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KaiNexus Intelligence Module

Unlock AI-powered features that help your organization surface insights, find information faster, and make better decisions directly within KaiNexus.

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.

Ofie Profile PicImportant: Contact your Customer Success Manager if you're interested in purchasing the KaiNexus Intelligence Module. 

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.
  • Deliver insights to your inbox. Receive AI-generated summaries of recent activity, allowing you to stay up-date-date without needing to sign in. 

What's Included

The KaiNexus Intelligence Module includes a set of AI features, each with different capabilities: 

AI Search, Smart Create, Recaps, and Insights are available at all KaiNexus Intelligence levels. Nudges are available with Advanced and Premium, while Checkpoints are available only with Premium.

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.

Ofie Profile PicPro 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.

Ofie Profile PicPro 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.

Ofie Profile PicPro 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.

Ofie Profile PicPro 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.

Ofie Profile PicPro Tip: See Smart Create for full details and Manage the organization's Smart Create settings for administrator setup instructions.

Recaps

AI Recaps are personalized email summaries of recent activity in KaiNexus. They help you catch up on updates from your Activity Feed and Notifications without needing to log in and review each update individually.

Ofie Profile PicPro Tip: See AI Recaps for full details and Configure your organization's AI Recaps for administrator setup instructions.

Included Features by Level

 BaseAdvancedPremium
AI SearchIncludedIncludedIncluded
Smart CreateIncludedIncludedIncluded
InsightsBase stock Insights+ Advanced stock Insights+ Customize stock, create custom
Nudges—On stock Insights+ On custom Insights
Checkpoints——Included
RecapsStock · up to 10 recipientsStock · up to 50 recipients+ Custom · up to 100 recipients

AI Credits

AI Credits measure your organization's use of KaiNexus Intelligence. When your organization purchases the KaiNexus Intelligence module, it receives a monthly AI Credit allowance based on its plan.

Using eligible AI features consumes credits. The number of credits used can vary depending on factors such as the AI model used and the amount of information KaiNexus processes to generate a response.

Your organization's AI Credit allowance resets each month. You can review AI usage to see current and past credit consumption.

AI features pause when your organization reaches 110% of its monthly AI Credit allowance.

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