Insights card

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • The card provides AI-generated customer health insights and recent customer issue insights for a consumer or a customer account.

    The following insights are displayed on the card:

    • Customer health: Displays the overall customer health trend based on cases and sentiment data analyzed over the past 30 days. If no sentiment data or closed cases are available, the card displays a message indicating that no data is available for analysis.
    • Top recent customer issues: Displays a summary of recent customer issues based on open cases and service problem cases associated with the consumer or customer account. The summary includes:
      • A one to two line overview of the most common or significant issues.
      • A list of individual issues, each showing the case or service problem number, opened date, priority, status, assigned to, and details.
    Customer 360 insights

    You can configure variables such as tables, display fields, and query conditions. See Configure the insights card variables for details.