Video Walkthrough
1. Open Insights
Inside a conversation, click Insights.2. Ask your question
Type a prompt just as you would in ChatGPT—e.g.:- “Draft a quick text to re‑engage the prospect who’s ghosting.”
- “What objections came up and how were they addressed?”
3. Use template prompts
Stuck for ideas? Select a pre‑built prompt such as:- Long summary / Short summary
- Closing attempt
- Deal risks
- Active listening recap
4. Manage your prompts
- Copy results to clipboard for quick sharing.
- Delete prompts to keep your history tidy.
Tips
- Phrase requests as clearly as possible for best answers.
- Reference pain points, next steps, or objections to get laser‑focused output.
- Combine the Insights tab with Snippets to share AI‑generated summaries plus video highlights.