The KaiNexus Intelligence Module is an add-on that brings AI capabilities directly into your KaiNexus experience. Rather than switching between tools or manually analyzing data, your team can ask questions, surface trends, and get AI-generated guidance right where the work is happening.
The module is available in three levels: Base, Advanced, and Premium, each unlocking increasingly advanced AI capabilities.
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Important: The KaiNexus Intelligence Module is currently in beta. Contact your Customer Success Manager if you're interesting in participating.
Benefits
- Work faster. Summarize items, comment threads, and notification queues in seconds instead of reading through every detail.
- In-app guidance. Get AI-generated next steps, coaching, and recommendations directly on the items you're working on.
- Search smarter. Ask questions in plain language and get direct, summarized answers grounded in your organization's own data.
- Surface what matters. Identify trends, prioritize work, and forecast impact across your improvement data without manually digging through lists.
- Draft faster. Turn thoughts, notes, or files into a ready-to-review draft Item instead of starting from a blank Create form.
- Catch issues before they move forward. Automatic reviews at key workflow moments flag gaps or risks before an Item is submitted, resolved, or completed.
What's Included
The KaiNexus Intelligence Module includes five features:
AI Search and Smart Create are available at every module level. KaiNexus Insights are available at every level, with Checkpoints and Nudges available as Premium-level capabilities. See Included Features by Level below for the full breakdown.
AI Search
AI Search lets users ask questions in plain language and receive direct, summarized answers drawn from your organization's KaiNexus data, KaiNexus support documentation, and continuous improvement educational resources. Instead of scrolling through lists of results, users get concise answers with links to the source items behind them.
Pro Tip: See AI Search for full details on using AI Search, and Configure the Organization's AI Search Settings for administrator setup instructions.
KaiNexus Insights
Insights surfaces AI-generated summaries, recommendations, and predictions directly on Items, Item Lists, and the Notifications window, right where users are already working.
Insights are available as pre-built Stock Insights or, at the Premium level, fully customizable to your organization's workflows.
Pro Tip: See KaiNexus Insights for a full description of available Insights and how to use them.
Nudges
Nudges help bring the right Insight to the right person at the right time. Instead of requiring someone to search for or run an Insight themselves, a Nudge can recommend a relevant Insight directly on an Item when specific conditions are met.
Pro Tip: See Nudges for a full description of how Nudges are triggered and displayed.
Checkpoints
Checkpoints are AI-powered reviews that run automatically at key points in an Item's workflow: when it is submitted, when a resolution is submitted, or when it is marked complete. Rather than waiting for a manual review, KaiNexus evaluates the Item against standards defined by your organization and provides feedback before the Item can move forward.
Pro Tip: See Checkpoints for a full walkthrough of the types of Checkpoints available and how they work.
Smart Create
Smart Create helps you turn your thoughts or existing files into a draft Item. Describe what you want to capture in plain language, attach a file, or combine both, and KaiNexus recommends the best available Template and populates the draft with relevant information.
Pro Tip: See Smart Create for full details and Manage the organization's Smart Create settings for administrator setup instructions.
Included Features by Level
| Feature | Base | Advanced | Premium |
| AI Search | ✓ | ✓ | ✓ |
| Smart Create | ✓ | ✓ | ✓ |
| Base Stock Insights | ✓ | ✓ | ✓ |
| Advanced Stock Insights | ✓ | ✓ | |
| Customize Stock Insights | ✓ | ||
| Create Custom Insights | ✓ | ||
| Checkpoints | ✓ | ||
| Nudges | ✓ |
Token Usage
AI features in KaiNexus consume tokens each time they are used. Your organization is allocated a set number of tokens across three token types, which are shared across all users in your organization rather than allocated per user.
- Input tokens: Consumed when information is sent to the AI for processing. This includes the content of Items, lists, prompts, and any other data the AI analyzes when generating a response.
- Output tokens: Consumed by the text the AI generates in response. Longer or more detailed responses consume more output tokens.
- Knowledge Base tokens (Premium KaiNexus Intelligence only): Consumed when the AI references uploaded knowledge base files as part of generating a response. This applies to both customized Stock Insights and Custom Insights with attached knowledge base files.
When your organization reaches its input token limit, Insights cannot generate new responses until the limit resets. Contact your Customer Success Manager if you have questions about your organization's token allocation or current usage.