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Daily Brief

The Daily Brief is the summary Agent X shows at the top of the chat when you haven't started a conversation yet — a quick read on what changed overnight and what needs your attention today. It's a toggle between two views: 24-hour brief and XyRo intelligence.

24-hour brief​

The default view: every real-time signal from this org's own CRM/pipeline, stacked into titled sections you scroll through (not tabs you click between — every section is visible at once):

  • Actions (always first) — Recommendations (the highest-priority actionable items pooled from Urgent/Insights/Business, selected by an AI judgment call on genuine business impact — copies, not relocations; acting on one here doesn't remove it from its home section), pending email approvals (approve/reject inline, including ones expiring soon), pipeline stats (total pipeline, in-conversation, contact rate, and anything flagged as needing attention), and a count of companies due for a follow-up email.
  • Emails from Maya — emails Maya (this org's AI outreach agent) sent on your behalf in the last 24h. Click Open thread on a card to see the full email history with that company.
  • Urgent — Quiet Configs (underperforming Receptor/Optic configs), RFX Closing Soon, and unactioned SOS News. Triage items — "is anything on fire" — shown top-5, selected by an AI judgment call on genuine urgency (falls back to a plain score-sort if that call fails), not a rolling browse list like Insights.
  • Insights — News, Signals, and Buying Intent (high-scoring signals reframed from the same underlying news).
  • Business — Customers and Financials (estimated revenue). Off by default org-wide (a per-org setting, admin/DB-managed, no in-app toggle) — Recommendations in Actions still draws from it even for orgs where this section itself is hidden.

Which sections render is driven entirely by what the org's own configuration includes — nothing here is a fixed, hardcoded list, so an org's Business section (or any other) can be turned back on without a product update. Each section (other than Actions) shows only its top item by default — click +N more — show all to expand that one section, or Collapse to go back to one. Expanding one section doesn't expand the others. Actions always shows its stats, recommendations, and pending approvals in full regardless of expand/collapse.

This view is deliberately inside-data only: every card comes from this org's own CRM/pipeline (Receptor, Optic, Vigil, contacts, firmographics, Cortex, Maya's sent-email log), fresh as of the run that generated it. It used to also surface Funding/Launches/Hiring/Expansion/Technologies/Org Chart/Competitors/Partnerships/Company Profile/Products/Market Position from the background company-research pipeline (Perplexity + a site crawl), each carrying a "Best effort" badge — that's been removed from the brief entirely, not just deprioritized: that pipeline only re-checks a company every couple of weeks, so it isn't "daily" content by construction, and it read as equally authoritative next to real CRM signals despite being crawl/inference rather than a hard fact. That data still exists and still powers other surfaces (company profile views, org learning) — it just isn't gathered into this brief anymore.

XyRo intelligence​

The platform's own aggregated view, distinct from your CRM activity — deliberately minimal today: an Active Deals tile (your current non-archived pipeline count). Everything else you might expect here (a new-insights count, usage trends, product/segment updates, data-quality flags) has no real data source behind it yet, so rather than show a fabricated number, it isn't in the product — the same reasoning behind Influencers being dropped entirely (see below) and the researched company-research pipeline being removed from the 24-hour brief.

Data freshness​

Everything in the 24-hour brief is computed fresh each time it generates (rolling 24h window, or live for Actions' approvals) — there's no background-research layer with its own staleness cycle anymore. Recommendations pools whatever is fresh in each source section at generation time, so it inherits their freshness.

Urgent's and Recommendations' selection is itself one OpenAI call each per org per generation (not per candidate item). Both fall back to a plain score-sort if the call fails, so a curation-call outage degrades gracefully rather than breaking the brief.

Influencers was considered but dropped entirely — no data source can reliably determine this without fabricating a guess, so rather than a permanent "not available" placeholder, it isn't part of the product.

Acting on an Item​

Each card can carry different actions depending on its source:

  • View — jump straight to the item (opens the matching Vigil tender, or the relevant config page)
  • Open thread — on an Emails from Maya card, opens that company's full email history
  • Mark as read / Not interested — resolves a Receptor news signal or a Vigil tender without further action
  • Move to Cortex — pushes a Receptor news signal straight into your pipeline
  • Dismiss — clears the card from the brief without taking any other action

Severity and deadline badges (e.g. SOS, High, "closes in 2 days") come directly from the underlying signal — never fabricated by Agent X.

Refreshing​

The brief loads once when you open Agent X. Dismissing or acting on an item updates it immediately — no need to reload the page.