Use Today and Customer Detail
Learn how Sidecar surfaces priority and then connects that priority to the underlying customer story.
Start the day on Today
Once a few customers have active records, open Today.
Today is the main daily starting point. It ranks customers based on operational signals such as missing requested items, waiting work, follow-up timing, open tasks, and document status.
Today surfaces the customers most likely to need attention and explains the signals behind that priority.
A customer card may include:
- Attention level and workflow risk
- Package progress
- Counts for expired, expiring, waiting, stale, or open work
- A short explanation of why the customer is being prioritized
- The current Operational Focus
- Major and additional factors
Workflow risk is an internal priority signal. It is not a compliance score, customer approval score, or prediction of what a portal will decide.
Read Operational Focus first
Operational Focus identifies the most important thing to review for that customer now.
Sometimes it is a direct action, such as sending a request, following up with a broker, or completing an overdue task. Sometimes the correct result is that no immediate action is required because the work is waiting and the follow-up date is still in the future.
Open the Operational Focus link or the customer name to see the full customer context before changing records.
Use the signals as an explanation, not a checklist
The signals on Today explain why the customer is visible. They are not necessarily separate pieces of work.
A single expired document may also be linked to a requested item and a follow-up. Customer Detail shows how those records relate so your team does not treat one real-world obligation as three unrelated emergencies.
Use Customer Detail to understand the full story
Today tells you where to look. Customer Detail explains what is happening.
Customer Detail connects the current priority with the records and workflow state behind it.
At the top of the page, review:
- Operational Focus, which identifies the most important current action or watch state
- Customer summary, which describes the account in plain language
- Customer package status, which summarizes tracked required items
- Attention priority, which reflects active workflow pressure
- Risk factors, which explain the records contributing to that priority
Further down, the page connects tasks, documents, requested items, activity history, platforms, and contacts.
Package progress and attention are different
Package progress describes how much of the tracked required package has moved toward completion. Attention priority describes how urgently the customer needs review.
A customer can have high package progress and still need immediate attention because one document expired or a follow-up is overdue. Another customer can have a lower package percentage without being urgent because the remaining work is newly created or waiting until a future date.
Do not use package progress as a compliance determination. It reflects the statuses recorded in Sidecar, not a legal, insurance, safety, or customer approval decision.