Milestone Intelligence
Infers when AI-tracked milestones have likely been reached and queues them for your confirmation.
Milestone Intelligence
What it does. Watches the signals around AI-inferred milestones (onboarding steps, value milestones) and infers when one has probably been completed — so your milestone tracking reflects reality without manual bookkeeping.
Signals it reads. Timeline events, open tasks, key contacts, the customer's start date, and each milestone's definition.
What it produces. A suggested milestone completion (with a confidence level and the evidence behind it) queued for you to confirm. It uses a confidence floor, so it only surfaces suggestions it's reasonably sure about.
Autonomous vs on-request. Autonomous (daily schedule).
Your control. Enable/disable in Admin Console → AI Copilot & Agents → Agents. Inferred milestones are always "suggested," never silently marked done.