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Recommendations

Prioritized actions from your workspace data: the recommendations list and insight tracking in one place.

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Overview

Recommendations lives under Optimization in the sidebar. It turns your monitored prompts, mentions, and competitive context into a prioritized workspace for action — so you can go from seeing metrics elsewhere in the app to deciding what to do next. Open Recommendations in the product anytime.

If you are still setting up tracking, start with Quickstart Guide and Setting up prompts first — recommendations become richer as your prompt mix and history grow.

Why use Recommendations

Dashboards and detail views explain what models say and how you compare. Recommendations focuses on what to do about it: ordered items you can work through with your team, tied to the same filters and time ranges you use elsewhere when filters apply.

  • Action: Move from insight to a concrete next step without exporting screenshots or maintaining a separate task list by hand.
  • Consistency: The same workspace configuration that powers visibility and share of voice also grounds what appears here — fewer mismatched stories between tabs.
  • Discovery: Surfaces ideas you might miss when jumping between Mentions, Sources, and the Dashboard alone.

Two tabs inside Recommendations

The header uses two tabs. Labels match the rest of the app — the first tab is your primary recommendations list; the second is for insight tracking over time.

Recommendations — The default view lists actionable items for your workspace (your todo-style backlog). Work through items, apply filters when shown, and use this tab when you want the current prioritized set.

Tracking — Switch here to follow insight-tracking oriented views and trends configured for your workspace (how items evolve and what you have already reviewed). Exact columns and charts follow the product version you use.

Where to open it

In the sidebar under Optimization, go to Recommendations. For how the menu is organized, see Sidebar navigation.

Filters on the page

When filters are available in the subheader (for example topics, prompt types, or specific prompts), they scope the same way as on other monitoring-style pages — keep slices aligned when you compare this view with Prompts, Mentions, or the Dashboard.

Who sees Recommendations

Viewer roles do not see Optimization sections such as Recommendations and Agents. Full workspace roles see them according to plan and workspace settings. See Sidebar navigation for the full “who sees what” breakdown.