Sending a request
Send a customer request as text, a file or a plain paste and get a structured response back.
A request is how work enters the platform. Open New request and give Kabaido the customer enquiry in whatever form it arrived. It reads the content and returns a structured response you can act on.
Sales and Design modes
The composer has two modes. Sales reads an enquiry and works towards a quote, an order or an answer. Design drives the Design Engineer instead, configuring a custom product from your description; see the Design Engineer section.
Sales carries four sub-modes: Auto, Quote, Order and Question. Auto reads the intent from the message itself; the other three pin it when you already know what the customer wants.
What you can send
- Typed text or a plain paste of an enquiry into the composer.
- A PDF, including drawings and quote requests with a text layer.
- A spreadsheet (xlsx or csv) such as a line item list.
- An image or scanned drawing, read by vision.
You can attach more than one file and add a note. Kabaido treats the whole request as one document and keeps track of where each value came from.
Supported formats
PDF, xlsx and csv spreadsheets, Word documents, common image formats and email files. Plain text typed or pasted into the composer is always accepted.
The upload limit is 25 MB per file. Split a larger document or send the relevant pages on their own.
Scanned documents and vision
Pages with a text layer are read as text. Scanned pages and images are read by vision, which is metered per page: the free plan reads up to 2 vision pages per request and paid plans up to 20. Pages beyond the cap are skipped with a warning rather than silently dropped.
Connectors and other ways requests arrive
The Connectors affordance beside the composer shows the channels that feed requests in without pasting. The Email agent is live: connect a Gmail or Microsoft 365 inbox and detected enquiries become requests automatically, with drafted replies. Phone is coming soon. See the email agent page in Integrations.
- An inbound endpoint: a tokenised URL any system can post enquiry text to. See Integrations.
- The REST API: POST /api/v1/requests opens a request from your own systems.
- An AI assistant over the MCP connector, where create_request raises a thread your team sees.
Kabaido is useful before you import anything. Send a request with no catalogue and you still get a structured specification back. Once your products are imported, matching switches on.