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A Discovery is the structured way Kowalah finds the AI opportunities that are actually worth pursuing in your organization. Instead of one workshop with the leadership team, Kowalah invites a cohort of people from across your business — finance analysts, HR managers, ops leads, customer service reps — and gathers ideas through the channels they already use.
Discoveries are typically included in your initial project scope or in your Kowalah Managed Services contract. They’re Kowalah-led, but the value is your team’s ideas — Discoveries make sure the right people get asked.

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When to run a Discovery

At the start of a new engagement

A Discovery is often the first thing Kowalah runs after a contract starts, to build a pipeline of opportunities to feed into Deliverables and Expert Requests.

When you want department-level coverage

Run a Discovery focused on a specific department — finance, HR, operations — to surface opportunities you’d never hear about from a leadership-only conversation.

When AI adoption has plateaued

A targeted Discovery re-engages people who haven’t surfaced ideas yet and finds the next wave of work.

Before a Claude Change Enablement rollout

Use a Discovery to identify the use cases that will make the rollout land — real problems people in the business actually want solved.

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How a Discovery works

1
Kowalah scopes the Discovery
2
Your Kowalah partner sets a goal, an open and close date, and a target opportunity count (typically 20 to 30). They also configure the business value context — a short brief that helps the AI score and triage incoming ideas in line with your strategy.
3
You build the audience
4
Kowalah works with you to nominate the cohort: the people across your organization who’ll be invited to submit ideas. Each person is added with their email, department, and optional display name. You can keep adding people throughout the Discovery — the audience isn’t fixed at launch.
5
The Discovery launches
6
Each person in the audience gets an invitation through the channels you’ve enabled — typically web, Slack, Microsoft Teams, Google Chat, or email. They can submit Opportunities at any time during the Discovery window, in their own words, on their own schedule.
7
Reminders go out automatically
8
People who haven’t responded get a series of polite reminders before the close date. You can see who has and hasn’t submitted yet from the Discovery dashboard.
9
Opportunities flow in and get triaged
10
Every idea submitted during the Discovery becomes an Opportunity, automatically scored on Impact, Confidence, and Ease, and tagged with the Discovery it came from. Your Kowalah team triages them as they arrive, not in a single batch at the end.
11
The Discovery closes
12
After the close date, no new opportunities can be submitted to the Discovery (though they can still be raised standalone). Kowalah produces a closeout summary covering the top opportunities, recommended next steps, and proposed Deliverables and Expert Requests.

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What you see in the platform

Each Discovery has a dashboard that shows:
SectionWhat it covers
Goal and contextThe brief Kowalah set, including the business value context
AudienceWho’s been invited, their status (invited / responded / declined), and reminder history
OpportunitiesEvery Opportunity submitted to this Discovery, with their ICE scores
ChannelsWhich channels are enabled (web, Slack, Teams, Google Chat, email)
TimelineOpen date, launch date, close date, completion date
The Discovery page is the single place to watch a campaign land. If response rates are low halfway through the window, that’s the moment to ask Kowalah whether the cohort needs widening, or whether the framing of the brief should be sharpened.

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Channels

A Discovery can run through any combination of these channels:
ChannelBest for
WebAnyone with a Kowalah account; gives the richest submission form
SlackTeams already in Slack daily — @Kowalah mentions become Opportunities
Microsoft TeamsSame as Slack but for Teams-first organizations
Google ChatFor organizations standardized on Google Workspace
EmailFor people who don’t use Slack or Teams, or for cross-organization cohorts
Choosing the right channel mix is part of the Discovery setup — Kowalah typically recommends enabling the channels your audience already uses, rather than forcing them into a new tool just to participate. The audience is the list of people invited to a Discovery. Each row tracks:
  • Email and optional display name
  • Department
  • Status — invited, responded, declined
  • Invitation, reminder, and first-response timestamps
  • Consent — captured when someone first engages with the Discovery
Anyone in the audience can submit any number of Opportunities during the window — there’s no per-person cap. The target opportunity count is for the Discovery overall, not per person.

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After the Discovery closes

Once a Discovery completes, the Opportunities it surfaced live on:
  • Top-scoring Opportunities are typically promoted into Deliverables inside a Kowalah-managed project
  • Smaller, scoped pieces of work become Expert Requests directly
  • Lower-scoring or out-of-scope Opportunities stay in the platform as a backlog you can return to
The Discovery itself stays in the platform as a record of what was asked, who participated, and what came out of it — useful when planning the next round.

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Identifier

Every Discovery gets an ID like DISC-0001, scoped to your organization. You’ll see this on the Discovery page, in any Opportunities that came from it, and in chats where Kowalah refers to the Discovery.

Opportunities

The ideas a Discovery surfaces — captured, scored, and triaged

ICE Scoring

How the Opportunities a Discovery surfaces get scored

Kowalah Agent

The Slack / Teams / Google Chat front door for Discovery submissions

Projects

Where promoted Opportunities become Deliverables