Custom fields for insights

March 12, 2024

You can now customize the exact structure for the insights you set up in workflows.

For example, let's say you'd like to track all feature requests that come up in your customer interview meetings, as well as the "why" motivating each request. You can create two custom text fields, Feature request and Why, on the insight and each will be populated for any new feature requests identified in your meetings.

As before, you can view these insights in aggregate or for an individual meeting from the Insights tab.

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© 2024 Circleback AI, Inc. All rights reserved.

© 2024 Circleback AI, Inc. All rights reserved.

© 2024 Circleback AI, Inc. All rights reserved.