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What are Insights?

Insights turn thousands of conversation minutes into objective, trackable business data. They allow you to define what matters to your organization and extract those facts automatically from every meeting.

Instead of relying on subjective summaries or "gut feelings," Insights create a single point of truth. By analyzing every conversation against the same standardized criteria, your meeting data becomes a trackable KPI that can be measured across teams, regions, and quarters.

From conversations to data​

Most meeting tools give you a summary. Harmony gives you a data point. When you define an Insight, you're asking a specific business question. Harmony's AI scans the actual transcript and finds the factual answer.

Think of it this way — instead of saying "I think customers are worried about our new pricing," you get "Price sensitivity was detected in 64% of calls this week, centered on the Professional tier." Every Insight answer is verifiable. Click Explore on any data point in a report to jump straight to the conversations where that topic came up.

The Power of Conversation Intelligence​

Every conversation contains valuable information:

  • Performance metrics - How are your teams performing?
  • Conversation patterns - What makes successful calls different?
  • Risk signals - Where are potential problems?
  • Coaching opportunities - How can reps improve?
  • Business intelligence - What are customers really saying?

When every conversation is analyzed using the same objective questions, human bias is removed. This ensures that a "Qualified Lead" or a "Successful Demo" means the exact same thing across your entire organization.

Macro and Micro views​

Insights work at two levels. At the individual meeting level, you see specific answers for a single call — for example, "Did this customer mention a budget?".

At the aggregated report level, you view trends across hundreds of calls — for example, "What is the average budget mentioned across all Sales calls this month?"

Insight types​

Harmony offers several formats to match different needs.

A Yes/No Question is a simple binary check based on conversation facts, like "Was a follow-up meeting scheduled?"

A Checklist verifies whether multiple specific points were covered. This is great for making sure a sales discovery call follows your internal playbook.

Competitor Analysis detects mentions of specific alternatives and captures the context around those discussions.

A Scale Rating scores aspects of a conversation from 1 to 10 with custom labels — useful for measuring things like customer pain severity or interest level.

Buyer Engagement measures how involved the other party was during the conversation and scores their participation level.

A Funnel tracks conversion through specific stages so you can see which milestones get covered and which get skipped.

How Projects bring it together​

Insights are organized into Projects. A Project groups your questions around a business initiative — like a product launch, a training program, or a customer expansion campaign.

When you assign a Project to a team, Harmony runs those Insights on every meeting they have. Your dashboards stay updated in real-time without any manual data entry.