How to use the daily queue to know what to do right now
The daily queue brings together, in order of urgency, everything that needs you right now: activities coming due, deals with no owner, and anything the AI has passed along.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Instead of checking every screen for what's pending, start your day with the queue. It shows only what needs a person. Whatever the AI handles on its own won't show up here.
Where to find it in Cognizy
Before you start
- Have some ongoing deals or conversations ready. With nothing pending, the queue will show All caught up.
Step by step
- Step 1:
From the menu, open . The My Queue tab shows what's assigned to you, sorted by type and with the count for each.
- Step 2:
Each item shows what it is, which deal or customer it belongs to, and how long it's been waiting. Overdue items are flagged.
- Step 3:
Each item has its own button to resolve it. For an activity, click Open to go to the deal and complete what was scheduled.
- Step 4:
For a deal with no owner, the button reads Choose Owner. Other items show the button that fits them best, like replying to a conversation or viewing a charge.
How to know it worked
As you resolve items, they leave the queue. Once nothing's left, the screen shows All caught up.
If something goes wrong
An item I already resolved still shows up in the queue.
For an activity, mark it done inside the deal. For a deal with no owner, choose the owner. The queue updates right after.
Next step
If you're an owner or admin, also check out the team queue.
Sign in with your Cognizy account to save your progress.
Sign in