Saved conversations, attached files and web search in Kairos

Three Agent Mode features that get more out of Kairos.

Saved conversations

Kairos remembers what you've talked about. At the top of the conversation you see a button with its name and, next to it, the button to start a New conversation.

Every new conversation starts with an introduction from Kairos ("Hi, I'm Kairos, your AI assistant inside WorkOS…"). It disappears as soon as you send your first message.

Clicking the name opens the list of your conversations, with a search box (Search your conversations…) and their date.
You can rename a conversation (Conversation name) or remove it with Delete conversation, which asks you to confirm.
If you open Kairos inside a record (a document, a note, a project, a meeting, a Wiki or web article, a company, a contact or an email), you pick up today's conversation about that record; if you haven't talked about it today, a new one starts with the record already as context.
Outside a record (Home, lists, Agenda), you pick up your last general conversation of the day or start a new one.
In the list, conversations you started in the record you have open are highlighted in green with the On this page label. Those from other days are still there to open whenever you want.

Inside a conversation you don't need to repeat the context: after "What tasks do I have pending?" you can ask "and which ones are for this week?". If a conversation is very old, Kairos may have lost the memory of what came before and lets you know.

When you reopen a conversation you also see the pages you cited with "@" and the names of the files you attached to each message (the file itself is not kept). While Kairos is answering, a counter shows how long it has been working, and each answer shows how long it took ("Answered in 12 s"). If an answer takes longer than usual or the connection drops, Kairos keeps waiting for it and shows it in the same conversation as soon as it is ready.

Your conversations are private: nobody at your company sees them, not even whoever administers the account. The WorkOS team can only consult them if you ask for it to resolve an issue, for security reasons or because the law requires it.

Model and reasoning effort for each conversation

Next to the attach and cite buttons there is a button with a few level bars (like a signal indicator): the Settings for this conversation. When you click it you choose two things, only for that conversation:

AI model: Default (the one your account has set for Kairos) or one of three models from the GPT-6 family, from least to most powerful: Luna (the fastest and cheapest, for simple questions), Sol (balanced, for everyday work) and Astra (the most powerful, but also the slowest and most expensive; for the most complex work).
Reasoning effort: how much Kairos thinks before answering. You choose between Default (the level set on your account) and Minimal, Low, Medium, High and Maximum. More effort gives more careful answers on multi-step requests, but takes longer and costs more; less effort answers almost instantly. The levels available depend on the chosen model.

How it works:

The choice is remembered when you reopen that conversation, and a new conversation always starts with the defaults. If you change the model or the effort, the button is highlighted in green so you can see they are not the defaults.
The model is chosen when the conversation starts and then stays fixed: once you have sent the first message, the model buttons are locked (a padlock shows it) and to use another model you have to start a new conversation. The effort can be changed at any time. If the effort you had does not exist in the model you pick, it goes back to the default.
The default model and effort are set by whoever administers the platform. If your account's model does not allow adjusting the effort, that part does not appear.
Astra is not available to everyone: people with the Member role can choose up to Sol (Luna or Sol); Astra is for the Owner, Supervisors and whoever has Technical administration permissions.
While Kairos is answering, the button is inactive.
Each model draws on your AI usage limit differently: Astra uses much more than Luna (see «AI usage: percentage this month»).

A good rule of thumb: Luna or Sol with Low or Medium effort for everyday work; Astra or High effort when you ask it to cross-reference several pieces of data, summarize a lot of material or prepare a long document; Maximum only in specific cases.

Attaching a file

Next to the microphone or the text box is the Attach a file button. It accepts images (JPG, PNG, GIF, WebP, HEIC), PDF, Word (.docx and .doc), Excel (.xlsx and .xls), CSV, Markdown (.md) or text (.txt) and PowerPoint (.pptx and .ppt). You can attach up to 5 files to the same message (pick them all at once, add them one by one, or drag them onto the button) and Kairos reads them together to answer; each one shows as a tag you can remove with the ✕. For example: "Summarize this PDF and create a task for each pending action".

How much can Kairos read?

Modern Excel (.xlsx): Kairos reads every tab and identifies each by its name. From each file it reads about 40,000 characters, roughly 700 to 1,300 rows in total (it depends on how many columns there are). If the workbook is bigger, it shares that space between the sheets so none is left unread, and tells you how many rows it left out. Dates are seen as dates; charts and colours are not.
Old Excel (.xls) and CSV: sent as they are to the AI, which reads only the first 1,000 rows of each sheet. It doesn't see the following ones and doesn't warn you that it left them out. If your table is longer, save it as .xlsx or split it.
Word (.docx and .doc): the whole document is sent, so Kairos can read long documents. It reads only text and tables, not images. A huge document (hundreds of pages) is shortened.
PowerPoint (.pptx and .ppt): the whole presentation is sent; Kairos reads the slides' text and tables, not the images. A huge presentation (hundreds of slides) is shortened.
PDF and images: read in full, as they look (tables, charts, photos).
If you attach several Excel (.xlsx) files at once, the reading space is shared between them.

If together they exceed what Kairos can read at once (about 30 MB in total, or a huge amount of text), the ones that don't fit are skipped and Kairos tells you which. The files are only used for that query; they aren't saved in your records. In Process Mode (voice) you can also attach up to 5 files, but only images or PDFs.

Web search

When your request needs information from outside your account (a news item, a public fact, checking something on a website), Kairos can search the internet. When it does, it tells you, for example with "according to what I found…", so you can tell what comes from the web from what comes from your records.

It doesn't search the internet for what it can already answer with your data. It also doesn't search the internet in a message that carries attached files, because their content could try to manipulate it. To search, it sends the search terms to an external service. This feature may be turned off on your account; if you ask for something from the internet and it doesn't do it, check with your administrator.

Tip: if you need Kairos to work with one of your documents, it's better to cite the page with @ than to attach a copy. That way it always reads the current version.

Attachments of your records

If your account has it turned on, Kairos can also read the files that are already attached to a note, a wiki article, a document, a project, a task, a company or a contact, without you having to upload them again. For example: "Summarize the PDF attached to this note" (citing the note with @).

It reads PDFs, images and scans, Word, Excel, PowerPoint and CSV. The text of PDFs, images and Office documents is obtained with a call to OpenAI; the file is not stored.
It only reads attachments of records you already have access to: someone else's private document or project, or a note restricted to another team, do not exist for Kairos.
It does not read attachments that arrived from an email. You will see them in the list, marked as unreadable.
It is slower than reading the record's text and adds AI cost to the month's AI usage, so Kairos only does it when needed. If you are looking for a specific piece of data, ask for it precisely.
What the file contains is always treated as data, never as orders; after reading a file, Kairos asks for confirmation before changing anything.
The Claude and ChatGPT connectors (MCP) can use the same function with your same permissions: the text read reaches the assistant you connected.
The WorkOS team turns it on for each account, and it can be blocked in Settings › Kairos › Permissions (the "Attachments" group).

Spreadsheets (Excel and CSV)

If your account has it turned on, you can ask Kairos to prepare a spreadsheet, for example: “Make me an Excel file with my pending tasks for this week, with their project and date”. Kairos gathers the data with its usual tools, generates the file and, below the reply, a button with its name lets you download it.

It only generates .xlsx and .csv files. For reports, minutes or other text documents, ask it to create a document in WorkOS.
If Kairos has already read emails, events, web pages or an attached file in the conversation, it won’t generate spreadsheets (for security): ask in a new conversation.
Only the person who asked for it can download the file.
It is kept for 30 days at most and deleted earlier if you delete the conversation.
The WorkOS team turns this option on for each account. Each spreadsheet has a small extra AI cost that is added to the month’s AI usage.