside the message box to attach a file.
  • On desktop, press Shift + Enter for a new line.
  • On desktop, press Enter to send.
  • On mobile, tap Send to send your message. Enter adds a new line.
  • Open Get help for support. On desktop, you can also replay the What's new tour from this menu.

Keep one assignment in one conversation. Kaiya can then use the brief, evidence and decisions already discussed. Start a new conversation when you move to another assignment or a different piece of work.

Send your first request​

Ask for something you need to do:

Prepare me for tomorrow's meeting with Acme Robotics. Use the attached company
briefing and meeting invitation. Research the market and suggest questions for the CEO.

Kaiya can research the company and people, then prepare a briefing. Add any client decisions or other information Kaiya cannot find.

Give Kaiya the client's requirements when you know them:

The CEO wants to open in Germany. We placed their Finance Director last year.
Include questions about the leadership team they will need for the expansion.

Kaiya can begin before you know every detail. Correct any mistaken assumptions as the assignment develops.

Check that the briefing covers the meeting's purpose. Tell Kaiya what to change:

Focus on the German expansion. Cut the company history; we know them well.
Add questions about who will lead the new operation.

You do not need to restart the conversation or rewrite the search yourself. See Example Requests for more examples to adapt.

Turn on Deep Thinking for difficult work​

Deep Thinking is off until you turn it on. Kaiya can still complete multi-step research, analysis and drafting.

For difficult comparisons, select the brain icon beside the message box to turn on Deep Thinking.

Deep Thinking gives Kaiya more time for analysis. It uses the same sources and access. Attach any missing material that you want Kaiya to use.

See Use Deep Thinking.

Format a message​

On desktop, select Aa beside the message box. Use the toolbar to add headings, lists or other formatting.

On mobile, use blank lines and hyphens to separate points in your message.

See Format messages.

Follow progress and sources​

Follow Kaiya's work in the progress summary. Select the summary to see searches, page reads, Invenias look-ups and document preparation.

Check which sources Kaiya has searched and whether any action has failed. Check the evidence in Kaiya's answer.

See Follow Kaiya's progress.

Open and refine results​

Kaiya shows a preview of results in the conversation. Open Results to search, filter, sort and change columns. Some results also include charts or person profiles.

Results loads the first 1,000 rows and shows the total count. To export all records, clear the search, filters and selected rows before you select Export.

On mobile, Open results in a chat shows a preview. Open the app menu. Select Results for the full controls.

Ask Kaiya to extend the list, add fields or investigate gaps. See Work with results.

Keep information for later conversations​

  • Tell Kaiya what to remember for later conversations. Kaiya can save the fact as a Memory.
  • Ask Kaiya to save an Instruction for directions that apply to each conversation, such as your preferred report structure.
  • Ask Kaiya to list, change or delete Instructions and Memories. You can also use Personalisation on desktop.
  • Keep an assignment's brief, attachments, evidence and corrections in the assignment conversation.

See Manage Instructions and Memories.

What Kaiya can help you do​

Kaiya can:

  • Build and research target company and candidate lists.
  • Research the web, read online sources and search leading professional networking sites.
  • Compare evidence and find patterns in tables.
  • Create candidate reports, Word documents, Excel spreadsheets and images.
  • Turn recordings into transcripts, notes and actions.
  • Draft communications and translate content.

The following work requires Invenias:

See Kaiya's tools.

For more tasks and examples, see What you can do with Kaiya.

Check work before you use it​

Check names, dates, figures and source links before you use Kaiya's work with a client or candidate. An inference is a conclusion drawn from evidence, not a verified fact. Ask Kaiya to find more evidence or mark the point as unconfirmed.

Kaiya always shows a plan before making Invenias updates. Check the proposed records, possible matches and changes before you approve the plan.

Get support​

Email hello@kaiya.ai if you need help.

Keep passwords and access codes out of messages. Ask your administrator to connect an approved system, or contact the Kaiya team.