# Kowalah Docs

## Docs

- [How it works](https://docs.kowalah.com/get-started/how-it-works.md): Kowalah's three-part service model: start with a Sprint to prove value, scale with Claude Change Enablement, and sustain with Kowalah Managed Services.
- [Invite your team](https://docs.kowalah.com/get-started/invite-your-team.md): Add team members to your Kowalah organization and assign them the right roles.
- [Quick start](https://docs.kowalah.com/get-started/quickstart.md): Get up and running with Kowalah in 15 minutes. Create your account, explore the dashboard, and start working with your first project.
- [What is Kowalah?](https://docs.kowalah.com/get-started/what-is-kowalah.md): Learn how Kowalah accelerates your AI program with working solutions, Claude Change Enablement, and ongoing expert delivery.
- [Your first project](https://docs.kowalah.com/get-started/your-first-project.md): Create your first project in Kowalah, set it up with the right details, and start collaborating with your team.
- [Kowalah Agent](https://docs.kowalah.com/integrations/agent/overview.md): Kowalah, right where you work — an AI adoption partner in your Slack, Teams, and Google Chat threads, at the point you're actually doing the work.
- [Set up in Google Chat](https://docs.kowalah.com/integrations/agent/setup-google-chat.md): Install and configure the Kowalah Agent in your Google Chat workspace.
- [Set up in Slack](https://docs.kowalah.com/integrations/agent/setup-slack.md): Install and configure the Kowalah Agent in your Slack workspace.
- [Set up in Microsoft Teams](https://docs.kowalah.com/integrations/agent/setup-teams.md): Install the Kowalah Agent in your Microsoft Teams environment by uploading the app package.
- [Using the agent](https://docs.kowalah.com/integrations/agent/using-the-agent.md): How to get the most out of the Kowalah Agent — bringing AI into your real work, in the thread, at the moment of need.
- [Available tools](https://docs.kowalah.com/integrations/mcp/available-tools.md): What each Claude Connector tool does, what it returns, and how your role affects what you see.
- [MCP Server](https://docs.kowalah.com/integrations/mcp/overview.md): Access your Kowalah workspace from Claude using the Kowalah MCP Server at mcp.kowalah.com.
- [Set up in ChatGPT](https://docs.kowalah.com/integrations/mcp/setup-chatgpt.md): Access your Kowalah data from ChatGPT using the Kowalah MCP Server.
- [Set up in Claude](https://docs.kowalah.com/integrations/mcp/setup-claude.md): Connect the Kowalah MCP connector to Claude so your team can access projects, skills, and Expert Requests directly.
- [Integrations](https://docs.kowalah.com/integrations/overview.md): Give every employee an always-on AI expert — in Slack, Microsoft Teams, Google Chat, and Claude.
- [Deploy to your organization](https://docs.kowalah.com/integrations/plugins/deploy-organization.md): Upload Kowalah Plugins Plugins to a Claude plugin marketplace so everyone in your organization gets them automatically.
- [Concierge Plugins](https://docs.kowalah.com/integrations/plugins/overview.md): Free role-based Claude plugins that turn Claude into a thinking partner for executives, managers, and individual contributors.
- [Accelerators](https://docs.kowalah.com/platform/accelerators.md): Your organization's library of AI skills, prompts, agents, and training guides — built by your team and by Kowalah.
- [AI Chat](https://docs.kowalah.com/platform/ai-chat.md): Your AI guide, mentor, and coach — with full access to your projects, deliverables, and organization context.
- [Discoveries](https://docs.kowalah.com/platform/discoveries.md): Time-bounded, Kowalah-led engagements that surface 20 to 30 AI opportunities from across your organization.
- [Expert Requests](https://docs.kowalah.com/platform/expert-requests.md): Submit requests for human expert work and track them through approval, delivery, and completion.
- [Kowalah Agent](https://docs.kowalah.com/platform/kowalah-agent.md): Kowalah, right where you work — an AI adoption partner in your Slack threads, Teams channels, and Google Chat spaces, at the moment of need.
- [MCP connector](https://docs.kowalah.com/platform/mcp-connector.md): Give your Claude users an always-on connection to your Kowalah workspace — projects, accelerators, discoveries, and opportunities, right inside Claude.
- [Opportunities](https://docs.kowalah.com/platform/opportunities.md): Capture AI ideas from anywhere in your organization, score them on Impact, Confidence, and Ease, and triage them into Deliverables or Expert Requests.
- [Contracts](https://docs.kowalah.com/platform/organization/contracts.md): View your Kowalah service contracts, including plan details, Expert Request quotas, and contract terms.
- [Organization management](https://docs.kowalah.com/platform/organization/overview.md): Manage your Kowalah organization, including profile, team members, contracts, labels, and settings.
- [Reports](https://docs.kowalah.com/platform/organization/reports.md): View your contract details, Expert Request usage, quota consumption, and AI program metrics.
- [Roles and permissions](https://docs.kowalah.com/platform/organization/roles-and-permissions.md): Understand the three organization roles in Kowalah — admin, core team, and member — and what each role can do across the platform, Agent, and MCP server.
- [Settings](https://docs.kowalah.com/platform/organization/settings.md): Configure your Kowalah organization settings, including profile, context, labels, and preferences.
- [Outcomes](https://docs.kowalah.com/platform/outcomes.md): Capture the realised, often measurable results of delivered AI work — the receipts that back up your Deliverables and Expert Requests.
- [Platform overview](https://docs.kowalah.com/platform/overview.md): Navigate the Kowalah platform dashboard, understand the sidebar, and find your way around app.kowalah.com.
- [Deliverables](https://docs.kowalah.com/platform/projects/deliverables.md): Track committed AI work through planning, in progress, in review, and done inside your Kowalah-managed projects.
- [Discussions](https://docs.kowalah.com/platform/projects/discussions.md): Use threaded discussions within projects and deliverables to collaborate with your team and Kowalah partner.
- [Milestones](https://docs.kowalah.com/platform/projects/milestones.md): Set and track key dates, deliverables, and checkpoints within your Kowalah projects.
- [Projects](https://docs.kowalah.com/platform/projects/overview.md): Projects are strategic workspaces that group your deliverables, milestones, tasks, and team collaboration in one place.
- [Risks and decisions](https://docs.kowalah.com/platform/projects/risks-and-decisions.md): Track risks that could affect your AI projects and record decisions with their rationale for a clear audit trail.
- [Stakeholders](https://docs.kowalah.com/platform/projects/stakeholders.md): Manage who is involved in a project, deliverable, opportunity, or Expert Request by adding stakeholders with defined roles.
- [ICE Scoring](https://docs.kowalah.com/platform/scoring.md): How Kowalah scores Opportunities, Deliverables, and Expert Requests on Impact, Confidence, and Ease — and how those scores evolve from estimate to realised result.
- [Tasks](https://docs.kowalah.com/platform/tasks.md): Manage actionable items across projects, deliverables, and Expert Requests with priorities, due dates, and assignments.
- [Effective prompting](https://docs.kowalah.com/resources/guides/effective-prompting.md): Get better results from Kowalah's AI Chat by writing clear, detailed prompts with the right context.
- [Working with your Kowalah team](https://docs.kowalah.com/resources/guides/working-with-your-kowalah-team.md): How collaboration works when you bring Kowalah into your projects, and how to get the most from the partnership.
- [Resources](https://docs.kowalah.com/resources/overview.md): Starter prompts by department and practical guides to help you get the most from AI and Kowalah.
- [Customer Service](https://docs.kowalah.com/resources/prompts/customer-service.md): Copy-paste prompts for customer service teams — response drafting, ticket analysis, knowledge base creation, and quality improvement.
- [Finance](https://docs.kowalah.com/resources/prompts/finance.md): Copy-paste prompts for finance teams — reporting, forecasting, margin analysis, budgeting, and financial communication.
- [HR & People](https://docs.kowalah.com/resources/prompts/hr-and-people.md): Copy-paste prompts for HR teams — recruiting, onboarding, policy drafting, performance management, and workforce planning.
- [IT](https://docs.kowalah.com/resources/prompts/it.md): Copy-paste prompts for IT teams — documentation, vendor evaluation, security assessment, and AI governance.
- [Legal](https://docs.kowalah.com/resources/prompts/legal.md): Copy-paste prompts for legal teams — contract review, policy drafting, compliance checking, and risk assessment.
- [Marketing](https://docs.kowalah.com/resources/prompts/marketing.md): Copy-paste prompts for marketing teams — content creation, campaign planning, competitor analysis, and messaging.
- [Operations](https://docs.kowalah.com/resources/prompts/operations.md): Copy-paste prompts for operations teams — process documentation, meeting management, status reporting, and workflow automation.
- [Sales](https://docs.kowalah.com/resources/prompts/sales.md): Copy-paste prompts for sales teams — deal inspection, pipeline analysis, proposal writing, and competitive positioning.
- [Chat platform security](https://docs.kowalah.com/security/chat-platforms.md): How the Kowalah Agent installs into Slack, Teams, and Google Chat, what permissions it requests and why, and the controls available to workspace admins.
- [Data and access control](https://docs.kowalah.com/security/data-and-access.md): How Kowalah authenticates users, isolates each organization's data, enforces role-based permissions, and limits what the connector can do.
- [Data flow and exfiltration](https://docs.kowalah.com/security/data-flow.md): What data can and cannot move between your organization and Kowalah, why these tools exist, and how your security team can verify it independently.
- [Infosec FAQ](https://docs.kowalah.com/security/faq.md): Direct answers to the security and data privacy questions teams ask most about the Kowalah Claude Connector and chat agent.
- [Security and data privacy](https://docs.kowalah.com/security/overview.md): How Kowalah's Claude Connector and chat agent authenticate, scope, and protect your organization's data — a proactive pack for your security and infosec teams.
- [Subprocessors and compliance](https://docs.kowalah.com/security/subprocessors.md): The third-party services Kowalah uses to deliver the Connector and Agent, how AI models handle your data, and the Data Processing Agreement.