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This page is the whole first run. Follow it once, and Kai writes its first draft in your inbox at the end. Set aside about one hour of your own time. The compile runs on our server and needs none of your attention. The set-up wizard has four steps:
  1. Import your history
  2. Review your Brain
  3. Connect a channel
  4. Choose copilot or autopilot
1

Sign in and name your workspace

Sign in, then give the workspace the name your team uses for the business. The name appears on the set-up page and in the product.The person who creates the workspace becomes Admin. An Admin can do everything, including erasing raw uploads. Add your teammates later, in Settings → People. A role change takes effect on the next session refresh, under a minute.Time: about two minutes.
2

Upload your chat history

The first wizard step is Import your history. Drop your export on the panel that says Drop your chat export here, or use Choose files.Kai reads:
  • WhatsApp .csv or .txt files;
  • an Intercom .json export.
Select the whole folder. Hundreds of files is normal, and a large export is split into several uploads automatically.Then select Compile my Brain.
Kai replaces every phone number, email address and payment reference with a placeholder before any model reads a word. You can delete the raw upload at any time, in Settings → Data controls.
What good looks like: at least a few hundred real conversations, from the team and the topics you want Kai to cover. Sales chats and support chats compile into different answers, so upload what you want Kai to handle. Group chats between your own staff add noise, so leave them out.Time: two to ten minutes, mostly upload.
3

Wait for the compile

The panel shows the percent done, the stage, and how much time is left. The five stages are:
Compile progress: percent, stages and counts

A compile in progress. The same view is used for a retrain.

This runs on our server, not in your browser. Close the tab and come back.What good looks like: the counts under the progress bar match your export. If Kai reports far fewer conversations than you uploaded, the export format is probably wrong. Try another export.Time: a few minutes for a few hundred conversations.
4

Open the Brain and work the review queue

The second wizard step is Review your Brain. Open the Brain page. It shows six categories, and a banner when items wait for a decision.
The Brain page with its six categories

The Brain page. Each card shows how much of that category still needs review.

Select Open the queue. The queue is sorted with the blockers first, then by how often customers ask. For each item you can:
  • Approve it, if the text is right as it is;
  • edit the text and Save and approve, which records you as the reviewer;
  • Reject it, if Kai should never say this.
Items badged Blocks publishing must have a decision before you can publish. Those are your brand voice, every human handoff rule, every conversation flow that autopilot may use, and the answers those flows use. Everything else may stay unreviewed: unreviewed content drafts for a human and never sends on its own.Fill in Current Information as well. Your real prices, links and payment details live there. Answers pull the value from that one place, so a price change later is one edit, with no review and no publish.
You do not have to finish the queue before you go live. Copilot works on an unreviewed draft, because a person reads every word. Review the first thirty or so answers, then let real traffic show you which of the rest matter.
What good looks like: you read an answer and think “yes, that is how we say it”. If you are editing almost every answer, the export was probably the wrong set of conversations.Time: thirty to ninety minutes for a first pass. It is the one step that needs a person who knows the business.
5

Connect Intercom or WhatsApp Cloud

The third wizard step is Connect a channel. Go to Settings → Channels.
Settings → Channels with no channel connected

Settings → Channels, before anything is connected.

Two channels are available:
  • Intercom. Kai works inside the inbox your team already uses. Drafts arrive as internal notes, and a handoff is an assignment. This also covers WhatsApp numbers routed through Intercom.
  • WhatsApp Cloud. A WhatsApp Business number talks to Kai directly, and your team answers from Kai’s own inbox.
Add the channel, then use Show delivery URL to get the address the provider must post to. Put that address in Intercom’s Developer Hub, or in the Meta app dashboard under WhatsApp > Configuration. Treat the address like a password.For Intercom, Test connection confirms the credential works. For WhatsApp Cloud, the card checks four steps in turn and tells you which one fails.
A channel needs a published Brain before it can act. If the card says no Brain is pinned, publish one first.
What good looks like: the card shows the channel as connected, and entries appear under Recent activity as the provider delivers messages.Time: ten to twenty minutes, most of it in the provider’s dashboard.
6

Leave the channel in Copilot

The fourth wizard step is Choose copilot or autopilot. Choose Copilot.In copilot, Kai writes a draft and a coaching note. A human reads it and sends it. Nothing reaches a customer unread. This is how you find out what Kai gets right before it can answer alone.Select Save policy.Time: one minute.
7

Watch the first drafts

Open the inbox. When a customer writes, Kai waits for them to finish, then writes a draft above the composer under Kai suggests:.
The Kai suggests draft above the inbox composer

A draft in the composer. Select Use draft to load it, then edit and send.

Select Use draft to load the text into the composer. Change what you want, then send. Your team keeps full control of the words that reach the customer.Watch the Overview page for the first week. Draft acceptance tells you how often your team sends a draft with few changes. That number is the signal that decides the next step.What good looks like: your team sends most drafts with small edits. If they rewrite most drafts, go back to the review queue rather than to the settings.Time: the first draft arrives minutes after the first customer message.
8

Move one source to Autopilot later

After about two weeks of copilot, pick one source that your team almost never corrects. Open its channel card in Settings → Channels, and set that source to Autopilot under Per-source modes. Leave the rest on Inherit.Keep the scope on Anything a reviewer approved at first, or use Only the intents I pick for a narrower start. Then widen it as the numbers hold.The full detail is in Copilot, autopilot and off.

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Next

How Kai works

What happens to one live message, and what a Brain version means.

Copilot, autopilot and off

The modes in depth, and a safe ramp.