Kaizan

Kaizan AI – Client Service Platform is an AI-powered platform designed for client-facing teams to enhance client engagements, productivity, and relationship health. It provides AI assistants, client sentiment insights, health scoring, and AI agents to automate tasks across client interactions, notes, emails, and knowledge bases. The platform emphasizes secure integrations, regulatory compliance, and data governance, enabling teams to scale service levels and drive revenue through proactive, data-driven client management.

Key Capabilities

• AI Assistant for Client Service Teams: A purpose-built AI assistant to support client-facing staff with faster responses, task automation, and knowledge access.
• Client Health Scoring: Real-time, AI-driven view of client health across interactions and stakeholders, moving beyond traditional red/amber/green metrics.
• AI Agents for Service-Centric Companies: Autonomous agents that perform tasks on behalf of clients and teams to save time and increase capability.
• Insights and Engagement: Holistic sentiment trends by client, stakeholder, product, initiative, enabling proactive course corrections.
• Revenue Growth: Automated client development plans, alerts for uncovered stakeholders, and upsell opportunities.
• Productivity Enhancements: Auto-generated notes, emails, and answers trained on your company conversations and knowledge.
• Safe & Secure: Secure integrations with Microsoft and Google Workspaces; data export options; SOC 2 Type II, GDPR, and EU-U.S. Data Privacy Framework compliance.
• Data Governance: Client data not used for training AI models; complete isolation from training datasets; regular audits and third-party assessments.
• Integrations & Extensibility: Approved integrations and API access to popular systems for seamless workflows.
• Live Capabilities: AI Meeting Assistant, AI Email Assistant, live client sentiment signals, and data export.
• Onboarding & Access: Quick setup with trial options and scalable pricing to match growing needs.

How It Works

1. Integrate with your existing tools (Microsoft, Google Workspace, and other systems).
2. Deploy AI assistants and agents to assist in client conversations, meetings, and communications.
3. Leverage AI-driven client health and sentiment signals to inform proactive engagement and upsell opportunities.
4. Use data governance controls to ensure privacy and compliance.

Safety and Privacy Considerations

• Data is governed to ensure privacy and compliance; customer data is not used to train the core AI models.
• Regular audits and third-party assessments help maintain a strong security posture.

Core Features

• AI Assistant for Client Service Teams
• Client Health Scoring across all interactions
• AI Agents to automate tasks on behalf of clients and teams
• Holistic sentiment analytics by stakeholder, product, initiative
• Automated client development and revenue opportunities
• Auto-generated notes and emails tailored to your knowledge base
• Secure, compliant integrations (Microsoft, Google Workspace)
• Data governance: isolation of customer data from AI training data
• API access and export options for workflows
• Live AI Meeting and Email Assistants