Docs / AI Copilot (on-request)
AI next actions
A prioritized list of what to do next on an account this week, aware of the account's solution area and state.
AI next actions
On the account's AI Copilot tab → Next Actions, click Generate. The Copilot reads where the account is in its lifecycle and what's already in flight, then returns 3–5 prioritized next steps — each with a priority, a short rationale, and a category.
Use it when you know an account needs attention but aren't sure where to start. Click + Action on any suggestion to turn it into a real, tracked Action on the account.
Grounded in the account's data. On-request — nothing is created until you accept it.
Related: *Account brief (pre-call intelligence)* · *Creating and assigning Actions*