# 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](https://app.gitbook.com/s/RTYmluHffYKIv0Tx2fRf/detection-rule-guides) 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](https://app.gitbook.com/s/5lFiHB2HxVpaCF25gnLt/ai-resolution/kai-resolution-agent) for details.

### What We Monitor

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

{% hint style="info" %}
Please note: This list is continuously updated as new system integrations and detection rules are implemented.
{% endhint %}

#### 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](https://app.gitbook.com/s/Gmjh1wZSJzh4mNtrDnKq/security-and-privacy/data-privacy) for details