# suggest_next_action

> Get data-driven suggestions for next steps.

<!-- Source: https://docs.actuallycare.com/tools/reporting/suggest_next_action -->

Get data-driven suggestions for next steps. Two modes: (1) HOLISTIC — call with NO args to get the top highest-impact next moves across hot leads, closing escrows, and stale clients (use this for prompts like "what's my next move?" or "what should I do next?"). (2) PER-ENTITY — pass entity_type ('lead' | 'client' | 'escrow') AND entity_id to get suggestions scoped to one specific record. Returns suggestions with priority levels and reasons. These are suggestions for internal planning — the licensed agent must exercise independent professional judgment on all actions.

## Parameters

| Parameter | Type | Required | Description |
| --- | --- | --- | --- |
| `entity_type` | enum | No | OPTIONAL. Type of entity to analyze. Omit for holistic mode. · One of: `lead`, `client`, `escrow` |
| `entity_id` | string | No | OPTIONAL. UUID of the entity to analyze. Omit for holistic mode. If provided, entity_type is also required. · Format: UUID |

## Example prompts

- "What's my highest-impact next move right now across leads and escrows?"
- "What should I do next on the escrow for 412 Birchwood Ln?"

## Safety

**Read-only.** This tool never changes your data — it only looks things up. Safe to run anytime.