Insights

Insights are scheduled summaries of WhatsApp group activity. At the end of a day or week, the system generates a summary of what happened across your groups—key events, themes, action items—and delivers it to you.

Status

Live — Insights is fully available and in production use.

The problem Insights solves

Group agents extract structured data from WhatsApp groups in real time. But sometimes you do not need real-time alerts—you need a periodic summary. At the end of a shift, a day, or a week, you want to know: what happened?

Insights automates this. Instead of scrolling through hundreds of messages or dozens of skill outputs, you receive a curated summary at a time you choose.

How Insights work

Create an Insights schedule

In the Group Agents section, navigate to Insights and create a new schedule. Choose daily or weekly frequency.

Select target groups or feeds

Choose which groups or feeds the summary should cover. You can target specific groups or all groups in a feed.

Set delivery time and timezone

Choose when you want the summary delivered (for example, 8am every Monday). The system calculates the time window based on your selected timezone.

Receive the summary

At the scheduled time, Insights generates a summary of activity from the previous period (previous day for daily, previous Mon–Sun for weekly) and delivers it to your email or the platform.

What Insights include

Each Insights summary is generated by an LLM that reviews all messages from the selected groups during the time window. The summary typically includes:

Key events: Notable incidents or activity that occurred
Themes: Recurring topics or patterns
Action items: Things that may require follow-up
Statistics: Message counts, group activity levels

The exact content depends on what happened during the period. Quiet periods produce shorter summaries.

Time windows

Frequency	Time window
Daily	Previous calendar day (00:00 – 23:59:59 in your timezone)
Weekly	Previous Monday to Sunday (00:00 Mon – 23:59:59 Sun in your timezone)

Time windows are calculated in the timezone you select when creating the schedule. Make sure your timezone is correct.

Data handling

Insights processing works as follows:

The system retrieves all messages from the selected groups during the time window.
Messages are passed to an LLM (via a secure API) to generate the summary.
The summary is stored in MongoDB and linked to the schedule.
The summary is delivered to the configured recipients.

Text data is stored securely. Media is not included in the summary input—only text content and transcriptions of voice messages are processed.

Viewing Insights

Past Insights runs are visible in the platform under Group Agents > Insights. You can review:

Run status (completed, failed, queued)
Time window covered
Input statistics (message count, group count)
The generated summary (in Markdown format)

Use cases

Use case	Configuration
Morning briefing for ops manager	Daily summary delivered at 7am covering all operational groups
Weekly client report	Weekly summary delivered Monday morning, exported to PDF
End-of-shift handover	Daily summary timed to shift change

Alerts and exports

Insights summaries can be combined with Export Flows to deliver summaries as PDFs to external recipients. For real-time alerting on specific conditions, use Alert Flows instead.