Changelog

Every time you want to practice a tough conversation – an interview, a closing call, a de-escalation, a hard piece of feedback – you start over. Set the context. Describe who’s on the other side. Explain what good looks like. Tell the AI what to score you on. By the time setup is done, you’ve lost the energy to practice. And the session rarely reflects the real moment you’re training for. The Communication Scenarios Library fixes that. What It Does The Communication Scenarios Library is a set of pre-built practice conversations you can launch from immediately. Inside it, you’ll find scenarios Insight7 has already built across the conversations that actually move careers and revenue: acing interviews, closing deals, serving customers, and leading teams. Nine role tracks in all, Sales, Customer Service, Product Management, Marketing, Finance, Operations, HR, Leadership, and Legal. Pick one, make your adjustments, and go. Communication Scenarios Use Cases Why It Matters The conversations that shape careers aren’t the ones you have every day. They’re the high-stakes ones. Most people walk into those cold because there’s nowhere to practice them. The Communication Scenarios Library is what turns those moments from one-off scrambles into reps you’ve already run. You spend less time configuring and more time actually practicing. Every session starts with the right persona, the right framework, and the right scoring already loaded in. And as you face more of these conversations, the quality of your prep doesn’t drift, because the baseline is already built in for each one. Get Started Browse the Communication Scenarios Library, pick a scenario, and start your next rep in a fraction of the time.

You hire a rep. The interview went well. Three weeks in, they can’t handle objections and freeze when customers push back. You’ve already invested pipeline and real conversations into someone who wasn’t ready. Or you’ve got a team ramping on a new product, and the only way to know who’s ready is to put them on live calls and hope for the best. What if every candidate, every new hire, every rep moving into a new role had to prove they could do the job – in a realistic scenario – before they ever touched a real customer? That’s why we built Insight7 Candidate Screening. How it works Go to Trainings → Screenings → New Screening. You’ve got two paths: create from a prompt, or build manually. With the prompt route, upload your company context – product docs, talk tracks, call frameworks – and Insight7 builds a screening that sounds like your business, your customers, and the situations your team actually faces. Choose voice or chat. Pick evaluation criteria from the options or let Insight7 auto-generate them. Enter your participants name and email and it gets assigned immediately. They complete it and you get a scored evaluation without sitting through it yourself. How people use this Evaluate candidates on skill, not storytelling. Interviews are performances. Everyone knows the right answers. Send a screening after the first interview – can they actually run a discovery call when the prospect pushes back? Can they de-escalate a frustrated customer without a script? Your hiring decisions get sharper. Mis-hires drop. Hold the quality bar while scaling fast. You’ve doubled headcount in six months. Screening becomes your quality floor. New hires don’t start customer conversations until they’ve demonstrated baseline competency. Assess soft skills, not just product knowledge. Your support team knows the product. The problem is tone, empathy, and judgment. Build a screening around a difficult customer interaction and evaluate how they navigate the human side. Getting started Trainings → Screenings → New Screening Choose Create from Prompt or Manual Upload company context for tailored scenarios Select Voice or Chat Set evaluation criteria Add participants and assign They get the screening. You get the results. Your customers get a team that showed up ready.

Most managers are working off assumptions. Who’s improving and who’s falling behind. And that assumption is usually right – until it isn’t. Until someone who seemed fine turns out to have been struggling for months, and you only find out because something went wrong. That’s a visibility problem. Your Team’s Training, All In One Place The Training Intelligence Dashboard sits right on your home screen, showing you exactly what’s happening with your team’s training before you’ve done anything else. Total sessions completed, average scores across the team, how many training sessions have been finished and how many are still pending. All of it, without pulling a single report. Tracking Individual Performance This is where it gets interesting. The performance table shows you every person on your team alongside their completed training, their average score, and how much their score has improved since they started. That improvement column is the one that changes how you coach. Because a rep sitting at 51% who has improved 39% is telling you something completely different from someone sitting at 60% who hasn’t moved in weeks. One of them is growing. The other needs attention. The dashboard makes that distinction clear so you’re not left trying to piece it together yourself. And if you want to go deeper on anyone, click into their profile and see every training they’ve taken – the score, the status of each session, and when they took it. The complete picture, one click away. Filtering To What You Need Filter by role or by date and get straight to what’s relevant – without digging through information that doesn’t apply to what you’re trying to solve right now. Spotting Trends Across Your Team The training trends chart tracks how performance moves over time. Not just where your team is today, but the direction they’re heading. Switch to the breakdown view and you can track performance across specific training types – what’s driving real improvement and what isn’t landing the way you expected. These are the patterns that take weeks to surface manually. On the dashboard, they’re immediately visible. Visibility changes everything. When you can see exactly where your team stands and where they’re heading, you stop reacting to problems after they’ve compounded – and start addressing them before they do.

Great coaching happens in the moment. Your team makes a mistake, they get feedback immediately, and they improve before the next call. That’s how people actually get better. But that’s not how it works in reality. You’re reviewing last week’s calls while your team is already making the same mistakes today. By the time you’ve built the training session, the moment has passed. The cycle repeats itself endlessly. What if coaching could keep up with your team? What if the feedback they needed showed up automatically, right when they needed it? That’s why we built Insight7 Coaching Autopilot. Coaching that never stops learning Coaching Autopilot works like a training manager who’s always listening, always learning what your team needs, and never takes a day off. Every conversation your team has gets analyzed. Not just for what went wrong, but for patterns –  the kind you’d never catch from reviewing calls one by one. Maybe several people are struggling to explain solutions clearly. Or new team members aren’t documenting issues properly. These gaps don’t announce themselves. But Insight7’s Coaching Autopilot finds them. And here’s what makes it different: it doesn’t just tell you what’s broken. It builds the fix. When it spots a gap, it creates a personalized roleplay session designed specifically to close it. Then it assigns that training to everyone who needs it – automatically. No manager involved. No hours spent building content. Just targeted coaching that shows up exactly when your team needs it. The training itself is a realistic scenario where people can practice what they’re actually struggling with. Think of it like a sparring partner that’s available 24/7, focused entirely on helping them get better at the one thing holding them back. Improvement that compounds When coaching happens immediately instead of weeks later, something changes. Mistakes don’t become habits. Skills improve faster. Your team gets better at their jobs without you having to orchestrate every step. Turn it on and let it run Getting started takes two steps: Upload your calls or connect your call recording tool Turn on Autopilot That’s it. It finds the gaps. It builds the training. It assigns it to the right people. You can monitor progress in your dashboard, but the coaching itself runs on its own. Your team gets better. Automatically.

Never miss what matters in your customer conversations again. The Problem with Reactive Monitoring You know something important just happened in a customer call. A competitor was mentioned. A pricing objection came up. A frustrated customer threatened to churn. But you only found out three days later during your weekly review. By then, it’s too late to act. We just launched Alert Workflows in Insight7 to fix that. The Real Cost of Delayed Insights Your team has thousands of conversations happening right now. Support calls. Sales demos. Onboarding sessions. Customer check-ins. Somewhere in those conversations are signals that matter: keywords that indicate risk, behaviors that predict churn, moments that need immediate escalation. Without real-time alerts, these signals get buried. Your team reacts slowly. Opportunities slip through. Problems compound. Alert Workflows changes that. What You Get Alert Workflows monitors your conversations automatically and surfaces what matters most: Keyword tracking – Get notified the moment specific terms, competitors, or objections appear in conversations Performance monitoring – Track rep behaviors, compliance issues, or quality metrics as they happen Critical event detection – Catch escalations, cancellation signals, or upsell opportunities in real-time Team collaboration – Comment directly on alerts to coordinate responses without leaving the platform Instant notifications – Receive alerts via email or Slack so your team can act immediately No manual reviewing. No waiting for reports. Just instant visibility into the conversations that need attention. How It Works Set up workflows for the keywords, behaviors, or events you want to track Connect your notification preferences (email, Slack, or both) Get alerted automatically when conditions are met That’s it. Why It Matters In customer-facing businesses, timing is everything. The difference between saving a customer and losing them often comes down to how quickly you respond. Before Alert Workflows, catching these moments meant manually reviewing calls, relying on reps to flag issues themselves, or discovering problems only after customers had already left. Now your team knows immediately. Support managers can jump on escalations before they spiral. Sales leaders can coach reps on objections while the deal is still warm. Success teams can intervene when they detect churn risk. When to Use It Alert Workflows works best for: Support teams tracking escalations, compliance issues, or quality problems Sales teams monitoring competitor mentions, pricing objections, or deal risks Success teams catching churn signals or expansion opportunities Any team where delayed response means lost revenue or customer trust Standard conversation analytics tell you what happened. Alert Workflows tells you while there’s still time to do something about it. Available Now Alert Workflows is live in Insight7. Set up your first workflow and start catching what matters most in your conversations.

Closing a deal in one call isn’t just efficient—in Financial Services, Healthcare, and similar industries, it’s often the only shot you get. The problem? Most teams can’t see why some calls close and others don’t. We just launched Revenue Intelligence in Insight7 to fix that. The Real Problem with One-Call-Close You know your conversion rate. But do you know where prospects actually drop off? Can you tell which rep behaviors drive closes versus the ones that kill deals? Without this visibility, improving one-call-close rates means guessing. Revenue Intelligence removes the guesswork. What You Get Revenue Intelligence shows you exactly what’s happening in your sales conversations: Funnel stage tracking – See how calls move through Opening, Discovery, Proposal, and Close in real-time Drop-off analysis – Pinpoint exactly where deals stall, with evidence pulled directly from conversations Winning behaviors – Surface what your top closers do differently and replicate it across your team No complex setup. No waiting for reports. Just immediate insights on what’s working and what’s not. How It Works Connect your calls or chats Watch conversions flow through each funnel stage Get specific recommendations on where to improve That’s it. Why It Matters In one-call-close scenarios, there’s no second chance. No follow-up email to save a lukewarm prospect. The conversation either converts or it doesn’t. Before Revenue Intelligence, understanding these conversations meant manual call reviews, scattered feedback, and guesswork about what actually moves the needle. Now you can see patterns immediately. Managers know exactly what to coach. Reps know which skills to sharpen. Teams stop repeating the same mistakes. When to Use It Revenue Intelligence works best for: Sales teams that close deals in a single conversation Financial Services firms handling high-stakes consultations Healthcare providers converting prospects during initial calls Any business where one conversation needs to do all the work Standard call analytics are great for understanding what was said. Revenue Intelligence tells you whether it actually worked. Available Now Revenue Intelligence is live in Insight7. Connect your calls and start tracking conversions through every stage of your funnel. Because when you only get one shot to close, you need to know exactly what makes it count.

When you’re working with hundreds of conversations, the real question isn’t just what people are saying—it’s who is saying it, and how perspectives differ. With Segmentation, you can understand not just what is being said but who is saying it and how those perspectives differ in large sets of conversations. It’s easy to uncover patterns, compare segments, and make smarter decisions—the dream for Marketing, Sales, CX & Research teams. What you get Segmentation automatically organizes your qualitative data so you can see what matters to each group: Auto-extract behavioral, demographic & firmographic attributes – No manual tagging required. The system identifies key characteristics from your conversations—job titles, company size, user behavior, location—and groups them automatically. What used to take hours of spreadsheet work now happens instantly. Compare insights across segments – Put customers vs. prospects side by side. See how enterprise users differ from SMBs. Understand regional variations or compare feedback across product tiers. All in one view, with clear visual breakdowns that make differences obvious. Surface patterns automatically or ask targeted questions – Let the platform find trends for you, or drill down with specific queries about any segment. Ask “What do enterprise customers care about most?” or “How do churned users describe their experience differently?” and get instant, evidence-backed answers. How it works Upload your conversations—interviews, support calls, sales recordings, feedback forms, whatever you have. Segmentation does the rest. It extracts attributes, organizes groups, and surfaces differences automatically. You can then explore patterns at the segment level, compare groups side by side, or ask targeted questions to uncover specific insights. No configuration needed. No waiting for results. When to use it Discover what customer segments care about – See which features matter to power users vs. casual users, or what pain points are unique to specific industries. Stop guessing what different groups need. See how messaging resonates across different personas – Test if your positioning lands differently with decision-makers vs. end users. Understand which value propositions work for which audience. Identify feature requests by user type – Understand if certain segments are asking for capabilities others don’t need. Prioritize your roadmap based on who’s asking for what. Available now Segmentation is live in Insight7. Because understanding who said what shouldn’t require hours of manual work—it should be instant, clear, and actionable.

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• Run segmentation research queries to compare patterns across conversations and customer segments.