insights

name	insights
description	Surface findings, trends, and patterns from calls, emails, and deals. Use when user says "what are prospects saying", "common objections", "conversation trends", "field intelligence", "what patterns", or asks about aggregate conversation insights. Do NOT use for deal-level win/loss analysis — use /octave:wins-losses instead.

/octave:insights - Field Intelligence

Surface insights from your sales conversations—objections, pain points, questions, and what's resonating. Learn from the field to improve your library and messaging.

Usage

/octave:insights [--type <finding-type>] [--period <time-range>]

Options

• --type <type> - Focus on specific finding type (objections, pain-points, questions, competitors, value-props)
• --period <range> - Time range (today, week, month, quarter, custom)
• --segment <name> - Filter by segment
• --persona <name> - Filter by persona
• --company <domain> - Filter by company

Examples

/octave:insights                                    # Overview of recent insights
/octave:insights --type objections                  # Top objections
/octave:insights --type pain-points --period month  # Pain points this month
/octave:insights --persona "CTO"                    # Insights from CTO conversations
/octave:insights --company acme.com                 # Insights from Acme conversations

Instructions

When the user runs /octave:insights:

Step 1: Determine Focus

If no options provided, show an overview:

What insights would you like to explore?

1. Overview - Summary across all finding types
2. Objections - What objections are prospects raising?
3. Pain Points - What problems are prospects mentioning?
4. Questions - What are prospects asking about?
5. Competitors - Which competitors are coming up?
6. Value Props - Which value props are resonating?
7. Custom - Specific filters

Your choice (or just ask a question):

Step 2: Query Events and Findings

Use the MCP tools to gather data:

For Overview:

# Get recent events
list_events({
  eventTypes: ["CALL_TRANSCRIPT", "EMAIL_SENT", "EMAIL_REPLY_RECEIVED"],
  dateRange: { start: "<30 days ago>", end: "<today>" },
  limit: 50
})

# Get finding aggregates
list_findings({
  extractionTypes: [
    "CALL_EXTERNAL_OBJECTIONS",
    "CALL_EXTERNAL_BUSINESS_PROBLEMS",
    "CALL_EXTERNAL_QUESTIONS_OR_CONFUSION_ABOUT_OFFERING",
    "CALL_EXTERNAL_COMPETITORS_TO_OUR_OFFERING",
    "CALL_INTERNAL_VALUE_PROP_PRESENTATIONS"
  ],
  dateRange: { start: "<30 days ago>", end: "<today>" },
  groupBy: "extractionType",
  limit: 100
})

For Specific Type (e.g., Objections):

list_findings({
  extractionTypes: ["CALL_EXTERNAL_OBJECTIONS", "EMAIL_OBJECTION"],
  dateRange: { start: "<period start>", end: "<period end>" },
  limit: 50
})

With Persona/Segment Filter:

list_findings({
  extractionTypes: ["<types>"],
  entityMatches: {
    personaOIds: ["<persona_oId>"]
  },
  limit: 50
})

Step 3: Present Insights

---

Overview Output

See overview-output.md for the overview output template.

---

Type-Specific Output (Objections)

See objections-output.md for the objection-type output template.

Step 4: Drill Down Options

When user wants to see specific events:

get_event_detail({
  eventOId: "<event_oId>"
})

Present the full context:

EVENT DETAILS: Call with John Smith (Acme Corp)
===============================================
Date: January 15, 2026
Duration: 32 minutes
Participants:
  - Internal: Sarah (AE), Mike (SE)
  - External: John Smith (VP Ops), Lisa Chen (Director)

Matched Persona: VP Operations
Matched Playbook: Enterprise Efficiency

---

KEY FINDINGS

Objections Raised:
• [12:34] John: "Your pricing is 2x what we're paying now for our current solution"
  → Response: Sarah mentioned ROI payback period

Pain Points Acknowledged:
• [08:15] John: "We're spending 20 hours a week on manual data entry"
  → Matches persona pain point ✓

• [15:42] Lisa: "The biggest issue is data not syncing between systems"
  → Consider adding to persona

Questions Asked:
• [18:20] John: "How long does implementation typically take?"
• [22:05] Lisa: "Do you integrate with Salesforce?"

Competitor Mentioned:
• [25:30] John: "We looked at [Competitor] last year but didn't move forward"

Value Props Delivered:
• [10:15] Sarah: "Customers typically see 80% reduction in manual work"
  → Positive response from John

---

[View full transcript] (uses get_event_detail with includeTranscript: true)

Step 5: Apply Updates to Library

If user wants to update library based on insights:

Based on this insight, I recommend:

Update Persona: VP Operations
Add pain point: "Data silos causing manual reconciliation work"
Add objection: "Pricing compared to current solution"

Update Playbook: Enterprise Efficiency
Add objection handling: "Pricing 2x current solution"
Response: "Let's look at total cost of ownership including the 20 hours/week
your team spends on manual work. At $X/hour, that's $Y annually..."

Apply these updates?
1. Yes, update both
2. Update persona only
3. Update playbook only
4. Let me customize first
5. Skip

If yes, use update_entity to apply.

Finding Types Reference

Type	Description	Extraction Types
objections	Pushback and concerns raised	CALL_EXTERNAL_OBJECTIONS, EMAIL_OBJECTION
pain-points	Problems prospects mention	CALL_EXTERNAL_BUSINESS_PROBLEMS, EMAIL_PAIN_POINT
questions	Questions asked about offering	CALL_EXTERNAL_QUESTIONS_OR_CONFUSION_ABOUT_OFFERING, EMAIL_QUESTION
competitors	Competitor mentions	CALL_EXTERNAL_COMPETITORS_TO_OUR_OFFERING, EMAIL_COMPETITOR_MENTION
value-props	Value props that resonated	CALL_INTERNAL_VALUE_PROP_PRESENTATIONS, EMAIL_VALUE_PROP
use-cases	Use cases discussed	CALL_INTERNAL_USE_CASES_BROUGHT_UP, EMAIL_USE_CASE
proof-points	Proof points referenced	CALL_INTERNAL_PROOF_POINTS, EMAIL_PROOF_POINT

MCP Tools Used

Event & Finding Access

• list_events - Search events with filters
• list_findings - Aggregate findings across events
• get_event_detail - Get detailed event info with transcript/content

Library Context

• get_entity - Get persona/playbook details
• search_knowledge_base - Find related library content

Library Updates

• update_entity - Apply suggested updates

Error Handling

No Events Found:

No events found for the specified period.

This could mean:

1. No calls/emails have been synced yet
2. The date range is too narrow
3. Filters are too restrictive

Try:

• Expanding the date range
• Removing filters
• Check that your CRM/email integration is connected in Octave

No Findings Extracted:

Events found but no findings extracted yet.

Findings are extracted automatically when events are processed. Recent events may still be processing.

Check back in a few minutes, or view raw events instead.

Related Skills

• /octave:analyzer - Analyze specific conversations in depth
• /octave:wins-losses - Focus on deal outcomes
• /octave:audit - Ensure library captures field learnings
• /octave:library - Update library with insights
• /octave:battlecard - Competitive intelligence from conversation data
• /octave:icp-refine - Use conversation patterns to refine ICP
• /octave:enablement - Turn field insights into team enablement materials