Projects in Insight7 help you organize and analyze your calls and conversations in one central location. Whether you’re evaluating customer calls, coaching team members, or extracting insights from research interviews, creating a project is your first step.

With Insight7, you can upload calls, apply evaluation criteria, and generate actionable insights, all without technical skills.

• Organize conversations by team
• Apply custom evaluation templates
• Extract insights automatically

What is a Project in Insight7? #

A project is a workspace where you store and analyze related conversations. Think of it as a folder that groups calls

Projects allow you to:

• Import calls from your computer or library
• Apply consistent criteria across multiple calls
• Generate aggregate insights and reports

How to Create Your First Project in Insight7 #

Follow these steps to create a project and start analyzing your conversations.

1. Create a New Project #

Log into your Insight7 account and navigate to the projects page in the sidebar.

Click + New Project or select Create Project from your dashboard.

Give your project a clear, descriptive name:

• Good: “Q1 2025 Sales Discovery Calls”
• Good: “Customer Support QA – January”
• Avoid: “Project 1” or “Test”

2. Import Your Calls

Insight7 makes it easy to bring in conversations from multiple sources:

Option 1: Upload Files

• Drag and drop audio, video, or transcript files directly into your project
• Bulk upload multiple files at once

Option 2: Connect Integrations

• Link your call recording platform (Zoom, Google Meet, Microsoft Teams)
• Connect your CRM or dialer (automatically pull call recordings)
• Import from cloud storage (Google Drive, OneDrive, Dropbox)

Option 3: Auto-Sync

• Set up automatic import rules to continuously pull new calls

Tip: You can add calls to your project anytime. Start with a small batch to test your setup, then add more as needed.

3. Choose Your Analysis Type #

Insight7 offers two powerful ways to work with your conversations:

Starter Kits  – Use any of the available templates

Analyze – Run a custom analysis to extract insights, ask questions or create dashboards.

You can use both analysis types within the same project.

4. Apply Evaluation Criteria (Optional) #

If you’re using dashboards, you’ll need to define what g ood looks like:

Choose a Template:

• Browse pre-built dashboard templates
• Customize an existing template to match your standards
• Create a custom evaluation

Define Evaluation Questions

Set Scoring:

• Weight certain questions as more important

• Define pass/fail thresholds

5. Run Your Analysis #

Once your calls are uploaded and criteria are set:

Click analyze

Insight7 will automatically:

• Transcribe audio/video files (if not already transcribed)
• Evaluate each call against your criteria
• Extract themes and insights across all calls
• Generate individual scorecards and aggregate reports

Review Your Results #

After processing, you’ll see:

For Dashboard Projects:

• Individual caller scorecards with scores and coaching tips
• Performance dashboard showing trends across reps and teams
• Keyword alerts for compliance or quality issues
• Call recordings with timestamps for key moments

For Extract Insights Projects:

• Themes extracted from all conversations
• Supporting quotes and evidence
• Visual charts and keyword clouds
• Filters to drill down by date, speaker, or topic

7. Share Insights with Your Team #

Insight7 makes it easy to collaborate:

Export Reports:

• Download scorecards
• Generate executive summaries for leadership

Set Up Notifications:

• Get alerts when calls score below threshold
• Receive keyword notifications (e.g., “cancel,” “competitor”)
• Schedule weekly performance summaries

Embed Projects in Your Workflow #

You can integrate Insight7 projects directly into your existing tools:

Connect to Your CRM:

• Trigger coaching workflows based on call performance

Share in Slack or Teams:

• Post weekly insights to team channels
• Send coaching notifications to managers

Automate Reporting:

• Schedule automatic report generation
• Email stakeholders with performance updates