Tags

Custom lists

Automation

Adding a new insight is almost the same as you did with ideas, just select 'Insights' on the left and 'Add new insight' on the right.

Here, you can write a description for the insight, add contact information and save it.

Once you have some ideas and insights, you can link insights to ideas.

Now by opening the idea, the linked insight and the contact information will show up. You can archive or move the insight back to the inbox from its context menu.

Tags

Tags can be used to provide additional information for insights and to search for them by their tags.

To add tags, just click on the icon on the selected insight:

Once you have some tags, you can add them to any insight by clicking on the tag icon again:

You can use the search bar to filter the insights by their tags:

Tags can be edited or deleted by hovering on them in their dropdown menu:

Custom lists

You can create custom lists in the menu bar next to the insights:

Insights can be moved in custom lists from their "..." menu:

Hovering on custom lists will reveal the options to edit their name or delete them:

Deleting a list will lead to a pop-up window where you can move the insights from the list to another one or archive them:

You can change the order of the lists with a simple drag and drop action:

Automation

Automation can be used to perform certain actions on incoming insights, like sorting and tagging them as they arrive at the inbox.

Selecting automation will lead to the setup window where you can add your first automation based on different rules.

There are two sections, rules, and actions that will define how the insights will be treated by the automation.

Let's see how it works by a simple example. I would like to collect and sort all the insights about bugs in my tool, so I've added two conditions so if the text of the insight contains the words "bug" or "error", the action will be to put them into my "Bugs" custom list.

Now the setup is giving me a notification that I have unsaved changes. Pushing the save button also gives me two options, I can decide if I like to apply the automation to all the insights I have in my inbox, or only the ones coming in the future.

After I've made my choice the new automation will show up in the automation list with some basic information about it.

I can also go back to my automation details by using the arrow next to them to make some edits if needed.

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