AI suggestions

Kepler surfaces AI suggestions in Notifications — ideas extracted from your conversations and records that you can confirm or dismiss in a click.

Kinds of suggestions

• Suggested updates — field values the AI believes are missing or stale, each showing the source it was inferred from and the records involved. Suggestions can target centrally supported built-in fields and custom columns configured to read from source content.
• Suggested tasks — commitments detected in meetings and calls, with proposed assignee and due date (see Managing tasks). To have new emails read for tasks as well, turn on Emails in the details of AI suggested tasks on Settings → Automations; it is off by default.

Reviewing

Suggestions appear in the Notifications queues and in context on the relevant pages. For each one you'll see the source, the record(s), and the proposed value or action — confirm to apply, reject to dismiss.

Bulk review: when many suggestions accumulate (say, after connecting a mailbox with years of history), use Accept all or Reject all for the current Inbox filter, or from a group's menu. Accept all counts only the suggestions it can safely apply — a suggestion that conflicts with an existing value is excluded and still needs your decision. Suggested tasks can also be reviewed — and edited before acceptance — directly in the Tasks page.

The rule

Suggested updates can fill missing values or change stale values. A suggestion waiting in your Inbox changes nothing until you accept it, and a change to a value that is already on a record always waits for you. Some changes are applied without a review step:

• Fields set to Fill blanks. AI fills an empty cell on its own, with Undo. This is the Default rule on Settings → AI unless you change it; set a field to Always ask on Settings → AI → Fields to review every value first.
• Assistant actions set to Just do it under Changes the assistant makes on Settings → AI.
• Update from LinkedIn on a candidate or contact with a confirmed LinkedIn profile. Changes to roles, title, employer or location are applied straight away, with Undo and Compare on the confirmation. Each check spends 1 enrichment credit, only when something changed. Update from LinkedIn profiles automatically on Settings → Enrichment runs these checks on a schedule; it is off by default.
• Automatic campaign replies. A campaign set to Reply automatically, then hand off can answer a recipient without review, but only if Automatic replies is on in Settings → Campaigns. It is off by default.

A campaign reply is read like any other email: field values in it become suggestions under the same rules.