This article walks you through KAIS, the KEBS AI chatbot. You will learn how to open and use KAIS, what the default AI agents do, how to explore the Prompt Library for ready-made queries, and how your conversation history is stored and managed across sessions.
Accessing KAIS from the Homepage
Quickly launch the KAIS panel from your KEBS homepage without navigating away from your current task.
KAIS is accessible at all times from the top navigation bar in KEBS. You do not need to be on any specific module or page to open it.
- 1Log in to your KEBS account. You will land on the KEBS Homepage.
- 2Locate the kaïs button in the top-right corner of the navigation bar.
- 3Click the kaïs button. The KAIS chat panel will open as an overlay on the right side of the screen.
The KAIS Chat Interface
Understand what KAIS offers out of the box and how to start a conversation or pick a task-specific AI agent.
When you open KAIS for the first time, you are greeted by the main chat interface. This is where you can type any question or instruction, or choose from a set of pre-built AI agents designed for specific tasks.
Key areas of the KAIS interface
| Area | What It Does |
|---|---|
| Chat Input Bar | Type any natural language question or command. KAIS interprets it and responds using data from your KEBS account. |
| Expense Assistant | Creates and manages expense claims on your behalf. You can scan receipts, log expenses, and track reimbursements through conversation. |
| Timesheet Assistant | Helps you log, review, and submit your timesheets without manually filling in forms. Ask KAIS to book hours and it handles the rest. |
| Leave Assistant | Manages your time-off requests. Apply for leave, check your balance, or view pending approvals directly in the chat. |
| Settings (gear icon) | Access KAIS configuration options including preferences and connected integrations. |
Using the Prompt Library
Find and run ready-made prompts for Reports, People Allocation, Timesheets, and Projects without writing a single query from scratch.
The Prompt Library gives every user instant access to over 400 pre-written prompt templates organised across four categories: Reports, People Allocation, Timesheet, and Projects. You do not need to know how to phrase a query correctly. Simply browse, click, and let KAIS retrieve the data.
How to access and use the Prompt Library
- 1Open KAIS by clicking the kaïs button in the top navigation bar.
- 2In the left sidebar of the KAIS panel, click Prompt Library.
- 3The Prompt Library opens showing four categories on the left: Reports, People Allocation, Timesheet, and Projects. The number next to each category shows how many templates are available.
- 4Select a category. The prompt templates for that category appear on the right side of the panel.
- 5Scroll through the list or use the Search Prompts Templates bar at the top right to find a specific template by keyword.
- 6Click any prompt template to send it to the KAIS chat input and run it immediately.
Prompt Library categories at a glance
| Category | Templates | Example Use Cases |
|---|---|---|
| Reports | 60 | Projects reaching closure with forecasted revenue, employee efficiency details, submitted claims by region |
| People Allocation | 162 | Allocation vs availability gap by sub-division, employee billed and logged hours, bench resource aging |
| Timesheet | 94 | Previous month billed hours by team, timesheet compliance rates, missing timesheet entries |
| Projects | 111 | Opportunities with no project created, project closure status, active project list by account |
Conversation History and Thread Management
Revisit past KAIS conversations, continue a previous thread without re-entering context, and keep your chat history organised across sessions.
KAIS automatically saves every conversation you have. Each time you start a new session, your previous chats are stored in a Conversations list in the left sidebar. This means you can return to a past query at any time without retyping it.
How conversation history works
- Automatic saving: Every chat thread is saved as soon as you send a message. You do not need to manually save or export anything.
- Previous 30 Days grouping: Conversations are grouped by time period. All threads from the last 30 days appear under the Previous 30 Days section in the sidebar.
- Thread naming: Each thread is automatically named based on the first message or action you performed in that conversation, for example “Scan Receipt” or “Book Timesheet”.
- Continuing a thread: Click any thread in the sidebar to reopen it. KAIS loads the full conversation context so you can continue from where you left off.
- New Chat: Click the + New Chat button at the top of the sidebar to start a fresh conversation without affecting your previous threads.
- Search Chat: Use the Search Chat bar to find a specific past conversation by keyword.
Multi-Module Role-Based Access
Understand why different users see different Prompt Library options and data results in KAIS based on their role and module access in KEBS.
KAIS does not operate with a separate permission layer. It inherits the same role-based access controls that govern the rest of KEBS. This means the data KAIS can retrieve, the agents it surfaces, and the actions it can perform are all governed by the permissions assigned to your KEBS account.
How role-based access affects KAIS
| Scenario | What Happens in KAIS |
|---|---|
| User has no access to Projects module | KAIS will not return project data in response to project-related queries, and project prompt templates may not execute. |
| User has no Expense module access | The Expense Assistant agent will be restricted. KAIS may respond with an account setup message. |
| Delivery Manager with full People Allocation access | All 162 People Allocation prompt templates are available and return data scoped to the manager’s teams and subdivisions. |
| Standard employee with timesheet access only | KAIS will successfully process timesheet and leave queries but will not surface report or allocation templates beyond the user’s permission scope. |
