Start your day with Today

Open Today

For most members, Today is the first page you see when you open Kenso. It brings together everything that needs you, so you work down one list instead of checking every page.

Today shows your work, not the whole team's. You see what needs you on the accounts you own, and for accounts that have no owner yet, so nothing gets missed. Accounts your teammates own show on their Today instead. Meetings are only your own. Some parts are shared by the whole workspace: campaign batches, Heating up and the Performance numbers.

Each line on Today is called a row. A row is one thing that needs you, for example a reply to answer, an email to approve or a meeting to prepare. In the sidebar, the number next to Today shows how many rows are still waiting for you. It goes down each time you clear one.

Rows come from all over Kenso:

• Replies waiting for an answer in the Inbox
• Steps from your account plans: emails, LinkedIn steps, calls and tasks
• Campaign batches waiting for your approval
• Meetings to prepare or add notes to
• Signals: news from your accounts
• Decisions, such as a deal that went quiet or a campaign that ran out of leads

Working with rows

Clearing a row means you dealt with it, so it leaves your list. Hover over a row to see its buttons on the right, or click it to open it. Rows in Needs you, Replies, Meetings and Signals have up to three buttons. The other sections have their own buttons, described with each section below.

1. The main action depends on the row, such as Reply for a reply or Open brief for a meeting.
2. Mark done (the check mark) clears the row for today. Most rows can come back tomorrow if they still need you. A touch you mark done still waits in its account plan. A signal, a meeting-notes row or a deal row you mark done is gone for good.
3. Snooze (the clock) hides the row and brings it back later, at a set time in your time zone. Each kind of row comes back at a different time: a reply 2 business days later at 09:00, a campaign row the next day at 08:00, a call the next day, a member who left 24 hours later, a touch 7 days after its due date, and rows in Needs you, Meetings and Signals the next Monday at 08:00. Steps in Needs you that only a teammate can approve have no Snooze.

After Mark done or Snooze on a row in Needs you, Replies, Meetings or Signals, a message at the bottom of the screen shows Undo for 5 seconds. The time stops while your mouse is on the message. Click Undo to put the row back.

When a snoozed row comes back Snoozed on Friday at 3:00 PM 4 rows snoozed

Fri 3:00 PM You snooze

Back Sat 08:00 Campaign row Tomorrow

Back Mon 08:00 Most other rows Next Monday

Back Tue 09:00 Reply 2 business days later

Due next Fri Touch 1 week later

Ask Ken is your chat with Ken, Kenso's AI agent. You ask a question in plain words, and Ken answers using what Kenso knows about your accounts, people and outreach. The chat opens in a panel at the bottom right of the page.

From Today, you can ask Ken about one row in Needs you, Replies, Meetings or Signals with Ask Ken about this. Ken already knows which row, account and person you mean, so you don't have to explain. It is not a button on the row. To use it:

1. Right-click the row. A menu opens with the same buttons as the row, plus Ask Ken about this. On a row that belongs to an account, it also has Open account.
2. Click Ask Ken about this.
3. Ken's chat opens with the question "What should I do about this?" and Ken answers it. You can keep asking from there.

Your day starts where you are

Today follows your own time zone, so your list starts fresh each morning where you are and "due today" means today for you. If you haven't set a time zone, Today uses your browser's time zone, which is the time zone of your computer.

To change your time zone, go to Settings › Preferences and pick a new one.

How the page is laid out

Today has two parts. Your queue comes first and holds everything that needs you. Worth a look comes after it and holds news and upkeep that can wait. A section only shows when it has something in it. Most sections show their first 3 rows, and To approve shows 5. To see the rest, click Show more under the section. The link says how many rows are hidden, such as "Show 2 more". Some sections, such as Calls, Booking follow-ups, Members who left, Went quiet, and new leads and duplicates in Housekeeping, only show if Kenso turned them on for your workspace.

1. The header

The header is the bar at the very top of the page. On the left, it shows today's date. On the right, it shows your progress for the day, such as "4 of 15 done", with a small bar that fills up as you clear rows. A row counts once you approve it, mark it done, snooze it or skip it.

2. Ken's brief

The brief is a short summary of your day that Ken writes for you. It sits at the top of the page, under the greeting, so you know what is waiting before you start. In the brief, you can find:

• How many replies need you, split by Ken's labels, such as "2 replies need you: 1 interested, 1 objection", and when your next meeting starts.
• When there are no replies and no meeting coming up, how much is left to do, such as "3 to approve, 2 tasks due."
• Up to 3 ready-made questions you can ask Ken with one click, such as "Prep me for the Halcyon call" or "Who at Northwind have we not touched yet?"
• The message "Your Today is clear." when there are no replies, no meeting coming up and nothing to approve or due. If other rows are still on your list, such as signals, it adds how many, for example "3 things to clear today."

3. Getting started checklist

When you are new to Kenso, a Getting started checklist sits under the brief. It shows the setup steps you still have to do, such as Create your first campaign or Invite team members. Some steps, such as Invite team members, don't tick themselves off, so click Dismiss (the cross) when you are finished. Dismiss hides the checklist only for you.

4. Needs you

The first section of your queue. It holds steps from your account plans that are due but that only a teammate can approve, such as a LinkedIn message that goes out from their account, and reminders to add notes to a meeting. Click Open account to see the step. Steps you can approve yourself are in To approve. An "Add notes for…" row shows up for an account meeting that ended 1 to 7 days ago and has no notes or transcript yet.

When a row is past its due day, it shows how many days overdue it is, such as "2d overdue", in orange, so you can spot it quickly.

5. Replies

The Replies section shows the people who wrote back and still wait for an answer from you. These are the replies from the To Reply tab of the Inbox on accounts you own or that have no owner, so you can answer them without leaving your list.

• The newest replies come first.
• Most replies have Ken's label, such as Interested or Objection.
• Once you send your answer, the reply leaves the list.
• Hover over a reply to see its buttons on the right of the row: Reply, Mark done (the check mark) and Snooze (the clock).
• Click Mark done and the reply also leaves the To Reply tab in the Inbox.
• Click Snooze and the reply gets a reminder in the Inbox for the day it comes back.

If your workspace has Reply Agent turned on, Ken also writes the answer for you. Click Reply Agent at the top of the Inbox to turn it on and pick how much Ken does:

You pick the mode in the same Reply Agent settings, under the switch. Workspace admins and editors can change it; other members can only see it. What happens when someone replies depends on the mode:

• Draft (recommended): Ken writes an answer and saves it as a draft. Nothing is sent. The reply shows a gray Draft tag in the To Reply tab. Open it, read Ken's draft, change what you need, then click Send.
• Approve risky replies: Ken sends the safe answers on its own and saves the risky ones as drafts for you to check. This mode shows in the Reply Agent settings only if Kenso turned it on for your workspace.
• Autonomous: Ken sends every answer on its own. No one checks it first.
• Reply Agent off: Ken writes nothing. You write and send every answer yourself.

6. Meetings

The Meetings section shows your own meetings for today that haven't ended yet, in order of start time. Before a meeting, click Open brief to read what Ken prepared and get ready.

7. Calls, tasks and approvals

Next come the sections where you call, do or approve something:

• Calls (Call, Snooze, Skip): calls that are due today. After a call your dialer logged, pick how it went right on the row, so Ken knows what happened.
• Tasks (Approve, Edit, Skip): steps from your plans that Ken can't send for you, such as a dinner invite. You do the step yourself.
• To approve (Approve, Edit, Skip): emails, LinkedIn steps and campaign batches Ken prepared for you. Check them and click Approve to send. For a campaign batch, click Review to see Ken's samples, then Approve or Send back. If a send failed, click Retry.

8. Deals, bookings and campaigns

These are the last sections of your queue. They show things that stopped or went wrong with your deals, meetings, campaigns and team, so you can decide what happens next. Each kind has its own section:

• Members who left (Reassign, Cancel meetings): a former teammate still hosts upcoming meetings. Move them to a free teammate at the same time, or cancel them. Only workspace admins see these rows. You can also mark the row done, or snooze it until tomorrow.
• Booking follow-ups (Review, Skip): when a prospect cancels or doesn't show up, Ken drafts an email with a new booking link. Click Review to read it, then Approve to send it. If no link could be made, you get a task to follow up yourself, and you click Mark done once you have.
• Went quiet (Draft a nudge, Dismiss): a deal with no reply, meeting or call for 14 days. Your workspace can change the number of days. Draft a nudge writes an email that waits for your approval.
• Campaigns: a campaign that stopped adding leads, or will soon because it used most of its monthly budget. The button shows the fix, such as Edit search, Raise budget or Upgrade plan. Only workspace admins see these rows. The section also shows leads Ken held back after checking a campaign's AI-written lines, with Review, Approve and Regenerate, for anyone who can edit campaigns.

Yes or no cards are small cards on Today that ask you one quick question, which you answer with one click. They are there so Ken checks with you first, before it uses a Facebook profile Kenso found or does something in a browser for you. Not every workspace has them: they come with two newer features, Facebook outreach and browser runs, that Kenso turns on one workspace at a time. When these features are on, a card only shows up when there is something for you to decide:

• Is this them? asks you to confirm a Facebook profile Kenso found for a person. Click Yes or No, or Paste the right URL if you know the right profile.
• Browser runs ask before Ken fills in a form on a website for a workflow. Only the person whose inbox the workflow uses can click Approve or Skip. Others see a note.

9. Signals

A signal is news about one of your accounts, such as a new leader, a funding round or a hiring push. It is a sign that now may be a good time to reach out. Signals is the first section of Worth a look, and it shows the signals from the last 7 days, newest first. Click Open account on a signal to look at the account and decide if you want to act on the news, for example by reaching out sooner, contacting the new leader, or changing the next step in the account's plan. Then click Mark done, or Snooze to look at it again next Monday.

10. Housekeeping

Housekeeping is the tidy-up part of Today: small jobs that keep your accounts, plans and contacts in good shape, but don't need you first thing in the morning. It holds three kinds of rows:

• Touch plans (Resume, and End plan when you hover): plans that are paused. A plan running low on people shows Map people, and a finished plan shows Open plan.
• Possible duplicates (Merge, and Compare and Not a duplicate when you hover): two records that look like the same person. Compare them, then merge them or keep both.
• New leads (Done): people who came in during the last 7 days, for you to check. Click Done once you have reviewed the lead.

11. Heating up

Heating up shows up to 4 accounts worth reaching out to right now: accounts with a signal in the last 7 days, highest account score first. Each one comes with Ken's note on why now is a good time. It is there to give you ideas, not work to clear.

12. Done

• Done holds everything you cleared today, at the bottom of your list. Click Done to open it.
• If you clicked Mark done by mistake on a row from Needs you, Replies, Meetings or Signals, click Reopen on it.
• Other rows, such as an approved email, can only come back with Undo, right after you clear them. An approved campaign batch can't come back.

13. Performance

At the very bottom of Today, under Done, Performance shows how your outreach is going. Pick Today, 7d, 30d or 90d to see four numbers from your campaigns: emails sent (with the bounce rate under it), replies, positive replies and meetings booked.

A good daily routine

Today works best as one short session at the start of the day, in the same order every time. You can do it while you drink your morning coffee, and it gives Ken a good start: once you approve and decide, Ken can get on with the work for the rest of the day.

Clear Today in five steps.

One short session each morning, in the same order every time.

Step 1

Read the brief

See what is waiting and when your first meeting starts.

Step 2

Answer replies

People who wrote back come first.

Step 3

Prepare for meetings

Open each brief, then mark it done.

Step 4

Clear your queue

Approve, log your calls and decide.

Step 5

Act on what is heating up

Reach out while the timing is right.

Give it a fixed time, such as 15 minutes, and snooze what doesn’t fit. When your queue is empty, you’re done.

Next steps

• How Kenso works: what Kenso is for, who Ken is, and a tour of the main pages.
• Ken's first 6 weeks, part 1: Before you start: meet Ken, see how you train him and pick your sending inboxes.