Your Dedicated AI Team
Kasbna pairs your business with specialized AI professionals working 24/7 across intelligence, leads, and outreach.
Alex
ActiveUnderstands the business, its services, goals, policies, and available business context.
Morgan
ActiveOrganizes, analyzes, classifies, and prioritizes authorized business leads.
Sam
ActivePrepares personalized customer follow-ups and handles authorized follow-up workflows.
Recent Team Activity
Live record of verified milestones, client assessments, and proposals formulated by your team.
My AI Team
Your dedicated AI specialists working 24/7 across operations, lead qualification, and outreach.
Understands the business, its services, goals, policies, and available business context.
Standing by to assist with operations.
Organizes, analyzes, classifies, and prioritizes authorized business leads.
Standing by to assist with operations.
Prepares personalized customer follow-ups and handles authorized follow-up workflows.
Standing by to assist with operations.
Tasks & Approvals
Review, verify, and approve actions formulated by your AI team before external transmission.
All Approvals Clear
There are no pending actions requiring your review right now. Your AI team is operating autonomously under your established business guidelines.
No Previous Tasks Recorded
Actions that you approve or decline will appear in this history archive.
My Business Profile & Rules
The parameters and strategic goals that ground Alex, Morgan, and Sam in your real business operations.
Inbound Leads & Pipeline
Prospects scored and qualified by Morgan, with follow-ups scheduled and drafted by Sam.
| Contact & Company | Inquiry & Service | Est. Value | Priority (Morgan) | Lifecycle Status | Follow-up (Sam) | Source | Action |
|---|
Connected Services & Data Sources
Manage authorized external tools used by Alex, Morgan, and Sam to automate your operations.
Settings & Preferences
Manage your account profile, operational timezone, AI team permissions, and subscription usage.
1. Account & Security
Your personal login identity and credentials.
Change Account Password
2. Business & Operational Preferences
Timezone, operating hours, and communication channels.
3. AI Team Autonomy & Permissions
Control the level of independence and review requirements for Alex, Morgan, and Sam.
Alex
Business Analyst- Synthesize business context and policies
- Prepare executive daily morning briefings
- Cross-reference documents in Google Drive
Morgan
Lead Manager- Read inbound spreadsheets from Google Sheets
- Calculate prospect priority score
- Suggest qualified pipeline status
Sam
Follow-up Specialist- Draft personalized follow-up proposals in Gmail
- Analyze client interaction history
- Schedule calendar follow-up dates
4. Notification & Alert Preferences
Configure real-time email alerts and digest delivery.
5. Subscription Plan & Auto-Runs Quota
Real-time resource usage grounded in your workspace subscription.