End-to-end RevOps coverage
KAI embedded in every workflow
Connect your full revenue stack
Real-time across all modules
Built for How RevOps Teams Actually Work
Contract to Subscriptions
Bridge the gap between signed contracts and live subscriptions with Relay — Kaana's contract-to-subscription automation engine. Map contract terms to subscription configurations, manage contract templates, define field sets for data standardization, and create assignment rules for automated routing. Whether you're onboarding new customers or processing amendments, Relay ensures that what sales closes is exactly what billing provisions — eliminating the manual handoff errors that cause revenue leakage.
System Feed
Stay on top of your revenue tech stack with a real-time system feed that aggregates telemetry from Salesforce, Zuora, Stripe, and other connected platforms. Monitor dashboards tracking system health, integration status, and operational metrics. Set up detection rules to automatically surface critical issues — payment failures, billing run errors, sync anomalies, and configuration drift. KAI analyzes every alert, providing specific error details, affected entities, and suggested remediation steps so your team can act before issues cascade.
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.
Service Requests
Intake, triage, and track service requests from across your organization through a centralized dashboard. Requests can be created manually, generated from system feed alerts, or submitted by internal stakeholders. Track each request through resolution with status visibility, assignment routing, and SLA tracking. KAI monitors request patterns, identifies recurring issues that suggest systemic problems, and recommends process improvements to reduce ticket volume over time.
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. Build playbooks for common operational scenarios and standard procedures. KAI provides execution guidance, recommends when to create playbooks based on recurring patterns, and helps you scale best practices without adding headcount.
AI That Drives Results
KAI isn't just a chatbot—it's an active participant in your revenue operations.
Conversational Intelligence
Ask KAI anything about your RevOps operations. Get summaries of upcoming priorities, recent accomplishments, or what needs attention across projects.
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.
Operational Insights
KAI monitors your revenue tech stack and surfaces critical issues automatically. Payment failures, billing run errors, charge processing problems — all detected through system telemetry.
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.
Execution Optimization
KAI identifies patterns in how your team works and suggests improvements. 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.