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
1
Click Add new
Click the Add new button in the top-right corner.
2
Enter a name
Give the insight type a clear name, such as “Product Interest” or “Buying Intent”.
3
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.”
4
Choose a color
Pick a color from the palette for visual coding in your records.
5
Click Add
The new insight type appears in the table and Clearcue’s AI starts using it immediately.
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.
Related
Company context
Tell Clearcue about your company for better AI results.
Signals
Track the actions and behaviours that reveal intent.