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AUTOMATIONS

Describe the task. Keep control of the action.

Save plain-language automation specifications. Execution is not connected yet; the planned workflow includes five initial approvals and explicit bypass preferences.

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Why it matters

Describe repeatable work in plain language and keep control of what happens next.

Available today

Automation specifications and approval preferences can be saved. Execution is not connected. AI reply drafts can already be generated, edited and approved without sending.

How it works

01

Describe the trigger and task

Specify what should start the workflow, which evidence it should use, and the outcome you want—for example, a pricing-change notification and a draft response.

02

Set the approval rules

The planned default requires approval of the first five executions. An explicit bypass preference can be recorded; saving it does not activate anything.

03

Review before expanding

When execution is connected, the workflow should show what ran, the evidence used, errors and delivery status. Permissions and limits still apply after the initial trial.

ILLUSTRATIVE EXAMPLE

When a confirmed rival changes pricing, prepare a summary and a draft explanation of where our plan is a better fit. Send the draft to our approval queue.

Your next step

Save the specification now. Activate it only once the required collection and delivery connections are available.

Explore the tools behind it

Before you get started.

What is available now?+

Business and competitor profile setup, the existing configured conversation-research pipeline, manual evidence records, and AI reply drafts. Additional collectors and account connections are labelled as planned.

How does Kaalie handle uncertain information?+

Source evidence is kept separate from interpretation. A possible buyer match is not a confirmed sale, an observed technology is not a subscription contract, and a public complaint is not proof that someone will switch.

Will Kaalie act without my approval?+

No messages are sent by this version. Drafts require review. Automation specifications can be saved, but execution is not connected.

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