Maximize Insight Use

Insights are bite-sized pieces of important information you can extract from your documents and conversations. They help you quickly find and share key knowledge without reading entire files. Think of them as smart highlights that make finding what you need faster and easier.

Save an Insight

There are multiple ways to create an insight:

1. Save AI Chat as Insight: Click on the 3-dot icon in the AI chat, select "Save message as an insight"

   

   Clicking the 3 dot dropdown menu
2. Manually Add Insight: Navigate to the Insights Tab, click "Add Insights" to type in your own insight, creating a text-based note in your own words.

   

   Insights Menu

Managing Insights

Accessing Insights

• You can access all insights created across all Knowledge Bots and Data Rooms in the Knowledge Management Tab under the Insights sections

Searching Insights

• Navigate to the Knowledge Management Tab and click the Insights Tab. There are two methods to search for insights:

  • Keyword Search – Use specific keywords to find relevant insights.

  • Insights AI Search – A powerful search tool that allows users to find specific insights based on context, not just keywords, enhancing retrieval efficiency by allowing users to set the number of search results to display.

Best Practices

To maximize the effectiveness of Insights, follow these best practices to ensure consistency, accuracy, and ease of access for your team.

1. Store Only High-Quality, Validated Information

   • Save accurate and well-structured content that has been reviewed or refined.

   • Avoid storing duplicate, outdated, or incorrect responses to maintain reliability.

   • Regularly audit and update Insights to ensure information remains current.

2. Store Only Clear and Focused Threads

   • Save well structured threads that focus on a desired topic

   • Avoid overly complicated threads that may confuse the AI when referenced in the future

3. Use Clear, Consistent, and Descriptive Titles

   • Include relevant keywords in the title to make searching faster and more intuitive.

   • Use consistent naming conventions across teams to improve organization.

   • Example: Instead of "Client Pitch", use "Sales Team: Sales Email Email - Follow up for Company X".

4. Keep Responses Concise and Actionable

   • Store only the necessary details instead of long, unstructured content.

   • Summarize key points clearly to make Insights quick to read and apply.

   • If context is needed, add links to supporting documents instead of storing long explanations.

5. Leverage Insights for Consistency Across Teams

   • Standardize customer support answers, sales scripts, company policies, and technical instructions.

   • Ensure that AI-generated responses align with company-approved messaging.

   • Regularly train team members on how to use Insights to maintain uniformity.

6. Regularly Review and Clean Up Insights

   • Schedule routine audits to remove outdated or redundant information.

   • Ensure Insights remain relevant and useful for evolving business needs.

   • Encourage team feedback on stored Insights to improve quality.