Kuvai Help Center

πŸ“˜ Kuvai Help Center

A guide to hiring AI teammates and getting the most out of Kuvai

πŸš€ Overview

Kuvai is built around hiring an AI workforce, not just chatting with a bot. You get Mia, a built-in email agent, from day one β€” and you can hire additional teammates with their own identity, connected tools, and knowledge. Alongside your team, Kuvai gives you a shared Knowledge Hub for files, connected tools, and ongoing records.

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AI Teammates

Hire persistent AI workers with a name, role, personality, connected tools, and ongoing chat threads.

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Mia, Your Email Agent

A dedicated Kuvai email address that reads, triages, and replies to forwarded mail automatically.

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Knowledge Hub

Projects, Company Context, Connected Systems, Artifacts, and Living Docs keep your team's data and tools in one place.

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Chat & Composer

Every conversation shares the same composer β€” file tools, Canvas, charts, and diagrams are one click away.

⏱️ Your First Steps

On day one, the Home dashboard greets you with "Welcome to Kuvai, [name]" and nudges you to connect a few sources and add your first teammate:

1

Fill in Company Context

Kuvai's always-pinned system project β€” a structured company profile new teammates are grounded in by default. Use "Auto-fill from website" to draft it from your company URL.

2

Connect a tool or two

Head to Connected Systems and link the tools your team already uses (Gmail, Slack, Jira, HubSpot, Salesforce, and hundreds more).

3

Add your first teammate

Click "Add teammate" from the Team section of the sidebar or the Home dashboard, and follow the hiring wizard.

On later visits, the greeting switches to a time-of-day message ("Good morning, [name]") alongside a credits-remaining pill, plus quick-task starters you can assign to any teammate.

πŸ’‘ Effective Prompting

Getting the best results from Kuvai β€” whether in Mia's chat or a teammate's chat β€” starts with how you ask.

Be Specific

  • Use precise language and define your expected output
  • Specify the format and length you need
  • Include relevant context and constraints
Pro Tip: Instead of "Get me data about sales", try:
Export a CSV of customer data from the sales database including name, purchase date, and total value.

Hand Off, Don't Just Ask

Because teammates persist, you can hand off ongoing responsibilities instead of one-off questions:

Every weekday morning, review what's new and email me a short brief of what needs my attention.
Each Monday, summarize what happened last week and what's coming up this week.
Tip: Every AI response includes thumbs up/down feedback buttons β€” using them helps Kuvai improve over time.

πŸ§‘β€πŸ’Ό Hiring a Teammate

A teammate (also called a worker) is a persistent AI team member with its own identity, connected tools, and knowledge. Click "Add teammate" at the bottom of the Team section in the sidebar, or the teammate card on Home, to start the wizard, titled "Add a team member."

The Hiring Wizard

1

The job

Describe the job in your own words β€” Kuvai suggests a role and the tools it will need.

2

Identity & style

Give your teammate a name and a communication style.

3

Connect tools

Connect the tools this teammate should act in β€” search for anything beyond the suggested set.

4

Ground data

Point the teammate at the projects and context it should rely on.

5

Review & add

One last look before they join your team. Hiring takes roughly 1–3 minutes to "synthesize."

Building a Whole Team

Prefer a different flow? "Add a Teammate" also offers a template-driven path:

  • Build a Team (recommended) β€” add a curated group of complementary roles, like a full marketing or revenue team, in one shot with shared settings.
  • Search by Role β€” start from a prebuilt teammate template.
  • Build Your Own β€” define the role, expertise, and style yourself via a form.
Tip: Popular tools you can connect a teammate to out of the box include Gmail, Slack, Jira, Notion, HubSpot, Salesforce, GitHub, Linear, Asana, Confluence, Stripe, and Google Calendar β€” plus hundreds more from the full catalog.

πŸ—‚οΈ The Worker Page

Click any teammate to open their dedicated page β€” their "desk" β€” before diving into chat. It has two tabs:

Overview

  • Conversations β€” the primary "Chat with [name]" card, plus one-tap starters: Daily brief, Weekly recap, Watch & flag changes, Dashboard, Workflow.
  • Artifacts β€” recent files and emails the teammate has produced.
  • Scheduled tasks β€” recurring duties this teammate is running.
  • Living documents β€” ongoing trackers and reports the teammate maintains.
  • Status β€” a right-rail summary of when the teammate last delivered something, plus counts.
  • Connections β€” the projects and connected tools this teammate can use.

Guidelines

Standing instructions for the teammate β€” the persistent behavior rules that apply across every conversation.

Set up a live dashboard that tracks the metrics that matter for my work and keep it updated.
Set up a workflow that runs a repeatable sequence of steps for me automatically.

πŸ“§ Mia, Your Email Agent

Mia is the built-in email agent every account starts with β€” always the first row in your Team list. Her tagline: "Forward anything β€” Mia takes it from there."

Your Kuvai Address

Every account gets a dedicated, copyable Kuvai email address. Forward anything to it β€” Mia reads the message and any attachments and processes them automatically, based on your configured behavior. You can save the address to your contacts with one click.

Connected Accounts

Open Mia's settings to manage preferences and connect additional inboxes so Mia can read and act across more than one email account.

Tip: Mia's Email Hub shows every processed email in a searchable, filterable table with a detail drawer β€” use it to audit what Mia has handled.

πŸ“ Projects & Company Context

Projects

A Project groups files and chats for ongoing work. Click "New project" from the Projects page, name it, and optionally seed it with files (you can always add more later). Inside a project you get a composer, continuing chats, sub-folders, artifacts, a files rail, and the ability to connect specific teammates.

Company Context

Company Context is an always-pinned system project β€” hidden from the regular Projects grid, with its own entry in the sidebar. It's a structured company profile with fixed sections and a completeness meter. New teammates are grounded in it by default.

  • Auto-fill from website β€” drafts empty sections automatically from your company URL.
  • Test company context β€” a verify composer to check what your teammates currently know.
Tip: Filling out Company Context early means every new teammate you hire starts with real context about your business.

πŸ”— Connected Systems

Connected Systems is where you link Kuvai to the tools your work already lives in β€” Gmail, Slack, Jira, Notion, HubSpot, Salesforce, GitHub, Linear, Asana, Confluence, Stripe, Google Calendar, and hundreds more from a searchable catalog organized by category (Productivity, Customer Support, Analytics, Sales & CRM, Communication, Developer Tools).

Connecting a Tool

Click a connector pill to start OAuth. Once connected, it appears in the Connected section with a green status dot.

Setting a Purpose

For each connected tool, set a short purpose β€” a description of when a teammate should reach for it. This is how agents decide which connector to use without you having to name it every time. Some purposes are auto-mapped; confirm or edit them from the connector's detail sheet.

Note: Disconnecting a tool immediately removes teammates' access to that tool's data β€” this can't be undone from the app, only by reconnecting.

πŸ“¦ Artifacts & Uploads

One sidebar entry, two tabs:

TabWhat's there
ArtifactsGenerated outputs β€” files and emails your teammates have produced. Filterable by teammate.
UploadsFiles you've manually uploaded. Filterable by project, with bulk "Add to project."
Tip: Uploaded files are automatically indexed for AI search β€” watch for a "Making N files AI-searchable…" indicator while that finishes.

πŸ“ Living Docs

Living Docs are read-only, ongoing "notebooks" that teammates write and update as they work β€” prose sections and/or typed tables that grow over time (URL, numeric, date, status, and text columns are supported). Docs with tables show only the tables; docs without tables show prose.

Tip: If a teammate hasn't produced anything yet, this page reads "Workers keep ongoing records here" instead of an empty table.

πŸ“… Scheduled Tasks

The Scheduled Tasks page in the Knowledge Hub is a flat, sortable table of every recurring duty across all your teammates β€” not just one. Filter by the teammate who owns a task, then click Engage to jump into that teammate's chat pre-seeded with the task's context.

πŸ’‘ Brainstorming

Brainstorming is a dedicated space to think out loud, riff on ideas, and explore without committing to a specific teammate β€” open it from the banner at the top of the Projects page. It remembers when you last used it.

πŸ’¬ Composer Basics

Every chat β€” Mia, a teammate, or Brainstorming β€” shares the same composer, with a placeholder of "What needs to be done?" The + (plus menu) opens quick tools:

CategoryTools
FilesSelect File, Upload
CanvasOpen a rich-text drafting surface
CommunicateEmail, SMS, Outbound Voice
WebSearch a Topic, Scrape a Page, Read Web PDF, Browser Operator
Create ChartsGantt, Flow, Bar, Line, Pie, Scatter
Create DocsPDF, Word, CSV, XML
Create ImageInfographic, Generate Image

Selecting a tool injects a guided placeholder phrase into the composer to help you get started.

Note: "Kuvai is AI and can make mistakes. Please double-check responses." β€” the reminder under the composer.

πŸ–ŠοΈ Canvas

Canvas is a rich-text drafting editor embedded in chat β€” bold, italic, underline, font size and color, block quotes, and lists. When you're done, add the draft back to the conversation or download it as RTF, TXT, or HTML.

πŸ”€ Mermaid Diagrams

Generate and edit Flowchart, Sequence, Gantt, Class, and State diagrams with a live preview, then export as SVG or PNG.

🎀 Voice Input

Click the microphone icon in the composer to dictate β€” your speech is transcribed automatically into the text field.

πŸ‘€ Profile Settings

Open your profile menu (bottom of the sidebar) and choose Settings. The Profile pane includes:

  • Avatar, name, email, and role badge
  • Listening Email β€” forward mail here and Mia processes it automatically. Copy the address with one click.
  • Plugin Access β€” a toggle that generates an API key for the Chrome extension and Word add-in.
  • About You β€” a personalization form so Kuvai can tailor its responses to your role and preferences.

🧩 Chrome & Word Plugin Access

Enable Plugin Access in Settings > Profile to generate an account-level API key. The same key connects both the Chrome extension and the Word add-in β€” there's no separate key for each. Paste it into either plugin to connect it to your Kuvai account.

Security: Treat your API key like a password β€” anyone with it can act on your Kuvai account through the plugins.

πŸ’³ Plans & Billing

Settings > Plans & Billing shows plan comparison cards pulled live from Kuvai's plan catalog, your current plan (highlighted), and an "Upgrade Plan" button.

Billing Period

For paid plans, this pane shows your current billing period and next renewal date.

Managing Billing

Click "Manage Billing & Invoices" to open the Stripe customer portal in a new tab β€” update payment methods, view invoices, or change your subscription. Free trial accounts see this action disabled with an upgrade prompt instead.

Usage

Settings > Usage shows your remaining credit balance as a percentage, a reset date (for paid plans), outbound Email/SMS/Voice quotas, and a breakdown of where credits went over the last 30 days.

🎯 Preferences

Settings > Preferences shows preferences Kuvai has automatically inferred from your recent sessions β€” review and keep or remove them so Kuvai's behavior stays aligned with how you actually work.

βš™οΈ Advanced

Settings > Advanced is where you can permanently delete your account, including all agents, artifacts, session history, and Knowledge Hub files. Type DELETE to confirm β€” this action cannot be undone.

πŸ“° Changelog

See what's new at the public Kuvai Changelog β€” versioned release notes with dates, updated as features ship.

🀝 Feedback & Support

We're here to help you get the most out of Kuvai.

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Contact Support

Email us at support@kuvai.com

What you can reach out about

  • General questions about using Kuvai
  • Bug reports or unexpected behavior
  • Feature requests and suggestions
  • Account and billing inquiries
  • Enterprise and team onboarding
Tip: When reporting a bug, include the steps to reproduce, what you expected, and what actually happened. Screenshots help.