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The Actions page is your team’s to-do inbox for AI output. Two kinds of items land here:
  • Recommendations — AI-drafted next steps for an account, generated when a signal rule fires (a health drop, a negative call, a usage change) or by an agent.
  • Approvals — agent runs paused at a Review step, waiting for a human decision.
The inbox has two lanes — Strategic (account-level recommendations) and Operational (approvals and system tasks) — with filters for status, a “My Accounts” toggle, and search.

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Working a recommendation

Each recommendation shows the customer, a Risk / Growth / Neutral chip, what changed (health bucket movement with per-category deltas) or what was noticed (the signals that fired), and a list of suggested next steps. Steps are either:
  • Manual — tick the checkbox when you’ve done it, or
  • Tool steps — click Review to open the Execute modal, where the AI’s draft is ready to edit and send.
The Execute modal adapts to the tool: an email composer (To/Cc/Bcc, subject, rich-text body, contact picker), a Slack message composer, a support ticket form, or a calendar event with attendees pulled from the customer’s contacts. You choose the sender identity — the Quivly bot, your own account, or the account owner. Sending as yourself requires your own Gmail or Slack connection. When you’re done: Mark complete, or Dismiss with a quiet window (1 week to never) so the same recommendation doesn’t come right back. Thumbs up/down feedback tunes future recommendations.

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Deciding an approval

Approvals show the workflow context, a snapshot of the data the agent saw, and the proposed change — which you can edit inline before approving. Approve resumes the workflow (with your edits); Reject sends it down the reject branch. Stacked approvals of the same kind can be decided in bulk. Every decision records who decided, when, and any note.

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FAQ

From signal rules you configure (Settings → Signals) and from agents. Nothing appears in the inbox unless a rule or agent you set up generated it.
No. Tool steps in a recommendation only execute when you review and send them. Agents can act autonomously only if you built them without a Review gate.
Yes — every field in the Execute modal is editable, and approvals support approve-with-edits.