System Feed Overview

The System Feed provides AI-powered monitoring and insights for your connected integrations, helping you stay ahead of issues before they impact your business.

What Is the System Feed?

When you connect Kaana to your billing and CRM systems (Zuora, Salesforce, Stripe), the System Feed automatically monitors for problems and generates actionable signals. Think of it as a command center for your revenue operations health.

How It Works

1. Connect Integrations - Link your Zuora, Salesforce, or Stripe accounts in Settings > Integrations

2. Automatic Monitoring - Detection rules check your systems on a schedule (every 30 minutes by default)

3. AI Analysis - Kaana analyzes problems and provides recommendations

4. Actionable Signals - Get clear signals with steps to resolve issues

Key Concepts

Signals

Signals are the issues and anomalies detected in your connected systems. Each signal includes:

• What the issue is

• Which entities are affected

• Severity level (Critical, Warning, Info)

• AI-generated recommendations

• Actions you can take

Detection Rules

Detection rules define what patterns to look for in your data. Kaana provides 18 pre-built system rules, and you can create custom rules for your specific needs.

See Detection Rules for details.

Kai Resolution Agent

Kai is Kaana's AI-powered resolution agent that can analyze signals and help fix issues directly in your connected systems.

See Kai Resolution Agent for details.

What We Monitor

Below is a brief list of the types of systems and data we monitor.

Please note: This list is continuously updated as new system integrations and detection rules are implemented.

Zuora (Billing Platform)

Issue Type	What It Means
Failed Invoices	Invoices that couldn't be generated or posted
Failed Payments	Payment collection attempts that were declined
Failed Bill Runs	Scheduled billing jobs that didn't complete
Failed Payment Runs	Scheduled payment collection that didn't complete
Usage Processing Errors	Usage-based billing records that failed
Rating Errors	Problems calculating prices for charges
API Issues	Connection problems with Zuora
High Cancellations	Unusual number of subscription cancellations
Outstanding Balances	Accounts with unpaid balances

Salesforce (CRM)

Issue Type	What It Means
Stuck Opportunities	Deals that haven't been updated in 2+ weeks
At-Risk Deals	High-value deals closing soon but still in early stages
Escalated Cases	Support tickets marked as escalated
Cold Leads	Leads that haven't been worked in 30+ days

Stripe (Payments)

Issue Type	What It Means
Failed Payments	Payment attempts that need new payment method
Uncollectible Invoices	Invoices that couldn't be collected
Active Disputes	Chargebacks that need response
Past Due Subscriptions	Subscriptions with overdue payments

Signal Severity Levels

Level	Color	Meaning
Critical	Red	Immediate action required - revenue impact
Warning	Yellow	Should be addressed soon
Info	Blue	For awareness, no action needed

Using the System Feed

Dashboard View

Access the System Feed from the main navigation. The dashboard shows:

• Total active signals

• Breakdown by severity

• Signals by integration type

• Trend charts

Feed View

The Feed shows individual signals with:

• Signal title and description

• Affected entities (invoices, accounts, etc.)

• AI-generated recommendations

• Available actions

Analyze Button

Click Analyze to trigger a fresh scan of your integrations. This:

1. Connects to your systems

2. Checks for current issues using active detection rules

3. Generates new signals

4. Updates the feed

Taking Action on Signals

Each signal provides several options:

Action	Description
View Details	See full signal information
Resolve with Kai	Get AI-assisted resolution (requires plan feature)
Ask Kai	Get AI analysis and recommendations
Assign	Delegate the issue to a team member
Add Comment	Leave notes or updates
View History	See the full audit trail
Link to Ticket	Connect to a support ticket

Signal Status Lifecycle

Signals track issues through their entire lifecycle:

Status	Meaning
Active	New issue requiring attention
Acknowledged	Team has seen the issue
Assigned	Delegated to a specific person
In Progress	Being actively worked on
Resolved	Issue has been fixed
Dismissed	Issue is not actionable

Deduplication

Unlike one-time notifications, signals are persistent and deduplicated:

• If the same issue is detected again, the existing signal is updated

• Detection count shows how many times the issue has recurred

• If a resolved issue returns, it's automatically reopened

Assignment

You can assign signals to team members:

• Assigning changes status to "Assigned"

• Assignees see their signals in their personal view

• Assignment history is tracked

Comments & History

Every action on a signal is recorded:

• Status changes

• Assignments

• Comments from team members

• Resolution agent actions

This provides a complete audit trail for compliance and review.

Requirements

• Active Integration - Your integration must be connected and active

• Valid Credentials - API credentials must be current

• Plan Feature - System Feed requires Starter plan or higher; AI features require Advanced plan

Data Privacy

• Kaana only reads data needed for monitoring

• Write access is only used when you explicitly trigger resolution actions

• Signal data is stored securely and scoped to your organization

• See Data Privacy for details