Kaana Features | AI-Powered RevOps Execution, Automation & Intelligence

Built for How RevOps Teams Actually Work

Projects & Activities

Manage all your RevOps work—implementations, integrations, process improvements—in one place with intelligent oversight.

Create projects organized by status, log activities like meetings and decisions, and track tasks with due dates and assignments.

KAI monitors project health and execution patterns, identifying when activities aren't translating into deliverables, when task backlogs are growing, and where gaps exist in your project data.

Get real-time visibility into what's in progress, what's overdue, and what's actually getting done — with AI that tells you where attention is needed.

Requirements & Testing

Document functional requirements, business rules, and system specifications — then track them through delivery.

Create QA test cases for implementations and process changes, organize testing by project and system, and track execution results to ensure validation before deployment.

KAI monitors your requirements documentation and suggests when baselines need to be established, helping you avoid the common trap of building first and documenting never.

Keep requirements linked to projects so your team always knows what's being built and why.

Planning & Resources

Plan multi-project initiatives with timeline mapping, milestone tracking, and resource allocation across your RevOps portfolio.

Create blueprints to standardize repeatable work — implementation approaches, integration patterns, process optimizations — so you're not reinventing solutions for similar problems.

Build playbooks for common operational scenarios and standard procedures that enable consistent execution across your team.

KAI provides execution guidance, recommends when to create playbooks based on recurring patterns, and helps you scale best practices without adding headcount.

Managed Services

Monitor ongoing service delivery with a dashboard that tracks commitments, operational health, and SLA visibility.

Intake and triage service requests — created directly from activity feed alerts or manually — and track them through resolution.

The activity feed integrates telemetry from your revenue tech stack, surfacing critical alerts for payment failures, billing run errors, and system issues with severity levels and filtering options.

KAI analyzes every critical issue, providing specific error details, suggested remediation steps, and affected entities — so your team knows what broke, why it matters, and how to fix it before customers notice.

AI That Drives Results

Conversational Intelligence

Ask KAI anything about your RevOps operations. Get summaries of upcoming priorities, recent accomplishments, or what needs attention across projects. KAI understands your project context, task status, and system health—providing relevant answers instead of forcing you to dig through dashboards.

Project Intelligence

KAI analyzes your project health and tells you what's missing.
It spots when activities aren't translating into deliverables, identifies gaps in documentation, and suggests when to establish Definition of Done criteria. Get best practices and optimization recommendations based on your actual project data, not generic advice.

Operational Insights

KAI monitors your revenue tech stack and surfaces critical issues automatically.
Payment failures, billing run errors, charge processing problems, usage import failures—all detected through system telemetry and presented with analysis, suggested actions, and affected entities. Know what broke and how to fix it before it impacts revenue.

Intelligent Alerts

The activity feed doesn't just log events — it provides intelligence.
KAI analyzes integration data from Salesforce, Zuora, Stripe, and your revenue systems to surface critical alerts with severity levels. Each alert includes specific error details, suggested remediation steps, and the ability to ask KAI for additional context.

Execution Optimization

KAI identifies patterns in how your team works and suggests improvements. "Convert 7 recent activities into actionable deliverables." "Reallocate time from meetings to execution to clear backlog." "Establish documentation baseline before project complexity increases." Get specific, actionable guidance that helps your team execute more effectively.

Continuous Learning

The more you use Kaana, the smarter KAI becomes. As you feed projects, tasks, activities, and system data, KAI's understanding of your operational patterns compounds. It learns what works in your environment and provides increasingly relevant recommendations for your specific RevOps context.

Everything You Need to Execute Revenue Operations — With AI That Actually Helps