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What you can do with Kaiya

Ask Kaiya to help with the work on your desk: tomorrow's pitch, a difficult search or Friday's client report.

For a tour of the controls, see Find your way around Kaiya.

Use Kaiya's tools​

Kaiya can search and research the web, read online sources and search leading professional networking sites. Give Kaiya a question or web address, or ask for research on the subject you need.

Ask Kaiya to create images, Word documents, reports or Excel spreadsheets from research, your files and the conversation.

With an Invenias connection, Kaiya can also search and analyse your firm's records, prepare updates and create branded assignment reports.

You do not need to choose a tool or design each search. Say what you need and explain any decisions you have already made. Kaiya can research the missing facts.

See Kaiya's tools for details and example requests.

Research the web​

Ask Kaiya a question or share a web address. Kaiya can find and read company websites, news, published research and PDF reports.

Kaiya can compare sources, follow relevant links and explain the findings. Ask for a briefing, report or spreadsheet based on the research.

Read Acme Robotics' latest annual report and compare it with last year's.
What has changed in its expansion plans? Prepare a Word briefing for our meeting
and include links to the evidence.

If Kaiya cannot open a page, ask for another source. You can also attach a copy you can access.

See Research the web and read online sources.

Develop new business​

Ask Kaiya to investigate changes in your market, senior appointments, acquisitions or companies that may need your firm's help. Kaiya can check professional networking sites and other online sources, then help you draft outreach, a pitch or an article.

Find the leadership changes in UK logistics companies this quarter. Which could
lead to a search assignment? Draft an approach for the three strongest prospects.
Give me a reason to contact each person beyond asking whether they have ten minutes.

Review the evidence and edit the message before you send it. Kaiya drafts outreach; you send it through LinkedIn or your email service.

See Business development for Partners and Research companies and markets.

Prepare for a meeting​

Give Kaiya the company, people and purpose of the meeting. Ask for a briefing and questions based on research into ownership, leadership and recent developments.

Add previous meeting notes or ask Kaiya to check Invenias for your firm's history with the client.

Prepare me for tomorrow's meeting with Acme Robotics' CEO. Compare the attached
company update with our last meeting notes. Suggest questions about their plans
for the new factory.

See Prepare for client meetings and Get started with Kaiya.

Finish the follow-up after a meeting​

Attach the recording and your notes. Kaiya can produce meeting notes, decisions, actions and a follow-up email from the same material.

You can also record a voice note in Kaiya after a call. Ask Kaiya to compare the new decisions with the brief and flag anything that has changed.

See Use voice notes and recordings.

Map a market and find candidates​

Ask Kaiya to build a target-company list, map a market or find people who meet a brief. Kaiya can combine findings from professional networking sites and other online sources with your files and Invenias records.

Searching professional networking sites does not require Invenias. A search can return more than 100 people or companies when Kaiya finds enough matches.

Kaiya can check company ownership, compare career evidence and prepare a candidate longlist. State the essential requirements and off-limits firms. Review the evidence before you decide whom to approach.

See Create a target-company list and Create a candidate longlist.

Find your firm's experience and check assignment progress​

With Invenias, Kaiya can search People, Companies, Assignments and Programmes. Ask for relevant past assignments for a pitch or a count of current assignments and candidates by stage.

How many candidates have we interviewed for our active CFO assignments?
Show the count for each assignment and list anyone still waiting for feedback.

Kaiya can identify missing information that affects the answer. Check those records before you use the figures in an internal report or client presentation.

See Search and analyse Invenias.

Compare, filter and export results​

Read the preview in chat. Open Results for the full result.

You can search, filter and sort the table. Choose which columns to show. Export the result to Excel or CSV.

Kaiya can also present results as charts or person profiles. Ask in the conversation for another field, a different comparison or a chart.

See Work with results.

Write messages and create client documents​

Ask Kaiya to draft emails, client updates, candidate reports or interview summaries from CVs, recordings, your notes and earlier research in the conversation.

Kaiya can create Word documents, including research reports, proposals and translated documents. Name the reader and the purpose. For branded Word documents, ask for one of your firm's existing templates.

See Create messages, documents and translations and Create candidate reports and profiles.

Create a spreadsheet​

Ask Kaiya to create an Excel spreadsheet from research, files you attach or information in the conversation. Specify the columns and calculations you need.

Create a spreadsheet comparing the companies in our robotics market map.
Include ownership, headquarters, reported revenue and a source for each figure.
Mark anything we still need to check.

See Create a spreadsheet.

Create or edit images​

Ask Kaiya to create an image for an article, client document or presentation. Describe what it should show and how you plan to use it.

You can attach an image and ask Kaiya to change it. Name the details you want to keep, such as the people, colours or background.

See Create or edit an image for examples.

Create an assignment report​

Use Reports to create a branded Word report from an Invenias assignment. Choose one of your firm's templates and a standard setup.

You can change the report options, save a new setup and share it with colleagues. Review the document before you send it to the client.

If you cannot see Reports, contact the Kaiya team at hello@kaiya.ai. Without Invenias, ask Kaiya for a Word report from the material you provide.

See Create an assignment report.

Update Invenias without retyping your notes​

Ask Kaiya to add or update people, companies, assignments and programmes. Kaiya checks for existing records and prepares a plan for your review.

Check the matches and proposed changes, then approve the plan. Kaiya applies the approved changes. Open CRM updates to find the plan and check the result.

Your firm must connect Invenias and enable updates. See Update Invenias.

Follow Let Kaiya manage an assignment from setup and briefing to target companies, candidates, meeting notes and reporting. Check Supported Invenias updates for individual actions.

Save your preferences for later work​

Tell Kaiya what to remember for later conversations. For example: “Remember that I lead our firm's robotics practice.” Kaiya can save the fact as a Memory.

For lasting directions, such as your preferred candidate-report structure, ask Kaiya to save an Instruction.

Ask Kaiya to list, change or delete saved Instructions and Memories. You can also use Personalisation on desktop. Keep the full assignment history in the assignment conversation or Invenias.

See Manage Instructions and Memories.

Pick the role closest to your own​

  • Partner: develop business, prepare for clients and review search decisions.
  • Researcher: map markets, find candidates and check the evidence.
  • Associate: coordinate assignments, prepare client material and keep records current.

Read How to work with Kaiya for help giving context and refining the work.

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