Kepler Help Center

Topics

• Getting Started

  Set up your workspace, invite your team, connect email and bring your data into Kepler.

• Companies, Contacts & Candidates

  Manage records, import candidates from CVs or LinkedIn, format client CVs, customise fields, and organise your views.

• Jobs & Pipeline

  Open jobs, customise your pipeline stages, move candidates, record outcomes, track interviews and use AI matching.

• Pipeline Outcomes & Placements

  Track submissions and offers on the Pipeline page, record outcomes, and capture placements, fees, splits and aftercare.

• Job Advertising & Portal

  Publish vacancies, review applicants, and share candidate shortlists through the client portal when enabled.

• Email, Calendar & Meetings

  Connect your accounts, send email, manage your calendar and booking links, and capture meetings with supported recording options.

• Tasks, Notes & Lists

  Stay on top of your desk with tasks, notes, lists, the History timeline and notifications.

• AI & Automation

  Use the Assistant, review suggestions, and create automations and outreach campaigns when enabled for your workspace.

• Search, Dashboard & Reports

  Find anything instantly, read your dashboard, and build reports on your agency’s performance.

• Workspace, Team & Billing

  Workspace settings, roles and permissions, billing and seats, security and compliance.

• Troubleshooting & FAQ

  Fixes for common issues and answers to the questions we hear most.