Platform Guide

Learn how to use Kuvai's capabilities across any interface

Overview

Kuvai is a Unified Intelligence AI platform that helps automate tasks, analyze data, and provides expert assistance. Your experience is tailored based on your role.

Email & Documents

Read, process, and respond to emails and documents automatically.

Web Summarization

Summarize webpages and extract key information instantly.

Data Analysis

Analyze data sets and create comprehensive reports.

Agentic Process Automation

Automate repetitive workflows and multi-step processes.

Connectors

Connect with Jira, Confluence, and other enterprise tools.

Effective Prompting

Getting the best results from Kuvai starts with how you ask. Follow these principles:

Be Specific

Use precise language and define your expected output
Specify the format and length you need
Include relevant context and constraints

Break Down Complex Tasks

Separate complex requests into clear, sequential steps for better results.

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.

Troubleshooting

Kuvai Transparency

Every response includes a step-by-step view of how Kuvai processed your request. Click the transparency toggle to see the full breakdown of actions taken.

Providing Feedback

If Kuvai did a great job, click the thumbs up button on the response — it helps us understand what's working well.

Tip: The transparency view is especially useful for debugging complex multi-step agent workflows.

Agent Concepts

Kuvai uses agents to execute tasks on your behalf — from simple one-off requests to complex recurring workflows. There are two types:

	Ad-hoc Agents	Scheduled Agents
What	Single-step requests executed in chat	Multi-step or recurring tasks
How	Just type your request	Prompt "Schedule an agent to…"
When	Runs immediately	Now, in the future, or on a recurring schedule
Use case	Quick one-off tasks that don't need repeating	Complex workflows, regular reports, recurring processes

Ad-hoc Agent Examples

Read a PDF from URL

Read a public URL

Send an email

Simple single-step queries

Upload file to folder X

Create a file in Kuvai Drive

Scheduled Agents

Scheduled agents can run in the near future (e.g., 2 minutes), farther out (e.g., 1 week), or immediately with "now".

Prompt Kuvai to "Schedule an agent to…"
Specify how frequently you'd like it to run (e.g., "every Monday at 9am", "in 10 minutes")
For multi-step agents, write the steps in the "Job" section of the agent scheduling card, not in the initial prompt
View, edit, fetch, or remove scheduled agents through the Agents card in the tools ribbon

Scheduled Agent Examples

Populate a template with data and send it in a PDF via email

Export large data sets

Query data (complex)

Create and distribute a weekly report every Monday at 9am

Generate files to Kuvai Drive on a schedule

Limitation: The highest recommended frequency to repeat an agent is every 5 minutes.

Creating Agents

Build custom agents with the 7-step creation flow:

Goal

Define what the agent should accomplish.

Input

Select sources: files, folders, URLs, or tables.

Instructions

Define actions: summarize, extract, analyze, transform.

Output Preferences

Set tone (Professional, Casual, Technical, Creative) and length (Brief, Detailed, Comprehensive).

Format & Delivery

Choose output format: PDF, Word, CSV, Email delivery.

Timing

Set schedule: on-demand, recurring, or delayed execution.

Review

Confirm all settings and activate the agent.

Kuvai Drive

Upload and manage files for AI processing using the Upload File utility card.

Supported File Types

PDF CSV XLSX DOCX .py .js .ts .tsx .txt

Uploading Files

Drag-and-drop or use the file directory picker
Specify a target folder or use the default location
Create files directly in Drive via prompts

Working with Files

After uploading, click the "Work with Files" button, or reference files within 2 minutes:

Read the recently uploaded files and summarize the key findings

Tip: Always provide the File ID or Folder name when referencing specific files in your prompts.

Data Repositories

Store and retrieve structured knowledge in two repository types:

Company-wide Repository

Shared knowledge: HR policies, company information, onboarding materials.

Personal Repository

Individual templates: email templates, contract templates, Jira templates.

Saving Data

Save the Q3 budget summary in the data repository with the title "Q3 2024 Budget"

Note: Only text content can be saved. Searches must begin with "Search the data repository…"

Web Capabilities

Kuvai offers three web interaction modes:

Search the Web

Trigger with "Search the web" — performs a Google Search and returns summarized results.

Read Webpage — Scrape

Default mode. Provide a specific URL to extract and process its content.

Read Webpage — Crawl

Follows hyperlinks from the target page. Trigger with "crawl" in your prompt.

Documents, PDFs & Forms

Reading Files

Kuvai can read and process a wide range of file types including PDF, Word (DOCX), Excel (XLSX), CSV, text files, code files, JSON, and images. Upload them to Kuvai Drive or provide a URL.

Acting on PDFs

Summarize, extract data, and analyze PDF documents. Supports up to ~1,500 pages.

Populating PDF Forms

Kuvai auto-detects fillable fields, supports custom data entry, and provides seamless form completion.

Note: Only fillable PDF forms are supported (not scanned documents or flat PDFs).

Email & SMS

Reading Emails

Read emails from Kuvai inboxes — either the general inbox or type-specific inboxes.

Limitation: Cannot process .msg files, .DOC files, or images within emails.

Sending Emails

Send emails to one or more addresses directly from chat.

SMS & Voice

Send SMS messages and make outbound voice calls. Phone numbers must be in E.164 format (e.g., +1234567890).

Data & Reporting

Export Data

Export to PDF, CSV, or Word format.

Create Reports

Generate comprehensive reports from your data.

Create Charts

Pie, bar, line charts and more. Specify type and colors.

Canvas

Editable rich text. Save as .rtf, .txt, .html, or .docx.

Mermaid Flow Charts

Flowchart, Sequence, Gantt, Class, State diagrams. Export SVG/PNG.

Note: Chart font control is not available. Specify chart type and colors in your prompt.

Deep Analysis

Use the Kuvai Thinks skill for advanced data analysis. This mode enables deeper reasoning and multi-step analytical processing for complex data questions.

Tip: Use Deep Analysis when you need thorough, multi-faceted insights rather than quick answers.

Jira Connector

Always include "Jira" and the Project Key in your prompts.

Available Actions

Category	Actions
Issues	Get, search, create, update, delete, batch operations
Epics	Get and manage epics
Transitions	View and execute workflow transitions
Comments	Add and view issue comments
Worklogs	Log and track time
Attachments	Upload and manage attachments
Boards & Sprints	View boards and manage sprints
Issue Links	Create and manage issue relationships
Search Fields	Query specific fields across issues

Jira PROJECT-KEY: Create a new bug issue titled "Login timeout" with high priority

Confluence Connector

Always include "Confluence" and the Project Key in your prompts.

Available Actions

Action	Description
Search	Search across Confluence spaces and pages
Get Page	Retrieve page content by ID or title
Get Children/Ancestors	Navigate page hierarchy
Get Comments	View page comments
Create Page	Create new Confluence pages
Update Page	Modify existing page content
Delete Page	Remove pages from spaces

eSignatures

Include "eSignatures" in your prompt to interact with the eSignatures connector.

Query and manage contracts through natural language prompts.

eSignatures: Show me all pending contracts from this month

Personalized Learnings

Teach Kuvai your preferences and terminology for a tailored experience.

Teaching Kuvai

Learn that "QBR" means "Quarterly Business Review"

Learn that the steps to deploy are: 1) Run tests, 2) Build, 3) Push to staging, 4) Verify, 5) Deploy to prod

Managing Learnings

What are your learnings?

Unlearn that "QBR" means "Quarterly Business Review"

Limitations:

Learnings are at the individual user level only
All context must be provided in a single prompt
Update learnings by re-teaching with new information

Feedback & Support

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

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
Requesting company-wide learnings or data repository setup

Tip: When reporting a bug, include the steps to reproduce, what you expected, and what actually happened. Screenshots help.

Web App Guide

Complete guide to the Kuvai web application interface

App Layout

The web app has three main areas:

Left Sidebar

Navigation hub for all app sections, organized by category.

Main Content Area

Changes dynamically based on the selected view or active conversation.

Top Header

Profile menu, notifications, and global actions.

Tip: On mobile, the sidebar collapses into a hamburger menu. The Kuvai logo and "Beta" badge appear at the top of the sidebar.

Home & Dashboard

The landing page shows a personalized welcome message:

"Hello, [Name]!" or "Welcome back, [Name]!"

AI agents and instant actions — in one workspace

The dashboard displays role-specific Quick Action buttons that trigger pre-configured prompts, plus an overview of recent agent activity.

Chat Interface

The main chat is where you interact with Kuvai. The input bar at the bottom includes:

Text input with auto-resize
Voice input — microphone icon for dictation (click to start/stop)
Plus menu (+) — access tools and utilities
Send button — submit your prompt

Chat Modes

Mode	Description
Fast	Quick responses for simple queries
Thinking	Deeper analysis with step-by-step reasoning

Each AI response shows thumbs up/down feedback buttons. Responses render markdown with syntax highlighting.

Plus Menu (Tools)

The + button opens a tool menu with these categories:

Category	Tools
Files	Select File from AI Drive, Upload files
Canvas	Draft and edit rich text documents
Communicate	Email, SMS, Outbound Voice
Web	Search a Topic, Scrape a Page, Read Web PDF, Browser Operator
Create Charts	Gantt, Flow, Bar, Line, Pie, Scatter
Create Docs	PDF, Word, CSV, XML
Create Image	Infographic, AI-generated Images

Tip: Each tool item injects a guided phrase or placeholder into the chat input to help you get started.

Chat History

The left panel shows all past conversations with these features:

Search across all chats
Rename conversations for easy reference
Delete conversations you no longer need
New chat (+) to start fresh

Chats show preview text and timestamp. Click any chat to resume the conversation.

Chat Features

Voice Input

Click the microphone icon to dictate. Recording indicator shows while active. Transcription is automatic.

Message Sharing Enterprise

Share AI responses with colleagues. Select recipients and add optional notes.

Message Feedback

Thumbs up/down on every AI response helps improve accuracy.

Transparency Steps

View step-by-step breakdown of how Kuvai processed your request.

Canvas

Rich text editor inline. Bold, italic, lists, fonts. Save as .docx, .rtf, .html, .txt.

Mermaid Diagrams

Visual diagram editor with live preview. Export SVG/PNG. Flowchart, Sequence, Gantt, Class, State.

Notifications

Bell icon shows alerts for agent completions and system events. Dismissible per notification.

AI Drive

Full file browser accessible from the sidebar under "AI Drive".

Features

Folder navigation with breadcrumbs
Create new folders, upload files (drag-and-drop or click)
Rename, move, delete files and folders
Download files, multi-select for bulk operations
Search within drive, sort by name/date/file type
Pagination for large folders
File type tagging and AI-generated content previews
Vectorization status indicator (whether file is indexed for AI search)

Artifacts

View all files generated by Kuvai agents, organized by agent type:

email_agent

web_agent

workflow_agent

extract_insights

presentations

infographics

data_tables

charts

due_diligence

Each artifact links back to the conversation that created it.

File Upload

Upload via the Upload card (from plus menu or tools ribbon).

Supported File Types

PDF CSV XLSX XLS DOCX .py .js .ts .tsx .txt .json .jpg .jpeg .png

Upload Limits

Limit	Value
Per file	150 MB
Per upload session	150 MB

Batch uploads go to the same folder. Upload progress is shown per file with a success/failure summary after completion.

Tip: Click the "Work with Files" button that appears after upload to immediately act on your uploaded files.

Workflow Agent

Build multi-step automated workflows from the sidebar. The creation wizard has 4 steps:

Define

Name your agent and describe the goal.

Chat

Converse with Kuvai to refine behavior, select sources (files, folders, URLs), configure output type and format.

Schedule

Choose on-demand or recurring (daily/weekly/monthly/custom cron).

Review

Confirm all settings and activate.

Output Types & Formats

Output Type	Available Formats
Report	PDF, Word, Markdown, HTML, TXT, XML
Q&A	PDF, Word, TXT
Data Table	CSV, Excel, HTML Table
Presentation	PDF, HTML
Fill Template	Word, PDF, HTML
Infographic	PNG, PDF, SVG
Diagram	SVG, PNG, PDF

Can also email output, send SMS notification, or phone notification on completion.

Email Agent

Dedicated email automation from the sidebar. Configure a behavior template (e.g., "My Assistant" for personal email workflow).

Profile Setup

Set up your profile with: business domain, role, interests, job title, company, location, preferred language, and preferred file formats.

How It Works

The agent monitors a Kuvai inbox and processes incoming emails based on your configured behavior. View ingested emails with sender, subject, date, and attachments.

Output files are saved to kuvai_generated_files/email_agent.

Web Researcher

Build web research agents from the sidebar with three research scopes:

Read Page

Extract content from a specific URL.

AI Search

Search for answers to a specific question across the web.

Deep Research

Thorough multi-source research and report compilation.

Configuration

Agent name and goal
Target URL(s)
Run type: on-demand or scheduled (daily/weekly/monthly/custom)
Output storage path and email delivery options
SMS/phone notifications
Behavior prompt (customizable instructions)

View capture history and agent status (active, running, paused, failed). Output files saved to kuvai_generated_files/web_agent.

Extract Insights

On-demand data extraction card for quick analysis.

Setup

Set a goal (or let AI generate one)
Select sources: files, folders, URLs
Add optional web research query
Configure output type, format, style, and length
Toggle email/SMS/phone notifications

Execution Progress

Submitting

Request is queued for processing.

Initializing

Sources are loaded and prepared.

Running

Analysis is in progress.

Complete

Results are ready for review.

Browse past extractions with status and output files. Option to convert to a recurring Workflow Agent.

Profile & Settings

Access from the profile dropdown (top-right).

About Me

Personalize Kuvai's responses by filling out your profile:

Field	Description
Business Domain	Your industry or field
Role	Your job function
Interests	Topics you care about
Job Title	Your official title
Company	Your organization
Location	Your timezone/region
Preferred Language	Output language preference
Preferred File Formats	Text, Markdown, PDF, Word

Plans & Credits

Kuvai uses a credit-based usage system across five plan tiers:

Plan	Description
Free Trial	Limited credits to explore Kuvai
Starter	Basic access for individual users
Standard	Enhanced features and more credits
Pro	Full feature access with generous credits
Enterprise Enterprise	Unlimited features including message sharing, custom integrations

Credit Indicator

The token/credit indicator shows remaining credits and usage percentage with warning states:

Normal (Blue) — Sufficient credits remaining
Low Credits (Amber) — Under 10% remaining
Expired/Zero (Red) — Credits depleted

Warnings are dismissible per session. Billing is managed through Stripe integration.

Need Help?

If you run into any issues with the web app or need assistance, contact us at support@kuvai.com