Sales Insights
AI-powered insights that automatically detect key moments in your sales calls - objections, pricing discussions, next steps, and more.
Sales-Focused Feature
Insights is designed for sales teams and is disabled by default. Enable it in Settings to start detecting key moments in your meetings.
What Are Insights?
Insights automatically scan your meeting transcripts to identify critical moments that matter for sales success. Instead of reviewing entire recordings, jump directly to the moments where:
- A prospect raised an objection
- Pricing was discussed
- Next steps were agreed upon
- Challenges or concerns were mentioned
Insight Categories
Next Steps
Follow-up commitments, meeting scheduling, and action items mentioned during the conversation.
Pricing Discussions
Quotes, costs, payment terms, discounts, and any financial discussions.
Budget Objections
Financial constraints, budget concerns, and cost-related pushback.
Authority Objections
Lack of decision-making power, need for approval from others.
Need Objections
"We don't need this" or questions about product-market fit.
Timing Objections
"Not the right time," delays, or timeline concerns.
How to Use Insights
1. Enable Insights
Go to Settings and turn on Sales Insights. You can customize which insight categories to detect.
2. View Insights in Meetings
After a meeting is processed, click the Insights tab to see detected moments. Each insight shows:
- The exact quote from the transcript
- Timestamp when it occurred
- Speaker who said it
- Category (objection type, next step, etc.)
3. Review Context
Use the timestamp on each insight to find the corresponding moment in the transcript tab. This helps you review the full context around important statements.
Key Workflows
Enabling Insights
How to turn on insights and configure categories
Understanding Objections
BANT objection types and how to respond
Next Steps Detection
How AI identifies follow-up actions
Smart Tags
Auto-classify meetings with custom AI-powered tags
Custom Insights with Smart Tags
Beyond the built-in insight categories, you can create your own custom insights using Smart Tags. Smart Tags let you define custom rules that automatically classify and tag your meetings based on content you care about.
Example: Flag technical blockers
Create a Smart Tag like "Technical Blocker" with a description such as "Tag meetings where a technical limitation, integration concern, or implementation blocker is raised." IceCubes will automatically scan each meeting and apply the tag when it detects relevant discussion. You can do the same for topics like "Security Review Needed", "Executive Sponsor Identified", or any pattern specific to your business.
To get started, go to Settings > Smart Tags and create your first tag. See the Smart Tags documentation for a full guide on creating and managing custom tags.
Best Practices
- Review objections promptly: Address concerns while they're fresh
- Use next steps for follow-up: Don't let commitments slip
- Share with your team: Organization members with access can see insights from shared meetings
- Refine your pitch: Recurring objections indicate areas to improve