Sense Home: your day at a glance

Sense Home is a home page made from four Sense widgets: a short written brief on your day, a strip of key figures, a ranked queue of things worth acting on, and industry headlines with suggested takeaways. It is not a fixed dashboard. An administrator places the widgets on an ordinary app page and adds that page to an app's navigation, so a sales home and a service home can look different. You open it from the app's menu, work through what it shows, and move on to the records it points you to.

Overview

A page can use any of the widgets, more than once and in any order. A common arrangement is the brief at the top, one or two KPI strips, the attention queue, a second queue with the Cards variant for growth suggestions, and the industry pulse at the bottom.

When to use it

• At the start of the day, to see in one place what has changed and what needs your attention.
• Between tasks, to work through the attention queue without opening each list.
• When you want a quick answer to "what should I tackle first?" — Ask a follow-up takes the brief into a Sense conversation.

How xMatix handles it

The brief

The brief is written from a fact pack that xMatix builds before any AI model is involved:

• the summary-card figures of up to four entities — Invoice and Order unless the page designer chose others. For each entity it uses the default view that has summary cards, or else the first view that has them;
• up to six of your top-ranked nudges, at most three per category. Two nudges about the same record count once.

The AI model is told to use only those facts — no numbers of its own, no calculations — and to write two to four sentences of plain prose. The corner of the card shows AI brief and the time it was written.

If the AI call cannot be made — the model is unavailable, or your AI credits for the day are used up — you get a plain brief built from the same facts instead. It reads like "3 items need your attention. Top of the list: …", followed by up to two figures, and the corner shows Brief. When there are no figures and no nudges at all, the brief reads "All quiet for now — no KPI signals or attention items in your workspace yet."

Each brief is kept for you for the rest of the day (UTC) and reused every time you open the page. A plain brief is kept for only 30 minutes, so an AI brief replaces it once the model is available again. The refresh button builds a new fact pack and replaces today's brief; each AI brief uses AI credits.

The greeting — Good morning, Good afternoon or Good evening with your first name — follows your device's clock.

The KPI strip

The KPI strip shows the summary cards that an administrator has designed on an entity view, using the same calculation as the list page. Figures respect your access: you see them only for entities you can read, and through the view's own filter. Selecting a card opens that entity's list, unless the page designer has made the cards display-only.

The KPI strip does not depend on Sense AI. It hides when the entity has no view with summary cards, or when summary cards are switched off for your xMatix deployment.

The attention queue

The queue shows active nudges from every entity — not just the record you have open. It also shows snoozed nudges whose snooze has ended. Nudges are ranked by priority, then by the value at stake, then by how recently they changed. A per-category cap stops one kind of nudge from filling the list. The default widget shows up to eight nudges, at most three per category; the page designer can change both numbers.

The queue lists every active nudge in your organization except nudges aimed at another person. It is not filtered by which records you can open. Opening a record, or using an action button that changes one, still needs your normal permissions.

Each row is a full nudge card, the same as on record pages:

• Why? opens Sense with the evidence behind the nudge. It does not change the nudge.
• Snooze 1 day or Snooze 7 days hides it until then; it comes back if it still applies.
• Dismiss hides it for the source's cooldown window.
• Action buttons that change a record ask for confirmation, run with your permissions and mark the nudge Applied. Opening a screen or a conversation does not resolve it.

The queue refreshes by itself when nudges change anywhere in your organization, and again when you come back to the browser tab. Refresh in the card header reloads it at once. Dismiss and snooze remove the card straight away; if the request fails, the card can reappear on the next refresh.

While the queue is on screen, it takes over from the floating Sense nudge button, so you do not see the same nudges twice.

The industry pulse

The industry pulse searches the web for recent news about the industry the page designer entered — for example "Auto dealerships" — with a focus on India. It then asks the AI model for a short For you: takeaway on the headlines where a business in that industry should act. The model only reacts to the headlines it is given. A headline with no clear implication gets no takeaway.

The search runs once a day per industry for your whole organization, so everyone sees the same cards. If the AI step cannot run, the cards show headlines only and the caption reads Headlines instead of AI takeaways. Selecting a headline opens the article in a new browser tab.

The industry pulse needs web search to be available in your xMatix deployment. Where it is not, the widget shows nothing.

Widgets that show nothing

Sense Home never shows an error box. A widget whose feature is off, whose licence is missing, or that has nothing to show renders nothing. A partly licensed organization sees a smaller page, not a broken one.

Prerequisites

To see the Sense widgets:

• Enable Sense AI is on, and your security profile holds the Sense AI product — see Sense AI. Where your organization assigns product seats, you also need a Sense AI seat.
• For the attention queue, Enable Sense AI nudges is on as well.
• An administrator has built a Sense Home page and added it to an app you use, and your profile can view that page.

Procedure

Step 1 — Open Sense Home

Open the app and select the home entry in its menu — the administrator chooses its label, often Home. The page loads its widgets independently. The brief shows a loading placeholder until its text arrives; the industry pulse appears only once its cards are ready.

Step 2 — Read the brief and the figures

Read the brief, then scan the KPI strip. Select a summary card to open the list behind it.

Step 3 — Work the queue

Select Work the queue in the brief to jump to the attention queue. For each card, do one of the following:

• select an action button and confirm it; the nudge is marked Applied and leaves the queue;
• select Why? to see the evidence first;
• snooze it for 1 or 7 days, or dismiss it if it does not apply.

Step 4 — Ask Sense what to do first

Select Ask a follow-up in the brief. A Sense conversation opens, already asking what to tackle first and quoting today's brief. Continue the conversation as you would any other — see Asking Sense about your data.

Step 5 — Get a fresh brief

Select the refresh button at the end of the brief's buttons when the day has moved on and you want new facts. The brief is rebuilt and replaces today's copy. Use it sparingly: each AI brief uses AI credits.

Step 6 — Build a Sense Home page (administrators)

1. Go to Setup → Design Studio → Apps → App pages and select New. Enter a Label and Name, set Page type, and save.
2. Select Web Design on the new page's row to open the designer. Drag the Sense widgets from the palette and set their properties (see Configuration below). Save the layout.
3. Go to Setup → Design Studio → Apps → Apps, select Manage Items on the app, use Add item to add the page, drag it into position and save.
4. Go to Setup → Access Control → Profiles, open each profile that should see the page, and on the App Permissions tab tick View for the page.
5. Sign in as a user with one of those profiles and open the app. Expected result: the new home entry is in the menu and the widgets show that user's own figures and nudges.

Example

A sales manager opens the Sales app on Monday at 9:10. The brief reads: "Overdue receivables stand at 4,82,000 across 11 invoices. Two approved orders worth 3,10,000 are still waiting to be invoiced, so invoicing them today is the quickest win. Three regular customers have gone quiet this month." The corner shows AI brief · 09:10.

The KPI strip below shows the overdue-receivables cards from an invoice view and the pending-invoicing cards from an order view. The manager selects Work the queue. The top card reads "2 approved orders awaiting invoice". The manager selects Why?, sees the two orders and the oldest approval date, and asks the billing team to invoice them. The next card reads "3 regular customers silent for 30+ days"; the area visits are already planned for Thursday, so the manager snoozes it for 7 days.

At the bottom, the industry pulse shows three headlines about the dealership market. One has a For you: line suggesting the team check stock of a model whose price has changed.

Training

Practice exercise

In a sandbox where Sense AI and nudges are on:

1. As an administrator, create an app page called "Practice Home". Add a Sense AI Brief, a Sense KPI Strip with Entity set to Invoice, and a Sense Attention Queue. Add it to the Sales app and give your own profile View on the page.
2. Open the Sales app and select the page. Expected result: a greeting with your first name, a brief, the invoice summary cards, and a Needs your attention card.
3. Snooze one nudge for 1 day. Expected result: it leaves the queue at once and does not come back on Refresh.
4. Select the brief's refresh button. Expected result: the time in the corner of the brief changes.
5. Ask a colleague with the same profile to open the page. Expected result: the queue shows the same organization-wide nudges, apart from any aimed at one of you, while the brief greets them by name and carries its own time.

Quick reference

• Sense Home is an app page built from widgets; nothing is shipped ready-made.
• The brief is written once per user per UTC day; refresh replaces it and uses credits.
• AI brief in the corner means the model wrote it; Brief means the plain fallback.
• The KPI strip reuses a view's summary cards — change the view, and the strip follows.
• The attention queue shows 8 nudges, 3 per category, unless the designer changed it.
• Work the queue jumps to the queue; Ask a follow-up opens Sense with today's brief.
• The industry pulse is shared by the organization and refreshed once a day.
• A widget with nothing to show disappears rather than showing an error.

Permissions

Configuration

Sense Home is configured on the widgets themselves. Select a widget in the app page designer to see its properties.

Sense AI Brief

Sense KPI Strip

The cards themselves are designed on the entity view, so change them there and every Sense Home that uses the view follows.

Sense Attention Queue

The provider-level Max nudges per view setting does not apply to this widget; use Max Items and Max Per Category instead. Which nudges exist at all is set under Setup → Sense AI Studio → Configuration → Nudges — see Enable and configure Sense nudges.

Industry Pulse

Module switches. Enable Sense AI and Enable Sense AI nudges are under Setup → Sense AI Studio → Configuration → Sense AI Settings. Turning either off hides the matching widgets for everyone.

AI credits. AI-written briefs and pulse takeaways draw on the user's daily allowance and AI credits, managed under Setup → Sense AI Studio → Configuration → AI Credits. When a user is out of credits, they get the plain brief and headlines without takeaways; nothing breaks.

Mobile. The web widgets are not shown in the mobile app. For a mobile home, add the Sense nudge feed widget to a mobile app page: it shows the same ranked nudges as the attention queue, five by default. There is no mobile brief, KPI strip or industry pulse.

Common problems

The brief says "Your brief will appear here once workspace activity comes in"

The brief came back empty. Check that the Fact Entities exist and have a view with summary cards, then select the refresh button.

The brief always says "All quiet for now"

There were no figures and no nudges to write about. Either the fact entities have no view with summary cards, the user cannot read those entities, or no nudges are active. Add summary cards to a view of each fact entity, or change Fact Entities.

The corner says "Brief", not "AI brief"

The AI model could not be used — the user has no AI credits left today, or the model is unavailable. The plain brief is retried after 30 minutes; the refresh button retries at once. Check the user's credits under AI Credits and the model set-up under Models.

The KPI strip is missing

The Entity is blank or unknown, the chosen view has no summary cards, or summary cards are switched off for your deployment. Open the entity's views and check that the view named in View has summary cards.

"Work the queue" does nothing

The page has no attention queue with the Queue variant. A queue set to Cards is not a jump target. Add a queue, or turn off Show Work-the-Queue.

The attention queue is missing

The user has no Sense AI access, or Enable Sense AI nudges is off. If the queue is set to Hide When Empty, it also disappears when there are no nudges.

The industry pulse never appears

The Vertical is blank, web search is not available in your deployment, or nothing was found today with Hide When Empty on. Turn Hide When Empty off to see whether the search is returning anything.

Common questions

Why does my Sense Home look different from a colleague's?

Two things can differ. Different apps can have different home pages, with their own KPI strips, queues and filters. And on the same page, the brief and the KPI figures are built from what each person can read, and the greeting and brief time are each person's own. The attention queue is the exception: it shows the organization's active nudges to everyone who has it, except nudges aimed at one person, which only that person sees.

Why doesn't the brief change during the day?

Each brief is kept for you for the rest of the UTC day so that opening the page is quick and does not use AI credits every time. The attention queue refreshes separately, so it can change while the brief stays the same. Select the refresh button in the brief when you want a new one; it rebuilds the facts and replaces today's copy, and it uses AI credits.

Are the numbers in the brief worked out by the AI?

No. xMatix calculates every figure first, from the same summary cards your list pages show, and passes them to the model. The model is instructed to quote those figures exactly and never to calculate or estimate its own. When the model is not used, the plain brief shows the same figures directly. If a number in the brief looks wrong, check the summary card it came from.

Why don't I see the industry pulse?

Your page may not include it, its Vertical may be blank, or web search may not be available in your deployment. It also hides on days when the search finds nothing, unless the designer turned Hide When Empty off. The widget never shows an error, so a missing pulse always means one of these.

Can I have Sense Home in the mobile app?

Partly. The mobile app can show the same ranked nudges through the Sense nudge feed widget on a mobile app page, and nudges also appear on records and lists. The brief, KPI strip and industry pulse are web-only.

Related topics

• Sense AI
• Asking Sense about your data
• The nudge library
• Enable and configure Sense nudges
• Apps, entities and records
• How Sense AI is governed