Insight Mining Review
Insight Mining Review provides a comprehensive, step-by-step experience for reviewing AI-generated insights. This major update gives you better visibility into what changed, granular control over accepting or rejecting insights, and the ability to refine results before finalizing them in your journey.
The review experience provides:
Clear visual indicators for new and changed insights
AI-generated summary of the mining results
Granular, one-by-one review of each insight
Quote management capabilities within the review flow
Flexible review options - accept all, reject all, or review individually
Starting Insight Mining
The mining process begins the same way:
Click "Mine insights" in your journey
Select your source(s) from the available data
Choose journey lanes (e.g., Needs, Pains, Gains)
Click "Mine insights" to begin processing
The system will:
Process your source
Analyze quotes
Mine insights and update your journey
The Journey Mining Review Panel
Once mining completes, a right-side panel automatically opens titled "Journey Mining Review."
Review Options
You have three immediate options:
Accept all - Apply all mined insights to your journey
Reject all - Discard all mined insights
Review insights - Review each insight individually
Panel Flexibility
The review panel is flexible:
Close the panel to browse your journey without reviewing
Refresh the journey - the panel will reopen automatically
Reopen later by clicking "Mine insights" → "Review previous mining results"
This allows you to explore the journey and return to the review process when ready.
Understanding the Summary
The review panel starts with an overview of what was done:
Quick Stats
Number of new insights created (e.g., "7 new insights")
Number of quotes processed (e.g., "14 quotes")
Number of sources analyzed (e.g., "1 source")
AI-Generated Summary
Below the stats, an AI summary provides context with four sections:
Why it matters - Explains the significance of the insights (e.g., "reveals customer preferences and pain points")
Big picture - Overview of what was generated
Key points - Highlights recurring themes and patterns (e.g., product durability, store experience)
Bottom line - Actionable suggestions for what to prioritize
Top Insights and Top Changes
The summary includes two ranked sections:
Top Insights
Shows newly created insights ranked by score (highest to lowest)
Example:
Quality and durability (0.35)
Store experience (0.28)
Product selection (0.22)
Top Changes
Shows enriched insights ranked by the biggest change in score
Note: If your mining only created new insights (no enrichments), you'll only see the "Top insights" section.
Individual Insight Review
Click "Review insights" to begin the one-by-one review process.
Visual Indicators
Each insight card displays clear visual cues:
"New" indicator bubble - Shows the insight is newly created
Score changes - Displays as "previous score + change" format
Example: "0 + 0.3" (score increased from 0 to 0.3)
Example: "0.2 + 0.15" (score increased from 0.2 to 0.35)
Highlighted card - Currently reviewed insight is highlighted
Review Actions
For each insight, you can:
Accept or Reject
Accept - Keep the insight and auto-advance to the next one
Reject this insight - Remove only this insight
Reject all insights - Remove this and all remaining insights
Manage Quotes
Click to view quotes attached to each insight. For each quote, you can:
Move to a new insight
Select "Create new insight"
Add the new insight
Quote is moved to the newly created insight
Move to an existing insight
Select an existing insight from your journey
Quote is moved to that insight
Tag the quote
Select a specific tag (e.g., "music," "pricing")
Click "Save"
Tag is applied to the quote
Unlink the quote
Remove the quote from the insight entirely
Move the Entire Insight
You can move an insight to a different step in your journey:
Select the destination step from the dropdown
Insight is relocated to the new step
Original location is cleared
Review Progress
As you review:
Auto-advance - After accepting or rejecting, the next insight appears automatically
Track progress - See how many insights remain to review
Work through all insights at your own pace
Completing the Review
After reviewing all insights, a completion panel appears showing:
"Review completed" message
Time saved - Shows how much time manual journey mapping would have taken (e.g., "Mapping one journey takes 74 hours")
Quality rating - Rate your experience with the insight mining results
Feedback option - Provide feedback on the usefulness of the results
Final Steps
Rate the quality of the mining results
Provide feedback if desired (e.g., "Not everything was useful")
Click "Submit" to complete the review
Your accepted insights are now finalized in your journey.
Best Practices
Before Reviewing
Browse the journey first - Close the review panel to explore how insights fit into your journey
Read the AI summary - Understand themes and patterns before diving into details
Check top insights - Focus on high-scoring insights that may have the most impact
During Review
Review quotes carefully - Ensure quotes truly support each insight
Move misplaced insights - Use the move feature to put insights in the correct steps
Consolidate where needed - Move related quotes to existing insights to reduce duplication
Be selective - Reject insights that don't add value to your journey
After Review
Provide honest feedback - Your ratings help improve the AI's performance
Refine further - Use Merge or Split Insights to further organize your results
Common Scenarios
Scenario 1: Empty Journey
When mining insights into a new, empty journey:
All insights will be "new"
You'll see "Top insights" only (no "Top changes")
Focus on accepting insights that establish your journey foundation
Scenario 2: Enriching Existing Journey
When mining insights into an existing journey with insights:
You'll see both "new" and "enriched" insights
Score changes show how existing insights were strengthened
"Top changes" highlights the most significantly improved insights
Scenario 3: Multiple Sources
When mining from multiple sources simultaneously:
The summary shows total quotes and number of sources
Quotes from different sources can support the same insight
Review quote sources to ensure diverse evidence
Tip: You can always return to review previous mining results by clicking "Mine insights" and selecting "Review previous mining results" - your review progress is saved.