Enabling Insights

Sales Insights is disabled by default. Here's how to enable it and configure which insight categories to detect.

Enable Insights

1. Go to Settings from the sidebar
2. Scroll to the Sales Insights section
3. Toggle Enable Insights to on
4. Select which categories you want to detect

Available Categories

You can enable or disable each category independently:

Internal Domains

Insights can distinguish between internal speakers (your team) and external speakers (prospects/clients). By default, this uses the domain from your email address.

If your company uses multiple domains, you can add them in the Internal Domains setting. This helps with:

• Correctly attributing who raised an objection
• Understanding if next steps came from your team or the prospect
• Better context for follow-up actions

When Insights Are Processed

Insights are extracted:

• Automatically when you generate an AI summary
• On demand by clicking "Extract Insights" in the Insights tab

Processing typically takes 10-30 seconds depending on the transcript length.

Who Can See Insights?

Insights follow the same access rules as the meeting:

• Meeting owner: Always has access
• Participants: If their email appears as a meeting participant
• Organization members: Based on their permission profile (managers can see team meetings)
• Shared users: If explicitly shared with them