Suggested next actions

An open deal with no planned next action is easy to lose track of. Once a day, NeoKivo looks for deals like that and asks the AI to propose a single, specific next step — grounded in the deal's recent timeline, not a generic "follow up."

Where they show up

Suggestions appear on the Focus page, alongside your other follow-ups. Each one names the deal, the proposed action, a suggested due date, and a short reason grounded in what actually happened on that deal.

Accept or dismiss

• Accept turns the suggestion into a real next action on the deal, exactly as if you'd set it yourself — you need the same permission to edit that deal either way.
• Dismiss clears it. NeoKivo leaves that deal alone for a while afterward rather than proposing again right away.
• Nothing is ever written to a deal from a suggestion until you accept it. If someone sets a next action on the deal in the meantime, the suggestion quietly drops off — it's no longer needed.

Caps and included usage

Generation is capped to a handful of new suggestions per workspace each day, so Focus doesn't get flooded, and a dismissed or ignored suggestion isn't re-proposed on the same deal for a while after.