> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Product FAQ

> Common questions about using Quivly day to day — health scores, Ask Quivly, agents, actions, notebooks, and dashboards.

<AccordionGroup>
  <Accordion title="Why don't I see health scores yet?">
    Scores need a published config (**Settings → Health Score**) and calculate on a daily run after publishing. Categories only contribute if their data source is connected.
  </Accordion>

  <Accordion title="Can different segments have different health scoring?">
    Yes — one all-customers config plus one config per segment, each with its own weights, thresholds, and signals. See [configuration](/health-scores/configuration).
  </Accordion>

  <Accordion title="What's the difference between Ask Quivly, agents, and actions?">
    [Ask Quivly](/product/ask-quivly) answers questions when you ask. [Agents](/product/agents) run workflows automatically on triggers. [Actions](/product/actions) is the inbox where AI-drafted recommendations and workflow approvals wait for a human.
  </Accordion>

  <Accordion title="Will the AI ever email or message a customer on its own?">
    Recommendation drafts always wait for a person to review and send. Agents can send autonomously only if you built and published a workflow without a Review gate — adding one pauses the run for approval.
  </Accordion>

  <Accordion title="What is a skill and when do I need one?">
    A [skill](/product/skills) is saved instructions plus a data-tool allowlist. Create one when you want a repeatable output — QBR prep, renewal risk reads — instead of retyping the same prompt.
  </Accordion>

  <Accordion title="How is a notebook different from asking Ask Quivly?">
    Ask Quivly gives chat answers across the whole org. A [notebook](/product/notebooks) is a persistent document on one customer's page — editable, formatted, and reusable for things like QBRs and handoffs.
  </Accordion>

  <Accordion title="Can AI build a dashboard for me?">
    Yes — open a dashboard's AI panel and describe what you want; it adds widgets (metric tiles, bar, line, pie, and table) one by one. See [dashboards](/dashboards/creating-dashboards).
  </Accordion>

  <Accordion title="Why did a recommendation disappear from my inbox?">
    Completed and dismissed items leave the open view (use the status filter to see them). Dismissing with a quiet window also keeps the rule from re-firing for that account during the window.
  </Accordion>
</AccordionGroup>
