Kaana Advisor (KAI)

Kaana Advisor is your AI-powered assistant that provides insights and recommendations for your projects.

What is Kaana Advisor?

Kaana Advisor (KAI) analyzes your project data to:

• Identify risks and concerns

• Suggest actions and improvements

• Provide health assessments

• Answer questions about your projects

Accessing Kaana Advisor

Project Insights

1

Open a project

Open the project you want to review.

2

Locate Advisor

Look for the Advisor or AI Insights section.

3

View insights

View the generated insights.

Chat Interface

1

Click the AI Assistant icon.

2

Ask questions in natural language.

3

Get answers based on your data.

Types of Insights

Risk Identification

KAI analyzes your project and identifies:

• Overdue tasks and milestones

• Resource conflicts

• Scope concerns

• Timeline risks

Recommendations

Based on analysis, KAI suggests:

• Actions to mitigate risks

• Process improvements

• Priority adjustments

• Next steps

Health Assessment

Get an overall health score for your project:

• Green: On track

• Yellow: Minor concerns

• Red: Needs attention

Generating Insights

Automatic Insights

KAI periodically analyzes projects and generates:

• Fresh insights

• Updated recommendations

• Status changes

Manual Refresh

1

Open the project

2

Click Refresh Insights

3

Wait for analysis to complete

4

Review new insights

Interacting with Insights

View Details

Click on an insight to see:

• Full explanation

• Related data

• Suggested actions

Accept Recommendations

1

Review the recommendation

2

Click Accept to implement

3

Or dismiss if not applicable

Dismiss Insights

1

Click Dismiss

2

Optionally provide feedback

3

The insight is hidden

Chat with KAI

Asking Questions

Type questions in natural language, for example:

• "What are the top risks in this project?"

• "Which tasks are overdue?"

• "How is the project health trending?"

Getting Answers

KAI responds with:

• Data-backed answers

• Relevant context

• Suggested actions

Conversation History

Previous conversations are saved:

• Scroll to see history

• Reference past questions

• Continue conversations

Best Practices

Keeping Data Current

• Update task statuses regularly

• Log activities and issues

• The more data KAI has, the better insights

Acting on Insights

• Review insights regularly

• Address high-priority recommendations

• Track which actions you take

Providing Feedback

• Mark insights as helpful or not

• This improves future recommendations

• Report inaccurate insights

Permissions

Access to Kaana Advisor depends on your role:

• View insights: Most users

• Run analysis: Users with appropriate permissions

• Configure: Administrators

Privacy

KAI only analyzes data within your organization:

• Data is tenant-isolated

• No data is shared between organizations

• Insights are private to your team