Custom Insights provide specialized intelligence tailored to your unique business focus areas, allowing you to track and analyze account activities, initiatives, and mentions related to your specific solution domains and value propositions. Custom Insights are personalized intelligence categories based on your configured criteria:
  • Annual reports and investor communications
  • Earnings calls and executive presentations
  • Strategic planning documents and board communications
  • Public statements and press releases
Custom Insights must be configured in Settings → Custom Insights to appear in the Insights tab. You define the specific criteria, keywords, and themes that matter most to your sales process.

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Where You’ll See Custom Insights

  • Custom Insights tab: View all configured custom intelligence
  • Overview tab: Summary of relevant custom insights
  • AI Assistant: Query specific custom insight findings
  • Content generation: Use insights for targeted messaging

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Custom Insight Components

Targeted Intelligence

Focused analysis on topics specifically relevant to your solution and market

Contextual Information

Written summaries explaining the relevance and implications of findings

Supporting Data

Related facts, figures, and quantitative information that supports the insights

Source Attribution

Complete source tracking from web data, annual reports, earnings calls, and other documents

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How Custom Insights Are Generated

Custom Insights are created through analysis of:
  • Annual reports and investor communications
  • Earnings calls and executive presentations
  • Strategic planning documents and board communications
  • Public statements and press releases
The system searches for your configured criteria and themes across these sources.

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Quick Actions

Configure Custom Insights

Set up your specialized intelligence categories

Generate Content

Create content based on custom insight findings

Ask AI Assistant

Get deeper analysis of custom insight implications