Create AI-powered insights from your data.
Generate Insights is an AI-powered feature in Intelogos that analyzes the data on your screen and produces a summary of the most important findings. Instead of spending time reviewing every metric yourself, you can press a single button and get an instant, tailored report highlighting what matters most.
Generate Insights is available to Owners, Admins, and Managers. Regular users will not see the button.
The Generate Insights button (a magic wand icon) appears in the top-right corner of the header on most pages in Intelogos:
The button is not available on the User Management, Background Agents, or Settings pages.
Before generating insights, make sure the page reflects the data you want analyzed. The AI reads exactly what is on your screen, so adjust the available controls to match your goal. The options you can adjust depend on the page:
Press the Generate Insights button in the top-right corner of the header. A full-screen dialog opens immediately and the report begins streaming in real time — you can start reading as it appears.
The AI generates a structured report that typically includes:
After the report is generated, you will see a text input field at the bottom of the insights screen. Use it to ask follow-up questions about anything in the report. For example:
This lets you dig deeper into the data without leaving the dialog.
Click the Copy button (clipboard icon) in the dialog header to copy the full report as markdown. You can paste it into Slack, Notion, email, Google Docs, or any tool that supports formatted text.
By default, the AI analyzes all data on the page and decides what to highlight. If you want the report to focus on specific areas, you can customize the prompt.
The next time you generate insights, the AI will follow your custom instructions. Your prompt is saved across sessions, so you only need to set it once. To go back to the default behavior, open the prompt dialog again and click Reset.
Here are practical scenarios where this feature saves you the most time.
Navigate to the Employee page for the person you're meeting with, set the date range to the last 1–2 weeks, and generate insights. You'll get a data-backed summary of their work patterns, engagement, and areas of concern — ready-made talking points in seconds.
Open the Dashboard or Team page with a 7-day range and generate insights. The report highlights who performed well, which areas need attention, and any risks across your team. Share the summary in your team channel or use it to guide the conversation.
If something seemed off on a particular day — low activity, unusual hours, or unexpected tool usage — go to the Daily page, select that date, and generate insights. The AI will break down what happened, who was affected, and what stood out.
Set a 3-month date range on the Dashboard or Profile page and generate insights. The report provides trend analysis, KPI benchmarks, and prioritized recommendations that can feed directly into performance review documents.
On the Team page, group by department and sort by the metric you care about (e.g., productivity or engagement). Generate insights to get a structured comparison across groups, including which teams are excelling and which may need support.
If you've built a custom report on the Reports page with specific columns and groupings, generate insights to get an AI-written narrative of what the numbers mean — trends, outliers, and recommended next steps.
If you don't have time to review the full dashboard yourself, open the Dashboard, make sure your filters are set, and press the magic wand. In under a minute, you'll have a summary that catches the most important points so nothing slips through.
| Issue | What to do |
|---|---|
| Button not visible | Ensure you are an Owner, Admin, or Manager, and that you are on a supported page. |
| Report doesn't reflect my filters | Apply your filters and date range before clicking the button — the AI uses whatever is active at the moment you click. |
| Report shows "No report data available" | There may not be enough data for the selected range. Try expanding the date range or removing restrictive filters. |
| Report seems incomplete | Wait for the loading indicator to disappear. The report streams in chunks, so it may still be generating. |
If you run into issues not covered here, reach out to Intelogos support by clicking your profile icon in the sidebar and selecting Support.