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Kixie Clinic | Meet Kai - Kixie’s AI-Powered Reporting Assistant.

Kixie

42:20

Watch

This clinic, we’re doing a deep dive on Kai, Kixie’s AI-powered reporting assistant 🤖, and how teams are using it to answer questions faster, uncover insights instantly, and build reports without the manual work.

We’ll also be joined by Peter Steiner, Brian Lucas, and Luis Leon from First Connect Insurance Services, who will share how their team uses Kai to create reports that actually drive action.

What you will learn:

  • How Kai helps you build call and SMS reports using simple, natural language
  • Real-world examples of how First Connect Insurance Services uses Kai to surface insights faster
  • Best practices for turning conversation data into transparent, actionable reporting
  • How to get more out of Kixie’s reporting without relying on spreadsheets or manual setup

Kai doesn’t just show you data — it helps you understand it, instantly. This session is designed to show you what that looks like in practice.

Speakers

Christina Wahle

Christina Wahle

Customer Success Manager | Kixie

Nathan Van Haitsma

Nathan Van Haitsma

Customer Success Manager | Kixie

Luis Leon

Luis Leon

Team Lead, Agent Support | First Connect Insurance Services

Brian Lucas

Brian Lucas

Vice President of Sales | First Connect Insurance Services

Peter Steiner

Peter Steiner

Sr. Manager of Agency Success | First Connect Insurance Services

Kixie Clinic | Meet Kai - Kixie’s AI-Powered Reporting Assistant.

42:20

Watch