How to schedule the weekly sales review and choose who receives it
Choose the day and time when the sales review goes out every week and who receives it by email and through the bell notification.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The weekly review goes out automatically on the chosen day and time, arriving by email and through the bell notification, with a link to create tasks. If no one is selected, it goes to the owner and administrators.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can change the schedule.
- Each review uses 6 AI credits.
Step by step
- Step 1:
Open and click the Settings tab.
- Step 2:
Under When it goes out, leave the Weekly review on toggle turned on. A week with no activity in the funnel won't generate a review.
- Step 3:
Choose the Day of the week and the Time (Brasília time) when the review goes out. Changes take effect immediately.
- Step 4:
Under Who receives it, select the people who should receive the review. If no one is selected, it goes to the owner and administrators.
How to know it worked
On the chosen day and time, the selected people receive the review by email and through the bell notification, with a link to turn the actions into tasks.
If something goes wrong
The review didn't arrive.
It doesn't go out during a week with no activity in the funnel. Also check the spam folder and your AI credit balance.
I want to receive it at a different email.
The review goes to each person's login email. To change it, adjust it in your name menu, under Profile.
Next step
See what each AI sales team agent did.
Sign in with your Cognizy account to save your progress.
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