Documentation Index
Fetch the complete documentation index at: https://knowledge.deeto.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
AI Insights is Deeto’s conversational intelligence layer. It gives every member of your team a direct line to everything Deeto knows about your customers — without requiring them to build a report, apply filters, or navigate to a specific screen. Ask a question in plain language. Get a synthesized answer drawn from real customer voice: interviews, surveys, feedback, call transcripts, reviews, and participation history — all in one place. This is what Deeto means when it refers to a Personal AI Assistant: not a generic chatbot, but an AI surface that understands your specific customer data and helps you turn it into decisions.“What are enterprise customers saying about our onboarding experience?” “Which customers mentioned ROI in the last quarter?” “Summarize the most common objections from lost deals this year.”These are the kinds of questions AI Insights is built to answer.
What You Can Ask
AI Insights works across the full breadth of data in your Deeto workspace. Some of the most common use cases:Pre-Meeting Research
Ask for a summary of what a specific customer has said across all touchpoints — interviews, surveys, support feedback — before an account review or renewal call. Get context in seconds instead of searching manually.Content and Messaging
Ask what customers are saying about a specific topic, feature, or pain point. Use those themes to strengthen messaging, talk tracks, or case study narratives. The answers come directly from authentic customer voice, not assumptions.Win/Loss Intelligence
Query patterns across closed won and closed lost opportunities. Understand which objections appear most frequently, which competitors are mentioned, and how customer sentiment differs between segments.Product Feedback
Surface what customers are saying about specific features, workflows, or experiences — across every campaign, interview, and survey collected in Deeto.Reference Identification
Ask AI Insights to identify customers who have expressed strong positive sentiment, mentioned specific outcomes, or fit a particular profile. Use those results as a starting point for reference recruitment.How It Works
AI Insights uses the customer data in your Deeto workspace as its knowledge base. When you submit a query, the AI:- Searches across all relevant data — interviews, surveys, campaign responses, imported assets, and engagement history
- Identifies the most relevant signals and extracts key themes
- Synthesizes a response that surfaces patterns, quotes, and context
- Retains the conversation context so you can drill deeper with follow-up questions
A screenshot of the AI Insights conversation interface — showing an example query and response with source attribution — would significantly improve clarity here.
Key Capabilities
Natural Language Queries
No special syntax required. Ask questions the way you’d ask a colleague. The AI interprets intent and searches accordingly.Contextual Follow-Ups
The AI retains context within a conversation. After asking a broad question, you can narrow in: “Which of those customers are in the financial services segment?” or “Show me the quotes from enterprise accounts only.”Theme and Pattern Identification
Rather than returning raw data, AI Insights identifies patterns — what topics appear most frequently, what sentiment is most common, what has changed over time.Cross-Source Synthesis
AI Insights works across all data sources in your workspace: Deeto-native campaigns and interviews, imported case studies and testimonials, Gong transcripts, and G2 reviews. It synthesizes across sources rather than limiting results to one type.Customer-Voice Content Generation
Ask AI Insights to help you draft content — a positioning paragraph, a talk track, a summary for an executive briefing — grounded in what your customers have actually said. The output reflects authentic customer language, not internal assumptions.AI Insights Public View
The platform includes an AI Insights public-facing surface (ai-insights-public). The exact behavior of this view — whether it represents a shareable link, an embedded widget, or a guest access mode — is not fully confirmed in current documentation. If you need guidance on this feature, contact your Customer Success Manager for clarification.
Best Practices
Be specific in your queries. “What are customers saying about onboarding?” returns better results than “What do customers think?” The more context you provide — segment, timeframe, feature — the more precise the answer. Use follow-up questions to go deeper. Don’t treat AI Insights as a one-shot search. Start broad to identify themes, then use follow-ups to narrow in on the specific segments, time periods, or accounts that matter most. Treat outputs as a starting point. AI Insights synthesizes patterns across your data and accelerates research. For high-stakes decisions, explore the underlying source material to confirm the full picture. Update your data regularly. AI Insights is only as good as the data in your workspace. The more campaigns you run, the more interviews you collect, and the more sources you connect, the richer and more reliable your answers become. Use it before customer conversations. Make AI Insights part of your pre-call ritual. A two-minute query before a renewal call, a QBR, or a prospect reference request can surface context that would take much longer to find manually.By Role
Sales and Account Executives
- Research what similar customers have said before a prospect call
- Identify which references have mentioned outcomes relevant to a specific deal
- Understand what objections have come up for a particular competitor or segment
Product Marketing
- Surface customer language around specific features or use cases
- Identify recurring themes across win/loss interviews to sharpen positioning
- Generate first drafts of customer-voice content for campaigns or battlecards
Customer Success
- Get a full picture of what an account has said across every touchpoint before a QBR
- Identify customers expressing positive sentiment who may be ready to become references
- Understand patterns in feedback from customers approaching renewal
Research and Insights
- Run cross-campaign analysis without exporting to spreadsheets
- Identify sentiment trends over time or across lifecycle stages
- Summarize findings for executive reporting
Limitations
- AI Insights works from data that has been collected and processed in your Deeto workspace. It does not access external sources or real-time information.
- The quality of insights depends directly on the volume and recency of your collected customer data.
- AI Insights is designed for synthesis and pattern identification — not for retrieving specific raw records. Use the Knowledge Hub search for exact record lookup.
- The AI may occasionally surface themes that require human judgment to contextualize. Always evaluate outputs in the context of what you know about your customers.
FAQs
Does AI Insights have access to all my data, or just certain modules?
Does AI Insights have access to all my data, or just certain modules?
AI Insights works across your entire Deeto workspace — including campaign responses, AI interviews, imported assets, Gong transcripts, and G2 reviews. Access is governed by your workspace permissions; team members will only see insights drawn from data they have access to.
Can I use AI Insights to generate content for external use?
Can I use AI Insights to generate content for external use?
Yes. You can ask AI Insights to draft content — summaries, positioning statements, quote compilations — grounded in your customer data. As with any AI-generated content, review and edit before publishing or sharing externally.
How current is the data AI Insights uses?
How current is the data AI Insights uses?
AI Insights draws from data as it exists in your workspace at the time of the query. New campaign responses, interviews, and imported content are available as they are processed. There may be a short processing delay for newly ingested data.
Is my conversation history saved?
Is my conversation history saved?
AI Insights conversation history behavior depends on your workspace configuration. Contact your Customer Success Manager for details on session persistence and data retention.
Can multiple team members use AI Insights simultaneously?
Can multiple team members use AI Insights simultaneously?
Yes. AI Insights is available to all users in your Deeto workspace based on their role permissions. Each user’s session is independent.
Need Help?
- In-platform: Click the help icon inside your Deeto workspace
- Customer Success: Reach out to your dedicated Customer Success Manager
- Email: support@deeto.ai