How to accept or decline AI suggestions
In the Daily queue, AI suggests opening a deal, changing the stage, or filling a field based on conversations. You accept or decline each suggestion.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
AI follows conversations and notices when a customer wants to buy, when a deal has moved forward, or when someone shared important information. In suggestion mode, it doesn’t act on its own: it leaves the request in the Daily queue, with the customer’s message that supports it, and you decide.
Where to find it in Cognizy
Before you start
- Suggestions only appear when AI is set to confirmation required or suggestion mode (the three selectors at the bottom of the Daily queue).
- Each person sees suggestions for their own deals; the owner and managers see the team’s suggestions.
Step by step
- Step 1:
Open . AI suggestions appear at the top of the queue, each with a reason. The ones in this screenshot are examples.
- Step 2:
When AI notices that the customer wants to buy, it suggests opening the deal. Click Open deal to create it with the amount and next step, or Ignore if it doesn’t apply.
- Step 3:
When the conversation meets the criteria for the next stage, the suggestion shows from which stage to which stage and the customer’s message. Click Move to accept it or Decline to leave it as is.
- Step 4:
When the customer shares deal information, AI suggests the field and value. Click Fill to save it or Decline.
- Step 5:
At the bottom of the screen, choose how AI acts in each case: ask for your confirmation, do it on its own, or stay off.
How to know it worked
The accepted suggestion disappears from the queue, and the deal appears created, in the new stage, or with the field filled in. A declined suggestion disappears without changing anything, and AI does not repeat the same suggestion.
If something goes wrong
A suggestion never appears.
Check the selectors at the bottom of the Daily queue: when set to Off, AI does not suggest anything, and when set to do it on its own, it acts without asking. Suggestions also depend on recent customer conversations.
AI made the wrong suggestion.
Decline or ignore it. It never marks a deal as won or lost and never changes what a person typed.
I accepted a stage change by mistake.
Open the deal in Sell › Deals and drag it back to the correct stage.
Next step
See the deals opened by AI in Sell › Deals.
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