Where you’ll see them
Home
The Needs attention feed on your home dashboard interleaves
recommendations with your open tasks and conversations, the quick glance.
Tasks panel
A Recommendations section at the top of the Tasks panel, so they sit
right where you look for what to do next.
Recommendations inbox
The full, filterable list at /signals. Open it to triage everything in
one place.
What gets recommended
Each recommendation is deterministic. It fires on a clear condition, never a guess, so it’s always explainable. Today’s types:Each recommendation carries a severity (low / medium / high) and a short
“why” line with the evidence behind it.
Acting on a recommendation
Every row offers one-click actions:- Open: jump to the conversation, account, or inbox behind it.
- Mark done: you’ve handled it; it clears from the list.
- Snooze: hide it for now; it re-surfaces later.
- Dismiss: not useful; it won’t come back unless the situation gets materially worse.
- Helpful: tell us it was a good call (this tunes future recommendations).
Who gets notified
Each type routes to the right person: a churn nudge goes to the account owner, a conversation SLA breach to its assignee, an overloaded queue to that rep. High-severity recommendations for work you own also send a push notification. Turn those pushes off any time under Settings → Notifications → Recommendations (they’ll still appear in the app; you just won’t be pinged).Troubleshooting
I don't see any recommendations
I don't see any recommendations
Recommendations are populated by scheduled scans, hourly for conversation
SLAs and inbox backlog, daily for account-health and queue-size checks, so a
brand-new workspace (or one that was just enabled) won’t show any until the
next scan runs. They also only appear when there’s genuinely something to
flag; an empty list often just means you’re on top of things.
A recommendation is gone. Did I lose it?
A recommendation is gone. Did I lose it?
No. Recommendations auto-resolve when their condition clears (the account
replied, the conversation was answered). If you dismissed one by mistake, it
will come back if the situation gets materially worse.
I'm not getting push notifications for them
I'm not getting push notifications for them
Only high-severity recommendations for work assigned to you push.
Check Settings → Notifications → Recommendations is on, and that push
notifications are enabled for Custral on your device. Recommendations with no
single owner (like an unassigned-inbox backlog) surface in the app but don’t
push.
A recommendation looks wrong or unhelpful
A recommendation looks wrong or unhelpful
Hit Dismiss (it won’t return unless it worsens), and Helpful on the
ones that land. That feedback is what tunes which recommendations you see.
Related
- Property Auto-Fill Agents: AI that fills a field; recommendations are AI that flags what needs attention.
- Tasks: recommendations live alongside your tasks in the same “needs attention” surfaces.