Skip to content
Base de conhecimento

Documentation

Kiwi is agent-first. Sophia runs your dashboard, modules are still here when you need them. Browse the catalog below.

Sophia · 180+ actions · one integrated workspace

Workforce, Meet Sophia

Kiwi is agent-first: the dashboard IS the chat. Sophia, your AI executive assistant, works across your whole workspace, she reads your CRM, drafts and sends emails, schedules meetings, sends quotes and invoices, updates deals and runs routines, executing 180+ structured actions on your behalf. High-risk steps are queued for your approval.

The agent-first model

Open /dashboard and you land directly in Sophia's chat. Modules (CRM, Pipeline, Calendar, Campaigns…) are still there, accessible via the sidebar, but most workflows can be triggered by simply telling Sophia what you want.

Sidebar collapsed by default
Sidebar starts collapsed because the chat is the primary surface. Toggle it to access modules directly. Your preference persists across sessions.

What Sophia does

Sophia adapts to whatever you're working on, sales, marketing, ops, finance, admin, with the right actions for each.

One assistant, many hats, no team of bots to manage.

What Sophia can do, 180+ actions

Sophia emits structured action JSON blocks the platform validates and executes.

Email Intelligence

Read, draft, send, reply, label, archive, full Gmail/Outlook cycle (11 actions).

CRM & Pipeline

Create/update prospects, move deals between stages, log activities (8 actions).

Billing

Quotes (CRUD + send) + invoices (CRUD + send + cancel + pay), 10 actions.

Projects & Tasks

Projects, tasks, todos, timer, recurring tasks (10 actions).

Campaigns & Content

Email/social campaigns, landing pages, blog posts, A/B tests.

Community

Create/update/delete posts, comments, pin, solve (7 actions).

Workflows

Build, activate, execute multi-step automations (4 actions).

Story Hub & Vibe Marketing

Stories, scheduled posts, monitoring keywords, vibe analytics (8 actions).

Media Library

List, rename, move, delete files; storage info (5 actions).

SEO

PageSpeed, GSC data, projects, competitors, audit history (7 actions).

GEO / AI Visibility

Check brand visibility across AI search engines via Perplexity (3 actions).

Web Research

Perplexity search, YouTube analysis, webpage extraction (8 actions).

Image Generation

DALL-E 3 with aspect ratio control.

Aukimi Creative Suite

List/create/get/export projects, ask Aukimi AI (5 actions).

Risk-based action approval

Every action is classified by impact. The platform decides what auto-runs vs. what asks you first.

Low risk
Auto-execute
Medium risk
Auto + notify
High risk
Queue for approval

Sending an email to a client is high-risk and queues an approval card. Reading your inbox is low-risk and runs silently. You can override the defaults in Sophia's settings.

Sophia's memory

Sophia remembers what matters, facts, preferences, decisions, relationships, directives.

Persistent memory

Sophia maintains memory scoped to your business across conversations.

Business context

Key facts (your business, key clients, preferences) inform every response.

Manual directives

Pin instructions explicitly via the Memory panel, Sophia will respect them.

Feedback tracking

Approve/reject responses; Sophia learns what works for you.

Getting started in 4 steps

  1. 1

    Open the dashboard

    Navigate to /dashboard, the chat is your home screen.

  2. 2

    Connect Gmail or Outlook

    Settings → Integrations → connect your email so Sophia can read and reply.

  3. 3

    Just start chatting

    Tell Sophia what you need, she picks up context from whatever page you are on.

  4. 4

    Approve high-risk actions

    When Sophia queues an approval, review the action card and click Approve, Edit, or Reject.

Privacy

PII is anonymized before AI calls
Names, emails, and company names are replaced with pseudonyms (Contact-1, Company-1) before being sent to the LLM. Responses are de-anonymized transparently before display. Your CRM data never leaves Kiwi in raw form.

FAQ

Can I disable specific actions?
Yes, Sophia's settings let you toggle each action category and adjust risk levels.
What does Sophia remember?
Your business profile, top clients and brand voice inform every response, alongside the facts and directives you pin in the Memory panel.
What happens if Sophia makes a mistake?
Reject the response in the chat, Sophia records it as feedback and adapts. You can also remove memories that turned out wrong via the Memory panel.
Do I have to use Sophia?
No. Every module is still accessible via the sidebar. Sophia is an interface, not a requirement.

Quick links

Precisa de ajuda adicional?

Nossa equipe de suporte está pronta para ajudá-lo a maximizar sua produtividade com o Kiwi.

Suporte por e-mail

Obtenha ajuda personalizada da nossa equipe

Contatar o suporte →

Tutoriais em vídeo

Assista a guias passo a passo para cada módulo

Coming soon