The Department Insights feature is an AI-powered tool that automatically turns your conversations into clear and actionable takeaways with no setup, no digging through transcripts, and no extra effort required.
It provides preset AI insights tailored to 8 departments: Sales, Customer Success, Marketing, Product, HR, Recruiting, Leadership, and Operations.
Each conversation is distilled into categories like objections, next steps, or employee feedback, giving every team a consistent view of what was said and what needs to happen next, so they can align faster, make smarter decisions, and act with confidence.
Examples of insights include:
Objections and pain points
Discovery questions and next steps
Competitive mentions and pricing discussions
Product feedback and reactions
Market signals and trends
Employee Feedback and sentiment
Why it matters
Surface and act on what matters – Instantly capture Objections, Pain Points, Employee Feedback, and Competitor Mentions without digging through transcripts.
Save hours of review – Each insight links directly to the exact conversation moment, reducing review time from hours to minutes.
See the bigger picture – View insights across departments or zoom out to a company-wide rollup of recurring themes.
Act faster – Push insights into your dashboards and move from conversation to execution without losing momentum.
Who is it for?
Department Insights is designed for any team that relies on conversations to capture challenges, commitments, or opportunities.
Here are some examples of how different teams use it:
Sales: Review pain points, track competitor mentions, and identify common objections to improve pitches.
Customer Success: Spot blockers, commitments, or unmet needs that affect renewals or upsells.
HR: Track themes in morale and workload, and capture feedback on policies.
Recruiting: Identify candidate concerns, surface interview insights, and smooth out onboarding.
Marketing: Use customer insights to refine messaging and campaigns.
Product: Capture feature requests and usability issues to guide the roadmap.
Leadership: Spot performance blockers, align strategy, and compare trends across departments.
Operations: Identify recurring blockers and streamline workflows across functions.
How it works
Start in Conversations - Open the Conversations page to see all your meetings.
Choose your department - At the top, click Select department and pick the one you care about (for example, B2B Sales, Marketing, or HR).
See department-specific conversations - Your list will now show only the conversation that matches that department.
Check the tags - In the Departments column, click on a tag to quickly spot the main topics or issues raised in that conversation.
Look at the insights - On the right, under Selected Insight, you’ll see highlights like Pain and Challenge, Pricing and Contract, or Next Steps.
Go deeper with Insights - Use the Insights menu on the left to explore detailed analytics across all your conversations.
View the dashboard - Open the Dashboard and pick your department (e.g., B2B Sales) to see all your top takeaways in one place.
FAQ
Q: What exactly are “Department Insights”?
A: They are preset, AI-powered insights that automatically summarize the most important takeaways from conversations, tailored to 8 departments. Each department comes with built-in insights, such as pain points, challenges, next steps, and competitor mentions.
Q: Do teams need to configure or set up these insights?
A: No setup is required. The insights are available and shown directly in recording pages and standardized views.
Q: How accurate are the insights?
A: They are powered by a new robust AI model, designed to surface the most relevant and reliable insights with higher accuracy.
Q: Can the insights be customized?
A: Yes. While preset insights are available by default, teams can add custom views and tailor them further to fit their unique workflows.
Q: How does this differ from manually tagging or searching transcripts?
A: Department Insights saves time by automatically surfacing the highlights that matter most—no manual tagging, searching, or filtering required.
Q: Who benefits the most from this feature?
A: Any team that relies on conversations to understand challenges, commitments, or opportunities—whether that’s Sales tracking objections, HR capturing engagement themes, or Leadership comparing trends across departments.