Start here
Getting started
Sign up, finish onboarding, and let Kai run its first task for you. About 15 minutes end to end.
1. Create your account
Sign up at kaiday.com/register with your work email. You can use any email to start. Your business domain comes later, in the setup guide.
- 1Fill in your detailsYour full name, email, and a password (min 8 characters, one uppercase, one number).
- 2Accept the terms and submitNo email verification step. You're in as soon as the form is accepted.
- 3Get guided into onboardingRight after signup, Kaiday takes you straight into onboarding so it can learn about your business before you start working.
2. Meet Kai
Kai is your assistant. The bubble in the bottom-right is the same Kai everywhere. It knows the tab you're on.
- ›What's on my plate today?
- ›Build me a client intake form.
- ›Record this meeting and send action items to the team after.
3. Finish onboarding
Onboarding asks Kai a few questions so it can pick reasonable defaults across the workspace:
- What's the business? Name, industry, who you serve.
- How do you communicate with clients? Email, social, scheduled calls.
- What does "done" look like? Outcomes, cadence, who owns what.
Answers go into Kai's memory and shape every suggestion you'll see from here on out.
4. Invite your team (optional)
Admins manage the team from Admin → Users → Invites. You can also ask Kai to onboard a teammate. It sends the invite, sets their role, and walks them through the first-run flow.
If you run more than one company, Kai supports it. Each company is a separate workspace; you switch between them from the org selector in the topbar.
5. Pick what to set up next
You're now in a usable workspace. The most valuable next steps depend on what you want Kaiday to do first:
- Want to send and receive customer email through Kaiday? Go to Add a domain then Set up email.
- Want a client portal, intake form, or calculator on your own URL? Skip ahead to MiniApps.
- Want Kai to read your sales pipeline or customer database? Go to Connect data & code.