Insights

Insights is the heart of WorkSights AI and your default landing page when you log in. It is where the platform surfaces what deserves your attention, including findings from your Observers, daily reports, and your conversations in one unified, searchable feed.

This is designed to be the first place you look when you start your day as a leader.

The Feed

The left panel shows everything WorkSights AI has produced, grouped by date and organized into three types.

Insights — Findings surfaced by your Observers when they detect something worth your attention. These are the most important items in the feed. Each one represents a pattern or signal that cleared a high bar before it reached you.

Reports — Your Daily Executive and Daily Manager Reports, generated automatically every morning and accessible here alongside your other content.

Chats — Your conversations with WorkSights AI, persistent and searchable. Pick up any conversation where you left off.

Use the filter tabs at the top of the feed to focus on one type at a time, or leave it on All to see everything in chronological order. Use the search bar to find a specific conversation, report, or finding by keyword.

Observers and How Insights are Generated

Observers are named analytical personas that run continuously in the background, each focused on a different part of your business. They analyze activity data from your connected services and only surface a finding when they have something that genuinely warrants your attention.

Rev

Rev watches your revenue and sales functions. Rev looks at the activity patterns of people in sales-facing roles, including external meetings, CRM activity, time spent on genuine selling work, and flags when something looks off relative to what a high-performing revenue team should look like.

Byte

Byte watches your engineering and technical teams. Byte analyzes activity across GitHub, Jira, and other technical tools, looking at patterns of focus, output, and effort to help you understand where engineering energy is actually going.

Vibes

Vibes watches organization-wide health signals — activity patterns, working hours, cross-team collaboration, and engagement across the whole business. Where Rev and Byte focus on specific functions, Vibes watches everyone.

All three Observers run on a schedule. When an Observer detects a signal worth investigating, it does not immediately notify you. Instead, it escalates through a structured analysis process before deciding whether to surface a finding.

The Escalation Chain

Every Insight you see in your feed has passed through a three-level analysis process. You can see this process in full when you open any Insight.

Level 0 — The Observer scans activity data across the relevant users and time window. Most runs find nothing and close here.

Level 1 — If the Level 0 scan flags something, the Observer generates an Investigation brief: a specific, focused question about what it saw. A deeper analysis is then run against that question.

Level 2 — If Level 1 confirms the signal, the Observer runs a final analysis. If it still sees something worth your attention, it escalates to Level 3 and notifies you.

Level 3 — The finding that reaches you. This is the analysis that triggered the notification. It includes the specific users involved, the pattern identified, and the reasoning behind the finding.

This escalation model means that by the time a finding reaches your feed, it has been examined at multiple levels of increasing scrutiny. You are not seeing raw signals or first-pass guesses, but rather something the system is confident enough to bring to you.

Reading an Insight

When you open an Insight from your feed, you will see:

Observer identity — The name and avatar of the Observer that surfaced the finding (Rev, Byte, or Vibes), the time it was generated, and the period of data it analyzed.

Notification status — A badge showing whether you were notified about this finding via email or Slack.

Finding summary — A highlighted banner at the top with a plain-language summary of what the Observer found and why it matters.

Flagged users — The specific people whose activity triggered the finding.

Escalation chain — The full reasoning trail, expandable at each level. Each level shows whether it escalated, the Investigation Brief that drove the next level of analysis, and the Analysis that resulted. The subjects examined at each level are shown with their avatars.

This transparency is intentional. You can see exactly how the Observer arrived at its conclusion before you decide what to do with it.

Going Deeper with Chat

Every Insight has a chat input built directly into the bottom of the detail view. Once you have read the finding, you can ask follow-up questions right there, without navigating away.

Set the date range and select the people you want to ask about, then type your question. WorkSights AI will draw on the activity data and organizational memory for that context to give you a grounded answer.

This is the core product loop: an Observer finds something, surfaces it as Insight, and you go deeper via chat before deciding how to act — whether that means a conversation with a manager, a change in priorities, or simply filing it away as context.

Daily Reports

Your Daily Executive Report and Daily Manager Report appear in the Insights feed alongside Observer findings. They are generated automatically every morning at 7 am in your local timezone and delivered to you via email and Slack. They are also always accessible here.

Each report is an AI-generated narrative briefing covering what happened in your business the previous day, shaped by the skills and AI Context configured for your account. Executives receive an account-wide view. Managers receive a report focused on the people who report directly to them.

Click any report in the feed to read it in full inside the product.

Chat Tab

The Chat tab in the Insights feed shows all of your conversations with WorkSights AI. Every conversation is persistent and closing your browser does not end it. You can return to any conversation and continue where you left off.

To start a new conversation, click +New Chat at the top of the left panel.

Asking Questions

The chat experience is built around three inputs that work together.

Date range — Select the time period you want to ask about. WorkSights AI detects natural date phrases like last week or last month automatically, or you can use the date picker to set a specific range.

People — Select the team members you want to ask about using the people picker, or mention them inline using @name.

Your question — Type what you want to know. The conversation starters on the empty state give you a starting point if you are not sure where to begin.

WorkSights AI answers using the activity data, scores, and organizational memory accumulated for the people and period you selected. Since the context is already there, you are not uploading context or pulling reports manually.

Conversations are searchable from the search bar at the top of the left panel.

Notifications

When an Observer surfaces a finding that reaches Level 3, WorkSights notifies you. You can control which notifications you receive and through which channels — in-app, email, or Slack — from Notifications Settings.

In-app notifications appear in the bell icon in the top navigation. Clicking a notification takes you directly to the relevant Insight in your feed.

Access

The Insights section is available to Executives and Managers. Executives see all Observer findings across the account. Managers see findings where the flagged users fall within their direct reports.

Related Guides

Insights Settings — Configure your Observers, their schedules, and the skills they use

Activity Dashboard — Explore the underlying activity data behind an Insight

Notification Settings — Control how and where WorkSights reaches you

User View — Set your AI Context to make Insights more relevant to your role