Advisor

The Advisor is Junto's recommendations engine. It continuously analyzes your resolved tickets and operational patterns to surface actionable recommendations — helping you identify opportunities to build runbooks, create documentation, and discover revenue potential.

Overview

Advisor works in the background, monitoring your ticket data for patterns that indicate:

• Recurring issues that could be handled by a runbook or automation.
• Knowledge gaps where a KB article or documented procedure would help your team.
• Revenue opportunities where upsell or new service offerings align with client needs.

Navigate to Advisor in the sidebar to access the dashboard.

Recommendations Tab

The default view shows a dashboard with summary cards:

• Pending Recommendations -- Total recommendations awaiting review.
• Priority Breakdown -- How many are High, Medium, or Low priority.
• Estimated Time Savings -- Projected monthly time savings if recommendations are implemented.

Quick-access cards link to related features like the Service Catalog and Ticket Health.

Viewing Recommendations

Click into the recommendations list to see individual cards. Each recommendation includes:

• Category -- What type of action is recommended (e.g., build a runbook or write documentation).
• Priority -- High, Medium, or Low.
• Summary -- What the recommendation is about.
• Evidence -- Supporting data from your ticket history.
• Source Signals -- Links to the ticket patterns that triggered the recommendation.

Taking Action

For pending recommendations, you have three options:

• Approve & Draft -- Routes to the AI assistant to draft the recommended runbook or KB article.
• Reject -- Marks the recommendation as rejected.
• Dismiss -- Removes the recommendation without action.

Filtering

Filter recommendations by status, category, or priority.

Revenue Tab

The Revenue tab surfaces upsell and expansion opportunities identified from your ticket data — such as recurring service gaps, security concerns, or growing client needs.

Each opportunity card shows the recommended products, affected companies, and supporting evidence. You can Approve & Draft, Snooze, or Dismiss each opportunity.

Scope

Recommendations can be scoped at two levels:

• Company-scoped -- Applies to a specific client.
• Organization-wide -- Applies across your entire organization.

The scope is shown on each recommendation card.