Workflows · Data
Insights
Makes the conversation's Lead Info and Client State available to other nodes.
What it does
Reads the conversation's Lead Info (name, phone, platform, funnel stage) and Client State (whatever your agent has saved about this contact), and hands both to any node connected after it.
When to use it
Connect it before a node that needs a real value from the conversation — a customer's name in a folder name, a phone number in a lookup — so you can drag that value in instead of typing it from memory.
How to use it
- 1Drag it onto the canvas and connect it before the node that needs its data.
- 2Open the next node: a panel appears listing every field Insights makes available.
- 3Drag a field onto any text box in that node.
Settings
- Nothing to configure — it always exposes the current conversation's Lead Info and Client State.
Tips
- • The Client State fields shown come from the workflow's connected agent — assign one under Workflow settings if the list is empty.
- • A dropped field shows its plain name while you're not editing the box; click into the box to see and adjust the underlying reference.