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.