Briefs and the library
Find expert questions, get briefs written, keep and organize what you save, and share or export it.
Each question below opens a guide with its short videos, the written steps for every screen and the full narration, so you can follow along with the app open beside it. The numbers in the videos are illustrative and the payers are anonymized.
How do I find a ready-made question to ask?
Open the Insights Library. The Catalog lists expert questions you can search and filter by topic, role, status, category or code.
2 videos · 17 sec in all · 1 written guide
- Search the catalog · 8 sec
- See questions for every role · 10 sec
- What the status labels mean · written
How do I ask a catalog question in Chat?
Click Open in chat on a question and Chat asks it in a new conversation. Questions with blanks use Fill in so you can pick the code, payer, state or month first.
1 video · 8 sec in all · 1 written guide
- Ask a catalog question · 8 sec
- Fill in a question with blanks · written
How do I get a brief written for me?
Flagship questions in the Catalog have Generate brief, which runs the query and writes the brief for you. For any other question, ask it in Chat and click Save insight.
1 video · 8 sec in all
- Generate a brief · 8 sec
How do I find and organize what I saved?
Open the Insights Library and click Saved. Briefs and saved conversations sit in one list you can filter, pin and file into collections.
2 videos · 17 sec in all
- Open your saved items · 9 sec
- Add an item to a collection · 8 sec
How do I read and update a brief?
A brief shows its summary and frozen data for one month. Its owner can rename it, refresh it with newer data or put a generated brief on a schedule.
1 video · 8 sec in all · 2 written guides
- Open a saved brief · 8 sec
- What each part of a brief means · written
- Refresh a brief · written
How do I share or discuss a brief?
On a brief you own, switch to Shared with team so your workspace can read and comment, or click Share for a read-only link that works for 30 days.
2 videos · 15 sec in all · 1 written guide
- Share a brief with your team · written
- Revoke a share link · 8 sec
- Comment on a brief · 8 sec
How do I export a brief?
Click Export on a brief. PNG saves the chart, CSV and Excel download right away, PDF opens a print view, and Google Sheets or Slides need Google Drive connected once.
1 video · 8 sec in all · 1 written guide
- Export a brief · 8 sec
- Export to Google Sheets or Slides · written
How do I save or monitor a web page?
In the Insights Library, add the page on Monitors to have it checked every 15 days, or on Sources to keep it as a link with a summary. Chat can draft either.
4 videos · 33 sec in all
- Draft a bookmark from Chat · 9 sec
- Add a monitor · 9 sec
- See what a monitor found · 8 sec
- Save a link as a source · 8 sec