View AI Insights for Individuals, Organisations, or Communications

The AI insights have been added to a new tab in the quick view pane for Individuals, Organisations, and Communications.

Once you are viewing the list of Insights, you can take several actions from this list such as creating new tasks, linking existing tasks, hiding viewed insights, hiding insights that are inaccurate or not relevant for yourself and everyone else to support your workflow.

View AI Insights for Your Records

  1. Navigate to either Individuals, Organisations, or Communications in Stakeholder Engagement.
  2. Select the Individual, Organisation, or Communication for which you want to view key insights
  3. Click on the pane arrow on the upper right hand corner of the screen to open the Quick view pane.
  4. Click the Insights option.

The list will now display the list of AI generated insights for the Individual, Organisation, or Communication.




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