Common questions

KAI (Key Account Intelligence) is an intelligence platform for key account managers. It runs continuous monitoring workflows across six dimensions — news, financials, people, hiring, regulatory, and competitive — pulling from primary sources like Companies House, market data feeds, LinkedIn, and indexed job boards. Every finding is scored against your account plan so only what matters to your engagement strategy reaches you. Think of it as a research layer that never sleeps, covers more sources than any human can, and delivers each finding with a recommended next step.

KAI is built specifically for key account managers and KAM teams in B2B organisations — typically those managing a portfolio of strategic accounts where staying ahead of client developments is critical to retention and growth. It is particularly valuable in industries where account relationships are complex, multi-stakeholder, and long-cycle: enterprise software, professional services, financial services, manufacturing, and similar.

Minutes. Add your accounts, provide your strategic context — what you sell, who you know, what you are targeting — and KAI begins monitoring immediately. No complex integration is required. CRM connections and advanced configurations are available but optional.

No. KAI is designed for account managers, not technical teams. The primary experience is a daily email digest and a clean dashboard — no code, no configuration files. If you choose to connect a CRM or customise agent behaviour, your IT team may be involved briefly, but day-to-day use requires no technical knowledge.

Yes. We offer a structured demo on your own accounts — so you can see KAI running on real intelligence, not a generic example. Book a 30-minute session and we will set it up on a selection of your accounts before the call.

Google Alerts send you raw links when a keyword appears somewhere on the web. KAI does something fundamentally different: it processes what it finds, scores it against your account context and strategic priorities, filters out the noise, and tells you what matters and why. A Google Alert tells you a press release was published. KAI tells you that your renewal contact has left, a new VP has been appointed, the company missed earnings, and that based on your account plan you should reach out this week. Alongside that, KAI gives you a live stakeholder map, an auto-updating org chart, a power map and a portfolio dashboard for every account — strategic views Google Alerts doesn't come close to.

CRMs record what has already happened — meetings, calls, deals, notes. KAI tells you what's happening right now and what to do about it. Your CRM knows you met Sarah last Tuesday. KAI knows Sarah was promoted to VP yesterday and recommends you reach out before your competitors do. KAI also gives you live stakeholder maps, auto-updating org charts, power maps and a portfolio view for every account — strategic views your CRM was never built for. KAI complements your CRM, it does not replace it. The two work best together: KAI surfaces the intelligence and the strategic context, your CRM records the action.

Contact databases tell you who someone is. KAI tells you what is changing, why it matters to your account strategy, and what to do about it. No sales intelligence tool simultaneously monitors hiring patterns, financial results, regulatory filings, org chart changes, competitive moves, and news coverage — all scored against your specific account plan. KAI replaces the need to check dozens of separate sources.

There are three main differences: (1) KAI is always running, scoped to your accounts. It continuously monitors every account in your portfolio across thousands of data sources. ChatGPT answers when prompted; KAI alerts you when something you need to know happens. (2) Findings are verified against primary sources, not generated. Every finding links to its source — there's no hallucination layer between the data and your digest. (3) Relevance is scored against your account plan and KAM best practices. A generic LLM can't do that because it doesn't persistently hold your strategy.

KAI monitors a wide range of publicly available sources: financial news publications, company press releases, regulatory filings, Companies House and equivalent registries internationally, job boards and hiring data, LinkedIn for organisational changes, analyst research, Glassdoor, Trustpilot, Google, and dozens more. KAI does not access private systems, email, internal documents, or anything behind a login. The full list is available on our data sources page.

Relevance scoring works in two ways. First, KAI applies a baseline relevance filter: it only surfaces findings that are material for a key account manager — leadership changes, financial events, competitive moves, regulatory filings, and similar. Second, if you have provided account context (your strategic priorities, relationship notes, key contacts, account plan), KAI scores each finding against that context. A hiring surge in a department you are targeting scores higher than hiring in an unrelated function.

KAI cross-references multiple sources for every finding. Financial data comes from market feeds and regulatory filings. Org chart changes are verified against professional network data. News is sourced from major publications, not social media rumour. Every finding shows its source and is scored for confidence. Users can upvote or downvote findings to continuously improve relevance.

Most signals are picked up within minutes to hours of appearing in the public domain. KAI's agents run continuously — news and regulatory monitoring runs in near real-time, with organisational change monitoring at 15-minute intervals. When something critical happens, you hear about it the same day — often within the hour.

That is exactly the problem. SAMA research shows KAMs spend over 65% of their time on administration and manual research. They check a handful of sources, miss most signals, and spend hours on work that KAI does in seconds. No human team can systematically monitor hundreds of thousands of data points per account per year — across news, filings, job boards, LinkedIn, and more — without missing things. KAI can, and does, consistently.

KAI's agents are purpose-built for specific intelligence domains, not generic chatbots. Financial data comes from market APIs, not AI guesswork. Org charts come from verified professional network data. News comes from published articles. The AI layer analyses and contextualises verified data — it does not fabricate it. Findings below a relevance threshold are automatically suppressed.

KAI has multiple noise reduction layers. Server-side deduplication prevents duplicate stories from multiple sources. Financial alerts only trigger on significant movements. Hiring intelligence reports patterns rather than individual job postings. Every finding is scored for strategic relevance, and low-scoring findings are automatically hidden. Users can dismiss irrelevant findings to further refine their feed.

Yes. KAI monitors public signals about all companies — private and public — including news coverage, job postings, corporate registry filings, leadership changes announced on LinkedIn, and any other publicly available information. The difference with private companies is that financial signals like earnings and analyst commentary are not available. KAI surfaces what is publicly knowable.

KAI works for any B2B account where public information exists: listed companies, large private organisations, government bodies, multinationals. The platform covers 140+ corporate registry jurisdictions, global financial markets, and news sources worldwide. The intelligence dimensions — financial, people, competitive, hiring, regulatory — are universal across industries.

KAI is two halves working together. The intelligence layer is the daily digest and real-time alerts — scored findings from continuous monitoring, delivered to your inbox without a login. The strategic dashboard is where deeper work happens: living account plans that stay current as the world changes, a stakeholder radar mapping every key contact and the strength of each relationship, an auto-updating org chart that picks up leadership changes the moment they happen, a power map identifying decision-making influence, and a portfolio view of every account at a glance with health, signal volume and coverage gaps. The digest hands you what's new. The dashboard is where you decide what to do about it. Both update automatically as new intelligence arrives.

There is a real platform — and it does meaningfully more than the digest. The digest is the hand-off: a ranked summary of what happened, delivered every morning. The platform is where the analytical depth lives — account plans, stakeholder maps, org charts, power maps, a portfolio view across every account, and a searchable history of everything KAI has ever surfaced for you. KAMs who use the dashboard tell us the biggest unlock isn't the alerts, it's how much faster they can prepare for a QBR or build a new account plan when the strategic picture is already drawn. You can use KAI passively (digest only) or actively (digest plus dashboard). Most teams settle on a mix.

KAI doesn't replace it — it makes it living. Most account plans live in stale PowerPoint or a long-untouched template. KAI keeps the plan continuously synced with what's actually happening: stakeholder changes update automatically, org charts refresh as people move, signals across financial, hiring, regulatory and competitive dimensions feed straight into the strategic context. You still own the plan and the strategy. KAI just stops it going out of date the moment you've finished writing it.

Two paths in, both low-friction. The daily digest lands in your inbox every morning with ranked findings — no login required, no learning curve, no behaviour change. That alone delivers value to KAMs who don't want a new tool. When you do want to go deeper — preparing for a meeting, building or revisiting an account plan, mapping a stakeholder structure ahead of a renewal — the dashboard is there: live stakeholder radar, auto-updating org charts, power maps, and a portfolio view across every account. KAMs use what they need. The platform meets them where they are.

Every morning, KAI compiles a ranked summary of everything that happened across your account portfolio overnight and during the previous day. Findings are sorted by relevance and severity — the most critical intelligence appears first. Each finding includes what happened, why it matters for your account, and a recommended action. The digest is delivered by email and requires no login to read.

Yes. You can configure alert thresholds by severity — receiving real-time alerts only for critical findings while batching lower-priority signals into the daily digest. You can also configure which channels receive which types of alerts, and mute specific finding types for accounts where they are not relevant.

CRM integration is available and optional — KAI works fully without it. When connected, KAI can pull account and contact records to enrich its monitoring, and push findings and recommended actions back into your CRM as activity records or tasks. No integration is required to start using KAI.

If KAI saves each KAM even 5 hours per week on research — conservative given the 65% admin time figure from SAMA — that is 250 hours per year per person returned to strategic selling. Beyond time savings: one protected renewal, one deal saved from a missed stakeholder departure, or one early engagement on a competitor threat can be worth the entire annual subscription in a single event. In enterprise KAM, the cost of a missed signal is almost always larger than the cost of the platform.

Your data remains accessible for a defined wind-down period. Org charts, stakeholder maps, and intelligence history are exportable. The agents stop running and new intelligence stops flowing, but your historical data is yours to keep.

KAI stores four categories of data: public intelligence gathered by its monitoring agents (news, filings, job postings, and so on); account context you provide (strategy notes, priorities, account plans); CRM data if you choose to connect your CRM; and professional contact details sourced via enrichment providers where configured. KAI does not access your email, calendar, internal documents, or any private communications.

KAI monitors publicly available information and does not access your CRM data, internal documents, or confidential communications unless you explicitly integrate them. Each customer gets an isolated environment. Account context you provide stays within your environment and is never shared with other customers.

No. Your account context — strategy notes, account plans, engagement priorities, relationship history — is logically isolated within your KAI environment. Other customers cannot access it, and it is not used to train or inform any shared models.

KAI is deployed on multi-region cloud infrastructure. If your organisation has specific data residency requirements — EU-only or UK-only hosting, for example — please raise this during onboarding.

KAI processes personal data — specifically, professional contact details for stakeholders at your accounts — which means GDPR applies. KAI is designed to support compliant deployment: data minimisation, purpose limitation, access controls, configurable retention, and Data Processing Agreements are all available. Your organisation is responsible for establishing the correct lawful basis and issuing appropriate privacy notices. We will provide a signed DPA on request. See our Data & Privacy page for the full picture.

No. Your data — including account context, strategic plans, intelligence findings, and any CRM data — is never used to train, fine-tune, or improve AI models that are shared with other customers or third parties.

Intelligence findings are retained for the duration of your subscription plus a 90-day wind-down period. Account context and CRM data are deleted within 30 days of subscription termination. Retention periods are configurable if your organisation requires shorter schedules. You can request deletion of your data at any time.

If single sign-on is a requirement for your team, raise it during the demo. We will walk through what's needed for your deployment and confirm the available options before you commit.

KAI is currently in private pilot and does not yet hold a SOC 2 or ISO 27001 certification. If your procurement process requires certified vendors today, we will tell you honestly during the demo whether that is a blocker for your deployment. We're happy to share our current security documentation under NDA and discuss your specific requirements.

Yes — we will provide a GDPR-compliant DPA on request. If your legal team has specific requirements (residency clauses, sub-processor restrictions, additional indemnities), raise them during the demo and we will work through them with you.

If your organisation has UK- or EU-only data residency requirements, raise them during onboarding scoping. We will confirm the exact configuration with you before you sign.