AI Insights automatically analyzes communications captured in Borealis to identify stakeholder trends, concerns, opportunities, and risks. AI Insights 2.0 introduces enhanced lifecycle management, configurable retention, duplicate detection and merging, advanced filtering, and improved administrative controls to help keep insights relevant, actionable, and organized.
AI Insights are available from:
- Individuals
- Organisations
- Communications
- Engagement plans
Insights Features
- You can view a list of insights generated from communications with Stakeholders.
- An intuitive interface that enables you to convert an insight into an actionable item by creating a new task or issue or by linking an existing task or issue to that insight. This helps reduce time spent on manual adjustments and increases your productivity.
- The quick task creation lets you quickly create a new task directly from the insight.
- You can hide insights for which you have taken actions or which are of no interest to you.
- You can also flag certain insights as Not relevant to hide them for both yourself and your team.
- Some insights provide you with an analysis of the "Tone" of communications to highlight important information and streamline decision making
- AI automatically associates new communications with existing insights to help reduce duplicate insight creation.
- Users can manually merge related insights and review AI-suggested duplicate matches.
- Quickly find relevant insights using filters for Manageable/Non-Manageable and System-generated/Custom insights.
- Manageable (Actionable) insights follow a structured lifecycle (Action Required → In Progress → Resolved) and remain available until manually resolved or archived.
- Non-Manageable (Informational) insights can be automatically removed after a configurable retention period if there has been no interaction.
- Reclassify insights by changing their insight type when needed.
- You can Modify an Insight type to more appropriately reflect its classification.
- We maintain strong commitments towards AI technology and data privacy, security, and integrity
Examples of Use Cases
- You need to get in touch with a stakeholder with whom you have not had any contact before or with whom you have not been in touch with for months. You can then consult insights to quickly be brought up-to-date with the latest communication, the general tone of those communications and the important information communicated within those communications.
- Several communications have been entered into the system in relation to a stakeholder you need to get in touch with, and you need to get a "pulse" on the relationship between your organization and this stakeholder. You can review the insights and assess the situation before reaching out to them.
You can find additional information on AI at Borealis here.