Overview
KaireonAI includes a built-in AI assistant accessible from every page in the platform. Open it by clicking the AI icon in the top navigation bar.
The assistant can:
- Query any entity — “Show me all active offers in the cross-sell category”
- Analyze your setup — “Why aren’t customers getting the premium card offer?”
- Build new entities — “Create a qualification rule targeting customers with balance over $10,000”
- Simulate changes — “What would happen if I lowered the email frequency cap to 2 per week?”
Guided Autonomy
When the AI assistant needs to create or modify something, it follows a preview → approve → execute flow:
- Preview — The assistant shows exactly what it plans to create or change in a preview card
- Approve or Cancel — You review the details and click Approve or Cancel
- Execute — Only after your approval, the change is applied
This ensures you stay in control while letting the AI handle the complexity.
Read operations and analysis run immediately — no approval needed. Only mutations (create, update, delete, publish) require your confirmation.
Conversation History
Your conversations are automatically saved and can be resumed later:
- Click the History icon in the AI panel header to see past conversations
- Click any conversation to resume it
- Start a New conversation to begin fresh
- Conversations are shared across your tenant — team members can see shared history
Context-Aware Prompts
The assistant adapts based on which page you’re on:
| Page | Available Tools |
|---|
| Studio pages | Offer management, decision flows, channels, qualification rules, contact policies |
| Data pages | Schemas, connectors, pipelines, transforms |
| Algorithm pages | Models, experiments, scoring |
| Dashboard pages | Metrics queries, health checks |
| Any page | Intelligence tools (explain, simulate, analyze) |
Example Prompts
Building
- “Create a new email channel with batch delivery mode”
- “Set up a cross-sell offer for credit cards targeting premium customers”
- “Build a decision flow that filters by credit score and ranks by propensity”
Analyzing
- “Why didn’t customer C-1234 receive the home loan offer?”
- “Which offers have declining conversion rates this week?”
- “Are there any conflicts in my contact policies?”
Simulating
- “What happens if I change the minimum credit score from 700 to 650?”
- “How many more customers would I reach if I increase the SMS cap to 5 per week?”
AI Configuration
Configure the LLM provider in Settings > Integrations > AI / LLM Provider:
| Provider | Models |
|---|
| Anthropic | Claude Sonnet, Claude Opus |
| OpenAI | GPT-4o, GPT-4 |
| Google | Gemini Pro, Gemini Ultra |
| Amazon Bedrock | Any Bedrock-hosted model |
| Ollama / LM Studio | Self-hosted models |
