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Custom Insight Examples

This page provides example custom insights customers commonly implement. Use these as templates for your own tenant-specific insights.

For the full configuration workflow, see Create Custom Insights (Tenant Tasks).

Hospitality examples

Reservation Start Date (Date)

  • Field type: Date
  • Prompt: extract start date if mentioned; otherwise Unknown
  • Useful dashboards: arrivals by date, urgent issues for VIP reservations

Reservation Total Nights (Number)

  • Field type: integer
  • Prompt: extract total nights; require evidence
  • Useful searches: stays > 7 nights

VIP Status (Dropdown)

  • Values: VIP / Non-VIP / Unknown
  • Prompt: classify only if evidence exists; include explanation

Support examples

Issue Category (Dropdown)

  • Controlled taxonomy (Billing, Login, Delivery, Account Changes, etc.)
  • Avoid free text categories unless you plan manual cleanup

Resolution Status (Dropdown)

  • Values: Resolved / Not resolved / Follow-up required / Unknown

Escalation Reason (Dropdown)

  • Values aligned to your escalation workflow

Sales examples

Urgency Level (Dropdown)

  • Values: High / Medium / Low / Unknown
  • Useful for triage and follow-up prioritization

Next Actions (Text)

  • Bullet list of agreed follow-ups
  • Often paired with a follow-up date

Competitors Mentioned (Dropdown)

  • Fixed competitor list for stable reporting

For example, one “Sales Qualification” task can output: - lead_stage - urgency_level - next_actions - objections

This reduces processing overhead and keeps prompts consistent.