Sales & Custom Insights
AI-powered insights that automatically detect key moments in your meetings — objections, pricing discussions, next steps, competitor mentions, and custom categories you define.
Built-in Sales Insights
IceCubes comes with built-in insight categories designed for sales teams. These are disabled by default and can be enabled in Settings → Sales & Custom Insights. When enabled, every meeting transcript is automatically scanned for:
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.
BANT Objections
Budget, Authority, Need, and Timing objections raised by prospects.
MEDDIC Qualification
Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion signals.
Competitor Mentions
Automatic detection of competitor names with context analysis, risk level, and speaker attribution.
Challenges & Concerns
Compliance questions, security concerns, and other objections outside the BANT framework.
Custom Insights with Smart Tags
The built-in categories are sales-focused, but you can create custom insight classifiers for any use case using Smart Tags. Define your own detection criteria in plain English and IceCubes will automatically evaluate every meeting against them. For example:
- Deal at Risk — flag meetings where budget concerns or competitor interest were raised
- Product Demo — tag meetings that included a live walkthrough
- Executive Sponsor Present — detect C-level or VP participation
- Churn Signals — catch cancellation mentions or dissatisfaction
Matched tags show up in the Insights tab with a confidence score, a reason why the meeting matched, and evidence quotes from the transcript. They're also auto-applied as filterable tags in the meeting list. See Smart Tags for the full guide.
How to Use Insights
1. Enable Insights
Go to Settings → Sales & Custom Insights and turn on Enable Sales Insights. You can customize which 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
Click any insight to jump to that moment in the transcript and review the full context around the statement.
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
Competitor Tracking
Automatic competitor mention detection with context analysis
Smart Tags
Create custom AI-powered insight classifiers for any use case
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