Insights

Insights are specific, citable pieces of information from your experts.

What is an insight?

An insight is a discrete piece of information you want to cite:

• A direct quote
• A statistic or data point
• A research finding
• A recommendation or prediction

Insights are attributed to experts and can be reused across multiple articles.

Creating an insight

From the header Create menu

1. Open the Create menu in the workspace header
2. Select Insights
3. Choose how to create the insight:
   • Request from expert — Send a request and receive an insight from the expert
   • Create insight manually — Enter the insight content yourself

From the sidebar

1. Go to Research → Insights in the sidebar
2. Click Add insight
3. Choose how to create the insight:
   • Request from expert — Send a request and receive an insight from the expert
   • Create insight manually — Enter the insight content yourself

Request from expert

Send a request to an expert to provide an insight:

1. Select Request from expert
2. Fill in the request form:
   • Topic: What the insight should cover
   • Select expert: Choose from your experts
   • Context: Background information for the expert
   • Questions (optional): Specific questions for the expert to answer
3. Click Send request to email the expert, or Save as draft to finish later

Note: If you don't add questions, the expert will provide their insight via voice interview only.

The expert receives an email with a link to provide their insight. They can type their response or have a voice conversation with Boki. See How to interview with Boki for the interview flow.

Create insight manually

Enter the insight content directly:

1. Select Create insight manually
2. Fill in the details:
   • Content: The quote, stat, or finding (supports rich text formatting)
   • Expert: Who said or produced this (select from your experts)
   • Source: Where it came from (URL, publication, interview)
   • Date: When it was published or stated
   • Tags: Categories for organization
3. Optionally, click Have a voice interview to capture the insight via conversation instead of typing
4. Click Save

Manual insight answers support rich text formatting including bold, italic, lists, and links.

Insight types in the list

The insights list shows a Type column:

• Email request — Insight collected via email request (may include voice interview)
• Manual — Insight created directly in Boki

Answering insight requests from the dashboard

Experts can answer pending insight requests directly from the Boki dashboard:

1. The dashboard shows pending insight requests with requester context
2. Click Answer now to open the public insight page
3. Provide your insight via text or voice interview

This gives experts a faster path to respond without searching through email.

Insight fields

Using insights in articles

When writing:

1. Search your insights for relevant quotes
2. Insert the insight with proper attribution
3. Boki can suggest insights based on your article topic

Managing insights

Edit an insight

1. Find the insight in the list
2. Click to open
3. Make changes
4. Click Save

Delete an insight

1. Open the insight
2. Click the menu (three dots)
3. Select Delete

Search and filter

Find insights by:

• Text search (searches content)
• Expert (filter by source)
• Tags (filter by category)
• Date range

Best practices

Be specific: "Revenue grew 47% YoY" is more useful than "Revenue grew."

Include context: Note why this insight matters.

Date everything: Insights age — knowing when something was said matters.

Attribute properly: Always connect to an expert when possible.

Related

• Experts — Manage expert profiles
• Research overview — How Expert Insights works
• How to interview with Boki — Let Boki conduct an interview instead of typing