Introduction

This section will enable you to understand the basics of creating and managing your first Insights project.

Workspace

Learn more about individual elements of the Insights product UI.

Basic workflow

Basic analysis of the data files:

1. Create a project based on the content of the analysis (text or audio)

2. Create parameters based on the data that you want to analyze

3. Create prompts using the defined parameters

4. Upload content data or integrate a data source

5. Create a dashboard to visualize and access the outputs of prompts

⚙️ Advanced workflow

Analysis of the data files and passing data from Insights to the Digital Agent for further processing and back:

1. Create a project based on the content of the analysis (text or audio)

2. Create parameters based on the data you want to obtain

3. Create prompts using the defined parameters

4. Create a prompt using the Flow connector

5. Upload content data or integrate a data source

6. Create a dashboard to visualize and access the outputs of prompts

Legend

Icon ⚙️ indicates advanced features.

Flow project means Digital Agent project.

Quick links for you

Workspace

Understand the Insights Workspace to manage and oversee your insight projects.

Building new projects

Learn how to create a new Insights project from scratch.