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Plain-English guides for running your business on Kavio. Search for what you need, or pick a topic below.
Getting started
Set up Kavio and get your first answers.
- Create your account and workspace
- Try the demo
- Sign in and reset your password
- Fill in your company details
- Invite your team
- Join a workspace from an invite
- Ask the assistants
- Add your OpenRouter key
- Change your profile and sign-in email
- Change your password and sign out other devices
- Turn on two-step sign-in
- Choose your notifications
- Get the app
alpha — Command
Ask one assistant about your whole business.
delta — Ads
Run ads, leads and appointments.
- Read your Delta overview
- Turn on and run Weekly Studio
- Approve or reject Weekly Studio's suggestions
- Set Weekly Studio's schedules and spend caps
- Track your ad campaigns
- Keep your ad creatives in the Creative Bank
- Track leads through the funnel
- Promote a lead to a Nova contact
- Create and share a lead form
- See what visitors sent through a lead form
- Book and track appointments
- Delta settings
nova — CRM
Keep track of customers, deals and follow-ups.
- Nova CRM Backend Spine
- Nova overview
- Nova's AI agent
- Add and manage contacts
- Import contacts from a file
- Add and work with deals
- Manage pipelines and stages
- Lead forms in Nova
- Send a broadcast
- Set up email sending
- Set up the AI chatbot
- Automations
- Landing pages
- Appointments
- Calendar
- Billings
- Reports
- Plugins
- Nova settings
titan — Team & payroll
Manage your people, leave, attendance and pay.
- Titan overview
- Who can do what in Titan
- HR Dashboard
- Apply for leave
- Request time-off
- Make an expense claim
- Claim overtime
- Approve or reject leave
- Approve claims and mark them paid
- Approve or reject overtime
- Approve or reject time-off
- Approve shift swaps
- Add and edit employees
- Link an account to an employee record
- Departments
- Manage an employee's documents
- My records
- My documents
- Clock in and out
- Team attendance
- Timesheet
- Plan the weekly roster
- Swap a shift with a colleague
- Overtime overview
- Public holidays
- Write and issue HR letters
- Letter templates
- Read and acknowledge your letters
- Announcements
- Titan calendar
- My goals
- Scorecards
- Review scores
- Training
- Titan settings
- Titan AI agents
- Run payroll
- Payment vouchers
- My payslips
ruby — Hiring
Post jobs, review candidates and book interviews.
- Ruby overview
- Ruby's AI agent
- Hiring dashboard
- Post a job
- Edit, pause or close a job
- Move candidates through the pipeline
- Add a candidate
- Review applications
- Schedule an interview
- Reschedule, cancel or complete an interview
- Interview feedback
- Your talent pool
- Your careers page
- The online application form
- Hiring settings
kira — Finance
Quotes, invoices, purchases and your books.
- Kira Backend
- Kira overview
- Finance AI agent
- Finance dashboard
- Who can do what in Kira
- Drafts, posting and voiding
- Foreign currency
- Cash receipts
- Payment vouchers
- Quotations
- Invoices
- Credit notes
- Payments in
- Refunds
- Record an expense
- Approve and pay expenses
- Expense and income categories
- Receipts inbox
- RFQs
- Purchase orders
- Approve purchase orders
- Supplier bills
- Supplier credit notes
- Payments out
- Banking
- e-Invoice LHDN
- SST report
- Audit trail
- Customers and suppliers
- Products and services
- Financial reports
- Journals
- Chart of accounts
- Contra entries
- FX revaluation
- Accounting settings