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Recommended Actions

Suggested next steps to improve companion performance, generated from conversation patterns.

Shown in Companion Insights only — this card isn't currently available on the org-wide Dashboard.

The Recommended Actions card turns patterns detected across conversations into concrete next steps, each assigned to the team best placed to act on it.

What you see

A searchable, sortable, filterable table:

ColumnWhat it shows
ActionThe suggested next step.
OwnerWho should own it: Creator, Sales, Support, or Product.
PriorityHigh, Medium, or Low.
CountHow many conversations this recommendation is based on.

Hover any row to see its expected impact.

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.
  • 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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