Prerequisites | Kizen Basics

Overview

This page outlines the prerequisites required to complete the Kizen Basics in Action walkthroughs. It explains the access, permissions, and environment setup you need before getting started so you can follow each example without interruption. Reviewing these requirements ahead of time helps ensure a smooth walkthrough experience as you move through the platform.

Why This Matters

Confirming these prerequisites before starting helps prevent interruptions during the walkthrough. The examples in this guide require specific permissions and access to a Business workspace where you can safely create Objects, Activities, and Agentic Workflows.

Reviewing these requirements ensures that you:

• Have the correct permissions to complete each step

• Can create and modify data structures used in the examples

• Work in a safe environment that does not affect production data

• Move through the walkthrough without needing to stop for access changes

Preparing your environment ahead of time allows you to focus on learning how the platform works rather than troubleshooting setup issues.

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Before You Begin

Before beginning the Flywheel Adventure Park walkthrough, you do not need prior experience with Kizen. However, you must have the following:

• A Kizen Account: You’ll need access to your Kizen environment so you can follow along and complete each step in the example.

• Admin Permissions: Ensure you are and administrator and have permission to:

  • View & Create Objects

  • Create or Modify Activities

  • Build Agentic Workflows

  • Create a business workspace

  • Access business settings

Note: If you don't have the correct permissions, ask your Kizen admin to update your role.

• A Test or Sandbox Workspace (Recommended): This walkthrough uses a fictional business called Flywheel Adventure Park. Using a test or sandbox workspace prevents changes from affecting your production data.

Note: Sandbox environments can be set up by your organizations IT team.

• Basic Understanding Of Your Own Business Data: Understanding your data helps you apply core concepts to real business scenarios. Consider the Records you manage, the interactions you track, and the Workflows that drive your operations.

• Time to Follow the Walkthrough: Plan for at least 90 minutes to complete the full example.

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What's Next?

Now that you have the right permissions, a test workspace, and the required setup, you’re ready to log in for the first time.

Continue to Logging In and Navigating the Platform to learn how to sign in, explore the main navigation, and understand where core features like Data, Agentic Workflows, Dashboards, and Settings live.