If you want a fresh AI advisory draft (for example, after the client resubmits or you correct data), you can re-run the Pulse AI advisor from the review workspace. This guide covers re-running it.
💡 Tip — Who can use this For advisory partners, in a client's review workspace.
Quick reference
| Step | Action |
|---|---|
| 1 | Click Re-run Pulse AI and wait for completion |
Step 1 — Re-run Pulse AI
In the review workspace's advisory section, click Re-run Pulse AI. This discards the existing AI draft and regenerates the scores, flags, and advisory commentary from the current submitted data.
The run's status is polled — you'll see it move from pending to running to completed (or failed). Once complete, the fresh draft replaces the old one for you to review and publish.
📝 Note — Re-run is disabled once you take ownership Once a human partner has edited and taken ownership of the advisory, the Re-run button is disabled to prevent overwriting your work. Re-run is for regenerating an AI draft you haven't yet shaped.
💡 Tip — Re-run after data corrections If the client corrected their submission or you noticed the data was incomplete on the first run, re-running gives you an AI draft based on the corrected, complete data — a better starting point.