The Feed
How the Feed decides what needs you: folders, cards, dismiss durations, bulk actions, and your own view settings.
- Plans
- Plans that include Lumo. Without it the page says "Feature not available". Cards that Lumo writes, such as drafts, spend Lumo credits.
- Who
- Members whose role includes Use Lumen AI. Every built-in role on a full seat has it.
- Turn on
- On by default. An admin can pause new cards at SettingsWorkspaceLumo, Settings tab: Team access, Manage, then Scheduled jobs and agent runs.
- Open it
- SidebarFeed
What the Feed is
Lumo watches your CRM, email, calendar, tasks and LinkedIn. When something needs a person, it puts a card in the Feed: a draft to send, a task to create, a meeting to book, or advice worth knowing. Cards arrive through the day as Lumo notices things, not in one morning batch.
- Open the Feed and work the Tracked folder from the top.
- Approve, edit or dismiss each card.
- Tune what you see with the cog in the toolbar.
With the default settings nothing is sent or changed until you approve it. An admin can let Lumo act on its own for some kinds of work.
Hi Jordan, the Gothenburg depot is in the table now. Happy to walk through it on a short call.
No reply in 21 days on an open deal.
- 1Folders: Tracked, plus Dismissed when you dismissed something today
- 2An action card: The button names what happens, such as Approve and send
- 3Advice: Something worth knowing that needs no reply
What reaches the Feed
| Card | What it is |
|---|---|
| Action | Something Lumo will do once you approve it: send an email or a LinkedIn message, send a connection request, create or save a task, book or propose a meeting, log a note, or update a record. |
| Advice | Something worth knowing, with no button to send. The brief before a meeting is advice too; see Meetings. |
| Pinned and Important | Cards you pinned sit on top. Important marks a card that matches a Routine’s elevation signals or a recent hand raise. |
| Lumo status | Winding down, Paused or Back online when the workspace has not used the Feed for a while. See Troubleshooting. |
| Draft in progress | A row that says Lumo is writing the draft. It turns into a card when the draft is ready, or shows Retry if writing fails. |
Who gets a drafted message
Lumo only drafts messages for contacts on a list with an active Routine. Nothing else opts a contact in. If someone is not on such a list, Lumo will not write to them, however active they look. Cards that are not messages, such as tasks and advice, do not need a Routine.
- Routine and list decide who. Set them up in Routine and List segmentation.
- CRM data decides when: activities, email, calendar, deals, tasks, and LinkedIn signals from the browser extension.
- Your Routine text decides how a draft reads: scope, tone, qualification and channel.
Folders and pages
| Folder | What it shows |
|---|---|
| Tracked | Every card waiting on you, with its count. |
| Dismissed | Cards you dismissed today, each with Restore to feed and Permanently trash. Restore all and Trash all act on the whole folder. It shows only when it holds something. |
The menu on the left switches between three pages of the Feed:
| Page | What it holds |
|---|---|
| Feed | The cards waiting on you: actions to approve, and advice. |
| Knowledge | What Lumo has learned about your contacts and companies. Each entry names its source and opens it. |
| Notices | Time-bound things Lumo recorded: commitments, meetings, and deal and invoice events. |
Work a card
- Most cards carry a line on why Lumo raised them.
- The main button names what happens: Approve and send, Create task, Save as task, and so on.
- A draft sits in an editable box. Change it before you approve, and the edited text is what goes out.
- Pin a card to keep it at the top of the Feed.
Dismiss
On a card about a contact, Dismiss opens a menu. The timed choices show an Undo for a few seconds.
| Choice | What it does |
|---|---|
| Until tomorrow | Hides the contact for 24 hours, with an Undo. |
| For a week | Hides the contact for 7 days, with an Undo. |
| For a month | Hides the contact for 30 days, with an Undo. |
| Forever | Mutes the contact. Lumo stops raising new cards about them. |
| More options | Skip for now, Don’t suggest this again, Stop suggesting this Contact, Stop suggesting this Action, or Wrong info, with an optional note. |
Every mute is listed on the Feed filters page. Open it from its icon in the Feed toolbar, next to the trash icon. Remove lifts one.
Re-draft
After you change a Routine, Re-draft all in the toolbar rewrites the email and LinkedIn drafts on screen from the new instructions. You can add a note on top, such as "make it shorter". On a single draft card, use Regenerate draft or Regenerate with a note. Each rewrite replaces the text and spends Lumo credits. Re-draft all shows the estimated cost before it starts.
Act on many cards
Hover the icon at the left of a card and tick the box. The bar that appears groups your selection by action type:
- Connection requests: Send with drafted message, or Send without message.
- LinkedIn messages: Send, or Smart send.
- Other types: the same button the card has.
- Every group has Dismiss, and the bar has Dismiss all.
Select all loads more cards first, so it takes every card waiting on you. If there are too many, it says how many it selected. Sends and deletes ask first, because they run in the background and cannot be undone.
Search, filter and clear
- Search looks through the cards already loaded.
- The type filter, All types until you pick some, narrows to the action types you tick.
- Clear feed, the trash icon, hides every card shown, in this browser only. Nothing is dismissed: the empty Feed says how many cards are hidden and offers Restore hidden. Right-click the trash icon for Restore cleared items.
Settings
The cog in the Feed toolbar holds your own view. It follows your account, so it does not change anything for teammates.
| Setting | Where | Default | Applies to |
|---|---|---|---|
| Workflow advice | Feed, cog | On | You |
| Recently resolved | Feed, cog | Off | You |
| Activity log | Feed, cog | Off | You |
| Recommendation types | Feed, cog | Every type on | You |
| Urgent approvals, Actions as me, All feed activity | Feed, cog, or SettingsPersonalNotifications | On, On, Off | You |
| Scheduled jobs and agent runs | SettingsWorkspaceLumo, Team access, Manage | On | Workspace |
- Workflow advice also shows or hides the meeting brief card.
- Switching a recommendation type off only hides it. Lumo keeps producing it, so switching it back shows what built up.
- The three alerts are in-app messages. They only appear while the Feed page is open.
- Who Lumo works shows Routine lists, always on. It states the rule; there is nothing to change.
Limits
- The Feed shows the cards meant for you. A teammate’s cards are on their own Feed.
- Lumo only drafts messages for contacts on a list with an active Routine.
- Monitoring lines and Telemetry lines are in the cog, but the Feed shows no monitoring lines today, so they change nothing. The Untracked folder, which held them, does not appear either.
- The Dismissed folder holds today’s dismissals only.
- Clear feed is per browser. On another computer the cleared cards are still there.
- Feed cards use in-app alerts and the catch-up email. Device notifications follow Activity and can be enabled in Settings.
Troubleshooting
The Feed is empty
- If it says how many cards are hidden, click Restore hidden.
- Clear the search and the type filter, and check the recommendation types in the cog.
- Check that the contacts you expect drafts for are on a list with an active Routine.
- Look at the Lumo status at the right of the Feed. Offline and Paused means an admin turned Lumo off for the workspace.
A banner says you are out of credits
"You're out of Lumo credits this period" means you cannot use more Lumo credits now: the workspace's shared pool is spent, or you reached a member limit an admin set. Lumo stops drafting for you until the plan renews, credit is added, or an admin raises your limit. "Workspace is out of AI credits this period" means automated drafting is paused for everyone. The banner links to the page that fixes it. See Lumo settings and credits.
Lumo can't draft messages until your workspace About is confirmed
An admin has to confirm the workspace About first. Admins get a Review About button on the banner.
Drafts are held for review
A new Routine is calibrating. It writes a few sample drafts first so you can judge them. Read the samples, then click Draft the rest.
A Routine may be miscalibrated
Lumo paused that Routine because its early drafts kept getting changed. Click Review, edit the Routine script, and click Save & resume. That resumes it and re-drafts its remaining cards.
A card says Lumo paused new suggestions
Nobody in the workspace approved or dismissed a Feed card for 14 days. Two days before that, a Winding down card warns you. Click Resume on the Paused card, or approve or dismiss any card, and new suggestions come back.
A draft never appears
- If the row shows Retry, click it.
- Check that the contact is on a list with an active Routine. Lumo does not draft for anyone else.
- Check that the contact has an email address or a LinkedIn profile.
Quick reference
- Open the Feed
- Sidebar → Feed
- Pages
- Feed · Knowledge · Notices
- Folders
- Tracked · Dismissed
- Who gets drafts
- Contacts on a list with an active Routine
- Your view settings
- Cog in the Feed toolbar
- Lift a mute
- Feed filters, next to the trash icon in the toolbar
- Pause Lumo
- Settings → Workspace → Lumo
Frequently asked questions
What happened to the Today page?
It became the Feed. Old /today links open the Feed.
Why is my Feed empty?
If it says cards are hidden, click Restore hidden. Clear the search and the type filter. Drafted messages only come for contacts on a list with an active Routine. If the Lumo status says Offline and Paused, an admin turned Lumo off for the workspace.
Does dismissing a card stop that contact?
Until tomorrow, For a week, For a month and Forever dismiss the contact, not one card. To silence one kind of card, use More options and Stop suggesting this Action. Mutes are listed on the Feed filters page.
Where do dismissed cards go?
To the Dismissed folder for the rest of the day, where you can restore them to the Feed or trash them.
Does the Feed send anything without me?
Not with the default settings. Every send and change waits for your approval unless an admin lets Lumo act on its own for that kind of work.
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