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Using Recommendations to improve your knowledge base

Part of Agents — find and act on Coral's suggested improvements to your content, one recommendation at a time

Keeping your knowledge base healthy takes more than writing good SOPs once — content drifts out of date, gaps appear, and it's hard to know where to focus.
​Agents is the area of Whale that surfaces suggested improvements across your workspace, so you always know what to fix next.

Agents has three tabs: Recommendations (covered in this article), Manage agents (see Using Knowledge Health Agents to keep your knowledge up to date), and Coral settings.


Go to: Agents

📍 Where to Find It

Go to Agents in your Whale workspace navigation, then select the Recommendations tab.
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🩺 What Recommendations Shows You

Coral reviews your workspace and surfaces things worth your attention, one at a time. Each recommendation shows a category (what kind of issue was found), a priority (High, Medium, or Low), and the specific content it applies to. Below it, an Up next list previews what's queued up after the current one.

Recommendations can come from a few different sources:

  • Health score — a published card or checklist whose content quality has dropped low enough to need attention (this includes content that's gone stale or hasn't been viewed in a long time)

  • Search gaps — questions people are searching for that your content doesn't answer well

  • Quiz failures — quiz questions that a lot of people are getting wrong, which may mean the underlying content needs work

  • Unanswered chats — questions Coral couldn't answer from your existing content

  • Unanswered Slack question — questions asked in Slack that the Slack agent couldn't answer from your existing content

Note: workspace-level recommendations like search gaps, quiz failures, unanswered chats, and unanswered Slack questions aren't tied to a single board, so they're hidden whenever you filter by a specific board (see Filtering below).


📊 What Drives a Health Score

Opening a health-score recommendation shows its open and resolved findings, each with its title and suggested change.

Each open finding with a suggested change has its own Fix action, which opens the assistant, so you can address specific issues individually.


✅ Taking Action on a Recommendation

From the feed, you can:

  • Improve content — opens Coral with a focused prompt that loads the flagged content and asks her to review and fix the open findings

  • Skip — dismiss a recommendation that isn't relevant right now and move to the next one

Some recommendation types have their own dedicated fix path:

  • For content flagged as stale or rarely viewed, you can assign it to the people who need to review it — and optionally require an Electronic Signature, so the same action both gets the content re-reviewed and gives you confirmation that specific people have seen it. See Signing off on assignments with Electronic Signature for how signing works.

  • For an unanswered chat recommendation, you can answer the question directly from the Recommendations page — that answer is fed back to Coral, so the next person who asks gets a real answer instead of another miss.

  • For an Unanswered Slack question recommendation, use Add to Whale, which opens the assistant rather than creating a card directly.

Once you've handled a recommendation, mark it Fixed or Archived to remove it from your open list — Fixed for ones you resolved, Archived for ones you're deliberately setting aside. Either way, it's just a status change: switch the Status filter to see them again later (see Filtering below).

Published cards and checklists with open health-score findings also appear automatically in the Knowledge Health backlog, so nothing gets lost even if you skip it in the moment.


🔎 Filtering the List

  • Status — Open, Fixed, or Archived (defaults to Open)

  • Type — Card or Checklist

  • Board — narrow to one or more specific boards (listed alphabetically, with a "Show all" toggle once you have more than five)

  • What's wrong — filter by recommendation category (Stale content, No recent views, Quiz question failure, Stale onboarding, Knowledge gap, Unanswered chat question, Missing content, Health score, Unanswered Slack question). Only categories you have recommendations for are shown.

  • Priority — High, Medium, or Low (defaults to High)


Use Recommendations regularly to keep your knowledge base accurate and complete — it's the fastest way to see where your content needs attention without having to audit everything manually.

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