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Overview
Introduction to Insights The Insights workflow The post-Google mindset The Insights user interface
Setup
Setting up Insights Showing the Insights POD Per-user feature control
Features
Related tickets Time entry search Suggested fixes Ticket summary Job notes and to do list Rewrite for customer Insert time entries Chat GPT direct Text perfecter Password generator Tasks
Usage tracking
Usage per technician and feature Insights audit trail
Security
Insights security Data flow within Insights
Removal
How to uninstall

Insights User Guide

Usage tracking - Insights audit trail

From within the Insights POD inside ConnectWise, clicking the Usage History link in the left menu will show all of the Insights features that have been used on that specific ticket.

This is handy for spot-checking where Insights has been used and which features contributed to solving the ticket.

Each ticket logs each time an Insights feature is used Each ticket logs each time an Insights feature is used
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