Deal Insights and Warnings
Rafiki AI automatically surfaces deal warnings in your Deals dashboard to highlight opportunities that may be at risk. These insights help you take action before deals stall or slip.
Warning Types
Warning | What it means |
No Activity | No meetings or interactions recorded for a specified number of days |
Ghosted | No prospect activity (replies, meetings) for a specified number of days |
No Follow-Up | A meeting occurred but no follow-up action was taken |
Single-Threaded | Only one contact is engaged in the deal — risk if that contact leaves |
Customizing Warning Parameters
Admins can customize the thresholds for each warning type to match your sales cycle:
Navigate to Settings
Find the Deal Insights or Deal Warnings configuration
Adjust the number of days for each warning type using the sliders
Toggle individual warnings on or off
Note: Deal warnings require an active CRM integration and meetings processed through Rafiki AI to generate accurate insights.