# Next Best Action

_AI Features_

For every contact, the AI picks the ONE most impactful thing to do right now — based on the contact's state, recent engagement, open deals, and what's worked for similar contacts. Surfaces on the contact detail page as a single recommendation card with a "Do It" button.

## Steps
1. Open any contact detail page. The "⚡ Next Best Action" card appears in the right-hand column ABOVE the score cards — but only when the AI has a suggestion for that contact and you have not dismissed it today. A contact with too little history, or one you dismissed earlier that day, shows no card.
2. Card shows: action (short imperative like "Send a follow-up email"), reason (why this action, citing the contact data), urgency badge (now / today / this_week / next_week), category icon, expected outcome.
3. Click "Do It" to execute the action — opens compose modal pre-filled, creates a task, opens calendar, etc. (depends on category).
4. Click "Dismiss" with feedback ("Not relevant" / "Already done" / "Remind later") to teach the engine and move on.
5. Use the daily digest email (sent 7am org timezone) for top 5 actions across all your assigned contacts — read it like a to-do list.

## Tips
- Uses the CRMown AI light tier (the fastest / cheapest tier on whichever provider your org runs) for cost efficiency. Recommendations are cheap; recommend often.
- Tip the engine by completing the suggested action via the "Do It" button rather than navigating away — completion signals which categories work for you.
- Daily digest can be turned off per-user under Settings > Account > Notifications > Daily AI Digest.

## Example
A rep starts Tuesday with a 38-contact assigned list. Instead of scanning all 38, she opens the "Today's Actions" widget on her dashboard: top 5 NBAs, urgency-sorted. Three are "send a follow-up", one is "schedule a demo", one is "log a call". She works the list in 45 minutes; two of the five become same-day replies. Her old habit was "open contact list, sort by leadScore, scroll" — that took an hour and missed the demo nudge.

## Troubleshooting
- **NBA card shows "No clear next action"** — The contact is too quiet — no recent messages, no meetings, no open deals. The engine refuses to invent action when there's nothing to react to. Fix: Either log some activity (a call, a note, an email send) or move the contact to a "nurture" segment so the drip system handles low-touch outreach instead.
- **Daily digest never arrives** — Either the daily-digest worker hasn't been deployed for your tenant, or your timezone setting on the user record is wrong (digest fires at 7am in user timezone, falling back to org timezone). Fix: Check Settings > Account > Your Account to confirm your timezone. Check your spam folder. Check Settings > Account > Notifications > Daily AI Digest is toggled on.

## Plans
Included in every plan. Uses the light tier (small per-call cost on any provider). Cache + daily digest mean ~3-5 calls per active rep per day. Toggleable per-org under Settings > AI Usage > AI Features (key: next_best_action).