Using Your App
Your insights feed
What the AI has noticed in your data, ranked by priority — and how to keep the feed yours.
The insights feed is where the application surfaces things it noticed on its own: a customer who's gone quiet, a job trending late, a pattern worth a look. Each insight tells you what was found, why it might matter, and — often — a suggested next step.
Reading the feed
Insights are ordered by priority, so the top of the feed is the AI's best guess at what deserves you first. Each one shows how confident the AI is and how serious the finding would be if it's right — a low-confidence, high-severity item is worth a skeptical look; a high-confidence, low-severity one might just be housekeeping.
Make it yours
- Pin an insight to keep it at the top while you work it.
- Snooze one to make it disappear until later — it comes back when the time passes.
- Hide what's not useful; hiding is yours alone and never removes it for teammates.
Acting on an insight or dismissing it moves it out of your open feed. Some insights expire on their own when they stop being timely.
Why a teammate sees different insights
Insights follow the same permissions as the records they came from. If you and a colleague cover different locations or roles, your feeds will differ — that's the application showing each of you only what you're entitled to see, not a sync problem.
Insights are suggestions, not instructions. The AI ranks and recommends; deciding is your job, and dismissing a finding you know is wrong makes the feed better.
Capability review: 2026-09-14. For exact current technical availability, use the generated API Map and first-class module inventory.