Overview
Find your way around the Kernel Platform and understand what the Dashboard shows.
The Kernel Platform 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.
Dashboard
The Dashboard has four tabs: Overview, Usage, Events, and Tracked accounts.
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
How many accounts are using my allowance?
Tracked accounts for current usage and capacity
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.
Tracked accounts
Tracked accounts shows how many accounts are using your allowance and how much capacity remains. Use it before importing more accounts.
Find your way around the platform
The main navigation follows the way data moves through Kernel.
Connect Salesforce, Amazon S3, or Clay, and configure the data Kernel reads and writes.
Review completed, running, and failed syncs.
Map fields, set risk controls, configure entity resolution, and edit inbound flows within a connection.
Search imported accounts, choose the fields you want to see, inspect identity and hierarchy data, and export results.
Set how Kernel treats duplicates, parent suggestions, related records, and deletion candidates.
Review and run associate, delete, and merge recommendations.
See the data Kernel provides, define custom verticals, and run bulk enrichment.
Edit your company profile, manage members, and choose notifications.
Workspace settings
Open Settings from your workspace menu to edit your company name and logo, invite or remove members, and choose which completion notifications you receive.
The Workspace settings guide explains the Company, Members, and Notifications tabs. For automatic merging, see Auto merging under Data setup.
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