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Propexa measures usage when a suggestion is successfully automatically applied in Rex CRM. Each auto-applied suggestion uses one suggestion from the workspace’s monthly allowance.
Scanning a record and creating a suggestion do not use the monthly suggestion allowance. Selecting Ignore or allowing a suggestion to expire also does not use the allowance.

What counts towards the allowance

ActivityUses the monthly allowance?How it appears on Usage
Propexa successfully applies an eligible suggestion automaticallyYes — one suggestionIncluded in Applied suggestions and Auto-applied suggestions
A person reviews a suggestion and selects Fix suggestionNoIncluded in Applied suggestions and Manually applied suggestions
Propexa scans a record or creates a suggestionNoThe scan is included in Records analysed
A person selects Ignore suggestionNoIncluded in Ignored suggestions
A suggestion expires before it can be appliedNoIncluded in Expired suggestions
Applied suggestions is the total of Auto-applied suggestions and Manually applied suggestions for the selected month. A suggestion is not counted as applied merely because it was created, reviewed, or queued for a change.

Automatic and manual application

Propexa supports two ways to apply suggestions:
  • Automatic application: An eligible suggestion is applied to Rex without waiting for a person to review it in the Queue. After the change succeeds, it uses one suggestion from the allowance and appears under Auto-applied suggestions.
  • Manual application: A person reviews a pending suggestion in Queue and selects Fix suggestion. After the change succeeds, it appears under Manually applied suggestions.
Both workflows update the Rex record. The difference is whether the suggestion was applied automatically or selected by a person for application.

Suggestion outcomes

Applied

The proposed change was successfully made in Rex.

Ignored

A person chose Ignore suggestion. Propexa does not make the proposed change in Rex. The outcome is included in Ignored suggestions for reporting, but it does not use the monthly allowance.

Expired

The suggestion could no longer be safely applied, for example because the Rex record changed after the suggestion was created. Propexa does not make the proposed change. The outcome is included in Expired suggestions, but it does not use the monthly allowance.

View current and previous usage

Select Usage in the Propexa sidebar. Choose a month using the month selector at the top of the page. The page shows:
  • Applied suggestions
  • Auto-applied suggestions
  • Manually applied suggestions
  • Ignored suggestions
  • Expired suggestions
  • Records analysed
  • Monthly suggestion cap
The sidebar’s Monthly usage indicator shows the percentage used and the number of auto-applied suggestions against the cap. The Dashboard also shows Quota usage for the selected Rex account.
The allowance can vary by workspace. Use Monthly suggestion cap on the Usage page as the current allowance for the selected workspace and month.

Monthly reset and cap

Each usage period is a calendar month. It resets at the start of a new month. When Auto-applied suggestions reaches Monthly suggestion cap, Propexa stops accepting additional suggestions for application for the rest of that usage period. Changes that were already accepted can finish processing. Scanning can continue, and Records analysed can continue to increase, without using more of the suggestion allowance. Pending suggestions can still be reviewed so your team can plan what to handle after the monthly allowance resets. When approaching the cap, prioritise the suggestions that matter most to your current database work and check Usage before applying a large selection.

Examples

Propexa finds an eligible contact formatting improvement and applies it to Rex automatically. After the change succeeds, Applied suggestions and Auto-applied suggestions each increase by one. The suggestion uses one from the monthly allowance.
A workspace member opens Queue, reviews a property relationship suggestion, and selects Fix suggestion. After the change succeeds, Applied suggestions and Manually applied suggestions each increase by one. The suggestion does not count towards the monthly allowance.
A workspace member selects Ignore suggestion. Ignored suggestions increases by one. No Rex change is made, and the monthly allowance is unchanged.
The underlying Rex record changes before the suggestion can be applied, so Propexa expires it without changing Rex. Expired suggestions increases by one, and the monthly allowance is unchanged.