Agentic AI · Client Insights

Customer opportunities and risks, surfaced for you.

Stop digging through dashboards to figure out who needs attention. KAI watches customer activity, flags what's changing, and tells your team where outreach will actually move the needle.

← Workspace

What this takes off your plate.

  • Surfaces under-engaged customers automatically, no manual investigation required
  • Highlights opportunities and risks the moment activity shifts
  • Tells the team the next-best outreach for each cohort, with the why
  • Replaces hours of activity analysis with a ranked, decision-ready view

Time savings calculator

How much time could you get back?

70%

The rest stays with your team for review, validation, and sign-off before anything goes out.

Reading the source material, cross-checking, and signing off — before any agent is involved.

Hours saved per week
5.7hrs

That's roughly 296 hours, about 37.1 full work days, back every year.

🤖KAI · Client Insights
In a chart, show me which customer segments are least digitally engaged.
I can do that—what reporting window should I use for "digitally engaged"? For example: last 30 days, quarter-to-date, or year-to-date.
Year-to-date.
Here's a chart showing the segments with the lowest digital engagement year-to-date.
Least Digitally Engaged Customer Segments (YTD)Low engagement % = 100 − avg(mobile adoption %, online adoption %)
0%13%25%38%50%45%Small Business39%Retail22%Commercial
Here's a chart of the least digitally engaged customer segments (Year-to-Date), using the metric: Low engagement % = 100 − avg(mobile adoption %, online adoption %). Do you want me to also list the top digital outreach recommendations for these segments?
Just show me the number 1 recommendation.
#1: Targeted mobile-enrollment campaign for Small Business — push in-app prompts and an email nudge to the 1,240 unenrolled accounts. Projected lift: +18% mobile adoption in 60 days.