Insight7 allows you to extract valuable insights from your calls in multiple formats – from identifying key themes to creating visual journey maps. This guide shows you how to access and use these insight extraction features.
Accessing Insight Extraction #
Step 1: Navigate to Extract Insights #
- Login to your Insight7 account at https://.insight7.io
- Go to Analyze in the main navigation
- Select Extract Insights
Step 2: Choose Your Insight Type #
You’ll see four insight extraction options. Choose based on what you want to accomplish:
Available Insight Types #
Themes #
What it does: Uncover key patterns and recurring ideas from conversations
Best for:
- Identifying common customer pain points
- Discovering trending topics across calls
- Understanding what matters most to customers
- Finding patterns in feedback
Use this when you want to:
- Get a high-level overview of conversation topics
- Identify what customers talk about most frequently
- Spot emerging issues or opportunities
- Analyze call trends across your team or time periodQuotes
What it does: Extract quotes about specific topics from all your files
Best for:
- Finding evidence to support decisions
- Gathering customer testimonials
- Collecting feedback on specific features or products
- Pulling compliance-related statements
Use this when you want to:
- Find specific customer feedback on a topic
- Gather quotes for reports or presentations
- Identify exact language customers use
- Support recommendations with real customer voices
Highlight Reels #
What it does: Create a reel of relevant quotes from your video/audio files
Best for:
- Creating training materials
- Sharing key moments with stakeholders
- Building coaching examples
- Showcasing customer success stories
Use this when you want to:
- Compile the best or most relevant call moments
- Create video/audio clips for presentations
- Build a library of coaching scenarios
- Share powerful customer feedback visually
Journey Map #
What it does: Visualize journeys to uncover growth opportunities
Best for:
- Understanding the customer experience flow
- Identifying friction points in the journey
- Mapping touchpoints and interactions
- Finding opportunities for improvement
Use this when you want to:
- See the full customer experience path
- Identify where customers struggle or succeed
- Optimize specific journey stages
- Visualize the end-to-end experience
How to Extract Your Insights #
Step 3: Select Your Insight Type #
- Click on the insight type that matches your goal
- The system will prepare the extraction interface
Step 4: Configure Your Analysis #
Depending on the insight type, you may need to:
- Select which calls or projects to analyze
- Define specific topics or keywords to focus on
- Set time ranges or filters
- Choose output formats
Step 5: Run the Analysis #
- Review your selections
- Click Analyze to extract insights
- Wait for processing to complete
- View your results
Viewing and Using Your Insights #
Once analysis is complete, you can:
Review Results
- Browse through extracted themes, quotes, or journey maps
- Filter and sort by relevance or frequency
- Drill down into specific insights for more detail
Export and Share
- Download insights for reports
- Share with team members or stakeholders
- Integrate findings into your workflow
Take Action
- Use insights to inform product decisions
- Create coaching materials from highlight reels
- Prioritize improvements based on journey map findings
- Share customer quotes with marketing or sales teams
Choosing the Right Insight Type #
Not sure which to use? Ask yourself:
“What do I need to know?”
- Overall patterns → Themes
- Specific feedback → Quotes
- Visual examples → Highlight Reels
- Experience flow → Journey Map
“What will I do with the insights?”
- Report to leadership → Themes or Journey Map
- Coach my team → Highlight Reels or Quotes
- Improve processes → Journey Map or Themes
- Share customer voice → Quotes or Highlight Reels
Tips for Effective Insight Extraction #
Start Broad, Then Go Specific
- Begin with Themes to understand overall patterns
- Use Quotes to dive deeper into specific topics
Combine Multiple Insight Types
- Use Themes + Quotes for comprehensive analysis
- Pair Journey Maps with Highlight Reels for presentations
Regular Extraction
- Extract insights weekly or monthly
- Track how themes and patterns change over time
Share with Relevant Teams
- Product teams benefit from Themes and Journey Maps
- Training teams use Highlight Reels and Quotes
- Leadership appreciates Journey Maps and Themes
