> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan and Prioritize Your Selling Day with My Day

> My Day pulls every open thread — Sally's drafts, inbox replies, tasks, meetings, and pipeline — into one screen so you always know what to do next.

My Day is your personal action cockpit. It pulls every open thread across Salestools — Sally's co-pilot drafts, inbox replies, AI actions, inbound leads, tasks, meetings, and pipeline value — into a single screen. Start each day knowing exactly what needs you, act on the highest-priority item first, and clear your queue without switching between tabs.

<Note>
  My Day is your **personal** dashboard. It always shows your own work only. Team-wide approvals and managing a teammate's queue live in the manager Cockpit, not here.
</Note>

## The header

At the top of the page you will see **My Day — {weekday}** along with two live status indicators and a quick shortcut:

* **Sally on shift / Sally paused** — whether your AI co-pilot is currently active. A grey dot means the status could not be loaded.
* **Auto-approval {n}%** — the share of Sally's actions that go out automatically without waiting for your review.
* **Today's queue** — a shortcut directly to your draft and approval queue, with a live pending count displayed on the button.

Counts across the entire page refresh automatically every 60 seconds and pause when the browser tab is in the background.

## What is waiting on you

The **Awaiting you** section gives you an instant read of every open thread across five surfaces.

<Steps>
  <Step title="Read the hero count">
    The banner greets you and shows the total number of items waiting — for example, **"7 things waiting on you."** The primary button routes you to whichever surface has the most items. When everything is cleared, the banner switches to **"You're all caught up."**
  </Step>

  <Step title="Pick a surface from the pills">
    Below the banner, five clickable pills break the total into categories. Each shows a live count:

    | Pill                  | What it opens                                         |
    | --------------------- | ----------------------------------------------------- |
    | **Co-Pilot drafts**   | Your task and approval queue                          |
    | **Inbox replies**     | The inbox filtered to messages needing your attention |
    | **AI actions**        | Autonomous agent actions awaiting your review         |
    | **Inbound to assign** | Inbound leads waiting to be routed                    |
    | **Team approvals**    | The manager Cockpit (managers only)                   |
  </Step>

  <Step title="Act on the next best action">
    Below the pills, the **Next best action** card surfaces Sally's single highest-confidence pending draft — showing who it is addressed to, Sally's drafted reasoning, confidence score, channel, sequence step, and when it was prepared.

    Choose one of three actions:

    * **Approve & send** — sends immediately and loads the next draft.
    * **Review in queue →** — opens the full queue for more context.
    * **Skip** — moves this draft to the back of the queue.

    When the queue is empty, the card displays a calm **"You're all caught up."**
  </Step>
</Steps>

<Tip>
  Use the **Next best action** card first thing every morning. Working top-to-bottom through Sally's highest-confidence drafts means your most promising outreach goes out while intent is freshest — before you open email or check Slack.
</Tip>

## Your key metrics

Six KPI tiles give you a real-time read of the day's performance at a glance.

<CardGroup cols={2}>
  <Card title="Drafts pending">
    How many of Sally's drafts are sitting in the queue waiting for your approval right now.
  </Card>

  <Card title="Replies today">
    The number of prospect replies received so far today across all channels.
  </Card>

  <Card title="Meetings today">
    Meetings booked on your calendar for today, pulled from your connected Google or Microsoft calendar.
  </Card>

  <Card title="Pipeline value">
    Your total open pipeline value across all active deals.
  </Card>

  <Card title="New leads (7d)">
    Leads added to your sequences or AI agent in the last seven days.
  </Card>

  <Card title="Autonomy rate">
    The share of Sally's total actions going out automatically without requiring your approval — a measure of how much you trust her to act independently.
  </Card>
</CardGroup>

## Plan your day from the backlog

When awaiting items are stacking up, Salestools can turn the backlog into a set of focused, scheduled tasks for today.

<Steps>
  <Step title="Open Plan day">
    In the **Today's plan** card, click **✦ Plan day**. If you have no tasks yet but work is waiting, you will see an **Auto-plan →** prompt instead — click it to reach the same planner.
  </Step>

  <Step title="Choose how many of each to tackle">
    The planner groups proposed tasks by source — Co-Pilot drafts, inbox replies, AI actions, and so on. Use the stepper next to each source to set how many items to take on today, for example **5 of 12 Co-Pilot drafts**. You can also edit the task title, set a priority level (high / medium / low), and adjust the due date.
  </Step>

  <Step title="Create the tasks">
    Tick the sources you want and click **Create {n} tasks**. The tasks appear in your **Today's plan** card, each with a progress bar that fills as you clear the underlying items from the queue.
  </Step>
</Steps>

<Note>
  Need a one-off reminder that is not tied to the backlog? Use **+ Add task** in the same card to create a manual task with a custom title, priority, and due date.
</Note>

## Work your tasks

The **Today's plan** card lists every open task due today, with overdue and due-today counts shown in the card header.

<Steps>
  <Step title="Complete a task">
    Click the checkbox or **Done**. Source-linked tasks show a `done / target` progress bar — if you mark a task done before reaching its target count, Salestools prompts you to confirm before closing it.
  </Step>

  <Step title="Snooze a task">
    Click **Snooze** to push the task to tomorrow at 9 am. Both **Done** and **Snooze** apply instantly, with a toast notification that rolls back the action if the save fails.
  </Step>
</Steps>

## The right rail and lower panels

The right side of the page and the sections below the task card give you a full picture of the day without leaving the screen.

<Accordion title="Today's schedule (right rail)">
  Shows your pending approvals marked **YOUR CALL** and today's meetings in chronological order. A **Progress** bar at the top indicates how many of today's approvals you have already cleared. Click **Open queue →** to jump to the full approval list.
</Accordion>

<Accordion title="Calendar · today">
  Displays your next few meetings with a **Join** link when a meeting URL is available. If no calendar is connected, this section prompts you to link your Google or Microsoft account in settings.
</Accordion>

<Accordion title="Approvals">
  Lists Sally's pending drafts, filterable by channel — all, email, LinkedIn, or calls. Click any row to open that draft directly in your approval queue.
</Accordion>

<Accordion title="Pipeline">
  Shows your total open value, weighted value, and a per-stage bar list. Click **+ open pipeline** to open the full deal board.
</Accordion>

<Accordion title="Sally's recent actions">
  A live ticker of Sally's latest sends, opens, and held items — for example, `10:25 · sent · Kevin`. Held or paused items are highlighted so you can spot anything Sally is waiting on you to resolve.
</Accordion>

<Accordion title="Recommendations">
  A collapsible section surfacing live buying signals and priority leads from AI Intelligence. Your open or closed preference is remembered between sessions.
</Accordion>

## FAQ

<AccordionGroup>
  <Accordion title="Why does a count show a dash instead of a number?">
    A dash means that surface could not be loaded right now — not that the count is zero. Salestools never shows a false zero; it displays an honest unknown state. Hit **Refresh** in the hero to re-pull all counts. The hero will not claim you are all caught up while any surface is in an error state.
  </Accordion>

  <Accordion title="Why is the Team approvals pill always zero for me?">
    Team approvals is gated to managers. If you are not a manager, the pill stays at zero and routes to the admin Cockpit. My Day itself only ever shows your personal work.
  </Accordion>

  <Accordion title="What does the auto-approval percentage mean?">
    It is the share of Sally's actions that go out automatically without waiting for your review. The higher your trust settings, the higher this number climbs. A dash means the figure is not yet available.
  </Accordion>

  <Accordion title="Meetings today shows 0 but I have meetings on my calendar.">
    Meetings are pulled from your connected calendar and only include events starting today in your local timezone. If the tile is empty, verify that your Google or Microsoft calendar integration is connected in settings.
  </Accordion>

  <Accordion title="What is the difference between My Day and the Dashboard?">
    My Day is your action cockpit — it shows what needs you right now and gives you the tools to clear it. The Dashboard is for trends, performance analytics, and team-level numbers over time.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Dashboard" href="/home/dashboard">
    Trends and analytics across your outreach and pipeline.
  </Card>

  <Card title="Tasks" href="/communication/tasks">
    Your full task and approval queue, including the Power Dialer.
  </Card>

  <Card title="Inbox" href="/communication/inbox">
    Reply to conversations that need your personal attention.
  </Card>

  <Card title="Deals & Pipeline" href="/sales-intelligence/deals-pipeline">
    Work your open deals across every stage.
  </Card>
</CardGroup>