What is Kaana Advisor?
Kaana Advisor (KAI) analyzes your project data to:
Identify risks and concerns
Suggest actions and improvements
Provide health assessments
Answer questions about your projects
Accessing Kaana Advisor
Project Insights
Open a project
Look for the Advisor or AI Insights section
View generated insights
Chat Interface
Click the AI Assistant icon
Ask questions in natural language
Get answers based on your data
Types of Insights
Risk Identification
KAI analyzes your project and identifies:
Overdue tasks and milestones
Resource conflicts
Scope concerns
Timeline risks
Recommendations
Based on analysis, KAI suggests:
Actions to mitigate risks
Process improvements
Priority adjustments
Next steps
Health Assessment
Get an overall health score for your project:
Green: On track
Yellow: Minor concerns
Red: Needs attention
Generating Insights
Automatic Insights
KAI periodically analyzes projects and generates:
Fresh insights
Updated recommendations
Status changes
Manual Refresh
To get updated insights:
Open the project
Click Refresh Insights
Wait for analysis to complete
Review new insights
Interacting with Insights
View Details
Click on an insight to see:
Full explanation
Related data
Suggested actions
Accept Recommendations
When KAI suggests an action:
Review the recommendation
Click Accept to implement
Or dismiss if not applicable
Dismiss Insights
If an insight isn't relevant:
Click Dismiss
Optionally provide feedback
The insight is hidden
Chat with KAI
Asking Questions
Type questions in natural language:
"What are the top risks in this project?"
"Which tasks are overdue?"
"How is the project health trending?"
Getting Answers
KAI responds with:
Data-backed answers
Relevant context
Suggested actions
Conversation History
Previous conversations are saved:
Scroll to see history
Reference past questions
Continue conversations
Best Practices
Keeping Data Current
Update task statuses regularly
Log activities and issues
The more data KAI has, the better insights
Acting on Insights
Review insights regularly
Address high-priority recommendations
Track which actions you take
Providing Feedback
Mark insights as helpful or not
This improves future recommendations
Report inaccurate insights
Permissions
Access to Kaana Advisor depends on your role:
View insights: Most users
Run analysis: Users with appropriate permissions
Configure: Administrators
Privacy
KAI only analyzes data within your organization:
Data is tenant-isolated
No data is shared between organizations
Insights are private to your team.