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Definition: An insight is a meaningful observation or discovery about your customer's experience, it's a clear understanding that can drive action and improvement. Think of an insight as an "aha moment" that helps you see your customer's journey in a new light.

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How to create an insight

Insights are a great way of sharing and communicating your information about a customer journey, a specific page or piece of content, an important performance metric or feedback, and etc. It plays a crucial role in fostering collaboration and keeping your team aligned with observations and feedback. Let’s explore the various ways you can create insights in Nevam 🚀

Creating an insight from a comment

It seems that you or someone from your team has left an insightful comment on a card. Turning this comment into an insight would be a great way to ensure everyone on your team can view it in the Insights Report, while also highlighting the card with valuable information.

• Go to the insightful comment and click on the [create insight] button that lies just below the comment.
• Once [create insight] button is clicked, this will automatically transform your comment into an insight, which will then appear on your card and in the Insights Report.

Important tip: When an insight is created for a card, it becomes linked to that card. As a result, in the Insights Report page the insight will display the card’s image along with all its relevant information.

Click on [create insight] button beneath the comment

Comment is instantly transformed into an insight, by appearing in the card and with a green tick to signify the action was successful

Creating an insight from the canvas

Want to attach an insight to the whole customer journey and not just to a single card? Then this is the way to do it!

• Navigate to the toolbar and select the [💡] icon button for a form to pop open.