Manage insight types
Go to Settings > Insights to see all your insight types. The table shows each insight type’s name, color-coding, and explanation.Add an insight type
Add a description (optional)
Describe what this insight type means to guide the AI. For example: “Flag when a person expresses readiness to purchase, compares pricing, or requests product details.”
Edit or delete an insight type
Click the three-dot menu on any row to Edit or Delete the insight type.- Edit opens the same dialog where you can update the name, description, and color.
- Delete shows a confirmation before removing the insight type permanently.
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