Set up the daily briefing

The daily briefing is a short summary of what needs you, sent each morning to a channel you have verified.

Before you start: the ai:briefing:configure permission, which owners hold by default. A channel binding must already exist under Settings › AI › Channels.

Verify a channel

1. Open Settings › AI › Channels.
2. Bind a WhatsApp or Telegram channel and complete the verification step. Unverified channels cannot receive briefings.

Enable the briefing

1. Open Settings › AI.
2. Choose the verified channel and the delivery time in Malaysian time.
3. Record the consent reference for the recipient. Delivery cannot be enabled without a consent record.
4. Tick Reserve budget so chat usage can never starve the briefing.
5. For WhatsApp, tick the extra reviewed checkbox confirming the message template has been reviewed.
6. Save.

What the briefing contains

Around a dozen lines: the critical items from the due-now list, key money figures for yesterday, and one deep link into the dashboard. It never omits an open critical alert.

Unlink a channel

Unlinking asks for four explicit confirmations: delivery stops, approvals over that channel stop, the change is audit-visible, and a full rebind is required to resume.

Related

• Ask the advisor and approve a proposal