Act on what the platform noticed

Suggestions connect what happens across your modules - a failure no card tracks, cards that follow an API that failed today, interviews on your busiest day - each with the one thing to do about it.

In short

Suggestions connect what happens across your modules, each with the one thing to do about it. Examples are a failure no card tracks, cards that follow an API that failed today, and interviews on your busiest day. Rules notice them, not AI.

Before you start

• Who: anyone signed in. Suggestions come only from modules you have on, about records you could open yourself.
• Plan: none. Rules notice them; no AI does.
• First: nothing. The tile is left out while there is nothing to suggest.

Act on a suggestion

1. Find it in Home's "Suggestions" tile (up to three), or at the top of a record's Related panel.
2. Press its action.
3. Or press "Hide" to take it off the list. Something new about the same record - a new failure, another day - still shows.

Good to know

• Suggestions come only from modules you have on, in the workspace in the header; you never see a record you could not open yourself.
• The tile is left out while there is nothing to suggest.
• In Analytics, the Suggestions report lists them all with their actions. Schedule it weekly for a digest, and add an AI summary if you want it narrated; without AI it stays a plain list.

Related

• /help/home/needs-you
• /help/home/related
• /help/analytics/schedules-and-exports