Understanding the Signal Initial Guess

When you view a signal in the System Feed, Kai provides an "Initial Guess" to help you quickly understand what went wrong.

What is the Initial Guess?

The Initial Guess is Kai's first assessment of the root cause behind an issue. Instead of showing you generic messages like "1 payment has failed", Kai tries to show you the actual reason, such as "The access token you've used is not a valid sandbox API access token".

How does it work?

Kai uses a smart approach to find the most helpful information:

Step 1: Look for specific error messages

Kai first checks the affected entities (the actual records that have issues) for meaningful error messages. For example, if a payment failed, the payment record often contains the exact reason from the payment gateway.

Step 2: Use AI analysis (when available)

If the system has AI capabilities enabled, Kai sends the signal data to an AI model that understands revenue operations. The AI provides a contextual analysis of what likely went wrong.

Step 3: Fall back to extracted details

If AI isn't available, Kai extracts key details from the error data and presents them in a readable format.

Examples

What you might have seen before	What Kai shows now
"1 payment has failed and needs investigation"	"The access token you've used is not a valid sandbox API access token"
"Invoice generation failed"	"Customer account missing required billing address"
"3 deals are at risk"	"Acme Corp deal ($50,000, closing Jan 25) needs immediate attention"

Why is this helpful?

• Faster troubleshooting: You immediately know what to fix

• Less clicking: No need to dig into each affected entity

• Actionable insights: The real error message tells you exactly what went wrong

Find Root Cause button

If you need more detailed analysis, click the "Find Root Cause" button. This launches a deeper AI investigation that examines all the related data and provides comprehensive recommendations.