Chat with Kin
The AI assistant in the partner portal, answering from your families' work and Total Family's own material, and citing where it came from.
Kin is an AI assistant built into the partner portal. It answers from the families you work with and from Total Family's own material, and shows where each answer came from.
It works the same way as on the family side, with one difference that matters: it answers as an advisor, so it draws on advisor material and only ever references data you are authorised to see.
Kin is part of Premium. Without a paid plan or an active trial, opening Kin shows an upgrade page.
Kin Opens Beside the Page You Are On
Chat with Kin AI in the top bar opens Kin beside whatever you are looking at. The full page is still under Chat with Kin in the sidebar for longer conversations.
Kin knows which page you are on. A chip above the message box names it, so on your Partner Dashboard it reads Sharing "Dashboard", and that context goes with your question. On a family's profile you can ask about that household without describing it first. On the Firm Roadmap you can ask about the task in front of you.
- Asking about something else? Remove the chip with one click, and bring it back with Add this page
- Check the chip before you ask. If it names a page you have moved away from, the answer is built against that screen
- The panel has its own advisor prompts, your past conversations, and renaming or deleting a conversation
Kin, Help, and Quickstart open one at a time, so opening one closes the other.
What Kin Will and Will Not Tell You
Kin filters every answer by your role. As an advisor it references only the visions, milestones, and Legacy Letters you already have access to, so a question about a family returns that family's material and nothing from another household.
That boundary is the point. You can ask freely without worrying about what Kin might surface from a client you do not work with.
What You Can Ask
- About your practice. Introducing Total Family in a prospect meeting, an agenda for a family meeting, or engaging a client's children
- About a family you work with. Their progress, their vision, or what they have written, within what you are authorised to see
- How to do something in the portal. Inviting a family, adding an advisor, or billing. Kin reads the Help Center article written for partners and answers with the steps, citing Help Center as the source
- Where something is. Kin maps what you say, such as "families" or "share feedback", onto the screen you want
Where Kin's Answers Come From
- Help Center articles, including the partner guides
- Resource Library articles, from the Advisor Library and the Legacy Toolkit
- Podcast episodes, including Visionary Advisor
- Videos and product demos
When an answer draws on a product demo, the video sits just below the answer, ready to play in the chat, with a link to open it in the Resource Library. The same question brings up the same walkthrough every time.
The small chips through the answer are citations, naming the material a claim came from. Sources under the answer opens the full list, with the count beside it.
Each entry names the library it came from, such as Advisor Library, Family Library, or Help Center, the kind of material, how long it runs, and how closely it matched your question. The most relevant sits at the top.
That detail is worth a glance before you repeat something to a client. An answer leaning on a product demo is a different thing from one leaning on a podcast episode.
Prompts Built for a Practice
The suggested prompts on the start screen are about your work with clients.
Selecting one fills the message box without sending it, so you can adjust the wording for the client you have in mind.
Kin also appears inside the roadmap. Advisor Activation tasks come with their own prompts, and Review Legacy Toolkit has a button to try the toolkit in Kin. See Advisor Activation.
What to Do With an Answer
The same actions sit under every answer: Copy, which gives you clean text, thumbs up or down, Regenerate, and Sources, with the time it took on the right.
Ask a follow-up question continues the thread, so Kin keeps the context of what you have already discussed. Conversations are saved under Conversations, named after the question that started them.