AI Command Bar
The AI Command Bar is the primary way to interact with Kiaro. Instead of clicking through menus and filling out forms, you type what you want in plain English and Kiaro handles the rest.
Getting started
When you log in, you land on the AI Home screen, a centered command input with smart suggestions tailored to your workspace. Type anything or click a suggestion to get started.
You can also press Cmd+K (Mac) or Ctrl+K (Windows/Linux) from any page to open the command bar.
Looking for a specific phrasing or workflow recipe? The Prompt Library has categorized examples for day-to-day consulting work.
What you can do
Ask questions
- “How many active projects do I have?”
- “What’s my utilization this week?”
- “Show me all overdue invoices”
- “How’s the budget looking on the Spotify project?”
- “How much time have I tracked in total for Acme?”
- “Which milestones are done and ready to invoice?”
- “What were the action items from my last meeting with Disney?”
- “Am I on track against my monthly revenue target?”
Create things
- “Create a new client called Acme Corp”
- “Set up a website redesign project for Disney at $25k”
- “Add 5 tasks to the brand refresh project”
- “Log 2 hours on the design task”
- “Add Sarah Chen as a contact for Acme, sarah@acme.com, decision maker”
- “Add a $5,000 kick-off milestone to the Disney project, due May 15”
- “Create a $500 invoice for Acme for May retainer work”
- “Create a contract for Acme, $15k, signed today, expires in 12 months”
- “Add a deliverable called ‘Final report’ to the Disney project, due Friday”
Update things
- “Change Acme’s industry to Fintech”
- “Set the hourly rate on the Disney project to $220”
- “Rename the Homepage task to Landing Page”
- “Bump the priority on the design tasks to urgent”
- “Move the Homepage task’s due date to next Friday”
- “Change Sarah’s email to sarah@newcompany.com”
- “Promote Jamie to Acme’s primary contact”
- “Mark the Kick-off milestone as completed”
Delete things
- “Remove Jamie from Acme” (must not be the only contact on the client)
- “Delete the 15-minute time entry from yesterday” (only unbilled entries can be deleted)
- “Delete the SOP article about discovery calls”
Multi-step commands
- “Onboard Acme Corp as a client, set up a branding project at $15k, and break it into tasks”
- “Invoice Disney for all uninvoiced time this month”
- “Draft a proposal for Acme for a $30k analytics dashboard, save it, and send it to them”
Kiaro chains multiple actions together automatically.
Draft communications
- “Draft a status update for Client X”
- “Follow up on the overdue invoice for Client Y”
- “Draft a re-engagement email for Client Z”
Get insights
- “What needs my attention today?”
- “Which clients have gone quiet?”
- “What’s in my sales pipeline, and which leads are closest to closing?”
Money and analytics
Kiaro computes these across your whole workspace, so the numbers are the real totals, not a sample:
- “Who owes me the most money right now?”
- “Who’s my most valuable client this year?”
- “Show me my invoice aging, and how long clients take to pay on average”
- “How’s my revenue this month compared to last month?”
- “Which projects are over budget or at risk?”
- “Which client have I spent the most time on?”
- “What’s my proposal win rate, and how much is in my open pipeline?”
- “Which proposals are still waiting on a client response?”
- “Which retainer clients are over their included hours?”
- “Which contracts expire in the next 60 days?”
- “What deliverables are overdue?”
Things Kiaro AI won’t do
A few guardrails are intentional — the AI refuses in these cases rather than silently doing the wrong thing:
- Edit or delete an invoiced time entry. Once a time entry has been billed on an invoice, it’s locked from AI edits. Reopen it from the time page first.
- Delete the only contact on a client. Every client must have at least one contact. Add a replacement before deleting.
- Modify data in another workspace. The AI only sees and writes your own workspace’s data. Even if you know an ID from a colleague’s tenant, the AI won’t touch it.
- Change a status to something the field doesn’t allow. Task statuses are
todo,in_progress,blocked,done. Project statuses areplanning,in_progress,on_hold,completed. The AI returns a clear error if you ask for an invalid value. - Work outside consulting workflows. Kiaro AI helps with clients, projects, tasks, time, invoicing, proposals, contracts, and the knowledge base. Ask it for a recipe or a coding question and it’ll politely decline.
- Invent data it doesn’t have. If a question needs something Kiaro doesn’t track (business expenses and profit, client satisfaction, email open rates, forecasts, industry benchmarks), it says so and points you to the closest real data rather than guessing. See What Kiaro can’t answer for the full list.
How confirmation works
When the AI needs to create, update, or delete something, it shows you a preview of exactly what it plans to do. Each action appears as a card with the details. Nothing happens until you click Confirm & Execute.
Read-only queries (searching, viewing data, asking questions) execute immediately, no confirmation needed.
Context-aware references
When you are viewing a specific entity (a client’s detail page, a project, a task), the AI assistant understands references like “them”, “this”, and “that” without you having to repeat the name.
For example, if you are on a client’s page and type “send them a follow-up email”, Kiaro resolves “them” to that client automatically. If you are viewing a project and type “add a task to this”, the AI knows which project you mean.
This works across clients, projects, tasks, invoices, and proposals. If the reference is ambiguous or you are on a page where no single entity is in focus, the AI will ask you to clarify.
Smart suggestions
The AI Home screen shows contextual suggestions based on your actual workspace data. These aren’t generic, they’re specific to what’s happening right now:
- Overdue invoices that need follow-up
- Uninvoiced billable time ready to bill
- Stale clients you haven’t contacted recently
- Tasks due this week
- Projects approaching their budget limit
- Contracts about to expire
Click any suggestion to send the command directly to the AI.
Slash commands
Type / in the command bar to see pre-built prompts for common actions:
| Command | Action |
|---|---|
/overview | Your morning briefing, what needs attention today |
/money | Money snapshot: who owes you, invoice aging, and cash to collect |
/pipeline | Sales pipeline: open proposals, win rate, and hot leads |
/analytics | Business analytics: top clients, time, and budget health |
/retainers | Retainer usage and which clients are over their hours |
/client | Create a new client |
/project | Set up a project |
/task | Create a task |
/invoice | Create an invoice from time entries |
/proposal | Draft a proposal |
/timer | Log time against a task |
/email | Draft a professional email |
/overview, start your day in 30 seconds
Type /overview and press Enter. Kiaro scans your workspace and gives you a prioritized briefing: overdue invoices, due tasks, hours logged this week, project budget warnings, and clients you haven’t contacted recently. It prioritizes by what will cost you money or reputation if ignored.
Keyboard shortcuts
| Shortcut | Action |
|---|---|
| Cmd+K / Ctrl+K | Open or focus the command bar |
| Enter | Send message or confirm pending actions |
| Escape | Close the command bar overlay |
Manual mode
The AI Command Bar doesn’t replace the traditional interface. Every feature, clients, projects, tasks, invoices, time tracking, is still accessible through the sidebar navigation. Use whichever approach you prefer, or mix both.