One platform for AI-first
client service teams.
The AI Assistant captures and unifies every meeting, chat and email. The CARE Client Health Model scores every relationship. AI Helpers act on every client for you. Client360 shares market intel that affects clients. Together they form a system of truth and action for your client teams.
Every meeting captured.
The work, done.
The AI Assistant joins every call (Teams, Zoom, Google Meet) and turns it into structured, searchable memory by client automatically. Decisions, owners, deadlines, sentiment. A living personalized memory of every client. Then it ships the work behind the meeting: recaps, follow-ups, status notes, CRM hygiene. Humans approve what matters; the rest just gets done.
Joins every call
Teams · Zoom · Google Meet · in-person uploads.
Decisions, not transcripts
Action items, owners and dates. The shape of work.
Does the work
Meeting recaps, follow-ups, status notes, CRM hygiene, brief-backs. Humans approve what matters; the rest just gets done.
Sounds like you
Reads every doc, deck and Slack thread for that client, so a draft for Acme actually sounds like Acme, not a template.
Helpers built for client growth. Acting around the clock.
Three packs of AI Helpers, plus your own. Every helper is grounded in your company data: docs, decks, transcripts, Slack, CRM, email. They keep learning from every new conversation, so the output gets more personal to each client’s objectives the longer you run them.
A self-learning relationship score, grounded in your data.
The unifying score across every Helper. It learns from your won pitches, kept clients and lost briefs: what predicts a healthy engagement in your company, not the average of someone else’s. Not a biased RAG status. Re-tuned weekly against your data.
The weights that drive CARE for a 200-person agency look nothing like a 20-person consultancy. We tune privately, per tenant. Your model never trains a foundation model and never crosses tenant lines.
Market research on every client. Always-on context for every Helper.
Client 360 continuously researches every account (funding, hiring, exec moves, competitor noise, earnings tone, product launches) and feeds it into the Helpers as live ground truth. So when CARE drops, you don’t just know that something changed: you know what.
Always-on research
Re-checks every client every day. No briefs to commission.
Routed to Helpers
Context lands in the right Helper, not in a buried report.
Source-backed
Every claim links to the article, filing or post it came from.
Your watch-list
Tag what matters per account: comp moves, hiring, M&A.
From conversation → signal → action, in minutes.
Your conversations, your data, your control.
SOC 2 Type II
Independently audited. Report available under NDA.
Zero retention
Your conversations never train foundation models.
EU + US residency
Pick your region. Data stays where you need it.
MCP + REST API
Wire Kaizan into your own agents and tools.
SSO + SCIM
Okta, Azure AD, Google Workspace. Managed provisioning.
Per-role access
Scoped by account, team or client. Never leaky.
Native connectors for the tools your team already lives in.
Salesforce, Gmail, Slack, Google Calendar, Teams, Zoom, Outlook, Notion, Asana, plus webhooks and a REST/MCP API for everything else.
Common questions, ranked by how often a security review asks them.
Answers ship with our security review pack. Request the pack →
Tiered by seats and integration depth.
Detailed pricing is shared in the demo. Book a demo →
