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Video Walkthrough

The Generalized Insights feature scans large sets of calls to surface trends like common objections, competitor mentions, or pricing concerns.
Access: Sidebar → Analytics ▸ Generalized Insights
Permissions: Managers and Admins only

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1. Create a new insight

  1. Click New insight.
  2. Give it a working title (you can rename later).

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2. Write your question

Use natural language—e.g. “What are the top objections prospects raise?”

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3. Set filters

Narrow the scope before running:
  • Date range – choose the period to analyze.
  • Teams – limit to specific groups.
  • Members – include only certain reps.
  • Opportunities / Conversations – drill down to a single deal if needed.
  • Call tags – focus on call type, product, competitor, or sales stage.

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4. Run & wait

Click Generate insight. Large searches may take a minute; you’ll get an email when results are ready.

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5. Review results

The finished insight shows:
  • Your question and editable title.
  • A list of aggregated findings with supporting quotes.
Click any result to see the source quotes. Select a quote to jump into the conversation; paste the text into the transcript search bar to land on the exact moment.

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6. Modify or rerun

Hit Modify insight to tweak the question or filters and generate fresh results.

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Tips

  • Use call tags (e.g. Competitor: AcmeCo) to isolate specific scenarios.
  • Save high‑value insights and reshare the link with execs.
  • Combine quantitative dashboards with Generalized Insights to add qualitative color at scale.