Scope
This guide covers daily operation for Intelligence Brief & Recommendations. Availability depends on your tenant package, role and configured providers.
Purpose
Combine health, lead quality and operating recommendations.
Review brief sections, recommendations and supporting context.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Review brief sections, recommendations and supporting context.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Refresh briefs when material source data changes.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Track recommendation status and observed outcomes.
Verify the result
Track recommendation status and observed outcomes. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Separate evidence, inference and unavailable signals. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.