It already knows your accounts. You just ship the work.
Most AI makes you explain everything first. Kaeli has already read your email, your meetings, and your deal history. So the work shows up drafted, and you review and send.
The difference
You never brief it.
Open any client and ask "what is the next step?" Kaeli answers from every email, meeting, and note it has seen for that account. You do not paste context. You do not re-explain. It already knows.
Generic AI
You prime it with context every time. It forgets the moment you close the tab. The output is only as good as what you remembered to paste.
Kaeli
The history is already loaded. Every draft and every answer starts from what actually happened with that client, not from a blank prompt.
Per-client memory
Every email, meeting, and commitment for that account, in one place Kaeli reads before it acts.
Your voice
Kaeli learns from every edit you make. The drafts read like you wrote them, not like a stranger.
Your rules
The standards you set apply to every relevant draft and quote, without you repeating them.
Grounded, not guessed
Answers are cited from real interactions. If Kaeli is not sure, it asks instead of making it up.
Today
It reads your whole book overnight. You see the few that matter.
Sit down in the morning. Kaeli has already gone through every account. "Watching 12. These 3 need you. The rest are fine." Kaeli's Pick is the one thing to do first, with a one-line reason and an effort estimate. No 47-item backlog. No guilt list.
Ranked across your portfolio
Kaeli weighs deal value, urgency, time since last touch, and what is overdue, then puts the right account on top. You sequence from there.
It proves it filtered
The coverage line ('Watching 12. These 3 need you. The rest are fine.') tells you Kaeli looked at everything, so the quiet accounts are quiet on purpose, not forgotten.
Effort estimate per card
Quick, Medium, or Deep, so you can pick what fits the ten minutes you have before a call.
Open the card
The draft, the client's contacts, and the grouped next moves are right there. A chat sits on the card to ask anything about that account.
Produce
The day's client work, drafted by morning.
While you sleep, Kaeli drafts the work the day needs. Each one uses your voice and references the real history. You review, change a line, ship.
Email replies and follow-ups
Kaeli reads the inbound, pulls the project history, and drafts the reply with the source thread attached so you can spot anything it missed.
Meeting briefs
For every meeting on your calendar, a brief lands before it starts: the context, the open commitments, the goals, the questions to ask.
Quotes
Tell Kaeli what to quote in plain English. It pulls the products, applies your discount rules, and checks the result before it reaches you (see below).
Status reports
Kaeli pulls the project history, the open items, and the wins, then drafts the report in your voice and your template. You add the one thing it could not know.
Signature feature
A quote you can send without a second pair of eyes.
You tell Kaeli what to quote. Before it reaches you, it checks what you said against the record, your rules, and the promises you made. You are fast, but human. Kaeli remembers all of it.
Wrong scope
You quote the job, but the client expanded it in an email last week. Kaeli notices the quote no longer matches what they confirmed.
Discount over your limit
15% off, but your rule says anything over 10% needs sign-off. Flagged before it goes out, not after.
Missing required clause
A finance client always gets the data-handling clause. You forgot. Kaeli adds it.
Stale number
You quote last quarter's budget. The client signalled a new one this month. Flagged.
A promise you dropped
You offered free install on a call. It did not make it into the quote. Flagged.
Each flag has a one-click fix: override with a reason, update the data, or confirm and proceed. The audit is only as sharp as the history in Kaeli, and that grows every day you use it.
Tell Kaeli your rules once. In plain English.
Go to Settings, then Rules and Policies. Type rules the way you would tell a junior teammate.
Kaeli applies them to every relevant quote and decision from that point on. No drag-and-drop builder. No workflow diagrams. You describe what you want.
Example rules
Any discount over 10% needs sign-off from the director.
All financial services clients get the data handling compliance clause.
Public sector quotes need procurement language at the bottom.
If a client does not reply within 5 business days, flag the deal.
How it knows
It learns from how you already work.
No data entry. No tagging. You email, call, and meet. Kaeli reads, listens, and remembers.
Email (Gmail)
Connect in 60 seconds. Kaeli reads what you send and receive, pulls out the facts, and files them under the right client. You control which accounts are visible.
Calendar (Google)
Every meeting becomes a touchpoint. Attendees become contacts. A brief lands before the meeting starts.
Voice notes
Drop a voice note after a call. Kaeli transcribes it and pulls the structured facts: scope, budget, blockers, commitments.
Chat capture
Type a quick note. 'Just learned they are hiring a new CIO' goes from a thought to a filed fact in seconds.
Brand and voice profile
Your sent mail, your past quotes, your standard clauses, your no-go phrases. This is what makes the drafts sound like you.
Plays nicely with the tools you already use.
Active integrations
Coming soon
Things Kaeli does not do.
We are deliberate about scope. The more Kaeli says no to, the better it is at the things it says yes to.
Replace your CRM
That is a database for management reporting. Kaeli produces the work for the individual rep. Keep both.
Generate cold outbound at volume
Use Apollo or Salesforge for that.
Search a knowledge base
Kaeli is an assistant that produces drafts. Not a librarian you query.
Write long bespoke tender responses
When 80% of the content is RFQ-specific, generic AI plus a filesystem is more efficient.
Marketing content, social posts, blog drafts
Different tool, different audience.
Time tracking, expenses, commissions
Use a different tool.
See it on your own accounts.
Kaeli is in private beta. Founding users get full access and help shape what comes next.
Request access →