Home

Your home dashboard

Home is the first page you see after you sign in. It gives you a count of everything in your organization, a place to ask the Data Agent a question, and one-click ways to create each kind of content. The heading reads Home, with “An overview of everything in \.” underneath.

In the app: Home (the first item in the sidebar, or click the Kenseme logo)

[screenshot]
Home for a populated organization: the New button beside the heading, the Data Agent card with its ontology picker, the nine content tiles in three rows, then Recent activity.

From top to bottom, Home has:

  1. The New button, top right.
  2. One-off messages: a welcome note after setup, and a trial countdown.
  3. The Data Agent card.
  4. The Finish setting up checklist, for new organizations.
  5. Nine content tiles.
  6. An In progress card, when a job is running.
  7. Recent activity.

Create anything with New

The New button sits at the top right, beside the heading. It’s a split button:

  • Click the main part to create a schema. This opens the Create New Schema wizard. See Create a schema.
  • Click the arrow to pick what to create:
Menu item What happens
Schema Opens the Create New Schema wizard. When it finishes, you go to the Schemas list.
Ontology Opens the New Ontology wizard. When it finishes, you land on the new ontology.
Process document Opens Upload Process Document.
Glossary term Takes you to Glossaries, where you pick the glossary the term belongs to.
Custom attribute Takes you to Attributes, where you pick the attribute group.
Pipeline Opens New Schema Pipeline. When it finishes, you land on the new Pipeline’s mappings.
Database connection Opens Add SQL Server Connection. Shown only when your organization has database binding.

The tiles further down use the same actions, so New and a tile’s + button always do the same thing.

Messages at the top

Two kinds of message can appear under the heading.

After you set up or join an organization, a one-time note confirms what happened. It says ”\ is ready.” after the setup wizard, or “You’ve joined \ as \.” after you accept an invitation. If you invited teammates during setup, it lists who was emailed. If an invitation couldn’t be sent or was refused, the note turns amber, explains why, and links to Manage users and invitations. The note shows once. Close it with the ×.

While your organization is on a trial, a banner reads “Trial · N days left — you’re on the Business feature set.” with a See plans link to Billing & Plan. See Start a trial or redeem a code.

Ask the Data Agent

When your plan includes the Data Agent, a Data Agent card appears near the top, captioned “Answers from the data bound to your ontologies”. What the card shows depends on how far along your organization is.

When you have an ontology bound to data

  1. Pick an ontology from the dropdown on the left. Kenseme remembers your pick in this browser, and the Data Agent page uses the same memory, so choosing an ontology in either place makes it the default in both.
  2. Type a question in the box (“Ask anything about \…”).
  3. Click Ask or press Enter.

Kenseme opens the Data Agent on that ontology with your question already sent. See Ask the Data Agent.

Under the box, up to three suggested questions appear for the selected ontology. Click one to open the Data Agent and ask it. Suggestions are prepared ahead of time, so Home never waits on AI to load. They rotate every few hours so they don’t go stale.

If the selected ontology has no prepared questions yet, you see a Suggest questions button instead. It asks the AI for a few questions about that ontology (this uses a small amount of your AI usage allowance). Each suggestion becomes a chip you can click. Suggest others replaces them with a new set.

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The Data Agent card with an ontology selected in the picker, a question typed in the box, and three suggested-question chips underneath.

When your ontologies aren’t bound to data yet

The Data Agent can only answer from data that is bound to an ontology’s classes. Until at least one ontology is bound, the question box is greyed out. Chips reading “Bind \ to data to start asking questions” take you to that ontology’s bindings page. See Bind an ontology to a database.

When you have no ontologies

The card explains “Create an ontology to use the Data Agent” and offers a Create ontology button, which opens the New Ontology wizard.

Finish setting up

New organizations see a Finish setting up \ checklist. A counter reads “N of M done”, and a progress bar fills as you go. The steps are:

Step Button What it does
Invite your team Invite Opens Organization Settings on the Users tab.
Connect a database Connect Adds a database connection. Shown only when your organization has database binding.
Import a schema Import Opens the Create New Schema wizard. An or load sample data link sits underneath. See the sample retail schema.
Build an ontology Build Opens the New Ontology wizard.
Add a process document Add document Opens Upload Process Document.
Define glossary terms Add terms Takes you to Glossaries.

The first step you haven’t done is highlighted and carries its button. Finished steps show a check mark and are struck through. Steps you have done are marked the next time you open Home. If you picked goals during setup, the matching steps move to the front.

If your organization is waiting on payment, the checklist reads “Your subscription isn’t active yet — these steps unlock once payment completes.” with a Complete payment link, and the step buttons are disabled.

The checklist is per user. Click Hide to hide it for yourself only. It also hides itself once every step is done. To bring it back, click Getting started at the top right of Home, next to New.

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The Finish setting up checklist at "2 of 6 done": two steps struck through and Import a schema highlighted with its Import button and the "or load sample data" link.

Content tiles

The middle of the page has nine tiles, three to a row. Each names its group in the top corner.

Group Tile Main count Also shows
Business Glossary terms terms glossaries
Business Process documents documents how many are indexed
Business Industry standards standards applied applied (the same count)
Data Context Ontologies ontologies bindings
Data Context Custom attributes attribute definitions values set
Data Context Database connections connections —
Data Model Schemas schemas tables
Data Model Pipelines Pipelines —
Data Model Star schemas star schema designs —

Each tile is in one of three states:

  • Has content. The count, then View all to open that area and a + button to create another. The + uses the same action as the New menu.
  • Empty. A muted 0, a short hint and a button to create the first one. For example, Schemas reads “Import a database or start from scratch” with Create schema, and also offers Load sample data, the quickest way to see what Kenseme does. Star schemas reads “Generated from schemas” with a Learn how link, because a star schema is designed from an existing schema rather than created empty.
  • Not on your plan. Industry standards, Database connections and Star schemas depend on your plan. When a feature isn’t enabled, its tile still shows, with a lock icon and ”\ isn’t enabled for this organization. An administrator can turn it on.” See Plans and pricing and Feature flags.
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Tiles for a new organization: most at zero with their hints, Schemas showing Create schema and Load sample data, and Industry standards locked.

In progress

When one of your background jobs is running, such as a schema import or an AI generation job, an In progress card appears above Recent activity. Each row shows the job’s name, a status badge and a progress bar. Finished jobs stay on the card for an hour, so you can see that something completed or failed. Housekeeping jobs that Kenseme runs on its own are not shown.

The card checks for updates every few seconds while you are on Home. It stops checking once nothing has been running for a short while. Reload Home to check again.

For the full job history, organization admins can open Organization Settings › Background Jobs.

Recent activity

The Recent activity card lists the eight latest changes in your organization: schemas, schema imports, ontologies, process documents and Pipelines. Each row names the item and its type, shows how long ago it changed (hover for the exact time) and, where known, who changed it. Click the item’s name to open it.

Click View all for the full list. See The Activity page.

If your organization is read-only

A read-only organization still sees the whole of Home. Reading is never blocked. What changes:

  • New and the checklist’s step buttons are disabled, and so is every tile button that would create something, such as Create schema, Add ontology, Add document, Add pipeline, Connect database and Load sample data. Hovering one shows “The site is in read-only mode. Contact an administrator for more information.”
  • Buttons that only take you somewhere, such as Add term, Add attribute and Browse standards, stay enabled. Those areas apply their own rules.
  • You can still type in the Data Agent box. The Data Agent page places your question in its message box instead of sending it. Suggest questions is disabled.

See Account states and read-only mode.

If something doesn’t load

  • No organization selected. Home shows only “Select an organization to see your overview.” Pick one on the Organizations page. See Switch between organizations.
  • Tiles didn’t load. Home shows “We couldn’t load your organization overview. Everything else on this page still works.” with a Retry button. Recent activity and In progress load separately and still work.