Backed byY Combinator

A managed data agent, grounded in your context layer

Kaelio runs managed ingestion and modeling, uses ktx to keep context governed, and gives every team a trusted interface for answers, digests, and alerts.

#revenue-ops
8 members
JL
Jordan Lee9:15 AM

@Kaelio What changed in our pipeline this week?

Kaelio
KaelioAPP9:15 AM
Pipeline This Week2 risks
SalesforceAcme Corp deal stalled 14 days, $180K
GongChampion at Initech silent for 2 weeks
HubSpot3 new SQLs from Google Ads (+28% WoW)
Net pipeline down $140K. Biggest risk: Acme Corp. Recommend exec sponsor call.

Trusted by data teams at scaling companies

Mercy
Gladia
Poppins
BeSimple
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Handshake
Raft
Vapi
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Maximus
Mercy
Gladia
Poppins
BeSimple
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Vapi
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Mercy
Gladia
Poppins
BeSimple
Alt
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Raft
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Mercy
Gladia
Poppins
BeSimple
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Maximus

Features

Like putting glasses on for your entire business

Scheduled Intelligence

Intelligence on your schedule, not your to-do list

Kaelio delivers digests, watch lists, and prep briefs to Slack or email on your schedule. Your team starts each day knowing exactly what needs attention.

Kaelio
OverviewSourcesContextAgents
Your morning digests
3 delivered
Revenue & Pipeline Digest
Finance7:00 AM

ARR up 12% MoM. 4 deals stalled >14 days. $320K at risk.

Open digest →
Ops Weekly Brief
Ops7:15 AM

1,842 orders processed. Avg turnaround 6.2h. 23 exceptions flagged.

Open digest →
Account Health Digest
CS7:30 AM

2 accounts at-risk. 1 expansion signal. $45K opportunity.

Open digest →
Campaign Performance Report
9:00 AM
Kaelio
OverviewSourcesContextAgents
Churn Risk: Acme Corp12 min ago

Engagement down 34%. Last login 12 days ago. 2 unresolved tickets.

Schedule executive check-in →

Health Decline: Initech2 hours ago

Health score 82 to 64. 3 tickets in 5 days. Renewal in 45 days.

Escalate + renewal risk review →

Expansion Signal: Globex4 hours ago

Usage up 42% MoM. 12 seats added. $45K expansion potential.

Propose upgrade →

Cross-Tool Signals

Signals your tools can't surface alone

Kaelio correlates signals across your entire stack and flags what matters, with context and a recommended next step.

Ask Anything

Any question. Any account. Seconds.

Ask Kaelio questions in Slack and get structured answers drawn from every connected tool. Not just data, but what it means.

#revenue-ops·Thread
SC
Sarah Chen10:32 AM

What's slowing down our Q1 pipeline? I need to brief leadership at 2pm.

Kaelio
KaelioAPP10:32 AM
Q1 Pipeline Analysis3 risks
Salesforce4 deals stalled >14 days, $320K total
GongChampions gone silent on 2 enterprise deals
Linear3 tickets blocking go-live for signed deals
Biggest blocker: implementation backlog. $180K waiting on eng. Escalate with VP Eng.
Kaelio
OverviewSourcesContextAgents
Week 4
Getting sharper
Digest relevance94%
Up from 71% in week 1
Recent adaptations
Revenue recognition rules learned

Invoice date, not booking date. All reports aligned.

Enterprise priority increased

Signals weighted 2x for $50K+ accounts.

Login frequency removed

Consistently dismissed. Replaced with feature adoption depth.

Recommendations acted on84% (was 62%)
Adaptive Learning

Gets sharper the more your team uses it

Kaelio tunes itself based on how your team responds. It adjusts thresholds, reweights signals, and drops what gets ignored.

How It Works

From connected tools to actionable intelligence in minutes

01

Connect your stack

Plug in your CRM, billing, product analytics, support, and ops tools. Kaelio maps your data across systems in minutes.

900+ integrations.

Kaelio
OverviewSourcesContextAgents
Salesforce logo
Salesforce
CRM · 12 objects synced
Connected
Gainsight logo
Gainsight
CS Platform · Health scores & playbooks
Connected
Mixpanel logo
Mixpanel
Product Analytics · Usage & adoption
Connected
Zendesk logo
Zendesk
Support · Tickets & conversations
Connected
Kaelio
OverviewSourcesContextAgents
Template
Revenue Intelligence
Finance
Patterns to watch
Pipeline stall detection
>14 days inactive
Revenue anomaly monitoring
>2σ deviation
Deal slippage alerts
Stage regression
Expansion signal tracking
>20% usage growth
NPS score changes
off
Digest schedule
Every weekday 7:00 AM
Deliver to
#revenue-ops + VP Sales
02

Tell Kaelio what matters

Start from a template or build your own. Pick the signals that matter and Kaelio structures digests around what your team acts on.

Templates are starting points. The system adapts over time.

03

Start your day with clarity

Morning briefs with prioritized signals. Before a meeting, ask “Prep me for the board call” and get full context in seconds. No new tool to learn.

Push or pull, wherever your team works.

#revenue-ops
8 members
SC
Sarah Chen10:32 AM

Prep me for my Acme Corp renewal call on Thursday.

Kaelio
KaelioAPP10:32 AM
Acme CorpHealth: 64 ↓
MixpanelEngagement down 34% over 14 days
Zendesk3 open tickets, avg response 18h
SalesforceChampion last active 12d ago
Lead with the open tickets, then probe on engagement drop. Champion may be disengaged.

900+ integrations available today

Managed connectors for the tools business teams already use

Connect CRM, billing, support, analytics, warehouse, docs, and collaboration tools;Kaelio handles pipelines, modeling, and ktx-governed context.

SalesforceSalesforce
HubSpotHubSpot
PipedrivePipedrive
GongGong
StripeStripe
ChargebeeChargebee
GmailGmail
SlackSlack
TeamsTeams
SalesforceSalesforce
HubSpotHubSpot
PipedrivePipedrive
GongGong
StripeStripe
ChargebeeChargebee
GmailGmail
SlackSlack
TeamsTeams
SalesforceSalesforce
HubSpotHubSpot
PipedrivePipedrive
GongGong
StripeStripe
ChargebeeChargebee
GmailGmail
SlackSlack
TeamsTeams
SalesforceSalesforce
HubSpotHubSpot
PipedrivePipedrive
GongGong
StripeStripe
ChargebeeChargebee
GmailGmail
SlackSlack
TeamsTeams
ZendeskZendesk
IntercomIntercom
GainsightGainsight
ChurnZeroChurnZero
TotangoTotango
JiraJira
LinearLinear
AsanaAsana
GitHubGitHub
ZendeskZendesk
IntercomIntercom
GainsightGainsight
ChurnZeroChurnZero
TotangoTotango
JiraJira
LinearLinear
AsanaAsana
GitHubGitHub
ZendeskZendesk
IntercomIntercom
GainsightGainsight
ChurnZeroChurnZero
TotangoTotango
JiraJira
LinearLinear
AsanaAsana
GitHubGitHub
ZendeskZendesk
IntercomIntercom
GainsightGainsight
ChurnZeroChurnZero
TotangoTotango
JiraJira
LinearLinear
AsanaAsana
GitHubGitHub
SnowflakeSnowflake
BigQueryBigQuery
PostgreSQLPostgreSQL
dbtdbt
LookerLooker
MetabaseMetabase
MixpanelMixpanel
AmplitudeAmplitude
PostHogPostHog
SnowflakeSnowflake
BigQueryBigQuery
PostgreSQLPostgreSQL
dbtdbt
LookerLooker
MetabaseMetabase
MixpanelMixpanel
AmplitudeAmplitude
PostHogPostHog
SnowflakeSnowflake
BigQueryBigQuery
PostgreSQLPostgreSQL
dbtdbt
LookerLooker
MetabaseMetabase
MixpanelMixpanel
AmplitudeAmplitude
PostHogPostHog
SnowflakeSnowflake
BigQueryBigQuery
PostgreSQLPostgreSQL
dbtdbt
LookerLooker
MetabaseMetabase
MixpanelMixpanel
AmplitudeAmplitude
PostHogPostHog

Use Cases

Intelligence for every team

From revenue tracking to headcount planning,
tailored to how each team works.

Finance

Revenue & ARR Tracking

Your revenue metrics pulled from source systems, reconciled, and delivered on schedule. ARR, MRR, growth rates, and segment breakdowns without rebuilding the same report every month.

  • Reconciles revenue across billing and CRM
  • Tracks ARR, MRR, and growth MoM
  • Delivers scheduled breakdowns by segment
$4.2M
ARR ↑12%
$362K
MRR ↑5%
108%
NRR ↑2pp
Operations

Process Pipeline Tracker

Track any multi-step operational workflow from intake to completion. Onboarding queues, approval pipelines, fulfillment stages. See where things are stuck and what's falling behind.

  • Tracks items through each pipeline stage
  • Flags bottlenecks and SLA breaches
  • Shows stage-to-stage conversion and cycle times
StageCount
Intake38
Review14
Approved92
Complete210
Customer Success

Account Health Monitor

Accounts trending toward trouble surface automatically, with context on what changed across your connected tools and a recommended next step.

  • Correlates signals across CRM, product, and support
  • Alerts on engagement drops and risk patterns
  • Recommends check-in timing and approach
Acme CorpAt Risk
GlobexHealthy
InitechWatch
Marketing

Acquisition & CAC Intelligence

Channel-level acquisition costs tracked weekly. See which channels are efficient, which are burning budget, and where to reallocate spend.

  • Tracks blended and per-channel CAC
  • Flags channels with declining returns
  • Compares cost efficiency week over week
ChannelCAC
Google Ads$42 ↓
LinkedIn$128 ↑
Organic$18 ↓
Sales

Pipeline Intelligence

Pipeline health delivered weekly: which deals are progressing, which stalled, and what shifted since last review. Context and recommended actions included.

  • Surfaces stalled and slipping deals automatically
  • Highlights pipeline shifts with context
  • Delivers recommended next actions
Acme CorpStalled
InitechSlipped
GlobexOn track
Product & Growth

Retention & Cohort Analysis

Cohort retention tracked automatically. See which signup cohorts are healthy, which are dropping off, and where activation is stalling.

  • Tracks retention by signup cohort
  • Alerts when new cohorts underperform
  • Segments by plan, source, and geography
Cohort retention heatmap

FAQ

Common questions

The Kaelio Data Agent is a managed AI data agent for business teams. Kaelio connects to your tools, runs the managed ingestion and modeling layer, uses ktx to keep the context layer governed, and delivers sourced answers, digests, and alerts through the interfaces your team already uses.

ktx is the context engine inside the product: it keeps definitions, relationships, permissions, and source evidence governed. The Kaelio Data Agent is the managed product around it: connectors, ingestion, modeling, monitoring workflows, and the business-user interface for asking questions and receiving digests.

No separate context-layer project is required. The Kaelio Data Agent includes ktx-governed context as part of the managed service, so every answer is grounded in approved definitions, access rules, and source evidence instead of raw schema guesses.

The Kaelio Data Agent can answer ad hoc analytics questions, generate recurring business digests, monitor accounts or metrics, prepare briefs, and surface cross-tool signals. It is designed for business-user workflows where teams need plain-English answers with governed definitions and source evidence, not another dashboard queue.

Kaelio can deliver answers and digests where teams already work: the Kaelio web interface, Slack, email, MCP-compatible tools, and internal applications. The same ktx-governed context can also support custom agents or API-based workflows, so teams do not need to rebuild definitions for each interface.

Yes. Business users can ask questions in plain English and receive answers grounded in governed metrics, permissions, and source evidence. The Data Agent handles ingestion, modeling, context lookup, and query execution behind the scenes, so users do not need to know table names, joins, or SQL syntax.

Most teams can get the Kaelio Data Agent set up within the same day. Kaelio handles managed connector setup, source mapping, and workflow configuration so your team does not need to build pipelines, models, or agent context from scratch.

Yes. Tell the Kaelio Data Agent what to watch and how to respond in plain language, or start from a managed workflow pattern. You can adjust thresholds, signal weights, digest schedules, and the types of actions it recommends. The Data Agent also learns from team feedback, so recommendations get sharper over time.

Not necessarily. The Kaelio Data Agent includes its own dashboards for the workflows it manages, plus conversation, digests, and alerts for business users. Many teams still keep BI for recurring reporting and deeper exploration while using Kaelio for governed, operational answers.

Every answer from the Kaelio Data Agent is grounded in ktx-governed context and cites its sources: which tool the data came from, when it was last synced, and the definitions or records behind it. Your team can verify answers quickly. No black boxes, no guessing.

Yes. During connector setup, you control exactly which objects and fields Kaelio can read. Sensitive fields can be excluded, access rules can be mirrored in the governed context, and permissions can be reviewed at any time. Your data, your rules.

No. Kaelio connects to your existing stack through 900+ managed integrations, including Salesforce, Gainsight, Mixpanel, Zendesk, and many more. The Data Agent models data from your tools, correlates signals across them, and delivers intelligence where your team already works. Nothing to migrate, nothing to rip out.

Yes. Kaelio is SOC 2 and HIPAA compliant, and uses 256-bit encryption at rest and in transit. Your data is never used to train models or shared across customers. Kaelio offers SSO, role-based access, and audit logs for enterprise deployments.

Get Started

Give every team a managed data agent grounded in governed context.

Managed ingestion, modeling, ktx context, and a business-user interface in one product.

SOC 2 Compliant
256-bit Encryption
HIPAA