Recommended Actions
Suggested next steps to improve companion performance, generated from conversation patterns and linked back to the conversations behind each one.
Shown in Companion Dashboard only - this view isn't currently available on the org-wide Dashboard.
Recommended Actions turns patterns detected across conversations into concrete next steps, each assigned to the team best placed to act on it - with the conversations behind the recommendation one click away.
What you see
A searchable, sortable, filterable list, one action per row:
| Column | What it shows |
|---|---|
| Action | The suggested next step. |
| Owner | Who should own it: Creator, Sales, Support, or Product. |
| Priority | High, Medium, or Low. |
| Created | When this recommendation was first raised, in a conversation from the selected date range. |
| Updated | When this recommendation was most recently raised, in a conversation from the selected date range. |
| Count | How many conversations this recommendation is based on. |
Expand any row to see its expected impact in full, then a grid of every conversation that led to the recommendation. Click a source card to open that conversation's full transcript in a new tab, or tap its info icon for a quick-look popover instead.
How to use this
- Filter by Owner to pull the list relevant to your team, or to hand off items to the right people directly.
- Sort by Priority, then by Count - a High-priority action backed by a large count is the clearest win available.
- Expand a row before handing an action to another team - the linked conversations give them the real context instead of a one-line summary.
- Revisit this list after making changes to see whether the underlying actions stop recurring - that's your confirmation the fix worked.
- Pair with Failure Analysis - actions here are often the direct fix for a failure reason showing up there.
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