Outcome: one page that tells your team what to do today and why — manual tasks, replies waiting for review, and Ask Alta’s daily insights with evidence and a one-click action.
Where to find it
Daily in the left sidebar, right under Home.
Before you start
Daily is switched on per account. If you do not see it in the sidebar, ask Alta support to enable it.
Insights are generated once a day by a scheduled Ask Alta run over your account data; the first cards appear the morning after the feature is enabled.
Steps
Open Daily. The header shows the feed filters: All (Feed), New tasks and New insights, plus a rep filter.
In the tasks view, switch between Manual tasks, Reply needed and Waiting for review. Use Act on a task to work it, or select several rows and approve them together with one note.
Click New insights. Each card has the finding as its title, the reasoning and numbers behind it, a date, and actions such as Open the sequence or Do it with Alta.
Filter insights with the sub-tabs: All insights, CRM pipeline, Alta performance and News. Dismiss a card with the × when it is handled.
Click the image to watch the clip (recorded in Alta).
What you should see
Tasks are grouped by day with the time of day on each row. Insight cards carry tags (for example Sequence, Campaign performance, CRM pipeline, Industry) and keep their status (new, seen, dismissed, actioned) for the whole team.
Good to know
Accounts with Alta Signals also receive a daily audience of people showing intent, enriched automatically.
“Do it with Alta” opens Ask Alta with the insight and the suggested change already in the prompt.
The old Daily Insights page was folded into this view; the tasks page keeps its bulk approve and rep filters.