NEWSRelevance Lab makes a strategic majority investment in kaman.aiLearn more

kaman.ai

IntegrationsPricingTemplatesBlogPapersDocs

Documentation

Guides, use cases & API reference

  • Overview
    • Getting Started
    • Platform Overview
  • Features
    • Features Overview
    • AI Assistant
    • Workflow Automation
    • Intelligent Memory
    • Data Management
    • Universal Integrations
    • Communication Channels
    • Collective Agent Memory (CAML)
    • Security & Control
  • Use Cases Overview
  • Financial Services
  • Fraud Detection
  • Supply Chain
  • Technical Support
  • Software Development
  • Smart ETL
  • Data Governance
  • ESG Reporting
  • TAC Management
  • Reference
    • API Reference
  • Guides
    • Getting Started
    • Authentication
  • Endpoints
    • Workflows API
    • Tools API
    • KDL (Data Lake) API
    • OpenAI-Compatible API
    • A2A Protocol
    • Skills API
    • Knowledge Base (RAG) API
    • Communication Channels
    • DSL Import API
Release Notes

Getting Started with Kaman

Welcome to Kaman! This guide will walk you through the platform step-by-step, from your first login to building your first AI agent.

Dashboard Overview

After logging in, you'll land on your Home Dashboard. This is your command center.

Home Dashboard

Here's what you'll see:

  • Meet Kai — Your personal AI guide. Click Ask Kai to get help with anything on the platform.
  • Your Agents — Quick access to your recently created AI agents. Click Chat to start a conversation.
  • Recommended for you — Pre-built agent templates tailored to your use case. Click Install template to get started instantly.
  • Or start from scratch — Quick links to create a new Agent, Workflow, connect data, or browse templates.

Navigation Sidebar

The left sidebar organizes everything into four sections:

SectionPagesWhat it does
BuildAgents, Workflows, Knowledge Base, Projects, My ResourcesCreate and manage your AI agents, workflows, and resources
DataLake House, Triggers, Channels, Memory, Skills, SchedulesConnect data sources, deploy to channels, manage agent memory
DiscoverIntegrations, Templates, MarketplaceBrowse 85+ connectors, install pre-built templates
SettingsUsers, Roles, Credentials, Models, API Keys, and moreConfigure your workspace, team access, and credentials

Settings Hub

Navigate to Settings from the sidebar to manage your workspace.

Settings Hub

The Settings page is organized into four categories:

Team & Access

  • Users — Invite team members, assign roles
  • Roles — Create custom roles with granular permissions
  • Organization — Manage organization settings
  • Connected Identities — Link your phone, email, and messaging accounts for channel identity resolution

Developer

  • API Keys — Generate API keys (kam_* format) for external integrations
  • Credentials — Store encrypted credentials for MCP connectors and tools
  • Git Integration — Connect GitHub/GitLab for version-controlled agent development
  • Import / Export — Move agents, tools, and workflows between environments using .kam files

System

  • Models — Configure AI models (OpenAI, Anthropic, Groq, Azure, etc.)
  • Observatory — Monitor system activity and logs
  • Evaluations — Test and benchmark agent performance

Billing & Usage

  • Billing — View your balance, manage subscription
  • Usage — Track token consumption by agent, model, and time period

What's Next?

Now that you know your way around, here are the most common next steps:

  1. Create Your First Agent — Build an AI agent in minutes
  2. Set Up Credentials — Store credentials for connecting to external services
  3. Connect a Data Source — Sync data from PostgreSQL, MySQL, Google Sheets, and 80+ more
  4. Use the Chat Interface — Chat with your agents and use tools
  5. Create a Workflow — Build automated multi-step workflows

On this page

  • Dashboard Overview
  • Navigation Sidebar
  • Settings Hub
  • Team & Access
  • Developer
  • System
  • Billing & Usage
  • What's Next?