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Insights AI

Smart Insights

Get proactive recommendations, anomaly detection, and actionable next steps from your data. AI monitors your forms and alerts you to important patterns and opportunities.

Proactive Intelligence

Smart Insights continuously analyzes your form data and surfaces important findings automatically—no queries needed.

What You Get

Daily Insights Digest

  • Key findings from yesterday’s responses
  • Notable changes or trends
  • Action recommendations
  • Important alerts

Anomaly Detection

  • Unusual response patterns
  • Unexpected drop-offs
  • Spike or drop in submissions
  • Outlier responses
  • Data quality issues

Performance Monitoring

  • Completion rate changes
  • Response time trends
  • Drop-off point shifts
  • Device and channel performance

Recommendations

  • Form optimization suggestions
  • Best time to send reminders
  • Question improvement ideas
  • Logic jump opportunities
  • Integration suggestions

Example Insights

Completion Rate Alert

⚠️ Completion rate dropped 15% this week
Analysis:
- Drop-off increased at Question 5 (email field)
- Mobile users affected more (72% → 54%)
- Started after form update on Monday
Recommendation:
- Make email field optional
- Add explanation text for mobile users
- Consider progressive profiling

Positive Trend

✅ Response quality improved significantly
Analysis:
- Average response length increased 40%
- More detailed feedback in open fields
- Sentiment scores more positive
Likely cause:
- Recent addition of Clarify with AI
- Clearer question wording from optimization
Action: Apply same changes to similar forms

Opportunity Identified

💡 High-value segment discovered
Finding:
- 23% of respondents show enterprise buying signals
- Not currently tagged or followed up
- Average budget 10x higher than typical
Recommendation:
- Create automation for this segment
- Add sales team notification
- Offer enterprise demo booking

Insight Categories

🔴 Critical - Immediate attention needed

  • Severe drop-offs
  • Data issues
  • Integration failures

🟡 Important - Review soon

  • Performance changes
  • Trend alerts
  • Opportunity signals

🟢 Informational - Good to know

  • Positive trends
  • Milestone achievements
  • Usage patterns

Customization

Alert Preferences

  • Choose insight types to receive
  • Set alert thresholds
  • Delivery schedule (daily, weekly)
  • Notification channels (email, Slack, in-app)

Focus Areas

  • Prioritize specific forms
  • Monitor key metrics
  • Track custom goals
  • Segment-specific insights

Integration

Smart Insights can trigger:

  • Email notifications
  • Slack messages
  • Webhook calls
  • Dashboard updates
  • Automated reports

Enable Smart Insights in Settings > AI Features > Smart Insights!