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How to track what’s waiting for you and the day’s results

Home shows what depends on you, what the AI did, today’s results, the schedule, and your tasks, all on one screen.

1 min readBasicUpdated on November 12, 2026

Where to find it in Cognizy

O que precisa de vocêInício

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Video lesson coming soon. For now, follow the steps below.

Home is your daily summary. Instead of opening screen after screen, you can see there what the AI left for you to decide, what it already handled on its own, and how the day is going.

Where to find it in Cognizy

O que precisa de vocêInício

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Before you start

  • All roles can see Home. Each person sees the numbers for what they have access to.

Step by step

  1. Step 1:

    In the menu, open What needs you › Home. It’s the first screen after you sign in.

  2. Step 2:

    Start with Waiting for you: these are the AI responses to approve, the questions it didn’t know how to answer, and the conversations that need a person. Click an item to handle it.

  3. Step 3:

    In Today’s results you’ll find the day’s numbers. View results opens the full report.

  4. Step 4:

    Latest AI actions lists what the AI handled on its own, like replying to a customer or scheduling an appointment.

  5. Step 5:

    Further down, Today’s schedule shows scheduled times and My tasks shows what’s assigned to you.

How to know it worked

When Waiting for you is empty, nothing depends on you at that moment: the AI is handling things on its own.

If something goes wrong

The numbers don’t match what I see on another screen.

Home shows only what your role can access. The owner and administrators can see the whole company.

Next step

Open Izy and ask whatever you want to know about your day.

Sign in with your Cognizy account to save your progress.

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