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Tasks, Notes & Lists

Notifications & AI review

Review suggestions and find assigned work, client responses, CV exports and consent notices.

Where notifications live

Click Notifications in the sidebar to open your inbox in a panel; choose Open full inbox for the full-page Inbox. It gathers suggestions and work that needs your attention:

  • Suggested Updates — field values Kepler believes are missing or stale, read from your emails, meetings, notes and WhatsApp messages. Each shows the source it was inferred from and the records involved. See AI suggestions.
  • Suggested Tasks — commitments detected in meetings (and in emails, if your workspace has turned that on), with proposed assignee and due date. See Managing tasks.
  • Discussion — comments that mention you or reply in a thread you're in, including notes that tell you. See Comments & mentions.
  • Assigned — work a teammate or the system has put in your hands, such as tasks and handovers.
  • Client — ratings, comments and interview requests from hiring managers in the client portal.
  • Bookings — booking requests, new bookings and guest changes from your booking pages.
  • Exports — completed or failed CV exports. Choose Download on a ready export; expand any skipped-candidate details to see what was left out.
  • Consent — expiry summaries and notices for expired consent when consent tracking is enabled. See Consent & GDPR records.

Filter the stream using All or the available type filters — such as Discussion, Bookings, Updates, Tasks, Assigned, Shares, Client, Exports, Applicants, Campaigns, Automations, Notes, Alerts, Messages, Requests and Consent — and group it by Record, Source or None. Type filters appear when they contain items, or while selected. Managers (owners, admins and team leads) can also switch the scope from Mine to Team triage (suggestions with no owner) or Workspace (every suggestion in the workspace).

Reviewing and clearing your Inbox

Accept a suggested update or task to apply it, or reject or dismiss it to remove it from review; a reason for a rejection is optional. A group has its own Accept all. The Review menu acts on everything the current filter shows: Accept lists exactly what it will apply (for example "14 field updates and 3 tasks"), and Reject all asks you to confirm. In Team triage it can also Route suggestions to a teammate. Fields with several conflicting values, and changes to a name, email or phone, are left out of bulk accept — review those one by one.

Assignments, client responses, exports and consent notices describe work or events that already happened. Open the related record, download the export or choose Mark as read. Read notices leave this Inbox; accepting or rejecting suggestions does not apply to them.

Choosing what reaches you

The settings icon in the inbox opens Settings → Notifications, which only affects you:

  • Always in your inbox — suggestions and approvals, client and campaign replies, mentions and replies, and work assigned to you always wait in the inbox. For Mentions and replies you can also get an email Right away, or turn the email Off.
  • Updates — news you can take or leave, in five topics: Applicants, Client activity, Finished work, Campaigns and (for admins) Admin alerts. Set each to Inbox or Off, or pick As they happen to send them all to the inbox.

Other email options on that page, such as a daily email of updates and a morning reminder, are marked Soon and aren't sent yet.

Review the AI queues regularly — confirming suggestions promptly is what keeps your database self-maintaining. A backlog of 200 stale suggestions helps nobody.

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