What is the Daily Agenda Email?

The Daily Agenda email is a helpful feature in Wise Agent that delivers a snapshot of your upcoming day, including:
• Calendar events scheduled for the day
• Tasks due today, past due tasks, & tasks without due dates
• Calls due today or past due
• Contacts added in the last 24 hours
It’s sent automatically at 5AM MST to help you start your day prepared.

Why Turn Off the Daily Agenda Email?

While the Daily Agenda email is useful for staying organized, you may choose to turn it off if:
• You prefer to manage your tasks and appointments directly in the Wise Agent platform.
• You already use other notifications to stay on top of your schedule.
• You want to reduce the number of emails in your inbox.

How to Disable the Daily Agenda Email:

  1. Log in to your Wise Agent account.
  2. In the upper right-hand corner, click on the Gear Icon, then select Settings.
  3. From the menu options on the left-hand side, select Emailing.
  4. Locate Send Daily Agenda Email and select No.
  5. Click the green Save button in the upper right-hand corner.