Lumenbase is a new CRM for the AI age that helps you prioritize your day and engage with the right people in your network.
Full-funnel CRM with lists, leads, deals, and accounts; Lumo AI for daily priorities and outreach; automations, lead scoring, forecasting, and integrations with Gmail, Outlook, Slack, LinkedIn, and more.
How the Today page works, priority tiers, multi-axis scoring, and how to get recommendations.
By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 20266 min read
The Today page surfaces the best actions to take today. It shows a Daily Briefing at the top and a prioritized list of contacts grouped by urgency tier, each with Lumo-generated recommendations. Each recommendation is tailored to the contact's context: deals, leads, activities, communication history, and playbook strategy. You choose who to act on and send every message yourself.
The goal is to reduce decision fatigue. Instead of scanning your pipeline or lists manually, you get a prioritized set of actions with suggested next steps and, when relevant, draft messages. Today works best when you link a Codex to your lists so Lumo has strategic context.
Daily Briefing
Sarah Chen and Mike Johnson need follow-up. Sarah has an open deal in Negotiation ($45k). Send a short email to align on next steps. Mike is in Nurture with 14 days since contact; suggest a LinkedIn message referencing your last call.
Send a short follow-up aligning on contract terms and next steps. Reference the pricing proposal sent 2/7.
• Inbound message received today
• Deal value $45k in Negotiation stage
• No response from you yet
• Enterprise account tier
Schedule a discovery follow-up. Deal has been in Discovery for 14 days. Send a short note to confirm timeline and share implementation one-pager if relevant.
Lumo powers Today. For architecture, feature inventory, and Chat tools, see the Lumo overview and related articles in the Lumo section.
The Daily Briefing is a short summary at the top of the page. It analyzes:
The briefing is generated each time recommendations are refreshed. If you see "All caught up" with no contacts listed, the briefing has nothing to summarize because no contacts qualified for the Today view.
Contacts on the Today page are grouped into four priority tiers. Each tier represents a different type of action, so you can quickly scan what needs immediate attention versus what can wait.
| Tier | Color | What it means |
|---|---|---|
| Needs response | Red | Someone is waiting on you or money is at risk. Unanswered inbound messages, overdue tasks, at-risk invoices. |
| Opportunities | Amber | High-impact near-term actions. Deals approaching close, high-value leads, stalled deals that need a nudge. |
| Relationship maintenance | Blue | Cadence and playbook-driven follow-ups. Contacts where your outreach cadence is due or approaching. |
| Watchlist | Gray | Low-signal items to keep an eye on. Early signals, low confidence, or contacts with limited recent context. |
The tier is determined by Lumo's multi-axis scoring system, which evaluates each contact across five independent dimensions rather than a single blended score.
Each contact is evaluated on five separate axes. Scores stay separate; they stay independent so the system can make clearer prioritization decisions:
| Axis | What it measures | Example signals |
|---|---|---|
| Urgency | Does delay cause harm? | Unanswered inbound messages, overdue tasks, invoices past due, deals closing soon |
| Business Impact | Revenue, risk, or strategic account effect | Deal value, account tier (Enterprise vs Growth), lead stage, open invoice amounts |
| Actionability | Can you realistically do something right now? | Contact has email/LinkedIn, recent communication thread exists, clear next step |
| Confidence | How well-supported is the recommendation? | Fresh activity data, recent communications, multiple corroborating signals |
| Freshness | Is the context still valid? | Days since last activity, recency of deal updates, staleness of communication |
You see these as dot indicators (1–4 dots) for Impact and Urgency on each contact row, plus a confidence label (High, Medium, or Low). The system uses all five axes together to assign the priority tier.
The tier assignment follows a clear policy:
Each contact row shows several layers of information without cluttering the card:
The primary driver is derived from the triage reason and tells you at a glance why the contact appeared. Common drivers include:
| Driver | Typical tier | What triggered it |
|---|---|---|
| Waiting on your response | Needs response | Unanswered inbound email or message |
| Overdue task | Needs response | A task assigned to you is past its due date |
| Task due today | Needs response | A task is due today |
| Invoice at risk | Needs response | An overdue or aging invoice |
| Deal close approaching | Opportunities | A deal with a close date in the near future |
| Deal stalled | Opportunities | A deal with no activity for an extended period |
| High-value opportunity | Opportunities | Large deal value, enterprise account, or late-stage lead |
| Cadence follow-up due | Maintenance | Your outreach cadence schedule says it is time to reach out |
| Gone quiet | Watchlist | No recent activity but the contact is still tracked |
On each contact row, you can swipe to manage visibility:
Today includes contacts that meet one of these criteria:
Contacts in lists you can see appear on Today even if they are assigned to a teammate (contact owner). If a list has a Codex linked, Lumo uses that playbook context for more tailored recommendations. Deal-only contacts (not in any list) are limited to contacts you own.
A Codex defines how your team wants to approach a segment: qualification criteria, tone, objection handling, and what success looks like. When a List has a Codex linked, every contact on that list gets that context and recommendations are shaped by it. Without a Codex, Lumo still recommends actions using deal/lead/activity data.
Here are typical ways to get contacts onto Today:
| Setup | How it works | Outcome |
|---|---|---|
| Nurture list with Codex | Create a list (e.g. "Q1 Inbound Nurture"), add contacts, link a Codex with nurture guidelines | Contacts appear on Today with recommendations aligned to nurturing (follow-ups, content, soft touch) |
| Deal contacts | Contacts on your open deals are always included | Deal-focused recommendations: next steps, stakeholders, risk signals |
| Event follow-up list | List of webinar/trade show attendees, Codex describes follow-up sequence and tone | Recommendations prioritize re-engagement and qualification |
A Codex entry for an enterprise nurture list might include:
Focus on enterprise expansion. Champion-led deals. Tone: consultative, not pushy. Reference mutual connections when available. Qualify on: budget cycle, decision unit, implementation readiness. Avoid: aggressive cold tactics, generic value props. Escalate when: multi-threading requested, executive interest, competitive situation.
Lumo uses this to tailor each recommendation. A contact with a recent LinkedIn connection might get "Reference your connection to [Name] when reaching out." A stale deal might get "Re-engage with a value summary before quarter close."
Each contact row shows a Lumo recommendation and, when relevant, action buttons.
When Lumo suggests reaching out, it can generate a draft (email or LinkedIn). The draft uses your recent communication history, the contact's context, and the Codex guidelines. Open the Message button to see the full draft, recent messages, and edit before sending.
Drafts are optimized per channel: email gets a subject line and body; LinkedIn gets a shorter, conversational message. Lumenbase does not send messages directly. Copy the text to your email client, outreach platform (Reply.io, Apollo, etc.), or LinkedIn to send. For setup, see Email Integration and LinkedIn Integration.
Some recommendations focus on LinkedIn public comments (for example, replying to a contact's post) or direct messages. Opening the suggestion shows a draft you can refine, then copy into LinkedIn. The extension may help bridge to the right thread when you are already logged in.
After you handle a LinkedIn communication recommendation, Today may hide that contact for the rest of the day so the queue stays actionable. For a full map of LinkedIn Monitor, network directories, and extension setup, see LinkedIn Monitor, My Connections, and Added Profiles.
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