Insights

The Insights page is the central hub for all product feedback in your workspace. Every piece of feedback — whether from Slack, Intercom, email, or manual entry — appears here after AI processing.

Browsing insights

The main insights list uses a compact, decluttered layout. Each row shows:

• Summary — AI-generated one-line description (falls back to the first 80 characters of raw content if no summary exists)
• Category badge — inline label (Feature Request, Bug, UX Issue, etc.)
• Sentiment dot — a colored dot (green = positive, red = negative, gray = neutral)
• Source icon — a small colored icon representing the source channel
• Unread indicator — a blue dot on items you haven't opened yet

Additional columns (Contact, Priority, Time, Status) can be toggled on or off — see Column visibility below.

Use numbered pagination at the bottom to navigate through results.

Column visibility

Click the Columns button in the toolbar to show or hide table columns:

Your column preferences are saved in local storage and persist across sessions.

Priority color coding

Priority scores are color-coded for quick scanning:

• Red — 8+ (urgent / critical)
• Amber — 5–7.9 (medium)
• Green — below 5 (low)

Searching and filtering

Search

Use the search bar at the top of the insights list to perform full-text search across all insight summaries and content.

Sidebar filters

The left sidebar provides filter sections that you can expand or collapse:

• Status — Pending, Triaged, Approved, Rejected
• Category — Feature Request, Bug Report, UX Issue, Praise, Question, Churn Signal
• Source — Slack, Intercom, Email, Zendesk, Widget, Extension, etc.
• Sentiment — Positive, Negative, Neutral, Mixed
• Urgency — Critical, High, Medium, Low

Each option shows a count of matching insights. When a section is collapsed, the top three counts are shown as a preview so you can gauge distribution without expanding.

Sorting

Click the Time column header to toggle sort direction between newest-first and oldest-first. An arrow indicator shows the current sort direction.

Keyboard shortcuts

Speed up triage with keyboard shortcuts (shown in a help strip below the search bar):

Insight detail pane

Click any insight to open a detail pane on the right. Here you'll find:

• Metadata card — category badge, sentiment indicator, priority score, triage status
• Cluster link — if the insight belongs to a cluster, a clickable link shows the cluster title and how many people reported the same issue
• Raw content — the original feedback text
• AI Triage card — structured classification data including category, subcategory, urgency level, product areas, and extracted entities. Shows AI confidence percentage with a warning if confidence is below 60%.
• Review actions — for pending or triaged items, approve or reject with a required override reason and optional notes
• Similar Insights — related feedback with similarity percentage scores
• Contact info — contact name with external profile links where available

Bulk actions

Select multiple insights using the checkboxes to approve or reject them in bulk. When only some items are selected, the header checkbox shows an indeterminate (minus) state.

Creating insights manually

To add feedback that didn't come through a connected source:

1. Click New Insight on the insights page
2. Choose a template — General, Sales, Support, or Product
3. Fill in the content and any template-specific fields
4. Submit — the item will be processed through AI triage like any other feedback

Templates

• General — customer name, email, plan
• Sales — deal and revenue context
• Support — issue severity and resolution
• Product — feature context and impact

Exporting

Click the Export button in the toolbar to download your filtered insights as a CSV file. The export respects any active search, filter, and sort settings.