What Triggers One
Performance Shifts
One of the most common triggers for an insight is a meaningful shift in one or more of your system scores. When a system score moves sharply in either direction, the platform evaluates whether the movement is significant enough to warrant surfacing. A score that drops ten points in a week, or a score that has been declining gradually for a month, will typically generate an observation that flags the pattern and provides context about what might be driving it. Positive shifts can also trigger insights. When a system score improves significantly, an insight might confirm what's driving that improvement and suggest how to sustain it.
Bottlenecks and Constraints
When the AI identifies a bottleneck in your business, it surfaces an insight that describes it: what's been observed, which system or process is affected, and the likely downstream effects if the bottleneck persists. This gives you a structured description of the problem before you engage with the AI Coach or look at the recommended actions.
Opportunities and Timing
The platform also surfaces insights when it identifies that conditions are favourable for a specific type of action or improvement. These opportunity-based insights are time-sensitive: they reflect a window that exists now based on current system states and timing factors. An insight that flags an opportunity when your Marketing score is strong and your lead pipeline is healthy but your Sales activity has dipped, for example, is pointing to a specific moment where increasing sales activity is likely to produce a strong return.