> ## Documentation Index > Fetch the complete documentation index at: https://developers.telnyx.com/llms.txt > Use this file to discover all available pages before exploring further. # Creating Insights > Step-by-step guide to creating AI Insights in the Mission Control Portal to analyze your AI Assistant conversations. This guide walks you through creating individual [AI Insights](https://portal.telnyx.com/#/ai/insights) in the Mission Control Portal. You'll learn how to define analysis instructions, use variables, and configure both normal and structured insights. ## Prerequisites * Access to the Telnyx Mission Control Portal. * At least one AI Assistant configured (recommended for testing). ## Accessing AI Insights 1. Log in to the [Mission Control Portal](https://portal.telnyx.com). 2. Navigate to **AI, Storage and Compute** > **AI Insights**. 3. You'll see a list of existing insights with their IDs, names, instructions, and creation dates. AI Insights Main Page ## Creating an insight Insights return free-form text responses based on your instructions. ### Step 1: Open the create dialog Click the **Create Insight** button in the top-right corner of the AI Insights page. ### Step 2: Configure basic settings In the Create Insight modal, you'll see: Create Insight Modal 1. **Name** (Required) - A descriptive identifier for your insight. * Example: "Conversation Summary", "Customer Sentiment", "Issue Classification". 2. **Instructions** - Detailed prompt describing what to analyze and extract. * Be specific about what information you want. * Include output format expectations. * Reference conversation elements (transcript, metadata, etc.). ### Step 3: Write effective instructions Good instructions are clear, specific, and actionable. Here are some examples: **Example 1: Conversation summary** ``` Summarize the conversation for use as future context. Include: - Key facts mentioned. - Decisions made. - User preferences expressed. - Action items or follow-ups needed. Keep the summary concise (2-3 sentences) and focus on information that would be useful in future conversations with this user. ``` **Example 2: Sentiment analysis** ``` Measure the positivity & negativity of the call and rate it from 1-5 in ascending order. Positivity: How positive, satisfied, or happy was the customer? (1=very negative, 5=very positive) Negativity: How frustrated, angry, or dissatisfied was the customer? (1=no negativity, 5=very negative) Provide your ratings and a brief explanation of why you assigned those scores. ``` **Example 3: Issue categorization** ``` Analyze the conversation and identify the primary issue or request. Categorize it into one of the following: - Technical Support. - Billing Question. - Feature Request. - General Inquiry. - Complaint. - Other. Also provide a brief description of the specific issue within that category. ``` ### Step 4: Use variables (optional) You can include dynamic variables in your instructions to provide context about the specific conversation. Click the **Add a variable** dropdown to see available options. **System variables:** * `{{telnyx_current_time}}` - Date and time of the conversation. * `{{telnyx_conversation_channel}}` - Channel type (phone\_call, web\_call, sms\_chat). * `{{telnyx_agent_target}}` - Assistant's phone number or identifier. * `{{telnyx_end_user_target}}` - User's phone number or identifier. **Example with variables:** ``` Analyze this {{telnyx_conversation_channel}} conversation from {{telnyx_current_time}}. Identify if the user at {{telnyx_end_user_target}} expressed interest in any of our products or services. If so, list the products mentioned and their level of interest (high/medium/low). ``` You can also reference [custom dynamic variables](https://developers.telnyx.com/docs/inference/ai-assistants/dynamic-variables) that you've configured for your assistant. ### Step 5: Save the insight 1. Review your configuration. 2. Click **Save**. 3. The insight will appear in your insights list. ## Managing insights ### Editing an insight 1. Find the insight in the list. 2. Click the **edit icon** (pencil) on the right side of the row. 3. Modify the name or instructions. 4. Click **Save**. ### Copying an insight ID Each insight has a unique ID that you can use with the Memory API or for programmatic access: 1. Click the **copy icon** next to the insight ID. 2. The ID will be copied to your clipboard. 3. Use this ID in API calls or memory queries. Example ID format: `cfcc865c-d3d4-4823-8a4b-f0df57d9f56f` ## Configuring webhook delivery You can configure webhook URLs to automatically receive insight results when conversations complete. ### Via Insight Groups Set a webhook URL when creating or editing an Insight Group: 1. Navigate to [AI Insight Groups](https://portal.telnyx.com/#/ai/insights-groups). 2. Click **Create Insight Group** or edit an existing group. 3. Enter your webhook URL in the **Webhook URL** field. 4. Save the group. Create Insight Group Modal **Example:** ``` Webhook URL: https://api.mycompany.com/webhooks/ai-insights ``` All assistants using this group will send insights to this URL unless overridden. ### Per assistant override Override the group's webhook URL for a specific assistant: 1. Navigate to your AI Assistant configuration. 2. Go to the **Analysis** tab and select **Insights**. 3. Select an Insight Group. 4. Click **Edit selected** to modify the group settings. 5. Enter a different webhook URL for this assistant. 6. Save the assistant configuration. This is useful when different assistants need insights delivered to different systems or for testing with staging webhooks. ## Best practices ### Writing clear instructions 1. **Be Specific** - Clearly state what you want to extract. * ❌ "Analyze the call". * ✅ "Identify the customer's main complaint and rate the urgency from 1-5". 2. **Define Output Format** - Specify how you want the response structured. * ❌ "Tell me about sentiment". * ✅ "Rate sentiment from 1-10 and provide a one-sentence explanation". 3. **Provide Context** - Explain why the information matters. * ❌ "List products mentioned". * ✅ "List products the customer showed interest in purchasing, noting their budget concerns". 4. **Use Examples** - Show the format you expect ``` Categorize the issue as one of: - Billing (e.g., incorrect charges, payment questions). - Technical (e.g., service not working, setup help). - Account (e.g., upgrades, cancellations). ``` ### Testing your insights 1. **Start with Test Conversations** - Try your insight on a few sample conversations first. 2. **Review Results** - Check if the extracted information matches your expectations. 3. **Refine Instructions** - Adjust wording based on the results. 4. **Validate Accuracy** - Ensure consistent, reliable extraction across different conversation types. ### Naming conventions Use clear, descriptive names that indicate: * **What** is being analyzed: "Customer Sentiment", "Product Interest", "Issue Type". * **Why** it matters: "Escalation Needed", "Follow-up Required", "Compliance Check". * **Scope**: "Healthcare Compliance", "Sales Qualification", "Support Quality". ## Next steps * **[Use Structured Data](https://developers.telnyx.com/docs/inference/ai-insights/structured-insights)** - Create insights with consistent JSON schemas. * **[Create Insight Groups](https://developers.telnyx.com/docs/inference/ai-insights/insight-groups)** - Organize insights for your assistants. * **[Explore Use Cases](https://developers.telnyx.com/docs/inference/ai-insights/use-cases)** - Industry-specific examples. ## Related resources * [Dynamic Variables](https://developers.telnyx.com/docs/inference/ai-assistants/dynamic-variables) - Custom variables for your insights. * [Memory](https://developers.telnyx.com/docs/inference/ai-assistants/memory) - Using insight IDs in memory queries. * [Voice Assistant Configuration](https://developers.telnyx.com/docs/inference/ai-assistants/no-code-voice-assistant#insights) - Assigning insights to assistants.