Daily Briefing
AI-generated morning summary of your business metrics
What is the Daily Briefing?
The Daily Briefing is an AI-generated summary delivered every morning (or on-demand) that covers your key business metrics from the past 24 hours. It highlights what needs attention, celebrates wins, and suggests priorities for the day.
What's Included
Messages & Conversations
Total sent/received, response times, unread count
Campaign Performance
Open rates, click-throughs, conversions from yesterday
Revenue & Invoices
New orders, payments received, outstanding invoices
AI Activity
AI credits used, tasks completed, escalations handled
Team Activity
Messages handled per agent, resolution times
Alerts & Anomalies
Unusual spikes, failed payments, compliance warnings
Delivery Options
- ⢠In-app: Available at
/daily-briefing - ⢠WhatsApp: Receive your briefing as a morning WhatsApp message
- ⢠Email: Daily digest sent to your inbox at your chosen time
- ⢠On-demand: Click "Generate Briefing" anytime for a real-time snapshot
Tips
- ⢠Set your briefing time in Settings â Notifications
- ⢠The AI learns what matters to you over time â more relevant insights weekly
- ⢠Use the "Focus" button to drill into any metric from the briefing
- ⢠Share briefings with team members for daily standups