Insights

Introduction

Genfin uses AI to review sales calls in regulated industries, automatically flagging risky statements, missed disclosures, and compliance issues before they snowball.

But what if you want to explore something ad-hoc — like checking if a new agent is stating all the required disclosures, or if reps are explaining a new kind of coverage correctly?

Instead of creating a Genfin Rule (which is used to enforce or extract data across all ongoing calls), the Insights section gives you a fast way to ask questions of your call data on demand. It’s built for leaders and operators who want quick answers without needing to involve engineering or ops.

How to Use Insights

To get started, select Insights from the left toolbar.

Once you're in, you’ll see a prompt box where you can ask a question you'd like AI to analyze across recent calls. You can also select from pre-built suggestions below the input field.

It’s important to remember that your prompt is executed individually on each call transcript. That means "What objections were raised on this call?" works well, but something like "What were the top objections this week?" won’t — because each call is analyzed in isolation.

You can apply filters for agent or date range using the selectors in the upper right. For token efficiency, Insights is currently limited to 100 calls per query.

After submitting your query, Genfin will begin analyzing each call.

Result Deduplication

Because the prompt is run independently on each call, initial responses from the AI may include variations that are essentially the same — like "Price" and "Price Sensitivity."

If Genfin detects this, it will automatically reword your prompt and rerun it, grouping duplicative responses together to improve readability.

Summary, Suggestions & Follow-Up

Once complete, Genfin shows you a breakdown of the results along with a generated summary, suggestions for coaching, and potential follow-up questions.

This helps leaders move from what happened to how to fix it — whether that means improving how agents describe coverage or addressing repeated customer objections.

You can also scroll down to view individual call examples. Clicking into a call will show you why the AI labeled it the way it did, along with transcript excerpts.

Conclusion

The Insights section in Genfin gives you a powerful way to ask questions of your call data — fast.

Whether you’re trying to troubleshoot a specific issue, spot emerging trends, or investigate how well agents are sticking to new messaging, Insights helps you explore without needing to write rules or wait for custom reports.

It’s designed to be flexible for leaders and teams who need answers now — with the same level of AI rigor Genfin brings to compliance.

If you're not already using it, give it a try the next time a sales or compliance question pops up. You might be surprised how much you can learn from just a handful of calls.