Sales Insights Overview

Otter insights will unlock the power of organization and productivity. As part of the Otter for Sales, your team can easily review and understand the meeting at a glance through aggregated summaries and key details. Sales Insights can summarize the meeting discussions into actionable points, group important info into categories, provide the key points up front, and much more. Through customization, you can tailor Sales Insights to fit your team's needs to ensure the post-meeting follow-ups are simplified and actionable. Let Sales Insights transform your meetings into efficient and results-driven collaboration. 

Insights Overview

After a sales call has ended, Otter will generate insights for the meeting located in the Summaries panel. Insight highlights, such as summarized information, key points, or actionable items will be categorized into their respective labels. By default, Otter includes sales-focused topics for frameworks such as BANT (Budget, Authority, Need, Timeline) or MEDDIC (Pain points, Sentiment, Objections, Competition).

Otter AI will generate these highlights by default, but you can also customize and add insights tailored to your team's needs. Insights are available for all conversations.

1. Navigate to a conversation in Otter. 
2. Click on the Summaries icon on the right panel. 
3. Click on the Insights tab.

Each category will be labeled with a name and color. Clicking through the insights will bring you to the place in the meeting where the discussion, question, or topic was brought up.

Empty insights

Each conversation is completely different and there may be insights that are needed for specific meetings, while other insights are not. At the bottom of the insights page, you’ll find the ones that Otter was not able to generate an insight for.

Sharing insights

You can easily share links directly to the insights page. An Otter user must be logged in and have shared access to the conversation either as a Viewer or Collaborator to view insights. If not, the user will not be able to access the conversation to view the insights. The user will be able to request access if needed.

Share links to the full insights

You can generate a link to the insights tab of the conversation. At the top of the insights, click on the hyperlink icon to generate a link. When users open this link, they will be brought to the general insights tab for the conversation.

Share links to an individual insight

You can generate a link directly to an insight. Hover an individual insight and click on the hyperlink icon to generate a link. When users open this link, they will be brought to the individual insight as well as the point in the meeting conversation where the insight was generated.

Copy all Insights highlights 

You can copy the entire generated insights to share. It will include formatting and you can paste the insights directly into other places such as email, Slack, or any documents. 

Copy all insights

You can copy all of the generated insights. At the top of the insights, click on the copy icon to copy the full insights. This will copy the full insights with formatting. 

Copy all individual insights. 

You can copy all of the generated insights. At the top of the insights, click on the copy icon to copy the full insights. This will copy that individual insight with formatting.

Once you have copied the insights, you can paste them into other programs and documents.

Delete insights

Some insights may not be necessary for the meeting or future discussions within the team. Collaborators of a conversation can delete insights to better organize the information.

Hover over the individual insight and click the delete button to remove that insight.

On the confirmation popup, click OK to proceed with deleting the insight.

The insight highlight is deleted.

Customize and add your own insights

Insights are customizable so that your team can pull exactly what information you need from the meeting. 

1. At the top of the insights tab, click on the “What do you want Otter to track” field.
   
   
2. You can begin typing into the field what insight you want to track (e.g. “Is the client happy about the decision of the meeting?”). Otter will then generate insight highlights based on your question.
   
   Tip: Be detailed and type full sentences to help Otter understand what you would like to track.
   
   
3. You can repeat step 2 until you have insights that reflect what you are looking for. Once you’re ready to save that insight, click into the Name your topic field, type the name for your topic, and click Save.
   
   Note: Saved topics will be visible to everyone in the Workspace, as well as to participants the conversation was shared with.
   
   
4. Future meetings will generate the new insight you created if the meeting content is relevant. 

Manage and edit your insights

All insights are stored in a centralized location in the Workspace settings. You have the following management options: 

• Overview of all sales insights across the Workspace in a central location
• Ability to rename an insight
• Update the call type of an insight 
• Enable or disable an insight
• Delete an insight

Regenerating your sales insights

If you have made changes to the conversation, customized insights, or tagged speakers, you can regenerate your insights based on the new data. Regenerating will affect the insights for all collaborators and viewers in the conversation. 

1. Navigate to a conversation where you want to regenerate the Sales Insights.
2. On the right side, click on Sales Insights. 
3. Click the regenerate icon.
   
4. The Sales Insights will generate in a moment.
   
   Note: If you don’t see the insights after a few moments, refresh the page to view the new insights.
   
   
5. The Sales Insights will be regenerated.