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Proactive Insights are findings that Caplena generates automatically from your report views and surfaces in a side rail next to your report. Use them to spot shifts, drivers, and noteworthy patterns without having to ask the Insight Agent each time you open a report. You can also add your own insights manually to capture observations alongside the AI-generated ones.

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Where you see Proactive Insights

Proactive Insights show up in two places:
  • Report side rail — a collapsible panel on the right of any report view. The rail header shows the total insight count and the date of the most recent activity. Click the rail to expand it and browse the insight cards.
  • Per insight element — each insight element shows a small sparkles button when it has related proactive insights attached. Hover or click it to see those insights in a popover, then open one to expand the rail directly to that card.
  • Project-level list — a dedicated Proactive Insights page for the project, where you can browse, filter, and search every insight across all report views.
Proactive Insights are scoped to a saved report view. If you change filters or segments away from the view’s saved configuration, the rail is disabled until you reset back to the saved view.

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Reading an insight card

Each Proactive Insight card includes:
  • Title — short summary of what was found.
  • Body — markdown-formatted explanation, often with supporting numbers or topic references.
  • Chips — metadata tags such as the source insight element, the public ID, whether the insight is outdated, and whether it was created by a user or by Caplena.
  • Actions menu — open the details page, edit (for manual insights), or dismiss the insight.
Dismissed insights are hidden from the rail and the count, but remain available in the project-level list if you filter for them.

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Resizing and persisting the rail

Drag the left edge of the expanded rail to resize it. Caplena remembers your preferred width across reloads, so the rail opens at the same size next time you visit the report.

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Adding a manual insight

When you are in view edit mode, you can add your own insight to a report view:
  1. Open the report in edit mode.
  2. In the Proactive Insights rail (or the empty-state Add insight button on an insight element), click Add insight.
  3. Enter a title and write the content using the markdown editor.
  4. Click Save.
Your insight appears in the rail and the project-level list alongside AI-generated ones, marked as user-created so it’s clear who authored it.
Manual insights are useful for pinning analyst commentary, decisions made in review meetings, or context that the AI doesn’t have access to (for example, a known data quality caveat).

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Disabled state: filters or segments diverge from the view

Proactive Insights are tied to the saved configuration of a report view. When you change the report’s filters or segments so that they no longer match the saved view, the rail is disabled and the button shows a popover explaining why. Click Reset in the popover to restore the view’s saved filters and segments. The rail re-enables and shows insights again.

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Project-level Proactive Insights list

Open the Proactive Insights tab on a project to see every insight across all the project’s report views in one place. The list supports:
  • Toolbar filters — narrow down by report view, insight element, source, status, and more.
  • Search and pagination — find a specific insight quickly when you have many.
  • Back-to-report navigation — open an insight in the original report view where it was generated, with the rail expanded on that insight.
Use the list view when you want a cross-cutting overview — for example, to triage new insights at the start of the week, or to find every insight that mentions a particular topic across all your views.
Last modified on June 15, 2026