Kixie Clinic | Meet Kai - Kixie’s AI-Powered Reporting Assistant.
Kixie
42:20
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
Customer Success Manager | Kixie
Nathan Van Haitsma
Customer Success Manager | Kixie
Luis Leon
Team Lead, Agent Support | First Connect Insurance Services
Brian Lucas
Vice President of Sales | First Connect Insurance Services
Peter Steiner
Sr. Manager of Agency Success | First Connect Insurance Services
Kixie Clinic | Meet Kai - Kixie’s AI-Powered Reporting Assistant.
42:20