Where insights come from
- Extraction. When the worker processes a call transcript, it runs a second pass that pulls out what the call taught you about your own business.
- Your agent. An agent that reads a call or email can write insights directly with
record_insightorPOST /v2/insights.
Read insights
Over MCP, callget_insights. Over REST:
lane, subtype, one account with focus, or a start date with since. Lanes and subtypes are listed on List insights. The response includes the workspace’s taxonomy, so you can show labels without hardcoding them.
Write insights
Over MCP, callrecord_insight. Over REST:
category is one of product, positioning, market or buyer. Send every insight from one source in one call. Near-duplicates are skipped, so written can be lower than submitted. See Record insights.
Facts about the account itself, such as a new title or a budget, are not insights. Write those as a note.
On a self-hosted instance, replace https://api.opennous.cloud with your own API URL.