Account scoring
KASO GTMPrioritize accounts by fit and review the reasoning behind each score.
Everything Kaso can do, listed in full — fourteen kinds of work, six products, the layer they all share, and the specific thing each capability is for.
Every row inside a card is illustrative: notional companies, notional numbers, shown to make the shape of the work concrete.
Twelve from across the catalogue — first-touch outreach at one end, the audit trail underneath it at the other.
Prioritize accounts by fit and review the reasoning behind each score.
Draft outreach using the account, the buyer and the context behind the conversation.
Get in-the-moment guidance grounded in the conversation and your reference material.
Capture your side and the far side of a call from your own devices, whichever meeting tool you use.
See a warning about a price, a competitor name or a long monologue while you are still speaking.
See when your company appears in AI answers and how prominently it is mentioned.
Compare proposed messages and examine the objections each could raise.
Give specialist agents defined responsibilities within a shared company workflow.
Ask a question about your numbers and get an answer built from the reports your workspace computes.
Read and write your accounts, contacts, deals and activity through a documented interface.
See who changed which record, what moved, and where the request came from.
Ask about accounts, pipeline, signals or sequences and get an answer read from your live records.
Decide who to sell to, find the accounts that match, and keep the reason each one surfaced.
Kaso GTMDefine your ideal customer using company attributes and the accounts you already know.
Find matching companies through your workspace records and configured data sources.
Fill gaps in buyer records using the enrichment sources connected to your workspace.
Surface relevant account changes and keep the source and timing of each signal visible.
Prioritize accounts by fit and review the reasoning behind each score.
Build reusable account groups from the criteria that matter to your sales motion.
Bring company details, contacts and recent activity together before reaching out.
Bring existing account and contact lists into the workspace through CSV imports.
Describe the market you sell to in your own words and get criteria you can review and edit.
Ask for a group of accounts or people in plain language and see how the request was read.
Propose signal definitions from the fields and activity your workspace records, and review each one before saving.
Score an account against the segment it belongs to rather than one standard for the whole market.
See how many companies and buyers your criteria reach before you commit a team to them.
Qualify contacts who come to you, attach them to an account, and hand them to an owner.
Write, review and release outreach — with pacing, deliverability, replies and follow-ups attached to the record.
Kaso GTMArrange outreach steps and follow-up tasks into a repeatable sequence.
Draft outreach using the account, the buyer and the context behind the conversation.
Review, edit and approve generated messages before releasing them to send.
Set pacing and sending limits for configured mailboxes and sequences.
Keep incoming replies connected to their contacts and outreach history.
Track the next action, owner and due date after a buyer responds.
Review outreach activity and outcomes to understand how a sequence is performing.
Compare message variants with assigned cohorts and recorded outcomes.
Pick the template for each step from your own library, matched to the trigger, the stage and the reader.
See which templates were considered for a message, which were ruled out and the reason for each.
Reuse message copy with merge fields checked against what the sender can actually fill.
Publish the records your sending domain needs and confirm each one before outreach goes out.
Raise a new mailbox’s daily volume gradually as it builds a sending history of its own.
Watch bounce and complaint rates per mailbox and take one out of rotation before it hurts your domain.
Keep outreach inside the working hours, days and time zone each sequence sets.
Keep opted-out, bounced and do-not-contact people out of every sequence without anyone remembering to check.
Hold cold outreach to accounts that are already customers or have an open opportunity.
Catch unresolved placeholders, missing subjects and broken links before a message reaches a prospect.
See why a message was held, whether the block clears on its own and when.
Send later sequence steps as replies in the same thread as the first message.
Sort incoming replies into genuine interest, referrals, auto-replies, bounces and opt-out requests.
Suppress an address that hard-bounces and wait before retrying one that bounces softly.
Push a cadence past the date an out-of-office reply says the person is back.
Work replies as a team with assignment, snoozing and read state across every channel.
Take a contact out of a sequence the moment they reply, opt out or bounce.
Choose how much outreach the system may release on its own and how much waits for a person.
Get a suggested reply to an inbound message, written from the thread and the account history.
Decide who may be contacted, how often, and which conversation takes priority over a new one.
Run a sequence end to end and read every message it would send without anything leaving the workspace.
Prepare for the conversation, get help during it, and turn what was said into the next step.
Kaso Meetings + GTMPrepare for a conversation with relevant meeting history and attendee context.
Get in-the-moment guidance grounded in the conversation and your reference material.
Turn meeting audio into a searchable transcript through configured transcription services.
Create editable summaries that capture the decisions and next steps from a call.
Turn a completed conversation into a draft follow-up you can review and send.
Ask questions across past meetings and open the conversations cited in the answer.
Review strengths and missed opportunities against your team’s coaching criteria.
Track opportunities, review forecasts, and use GTM deal history and next steps to assess pipeline health.
Pull next steps, objections, competitors and stakeholders out of a conversation and onto the account record.
Open the sentence behind each extracted claim, and see which claims the conversation does not support.
Turn what a meeting committed to into owned tasks with due dates.
Match meeting attendees to existing contacts and flag the people not yet in your records.
Work out which account and opportunity a conversation belongs to from the people actually on it.
See who is on the deal, who is on this call, and who has gone quiet.
Carry what was raised, settled or left open across every conversation on the same opportunity.
Recognize an objection the record already anticipated and show a prepared line while it is being raised.
Press one button for the objection, the missing decision maker, the commercials or the next step.
Search the reference documents attached to your workspace while a conversation is still running.
Let an answer take account of what is on your screen at the moment you ask.
See whether a note came from the record, a measured rule or a model’s reading.
Shape summaries and follow-ups around the sections your team wants from each kind of conversation.
Publish a read-only link to a meeting summary, keep the transcript private, and withdraw the link later.
Get a prompt before a scheduled call with the joining link and a single press to start.
Share a link that shows your availability and books the meeting without the visitor creating an account.
See every commitment made across a deal’s calls and which of them never became a task.
See what shifted across a deal’s conversations, from a new competitor to an objection raised twice.
Draft competitor cards from what buyers actually said and release them to the team after review.
Flag opportunities likely to slip, with the reason behind each flag and one move for the owner.
Freeze pipeline state each day so you can compare where deals stood against where they stand now.
Open the day with a short ordered list, each item naming one account and one action.
Build a deal’s value from products, quantities and discounts rather than one typed-in figure.
Share one space with a buying group and see which materials each person opened.
Watch accounts approaching renewal and review the signals behind each account’s health.
Get the conversation in cleanly — both sides, the right language, and a record of anything that failed to record.
Kaso MeetingsCapture your side and the far side of a call from your own devices, whichever meeting tool you use.
Keep your side of the conversation and the other side apart in the transcript and the summary.
Transcribe on the machine running the app so meeting audio does not have to leave it.
Choose the language spoken in the room and the language your notes come back in.
See when a channel goes silent or a share started without audio, while the call is still running.
Know when a stretch of audio failed to transcribe instead of losing the line quietly.
Test your microphone level and preview a transcript before a call rather than during one.
Grant microphone and screen access explicitly, and see which permissions are still missing.
Record an in-person meeting or a voice memo on your phone and find the notes on your desktop.
Rehearse the calls that matter against a rubric your team wrote, with evidence for every note.
Kaso TrainingPractice conversations with a simulated buyer shaped around your sales context.
Rehearse the questions that uncover a buyer’s needs, constraints and priorities.
Practice explaining your product in a way that connects to the buyer’s problem.
Work through concerns about budget, fit, timing and competing options.
Rehearse difficult trade-offs and next-step conversations before a real deal.
Define the behaviors your team wants to practice and the criteria for feedback.
Review specific moments from a practice session with evidence for each observation.
Choose the next scenarios to rehearse based on the skills your team wants to improve.
Rehearse against a buyer built from one of your own accounts and its recent history.
Practice against a buyer who knows only what a real buyer would, never your own notes.
Speak your side of a practice conversation and have your words picked up as you talk.
See a warning about a price, a competitor name or a long monologue while you are still speaking.
Rehearse without the conversation being kept, so a practice session is not a record anyone reads later.
See your share of the talking, your question rate and the longest unbroken stretch on a call.
Measure a call against the conversations your own team has already won rather than a generic standard.
See which call behaviors separate your won deals from your lost ones, and which do not.
Give each rep one thing to work on next, with the call and the passage behind it.
Compare how each rep runs calls and pick the moments worth reviewing together.
See how scores move month to month across the team and which misses come up most often.
Set the scenarios a new rep passes before taking live customer conversations.
Collect real conversations into a library your team learns from, with the moments that matter marked.
Watch how AI answer engines describe your market, and act on the gaps they leave.
Kaso AEOTrack the questions that matter to your brand across configured AI answer engines.
See when your company appears in AI answers and how prominently it is mentioned.
Identify the pages and domains AI answers cite when discussing your market.
Compare your presence with competing brands across tracked prompts and topics.
Examine the language used about your company alongside the answers it comes from.
Find prompt gaps and citation opportunities that can guide your next piece of content.
Develop briefs and drafts around audience questions and your brand context.
Connect supported research, data and writing steps into reusable marketing workflows.
Write and organise the prompt set that gets measured, with each prompt’s coverage beside it.
See how often a phrase is asked, how that is moving, and who gets cited for it.
Group prompts into the topics you sell against and read every visibility measure per topic.
Open the full answer behind any number and read exactly what was said and cited.
See the follow-up searches an engine runs behind a tracked prompt and who wins each one.
Read every measure per answer engine, so a drop in one is not read as a drop everywhere.
Compare how answers describe your brand across the regions you sell into.
See where you are strong for one buyer type and absent for another on the same topic.
Map the spellings answers use onto the right company so no mention is counted for nobody.
Check the claims answers make about your company against the truths you have written down.
Find the exact sentence an engine lifted from your page, or learn it is no longer there.
Compare what a crawler reads on your page with what a browser shows a person.
See which AI crawlers fetch your pages, how often, and whether a person asked for it.
Count visitors arriving from an assistant, with the share nobody can classify shown beside them.
Score a page against how answer engines read it and get specific changes to make.
Rank the sites engines read when they recommend somebody else instead of you.
See which products engines put forward for a shopping question and where yours sits.
Set rules on the measures that matter and hear about a move once, not every morning.
Keep the approved claims and the phrases to avoid that generated content is held to.
Move an opportunity from open to claimed, briefed and shipped with an owner at each step.
Push an approved change to your site through a connected content system after a person reviews the diff.
Ask questions about your own measurements and open the rows behind every answer you get.
Plan a campaign with its audience, message, channel and owner held in one place.
Model an audience, put a question to it, and keep the assumptions next to the answer.
Kaso ResearchBuild research scenarios around the audiences and assumptions you want to explore.
Explore how modelled audiences could respond to different ways of framing your offer.
Compare proposed messages and examine the objections each could raise.
Explore possible reactions to pricing and packaging under stated assumptions.
Test questions about a proposed product before committing to its direction.
Compare how different simulated buyer groups respond to the same proposal.
Change market assumptions and inspect how the simulated responses differ.
Bring findings, assumptions and open questions into a brief for the team to review.
See which competitors buyers name on your calls, at which stage, and how often.
Compare your win rate on deals where a competitor was named against deals where none was.
Group the concerns buyers raise into themes and see how each one tracks against closed deals.
Turn customer interviews and open answers into themes, each carrying the quotes it came from.
Understand why deals closed the way they did, using conversations, notes and recorded outcomes.
Give agents defined roles, explicit dependencies, automations that explain themselves, and a human at the point of approval.
Kaso OperationsGive specialist agents defined responsibilities within a shared company workflow.
Break a goal into assignments with clear owners, dependencies and expected outputs.
Turn recurring processes into instructions an agent team can work through.
Prepare role-specific checklists, reference material and onboarding documents.
Organize vendor details, requirements and follow-up tasks for your team to review.
Assemble invoice drafts and supporting information for human review.
Compile company updates from connected sources into a repeatable reporting workflow.
Organize files and prepare documents using your company’s templates and instructions.
Start an automation from a signal, a stage move, a field change, a score threshold or a reply.
Narrow an automation to the records you mean, using the same filters that build your segments.
See which records an automation would act on, and what it would do, before switching it on.
Start from prepared automations for funding rounds, departing champions, stalled deals and pricing-page visits.
Run an automation on a fixed interval across every record that still matches its conditions.
Stop one automation setting off another without end, with limits on depth, repeats and total actions.
Keep a recurring automation from raising the same task or alert again inside a window you set.
Read why an automation fired or skipped, clause by clause, against the record it looked at.
Keep each version of an automation and see which one produced a run in the past.
Put the right person at an account into outbound when an automation fires, held for approval.
Refresh a company and its people when something changes, and skip records enriched recently.
Let an automation update a chosen field on a record or add it to a list you pick.
Tell a record’s owner in the product the moment an automation finds something that needs them.
Have an automation rescore an account, reassess a deal’s risk or summarize an interaction.
Collect everything that needs attention into one feed you can read, act on and archive.
Run the same workflow down every row of a sheet and watch each cell fill in.
See what background work is queued, running or stalled, and retry anything that gave up.
Tell workspace owners when a piece of background work gives up, and what it was doing.
Write the standing instructions an agent follows and reuse them across the workflows that need them.
Turn how your team actually works into written procedures that people and agents both follow.
Take a brief through plan, implementation, review and release without losing the requirement.
Kaso OperationsTranslate a product brief into technical tasks, dependencies and review points.
Carry website and application requirements through implementation to a reviewable result.
Build interfaces that help your team work with company processes and data.
Trace a reported issue through the relevant code and prepare a proposed fix.
Examine proposed changes against the requirements and identify questions for the developer.
Prepare checks for expected behavior and review their results with the code change.
Keep implementation notes and setup instructions connected to the software they describe.
Assemble the change summary, verification results and release steps for approval.
Turn a design or a screenshot into a working interface your team can review.
Review a change running as a live preview before you decide to release it.
Plan a schema or data change, see what it affects, then apply it behind a review.
Turn the work into figures somebody can defend — each one carrying its period, its filters and the rows underneath it.
Across every productBuild a report from the fields, filters and charts you choose, and share it with the team.
Build a report that re-reads the measurements every time it renders, with each figure’s period stated.
Deliver a saved dashboard to the people who subscribe to it, at the hour each one names.
Receive a summary of the deals, approvals and signals you own, at the hour you choose.
Ask a question about your numbers and get an answer built from the reports your workspace computes.
Hold back any sentence whose figures do not appear in the table the answer was built from.
See the report, date range and filters behind an answer, and how many rows it rests on.
Every percentage arrives with the count behind it, so a thin figure reads as a thin figure.
See how current each measure is and which days were never collected at all.
Name a goal with a scope and a window, then read what changed against what came before.
Review activity per member over recent months and take the same table away as a file.
Take answers, citations, prompts and keywords out as a file whenever you need them elsewhere.
Track pipeline, conversion and revenue by team with the underlying records one click away.
Submit a forecast by rep and team, roll it up, and see what changed since the last call.
Set targets by person, team and period, and track attainment as work lands.
Assemble the recurring numbers and commentary an investor update needs, drawn from your own data.
Trace closed revenue back to the outreach, meetings and content that touched the account.
Group customers by when they arrived and follow what happened to each group over time.
Carry the work onto the desktop, the phone and the train — and stay honest about what has not synced yet.
Across every productKeep a small assistant window above your call without handing over the rest of the screen.
Keep the assistant window out of screen shares, recordings and the dock while you present.
Show, ask, clear and move the assistant from the keyboard without leaving the conversation.
Put the assistant on the display you choose and return it there when that display comes back.
Complete tasks, add notes and move deals with no connection, and send them when you reconnect.
Keep a recent view of your pipeline, tasks and inbox readable when you have no connection.
See what is still waiting to be sent and how old the data on screen is.
Review a change that landed while you were away and decide whether yours still applies.
Pick up accounts, tasks and pipeline from your phone between meetings.
Hear about a reply, an approval or a deal risk on the device you carry.
Read and write everything through a documented interface, and keep the systems you already run in step.
PlatformRead and write your accounts, contacts, deals and activity through a documented interface.
Generate a client from a published description of every endpoint, field, status and error.
Build against response fields that are pinned, so an integration does not break underneath it.
Every failure returns a code from a fixed set, so your client branches on the code rather than the wording.
An endpoint being withdrawn announces the date in its own responses long before it stops answering.
Pull only the records that changed since your last run, page by page, without gaps or repeats.
Send your own reference with a write so a retry lands on the same record instead of a second one.
Each key carries its own request allowance, and every response reports how much of it is left.
Issue keys that reach only the records and actions you grant, with an expiry you set.
Replace a key’s secret in one step, carrying its name, scopes and expiry across.
See what a key has been doing before you narrow its scopes or revoke it.
Have changes to your records posted to your own endpoint as they happen.
Choose which changes each endpoint receives, or subscribe it to everything including events added later.
Verify a delivery came from us using a timestamped signature and a secret only you hold.
A delivery that fails is retried on a widening schedule, and an endpoint that keeps failing is switched off.
Review the recent deliveries to each endpoint alongside the response your own server returned.
Send a past event again with its original id, so a receiver can recognize the duplicate.
Send a sample event to a new endpoint before anything real depends on it.
See what each available connection reads, writes and stops doing when you disconnect it.
Connect a tool through its own sign-in rather than storing a password in the workspace.
Record sent and received mail against the right contacts from the mailboxes you connect.
Keep upcoming and past meetings in the workspace from the calendars you connect.
Pull a chosen range of past email into the workspace so a new connection starts with context.
Keep records aligned with a connected CRM in both directions and surface the conflicts between them.
Attach interview notes to the candidate record in the recruiting system your team connects.
Post a meeting recap and its action items into the team channel you connect.
Send a fired alert to the chat channel, inbox or endpoint your team already watches.
Bring sessions and conversions in from your connected analytics so visibility sits beside traffic.
Pull your search queries, clicks and impressions in beside what answer engines cite.
Crawl your own site under its robots rules to read the pages the way an engine would.
See whether each connected system is working, and what stopped when one is not.
Give the assistants your team already uses scoped read and write access to your workspace.
Give agents access to your own internal services as tools they can call inside a workflow.
Shape the records your business runs on, keep them clean, and know where every value came from.
PlatformAdd your own fields to accounts, contacts and deals, from text and dates to currency and formulas.
Fill a field from each record’s own context and refresh it on the schedule you choose.
Model the records your business runs on with their own fields, list views and links to existing records.
Link parents, subsidiaries and partners so an account shows the wider group it belongs to.
Keep a contact’s past and present employers so a job change is visible rather than overwritten.
Name a filter, its columns and its sort, then keep it private or share it with the team.
Update, reassign, tag or delete many records at once, with the exact count confirmed before anything changes.
Run enrichment or scoring across a filtered selection, with the cost shown before it starts.
Take back a bulk change, leaving untouched any record somebody else has edited since it ran.
Surface likely duplicate companies and people with the matching evidence shown side by side.
Merge two records into one, choose which value wins on each field, and restore both if it was wrong.
Flag incomplete and contradictory records, with the reason each one is worth someone’s attention.
Apply the corrections that have only one possible answer and hold the rest for a person to decide.
See which source supplied a value on a record, when it arrived and what it replaced.
Match the columns in your file to record fields, starting from a mapping suggested for you.
See what an import will create and change before it runs, and take the whole batch back afterwards.
Explore a populated workspace on day one and remove every sample record once your own data lands.
Export a filtered list of records as a file, or queue a large one and collect it later.
Route new records to owners by territory, round robin or current workload, in the order you set.
Define territories by geography, industry or size and see how many accounts fall inside each one.
Tell the person gaining a record and the person losing it whenever ownership moves.
Read activity, notes, comments, tasks and stage changes for one record in a single ordered list.
Comment on a record, mention a colleague, and have them notified where they already work.
Record a call or meeting that happened elsewhere so counts and reports include it.
Keep files on the record they belong to, readable only inside your workspace.
Bring records, history and field structure across from the system your team uses today.
Work through connecting systems, importing records and defining your customer until the first results land.
See every change to a record’s fields, who made it, and restore a value you did not want.
Who may sign in, who may read what, what is kept and for how long — and the evidence that it all held.
PlatformSign your team in through the identity provider your company already uses.
Require single sign-on for chosen email domains, so password sign-in closes for everyone on them.
Add and deactivate members automatically from the directory your company already runs.
Give each person a seat that matches their work, from read-only through to workspace owner.
Withhold deal economics and internal commentary from seats that should not read them, on every surface.
Review where each account is signed in and end any session that should not continue.
Flag sessions that change address or device, or move further than a person could, and choose the response.
Slow repeated failed sign-in attempts on an account before they become a way in.
Keep each workspace’s records reachable only from inside that workspace, enforced in the database itself.
Use your own provider keys for configured sources, stored encrypted and shown only as a short hint.
See who changed which record, what moved, and where the request came from.
Hand a reviewer the trail for any date range in a file they can check themselves.
Record every read and export of the audit trail, so access to the evidence is evidence too.
Choose how long transcripts, message bodies, provider payloads and other classes of record are kept.
Hold a call assistant until the consent the participants’ locations require has been recorded.
See the consent requirement for each region and which of them a person has reviewed.
Choose whether a call keeps its audio, a transcript only, or nothing at all.
Assemble everything the workspace holds about one person into a file you can hand back.
Erase a person from the workspace and see what the erasure could not reach.
Review which records hold personal data, of what kind, and where it leaves the workspace.
Take the workspace’s records out in one structured file, with a manifest of what it contains.
Delete a workspace and its data outright, behind a confirmation only the owner can give.
Delete an account with its conversations and hand any workspace it owned to another member.
Keep workspace activity inside the limits your plan carries and see how much of each is used.
Run separate workspaces for each brand, region or client and move between the ones you manage.
Keep flagged fields out of prompts and shared context while the rest of the work continues.
Not a fifteenth area — the layer under the other fourteen. The same context, connections, permissions and record, wherever the work happens.
Under every areaBring company documents, playbooks and decisions into a common source of context.
Connect customer records and conversation history to the workflows that need them.
Carry relevant inputs and outputs from one product’s workflow into the next.
Give workflows access to the business systems and repositories where work happens.
Define which people and agents can use the context and tools a workflow requires.
Set review points for proposed changes and actions that need a person’s decision.
See what was assigned, what changed and which outputs a workflow produced.
Understand the activity and usage associated with the products and workflows you choose.
Search accounts, contacts, meetings, documents and messages from one box and open what you find.
Write down what you sell and who you sell to, and have drafts and rehearsals use it.
Ask about accounts, pipeline, signals or sequences and get an answer read from your live records.
Long-running work continues after you close the page and picks up where it stopped.
Work that fails is tried again on a widening delay without repeating anything it already sent.
A double click, a retried delivery and a manual re-run collapse into a single piece of work.
Open any AI run and see what it was asked, which tools it used and what it returned.
Give each question a fixed allowance of paid lookups so one turn cannot run up credits.
Record every paid lookup an agent makes against the run and the person who asked for it.
Mark text written outside your workspace as data, and flag anything in it that reads as an instruction.
Open screens reflect changes as colleagues make them, without anyone reloading the page.
See who else has a record open before you write to it or reach out.
Open the records, documents and conversations an answer was built from.
Review what your workspace has learned, correct what is wrong, and remove what should not persist.
Watch work as it happens, redirect it, or stop a run at any point.
Review proposed record changes field by field before any of them are applied.
Rerun completed work from the same inputs and compare what comes back the second time.
Score agent output against criteria you define and watch quality as instructions change.
Set a ceiling on what a workflow may spend, which the workflow cannot raise on its own.
Choose the model tier a workflow uses and change it without rewriting the workflow.
Try a product name — GTM, Meetings, AEO, Research, Training, Operations — or a part of the platform: API, records, access, reporting. Or clear the search to see all 332.
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