Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt

Use this file to discover all available pages before exploring further.

Insights lets you ask questions in natural language across all of your team’s meetings and get data-backed answers drawn from your entire conversation history. Instead of listening to recordings one by one or searching through transcripts, you type a question and Insights surfaces the main patterns and related findings — complete with links to the real calls and Moments that back them up.
Insights is currently available only to selected customers and is accessible only by admins. If you would like to request access, reach out to your Customer Success Manager.

What you can do with Insights

  • Ask questions about trends across all your meetings (for example, “What objections do we hear most often?”).
  • See main insights and related insights generated from your company’s entire conversation history.
  • Explore referenced meetings that show the real examples behind each insight.
  • Share insights with teammates so everyone can learn together.
  • Save time by getting a summarized answer instead of listening to full calls.

How to use Insights

1

Go to the Insights tab

From your Triple Session dashboard, open AI Coach and click the Insights tab.
2

Type your question

Enter your question in natural language. You can also apply filters for date range and specific scorecards to focus your query on a particular group of meetings.Example questions:
  • “What are the most common objections that come up?”
  • “How do prospects compare our product with competitors?”
  • “How does [Sales Rep] present the [Feature name] feature?”
3

Review your results

Insights analyzes all your meetings, finds the most relevant ones, and returns:
  • A main insight summarizing the key finding.
  • Related insights that expand on the primary result.
  • Links to real calls or Moments that illustrate each point.
You also receive an email when your insights are ready.
4

Explore examples

Click any referenced meeting in the results to see the exact part of the conversation where that insight occurred.

Example questions to try

The questions below give a sense of what Insights can surface across your team’s calls:
  • “What topics come up most in discovery calls?”
  • “Which deals mention pricing or budget concerns?”
  • “How does Alex handle objections?”
  • “How are prospects comparing us with competitors?”
  • “What feature is most requested during onboarding?”
  • “How are reps positioning our product value?”

Tips for better results

  • Target the prospect or client voice — If you want to understand pain points, ask what prospects or clients are saying rather than what reps are saying.
  • Hunt for patterns — Insights works best at scale. Focus on things that happen in 10% or more of your meetings to find trends that actually matter.
  • Ask naturally — You do not need to use specific syntax. Ask questions the same way you would ask a colleague: “What are the most common reasons prospects say they aren’t ready to buy yet?”
  • Use filters — Narrow your query to specific scorecards, teams, or time periods to get more focused results.

Recurring questions

You can schedule questions to run automatically on a weekly, monthly, or quarterly cadence. Scheduled questions deliver updated insights via email, so you can track how patterns evolve over time without having to re-run queries manually.