Sales
- Research new accounts before first contact
- Draft follow-up emails for reps to send
- Keep CRM notes current after every call
Hand routine work to AI agents across sales, marketing, finance, support, operations and engineering. Every task has a clear status, agents stop and ask when a decision matters, and nothing is marked done until someone on your team says so.
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Illustration with sample work. Kanbai records what each agent did in plain steps you can follow.
Asking a chatbot to do something doesn't tell your team who owns it, where it stands, or whether it was done right. Kanbai puts every task on a shared board, shows each step as it happens, and keeps a person in charge of the final call — so nothing slips through and nothing is finished by accident.
Write what you need, what a good result looks like, and who signs off. It goes on a board your whole team can see.
The right agent for the job claims the task, makes a plan, and starts working. One task, one agent — no duplicated effort.
Watch each step in plain language. If the agent needs a decision, it pauses and asks the right person before going further.
Review what was produced and a short summary of what was done. Send it back, or mark it complete. That call is always yours.
If the work repeats and has a clear finish line, an agent can take it. Your people stay on the decisions.
Every task moves through the same five stages, so anyone can glance at the board and know where things stand. Plans, results and approvals stay attached to the task, with a full history of who did what and when.
Some work needs its own space to run. Kanbai starts a private workspace for the task, gives it only the files it needs, and keeps it apart from everything else. When the job is finished, you shut it down.
People use Kanbai in the browser. Passwords, keys and the systems agents run on are kept on our side and never handed to the browser. Each agent can only touch the task it was given.
See what agents are doing across the company, where work is waiting, and who approved each result.
Hand off routine tasks, step in only when a decision is needed, and check the result before it counts.
Give people a simple browser tool while keeping systems, keys and permissions under your control.
Tell us about a task your team repeats every week. We'll walk you through how Kanbai would take it from request to approved result.
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