> For the complete documentation index, see [llms.txt](https://help.timebook.ai/hc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.timebook.ai/hc/get-started/discovery/insights.md).

# Insights

## About

{% hint style="success" %}
In this tutorial you will learn how to generate and qualify insights from customer feedback.
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Insights are **high-level observations** distilled from customer feedback—findings that describe issues or experiences and may call for more profound investigation.

Instead of analyzing the feedback manually, which is tiresome and time-consuming, Timebook equips you with a powerful AI engine that captures and prints the key points for you.

## Structure

### Types of insights

Insights can be classified into five types:

* **Pain** – a problem or frustration the customer faces today
* **Need** – a functional requirement which should be resolved
* **Desire** – a nice-to-have, albeit not essential thing
* **Quote** – a customer statement worth preserving
* **Idea** – a possible solution or suggestion worth investigating

{% hint style="info" %}
Insight types are not just descriptive: they provide context for AI, allowing for more accurate results.
{% endhint %}

### Card layout

The insight card consists of several sections:

1. **Learnings** – the key takeaway from the source material.
2. **Importance Score** – a rating how critical the insight is.
3. **Quotes** – the verbatim evidence backing the statement.
4. **Source** – the raw signal from which the learning was pulled from.

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2FwAxlE8VIhD41s5JUhiAq%2Finsights-structure.png?alt=media&amp;token=1a1d9773-e933-4110-b02e-59f256fcd783" alt="" width="563"><figcaption><p>Expanded insight card</p></figcaption></figure></div>

## Generating insights

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Features marked with `*` are restricted to higher plans.
{% endhint %}

To generate insights, you must first provide raw signal to analyze. Timebook has several entry points for customer data:

1. [Feedback tickets](/hc/get-started/discovery/feedback.md#email-inbox) – customer feedback created from emails and Slack messages.
2. [Interviews](/hc/get-started/discovery/interviews.md) – conversations with customers aimed at understanding their needs and pain points.
3. [Surveys](/hc/get-started/discovery/surveys.md)\* – uploadable questionarries with data in structured form.

### Feedback tickets

Whenever new feedback comes in, Timebook automatically scans the content, creates a summary, and suggests follow-up items: insights, [work items](/hc/get-started/delivery/work-items.md)\*, or both.

* **Insights** are high-level objects that can be escalated into [opportunities](/hc/get-started/discovery/opportunities.md). This may include feature requests, suggestions, and usability pain points to address.
* **Work items**\* are low-level objects that can be immediately picked by the team to work on, e.g. bug reports or accessibility violations.

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2Fp1F8CMpY0Vqty8HCQQD9%2Finsights-feedback.png?alt=media&amp;token=8c0b6548-2f8a-4826-9bb1-5834e2ca2a67" alt="" width="563"><figcaption><p>Reviewed feedback ticket with insight proposition</p></figcaption></figure></div>

### Interviews & surveys

With interviews and surveys, Timebook skips AI triaging and restricts the outcome exclusively to insights. The process of [qualifying](#qualification) remains the same.

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2F2TSGrpNumzAGVr2mKAzo%2Finsights-interviews.png?alt=media&amp;token=1dd73331-3be7-4db9-8d55-118946581e9e" alt="" width="563"><figcaption><p>Insights distilled from interview</p></figcaption></figure></div>

### Manual generation

You can also add insights manually using the 'New insight' button. This option is useful for writing down thoughts and quotes that you find worth keeping to work on later.

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2FpC43ylyPvcBq1fBSlNmS%2Finsights-manual.png?alt=media&amp;token=ea070a51-5e22-4518-9110-778a45a6bc36" alt="" width="563"><figcaption><p>Manual insight generation</p></figcaption></figure></div>

### Disabling automatic generation

You can turn off automatic triaging and insight generation in the **Feedback** tab of your product space settings:

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2FkKuRJwazbFalKSt21HEg%2FCleanShot%202026-08-17%20at%2015.00.30%402x.png?alt=media&amp;token=555c416e-044a-46dc-97b8-2d8d2dd8a333" alt="" width="563"><figcaption><p>Activation switch for automatic feedback AI triage</p></figcaption></figure></div>

## Working with insights

### Qualification

Every insight needs to be manually qualified before one can further work on it.

* **Promoting** an insight will map it to an existing [opportunity](/hc/get-started/discovery/opportunities.md) (or create an opportunity if none exists)
* **Keeping** the insight **as informational** will change its status to resolved so you can save it to your backlog.
* **Declining** an insight changes its status to canceled.

{% hint style="info" %}
If you want to delete the insight entirely, you need to do it manually.
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<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2FftgdG6ZUzI9lW9cbONB0%2Finsights-qualification.png?alt=media&amp;token=22d707be-5f32-4e2b-af5f-5e0747057975" alt="" width="563"><figcaption><p>Insight qualification options</p></figcaption></figure></div>

You can revert qualification actions by changing the status in the insight's properties:

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2FloSVOsDK3AyTBOxi7nrs%2Finsights-statues.png?alt=media&amp;token=bdba59f8-2fda-4249-aa3c-1bbb358711de" alt="" width="563"><figcaption><p>Types of statuses in insight properties</p></figcaption></figure></div>

### Management

All insights are collected in the **Insights** tab of your product space, allowing for quick access to any of them.

You can change the layout to board, list, table, or column by clicking 'Manage view'. For example, you can group insights by their status by selecting 'Item type' as the paremeter:

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2FeKnSO0CFIMYTcehKW0ze%2Fimage.png?alt=media&amp;token=23933ad7-272a-459c-b3fc-79bdd3ce20dc" alt="" width="563"><figcaption><p>Insights in table view sorted by type (status)</p></figcaption></figure></div>

You can also drag and drop items around, provided the selected grouping parameter allows it:

<div align="left"><figure><img src="https://3284049081-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCMXgzPoiE4UXP4jn6B8%2Fuploads%2FgBW3tdbAdLVpqtZO7OWv%2Finsights-dnd.png?alt=media&amp;token=1fc70315-0eeb-4a27-87cd-8e17b039f7a2" alt="" width="563"><figcaption><p>Dragging insight cards between boards</p></figcaption></figure></div>

{% hint style="info" %}
In the [next tutorial](/hc/get-started/discovery/opportunities.md), you'll learn how to map insights onto opportunities and carry on with your Product Discovery journey.
{% endhint %}
