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AI Insights is the sales brief BEA Radar writes on every conversation. It records five things: a plain-language summary of the thread, what the person wants, how time-sensitive the conversation is, what is holding the deal back, and the next step for the rep to take. The brief is written when the chat arrives and is updated as the conversation continues. Nothing is configured to produce it. There are no rules to define and no chats to tag.
Requirements: access to the Team Inbox. The brief is written for every type of WhatsApp number: Personal WhatsApp, WhatsApp Business App, and WhatsApp Business API (WABA). Group chats receive the same brief as direct conversations.

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What the Brief Records

Alongside these, the chat also shows the properties specific to your business. See AI Properties.

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Where to Find It

Open a chat in the Team Inbox and open the User Profile panel on the right. The brief sits in that panel, below the AI properties.

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Viewing AI Insights

1

Open Team Inbox

Click on “Team Inbox” in the navigation menu.Click on Team Inbox
2

Open a Chat and View the User Profile

Open any chat, then open the User Profile panel on the right.Open a chat and open the User Profile panel
3

See Your AI Properties

The AI Properties section lists the fields created for your business.AI Properties panel in the user profile
4

View Your AI Insights

Below it, AI Insights shows the brief: Summary, Intent, Urgency Reason, Next Action, and the rest of the fields analysed by BEA Radar.AI Insights showing Summary, Intent, Urgency Reason and Next Action

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Behaviour to Be Aware Of

  • The brief updates as the conversation continues. Reopening a chat later shows the current state, not the state at the time the chat first arrived.
  • The brief is written automatically. There is no tagging step, no keyword list, and no rule to configure.
  • The conversation is read for meaning. Fields are filled from what the conversation says, not from keyword matches.

AI Properties

Add, edit, and configure the fields the AI fills in

AI Filters

Filter the inbox by any AI property