How the AI Advisor sees your business
By default, it only has access to information you're personally connected to — your Company Dashboard, your One-Page Strategic Plan, the huddles you're in, and your My Dashboard.
That means if your CEO isn't in your weekly sales huddle, the AI Advisor has no idea what's happening in sales. That gap creates blind spots.
Action recommended: Turn on the AI checkbox in your huddles — thoughtfully.
Inside each huddle, there's an AI checkbox. When you turn it on, that huddle's information becomes available to everyone in your organization using the AI Advisor.
For team meetings, sales standups, and ops huddles, that's exactly what you want. For 1:1s or leadership syncs where sensitive topics come up, leave it off. A simple rule: if you'd be comfortable with anyone in the company seeing a summary, turn it on. If not, leave it off.
The more relevant context the AI Advisor has, the better it performs — and you control exactly what that context includes.
We're excited about this one. Log in and explore.
Let’s put it to work.
— The Align Team
