As an admin, you can re-run the Pulse AI advisor on a client's period — useful when a run failed or the data changed. This guide covers the admin re-run.
💡 Tip — Who can use this For platform admins, on an org's detail page (Pulse AI Runs section).
Quick reference
| Step | Action |
|---|---|
| 1 | Re-run Pulse AI from the runs list |
Step 1 — Re-run Pulse AI
On an org's detail page, the Pulse AI Runs section shows the last few advisor runs with their status (pending, running, completed, failed) and timestamps. For a failed run, a Re-run Pulse AI button lets you trigger a fresh attempt.
Admins bypass the assignment gate that partners are subject to, so you can re-run even if you're not an assigned partner.
📝 Note — Re-run regenerates the draft Re-running regenerates the AI's scores, flags, and advisory draft from the current data. If a partner has already taken ownership (edited the advisory), coordinate with them before re-running to avoid overwriting their work.
💡 Tip — Use it to recover from failed runs If a client's advisory shows as stuck or failed, check the runs list. A re-run usually recovers it cleanly.