For the complete documentation index, see llms.txt. This page is also available as Markdown.

Overview

Find your way around the Kernel app and understand what the Dashboard shows.

The Kernel app is where you review your data, check what Kernel has processed, and manage changes to your CRM. The Dashboard is the best place to start.

Kernel Dashboard Overview tab showing open actions, records corrected, and the data accuracy map
The Overview tab shows the work waiting for review and how recommendations are distributed by action and risk.

The numbers and sections you see depend on your CRM connection and the features enabled for your workspace.

Dashboard

The Dashboard has three tabs: Overview, Usage, and Events.

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What needs attention?

Overview for open actions and the data accuracy map

What has completed or failed in a period?

Usage for totals, trends, and status

What is running, or what happened in a specific run?

Events for recent processing activity

Overview

The Overview tab gives you a quick read on the state of your data:

  • Open actions shows how many recommendations are waiting.

  • Records corrected shows recent completed work.

  • Data accuracy map groups pending records by recommended action and risk tier. Select a cell to open the matching action queue.

  • Explore takes you to Accounts, where you can inspect individual records.

Usage

The Usage tab shows how much work Kernel has processed over a selected period. Use the date controls and, when available, the inbound flow filter to narrow the results.

You can see total results, completed results, errors, usage over time, and the status breakdown. Some workspaces also show request speed and let you open the records behind a result.

Events

The Events tab is a history of processing activity. It shows when each event started, how long it ran, its status, and who or what triggered it. Open an event to see its progress and results.

Find your way around the app

The main navigation follows the way data moves through Kernel.

Area
What it is for

Connect your CRM, choose which CRM objects Kernel can use, configure updates, and review syncs.

Map CRM fields, set risk controls, configure entity resolution, and monitor inbound flows.

Search imported accounts, choose the fields you want to see, inspect identity and hierarchy data, and export results.

Set rules and work through associate, delete, and merge recommendations.

See the data Kernel provides, define custom verticals, and run bulk enrichment when it is enabled.

If an area is not visible in your navigation, it may not be enabled for your workspace. Your Kernel contact can confirm what is available.

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