Kleva Business Workflow

Specialized skill for working with Kleva business operations, documentation, and development.

When to use this skill

Use this skill when working on:

• Kleva product development and roadmaps
• Sales sequences and templates
• LinkedIn advertising campaigns
• Financial forecasts and models
• Investor deck materials
• Business documentation and proposals
• AI agent implementations for Kleva
• Debt collections voice agents
• Conversation flow builders

Project Structure

Key Directories

Code/Holding/Kleva: Main codebase and projects

• kleva-product/: Core product development
• agents/: AI agent implementations
• debt-collections-voice-agent/: Voice AI agent
• conv-flow-builder/: Conversation flow tools
• kleva-internal-docs/: Internal documentation
• kleva-dd/: Due diligence materials
• finances/: Financial tracking and models

Code/Notes/Kleva: Business documentation

• Product roadmaps and planning
• Sales sequences and templates
• LinkedIn advertising campaigns
• Financial forecasts
• Investor materials
• Subscription offers

Business Context

Core Products

1. AI-powered debt collections
2. Voice agent solutions
3. Conversation flow automation
4. Customer engagement tools

Target Customers

• Financial institutions
• Debt collection agencies
• Banks (e.g., Banco de Córdoba)
• Customer service operations

Technology Stack

• AI/ML agents
• Voice synthesis
• Natural language processing
• Integration APIs

Common Workflows

Product Development

When working on product features:

1. Check holding/kleva/kleva-product/ for current implementation
2. Review notes/kleva/ for business requirements
3. Consider AI agent optimization opportunities
4. Document decisions in appropriate location

Sales and Marketing

When creating sales materials:

1. Reference existing sequences in notes/kleva/
2. Align with current product positioning
3. Consider customer pain points
4. Include ROI and value propositions

Financial Planning

When working with finances:

1. Check holding/kleva/finances/ for current models
2. Maintain consistency with investor materials
3. Update forecasts based on actuals
4. Document assumptions clearly

AI Agent Development

When building or optimizing agents:

1. Review holding/kleva/agents/ for existing implementations
2. Check kleva-ai-agent-optimization/ for optimization patterns
3. Consider voice agent patterns from debt-collections-voice-agent/
4. Document agent behaviors and decision trees

Documentation Standards

File Naming

• Use lowercase with hyphens
• Include version or date when relevant
• Be descriptive but concise

Content Organization

• Start with executive summary for business docs
• Include clear next steps or action items
• Link to related documents
• Maintain context.md and WARP.md files

Version Control

• Commit regularly with clear messages
• Tag major milestones
• Document breaking changes
• Include co-author attribution when AI-assisted

Key Stakeholders

When creating materials, consider:

• Investors and board members
• Internal team members
• Customer prospects
• Integration partners
• Regulatory requirements

Best Practices

Business Documentation

• Be concise and action-oriented
• Use data to support claims
• Include clear timelines
• Define success metrics

Technical Documentation

• Document architecture decisions
• Include integration points
• Provide examples and use cases
• Keep API documentation current

Cross-functional Work

• Align technical capabilities with business goals
• Communicate trade-offs clearly
• Include stakeholder feedback
• Maintain transparent progress tracking

Resources

Internal References

• See holding/kleva/context.md for detailed project context
• Check notes/kleva/WARP.md for folder structure
• Review kleva-internal-docs/ for team documentation

Related Skills

• Use ai-engineer skill for LLM implementations
• Use context-manager skill for complex projects
• Use note-management skill for organizing documentation