# Digest Settings

The **Next Best Action Digest** provides a consolidated summary of AI-generated recommendations for records owned by the user. It helps users quickly identify and act on high-priority items without navigating through multiple CRM records.

{% hint style="info" %}
**Note:** \
\
Users must be assigned at least one of the following security roles to receive the Next Best Action Digest:

* Next Best Action User
* Next Best Action Administrator
  {% endhint %}

**Configure Digest Frequency**

Go to **Settings**.

You can choose how often you want to receive the digest:

* **Daily** - Receive a summary of recommendations every day.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FYIgJgQfCxY7Q5Y3eeeZr%2F1.%20daily.png?alt=media&#x26;token=9a449975-cc2b-4730-8f69-9a1e046a660a" alt=""><figcaption></figcaption></figure>

* **Weekly** - Receive a summary of recommendations once a week.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FCv5kCYaDWJArAgBLfI1R%2F2.%20weekly.png?alt=media&#x26;token=a1cfadea-6f36-41e6-88db-da1192b1437e" alt=""><figcaption></figcaption></figure>

**Digest Scope**

The digest includes:

* Next Best Actions generated for records where the user is the owner
* Recommendations based on configured entities and active AI models

**Digest Components**

Entity Configuration

Ensure that Next Best Action is configured and published for the required entities. Only configured entities will be included in the digest.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Faq3l04Vf9dpU9GiEyo4d%2F3.%20Entity%20config.png?alt=media&#x26;token=646e577d-a262-4da0-a1c4-06cd3ee6cdec" alt=""><figcaption></figcaption></figure>

**Digest Email**

The digest is delivered via email and includes:

* A prioritized list of recommended actions
* Entity type and associated record name for each recommendation
* Priority level (High, Normal, Low) to highlight urgency
* An option to open the record directly and take action

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FJurH1T7SjPaGudSNcVnj%2F4.%20digest%20email.png?alt=media&#x26;token=5545acec-2906-4c10-b084-a9dd93dfd606" alt=""><figcaption></figcaption></figure>

**View Records Navigation**<br>

* When the user clicks the **“View Records”** button in the digest email, they are redirected to the **“My Next Best Actions”** view in CRM.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FHv9h7va48Mxzwv7uJJaB%2F5.%20NBA%20view.png?alt=media&#x26;token=ce7ed25a-b2c9-4dbe-9227-fca30f5f85a4" alt=""><figcaption></figcaption></figure>

•  This view displays all relevant recommendations in a structured format for further action.
