Priority lists are delivered to you through HoneyBook AI chat at 8:00 am in your time zone. These AI-generated lists can help you quickly prioritize the most impactful actions for your day and week ahead.
Adjust priority list settings
You can:
Turn priority lists on or off (on by default)
Adjust the cadence at which you receive priority lists (daily on weekdays by default)
You can't:
Adjust the time that you receive priority lists (8:00 am in your time zone)
Customize what information shows in priority lists
From the navigation menu, select your company logo > Company settings
Select HoneyBook AI
Adjust priority list settings:
Under "Interactive chat," turn Priority list or or off
If Priority list is turned on, select the preferred frequency dropdown > Daily on weekdays, Every day, Weekly on Mondays, or Monthly at start of month
How to use priority lists
Priority lists help you instantly identify how to prioritize your day, such as task creation suggestions or important project follow-ups. Consider checking your priority list as you sign on for the day. Here's how priority lists work:
Depending on your settings, you'll receive a priority list at 8:00 am in your time zone
The priority list is delivered through HoneyBook AI, and you'll be notified with a:
Proactive message from HoneyBook AI
Push notification on mobile, if you've downloaded the HoneyBook mobile app and enabled push notifications,
From
Notifications (bell icon), select the notification to be brought to your priority listFrom the priority list, you can:
Read through and review your top priorities
Select hyperlinked text, for example, "Draft email," to get started taking the suggested action
Select Show more to show more priorities
Enter a message in the chat with any follow-up questions
HoneyBook AI can make mistakes, so it’s always best to validate the information.
Frequently asked questions (FAQs)
How does HoneyBook AI generate priority lists?
HoneyBook AI leverages relevant business and account information to generate priority lists, including:
Upcoming meetings
Due and overdue tasks
Overdue and upcoming payments
Clients with outstanding replies
Emails, files, and project notes
With this information, HoneyBook AI will identify what actions are most impactful for your day and provide smart suggestions.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!