Custom verticals
Edit the industry categories Kernel uses to classify your accounts
Open Custom verticals in Kernel
Custom verticals are your team's industry categories and subcategories. Give each category a clear name and a definition that says which companies belong in it. Use Vertical notes for instructions that apply to the whole structure.
Your page may have a Save button or a version menu showing labels such as v2 · Live and v3 · Draft. Follow the steps for the controls you see.
Edit a schema with Save
Select a vertical name to edit its name or definition, then select Done.
Use Add Main Vertical to add a top-level category or Add sub-vertical to add a category beneath another one.
Use the X beside a vertical to remove it.
Update Vertical notes if needed.
Select Save at the bottom of the page to apply your changes.
Done closes the editor for that category. Save saves the full structure and notes. The number of category levels is set for your workspace.
Edit a versioned schema
The version menu shows which version you are viewing:
Draft
The version you can edit. Saving it does not change the live version.
Live
The version used for future account enrichment.
Previous
An earlier version, available to view or export.
Create and save a draft
Select New version to create a draft from the latest version. If a draft already exists, select Open draft.
Use Add main vertical or the plus beside a category to add categories. Use the pencil to edit a name or definition.
Select Done to finish each edit.
Edit Vertical notes for this version.
Select Save changes to save the draft.
You can use up to three levels: main vertical, sub-vertical, and segment. Categories under the same parent must have different names. Use Find a vertical to search names and definitions, or Expand all to open the tree.
The Other category remains available for companies that do not fit your named categories. You can change its definition. Its name, position as a top-level category, and lack of subcategories are fixed.
Deleting a category also removes its subcategories. Delete draft in the version menu removes the whole draft and keeps the live version in place.
Test a draft
Before you can publish a draft, you test it on a few accounts and review the results. Testing does not change any account's current classification.
Save the draft, then open the Test accounts tab. You can also select Test accounts next to Save changes.
Select Select in Explore. Use Explore's filters to pick up to 100 accounts, then select Done in the Test custom verticals menu.
Select Run test.
When the test finishes, check each account's result. Use the filter to show only accounts that changed, need review, were not tested or failed. Export results downloads them as a CSV.
Tick I have reviewed the results and any remaining ambiguity.
To test different accounts, select Update accounts. If you save new changes to the draft after a test, the test goes out of date. Select Re-run test and review the results again.
Select Review changes at any time to see how the draft differs from the live version.
Publish a version
Once you have reviewed the test results, select Publish version. Review the changes from the current live version, then confirm.
Publishing makes that version the one used for future enrichment. Existing accounts keep their classifications until they are enriched again.
If you switch versions with unsaved changes, choose Keep editing to return to your draft or Discard changes to switch. If someone else has changed the same draft, use the conflict dialog to download your edits before reloading.
Import or export CSV
Use Export CSV to download the structure you are viewing. The file uses these columns:
name
The category name. Required for every row.
definition
A description of what belongs in the category.
dependsOn.value
The parent category's name. Leave it blank for a main vertical.
For example:
Import in the editor with Save
Import CSV adds new categories to the existing structure. When the same name already exists under the same parent, a nonempty definition in the file updates its definition. A blank definition keeps the existing one. Categories missing from the file stay in the structure.
Review the validation results, import the rows, then select Save. The import dialog also includes a template.
Import in the versioned editor
Open a draft and select Import CSV. The file replaces the draft's whole category structure. Include every category you want to keep and include parent categories in the file. Vertical notes stay as they are.
Review the preview of added, changed, and removed categories. If categories will be removed, confirm their removal before selecting Apply changes. Then select Save changes, test the draft and publish it when it is ready.
The import accepts CSV files up to 5 MB and up to three category levels. Other stays in the structure even if it is absent from the file.
See Industry (custom) for how Kernel uses these categories to classify accounts.
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