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Intelligence turns relevant workspace activity into suggestions. A suggestion can point out a possible record change or follow-up. It does not change your data until an authorized member applies it.

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Review a suggestion

Open Intelligence and select a suggestion. Read the proposed change, the record it affects, and the available evidence. You can:
  • edit the suggestion when the proposed value needs correction;
  • apply it to make the described change;
  • dismiss it when it is not useful or is based on the wrong context.
Applying a suggestion uses your current workspace access. If you cannot make the same change directly, the suggestion cannot bypass that restriction.

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Decide with evidence

Check names, dates, amounts, owners, and lifecycle changes before applying them. A meeting can contain a proposal or open question that should not be recorded as a final decision. Dismissed suggestions leave the underlying records unchanged. Applied and dismissed actions are recorded so the team can understand what happened.