---
title: "Ask Your AI Tool: What Should Be My Priorities For Today?"
description: "Your AI tool can now check missing replies, unread messages, scheduled appointments, notes, and memories across your book and tell you where to start."
url: https://unlockedcrm.ai/blog/ai-tool-daily-priorities-insurance-agents
canonical: https://unlockedcrm.ai/blog/ai-tool-daily-priorities-insurance-agents
category: "Product"
published: 2026-10-08
updated: 2026-10-08
last_updated: 2026-10-08
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/ai-tool-daily-priorities-insurance-agents
summary: "On Pro and Max, ask a connected AI tool for your priorities and it reviews missing replies, unread messages, scheduled appointments, notes, and memories in unLocked, then lays out your day."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/ai-tool-daily-priorities-insurance-agents
source: unLocked CRM — AI CRM for insurance agents
---

# Ask Your AI Tool: What Should Be My Priorities For Today?

## TL;DR

On Pro and Max, ask a connected AI tool for your priorities and it reviews missing replies, unread messages, scheduled appointments, notes, and memories in unLocked, then lays out your day.

<p>Most mornings start with tab-hopping: inbox, texts, calendar, notes. Now you can ask one question.</p>
<blockquote>"What should be my priorities for today?"</blockquote>
<h2>What It Checks</h2>
<ul>
<li>Clients and leads waiting on a reply.</li>
<li>Unread texts and emails.</li>
<li>Appointments on your calendar.</li>
<li>Notes and memories on the contacts involved.</li>
</ul>
<h2>Go Deeper On Any Contact</h2>
<p>Ask for the whole contact profile and it comes back in one call: details, tags, notes, memories, messages, calls, quotes, and documents.</p>
<h2>Then Act</h2>
<p>Reply to the thread, schedule a follow-up text, log the activity, or re-score the lead, all from the same conversation.</p>
<h2>Plans</h2><p>Included on Pro and Max. Every action follows your permissions, and customer data is never used to train AI. <a href="/ai-tool-capabilities">See the full capability list</a> or <a href="/signup">start a 14-day free trial</a>.</p>

## Related

- https://unlockedcrm.ai/blog/run-insurance-crm-from-ai-tools
- https://unlockedcrm.ai/blog/text-email-clients-from-ai-tools
- https://unlockedcrm.ai/blog/send-intake-booking-links-from-ai-tools

---

Source: [Ask Your AI Tool: What Should Be My Priorities For Today?](https://unlockedcrm.ai/blog/ai-tool-daily-priorities-insurance-agents) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/ai-tool-daily-priorities-insurance-agents.