While our AI insight tool automatically defines a type for your insight, you can also manually edit the insight and change the type.
- Navigate to either Individuals, Organisations, Communications, or Engagement plan in Stakeholder Engagement.
- Select the Individual, Organisation, Communication, or Engagement plan for which you want to edit the type of an insight.
- If you cannot locate the Insights:
- Click on the pane arrow on the upper right hand corner of the screen to open the Quick view pane.
- Click the Insights option.
- Scroll to the insight you want to edit.
- Click More actions.
- Select Edit AI insight.
- From the Type drop-down list, select the type you want to identify this insight as.
- Click the Save button.