Log In and Navigate the Platform | Kizen Basics
Overview
Caution: This setup reflects Kizen's default configuration. Your administrator may have customized your layout, so columns or navigation may appear differently. Trial accounts may have limited features.
This page introduces how to log into Kizen and navigate the platform. It explains how to access your account, move through the primary navigation, and locate key areas such as Contacts, Data, Platform Tools, Activities, and Settings. Reviewing this walkthrough will help you understand how the main areas of the interface fit together before you begin creating and managing data within your Business.
Why This Matters
Understanding how to log in and navigate the platform helps you locate the tools you’ll use throughout this guide. The main navigation provides access to your data, Workflows, Dashboards, and system configuration.
Knowing where these areas live allows you to:
Quickly access the parts of the platform used to manage your data
Locate tools for building Workflows, Dashboards, and integrations
Understand where to configure settings and permissions
Move efficiently between different parts of the platform as you build
Familiarity with the navigation makes it easier to follow the remaining walkthroughs and complete tasks without getting lost in the interface.
Before You Begin
Before logging into Kizen and navigating the platform, you must have the following:
Your Kizen login URL
Your email and password
A supported web browser
Permissions for your role (Admin or Technical Builder permissions)
In your browser, navigate to Kizen using your Login URL
After you sign in, Kizen opens your home view or Dashboard based on your role and workspace configuration.
Exploring the Main Navigation
The main navigation gives you access to Kizen’s core features. These options appear at the top of the platform.
Below is an overview of each Navigation menu you may see when you log in. What you see depends on your permissions and how you have set up and customized your top navigation menu.
Dashboard
The Dashboard gives you a real-time chart view of your work with key metrics and important activity across Kizen. You can use Dashboards to create and view charts that monitor performance, track progress toward goals, and quickly access the information that matters most to your role.
You can use the Dashboard to also see assigned tasks or metrics because Dashboards will display from your Contacts, Objects, Activities, Agentic Workflows, and other parts of the platform. Each widget updates automatically based on the latest data in your environment.
What You Can Do On The Dashboard
View key metrics and performance indicators though charts
Place a table of Records so you can drill into your data
Place a Scheduled Activities dashlet to track your tasks and upcoming work
Customize your view based on the kinds of charts and data you want to display
Monitor Agentic Workflow outcomes
Common Dashboard Examples
The Dashboards and charts you see depend on your business setup. A few common examples include:
Agent or Sales Dashboard: contains charts with upcoming tasks, lead pipelines, Contact engagement
Healthcare Dashboard: contains charts with new patients, active cases, recent activities, follow-up schedules
Insurance Dashboard: contains charts with quotes, enrollments, active policies, commissions progress
Financial Services Dashboard: contains charts with client portfolio summaries, account activity, open opportunities
Data
The Data menu gives you access to your core records and data tools in Kizen. It includes Contactss, Objects, and SmartConnectors. Opening the Data menu allows you to view and manage the data you work with.
Contacts
Contacts is where you can store all of your Contacts Records. You can create new Contacts, update existing ones, upload or export Contacts using CSV files, and perform bulk actions such as sending mass emails or SMS messages. Contactss serve as the foundation for most Workflows and Agentic Workflows.
Objects
Objects let you create data structures tailored to your business. You can define objects for anything you need to track, such as companies, assets, policies, patients, equipment, events, or financial accounts. Each object has its own fields, Records, relationships, and Agentic Workflows.
SmartConnectors
SmartConnectors are Kizen’s built-in ETL tools for importing, transforming, and loading data from external systems. You can use SmartConnectors to create repeatable data pipelines, standardize files, run SQL-based transformations, validate data, and populate one or more objects in bulk. SmartConnectors are ideal for scheduled feeds, large datasets, or complex imports that require cleanup before entering Kizen.
Platform
The Platform tab gives you access to tools that help you communicate with your audience, collect data, manage engagement, and customize Kizen’s capabilities. These features support daily operations across marketing, sales, service, and data collection.
Broadcasts
Send mass emails or SMS messages to targeted groups of Contactss. Use Broadcasts to share announcements, campaigns, reminders, or updates. You can segment your audience, schedule messages, and track engagement.
Forms
Create web forms to capture information from leads, customers, or internal teams. Form submissions automatically create or update records in Kizen, making this ideal for intake workflows, lead capture, event registrations, or service requests.
Activities
View and manage Activities created across the platform. This includes calls, tasks, notes, messages, and any interaction logged against an Record. From here you can create new Activities or review existing entries.
App Marketplace
Browse and install apps, plugins, and integrations that extend Kizen’s functionality. The Marketplace includes quoting tools, email integrations, data loaders, developer tools, and other add-ons that connect Kizen to your tech stack.
Library
Store and manage reusable content such as documents, files, templates, and media. Library items help teams standardize messaging and ensure the correct versions of assets are used throughout workflows.
Surveys
Build and distribute surveys to collect structured feedback. Survey responses can create or update records, trigger automations, or populate dashboards for analysis.
Ad Manager
Manage advertising data and connect ad campaigns to your Contacts and Objects. Use Ad Manager to track conversions, view lead performance, and connect marketing spend with outcomes inside Kizen.
Agentic Workflows
The Agentic Workflows tab is where you build, manage, and monitor Agentic Workflows in Kizen. Agentic Workflows help you streamline repetitive tasks, improve data accuracy, and ensure consistent follow-up across your business. You can create simple or advanced workflows that react to changes in your data, run on schedules, or integrate with external systems.
What you can do in Agentic Workflows
Create Agentic Workflows
Choose from multiple trigger types
Design custom logic
Send communications automatically
Connect to other parts of the platform
Monitor execution and troubleshoot issues
Reuse and maintain Agentic Workflows
You can review your Agentic Workflows to understand the automated processes in your workspace.
For more information, see Agentic Workflows.
Settings
The Settings area controls your account configuration, user access, data structure, privacy rules, and integrations. Admins use this section to manage how Kizen behaves for the entire organization.
Business Information
Update your company details, time zone, default formats, and communication settings.
Team, Roles, & Permissions
Add team members and manage who can view, edit, or delete data. Roles and permission sets define what each user can access across Contacts, Objects, Agentic Workflows, Dashboards, and other features.
Customize Fields
Create and manage custom fields for Contacts and Objects. This helps you tailor data structures to your business needs.
Domain & Tracking
Configure domain settings and tracking preferences, including analytics, cookie/tracking behavior, and workspace URL controls.
Privacy Settings
Manage privacy and compliance options, such as data retention, consent, audit logging, and how personal data is handled.
Manage Connections
Set up and maintain integrations, API connections, and external data links. This is also where you review connection health and manage credentials used across the platform.
You can visit Settings to confirm your profile and permissions.
Troubleshooting
You cannot sign in
Reset your password using NEED HELP LOGGING IN?
You do not see expected menu items
Your permission level may restrict visibility; contact your Admin
You see a blank screen or errors
Try a different browser or clear your cache
Navigation options look different
Your workspace may use a custom configuration or a limited role view
What’s Next
Now that you know how to log in and move through the main areas of Kizen, you’re ready to start building your Flywheel Adventure Park business. Your next step is to Create Your First Business which allows you to set up your workspace so you can begin managing your data in Kizen.
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