What are Insights?

Insights turn thousands of conversation minutes into objective, trackable business data. They allow you to define what matters to your organization and extract those facts automatically from every meeting.

Instead of relying on subjective summaries or "gut feelings," Insights create a single point of truth. By analyzing every conversation against the same standardized criteria, your meeting data becomes a trackable KPI that can be measured across teams, regions, and quarters.

From conversations to data

Most meeting tools provide a summary; Harmony provides a data point. When you define an Insight, you are asking a specific business question. Harmony’s AI then scans the actual transcript to find the factual answer.

This transforms qualitative "talk" into quantitative data. For example:

• The old way: "I think customers are worried about our new pricing."
• The Harmony way: "Price sensitivity was detected in 64% of calls this week, centered specifically on the Professional tier."

Every Insight answer is verifiable. You can click Explore on any data point in a report to jump to the details of the analysis and conversations where that topic was discussed.

The Power of Conversation Intelligence

Every conversation contains valuable information:

• Performance metrics - How are your teams performing?
• Conversation patterns - What makes successful calls different?
• Risk signals - Where are potential problems?
• Coaching opportunities - How can reps improve?
• Business intelligence - What are customers really saying?

When every conversation is analyzed using the same objective questions, human bias is removed. This ensures that a "Qualified Lead" or a "Successful Demo" means the exact same thing across your entire organization.

Macro and Micro views

Insights provide value at two distinct levels:

• Individual Meeting: See specific answers for a single call (e.g., "Did this specific customer mention a budget?").
• Aggregated Reports: View trends across hundreds of calls (e.g., "What is the average budget mentioned across all Sales team calls this month?").

Common Insight types

Harmony offers a variety of Insight formats to match different business needs:

Type	How it works	Use Case
Yes/No Question	A binary check based on conversation facts.	"Was a follow-up meeting scheduled?"
Checklist	Verifies if multiple specific points were hit.	Ensuring a Sales Discovery follows the internal playbook.
Competitor Analysis	Detects mentions of specific alternatives.	Tracking market share shifts and competitor strengths.
Scale Rating	Rates aspects (1-10) with custom labels.	Scoring customer "Pain Severity" or "Interest Level."
Buyer Engagement	Measures participation and involvement.	Identifying "stalled" deals based on low prospect engagement.
Funnel	Tracks conversion through specific stages.	Seeing which milestones are skipped in the sales cycle.

The value of Projects

Insights are organized into Projects. This allows you to group specific questions around a business initiative—like a product launch, a training program, or a customer expansion campaign.

When you assign a Project to a team, Harmony automatically runs those Insights on every meeting they have, ensuring your dashboards stay updated in real-time without any manual data entry.