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Every finding ClickBoss produces is saved automatically to your Insight Vault. Morning briefings, investigation results, playbook findings, and alerts all land here. You never need to remember what was flagged last Tuesday. Open the vault, find it, and pick up where you left off.

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What goes into the vault

Every daily briefing is saved. You can scroll back through weeks of Risk, Growth, and Forecast cards.
The full output of any investigation you ran, including the step-by-step diagnosis and recommendation.
Results from manual playbook runs and findings surfaced by sensor playbooks.
Anything ClickBoss flagged proactively, including the context at the time it was flagged.

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How to use the vault

Open the Saved Insights page from your sidebar. You will see a grid of insight cards, each showing:
  • The project the insight belongs to
  • A preview of the finding
  • Icons for the platforms the insight pulled from
  • Reactions and favourite star
  • Date it was generated
Click any card to open the full detail view.

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Finding past insights

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Follow up on an insight

Every saved insight links back to the thread it came from. Open an insight and click Investigate to launch a fresh investigation using that insight as context. This is useful when a finding from last week needs a follow-up analysis today.
Use reactions (like and dislike) to signal which insights were useful. This feedback helps ClickBoss improve what it flags in future briefings.

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Sharing insights

Insights are scoped to your workspace. Anyone on your team with access to the project can see the insights generated for it.

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Next steps

Investigations

Launch a follow-up investigation from any saved insight.

Morning Briefing

All briefings are auto-saved to your vault.