> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clickboss.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Insight Vault

> The Insight Vault is where every ClickBoss finding lives: morning briefings, investigations, playbook results, and alerts. Searchable and linked to follow-up analysis.

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.

## What goes into the vault

<AccordionGroup>
  <Accordion title="Morning briefings">
    Every daily briefing is saved. You can scroll back through weeks of Risk, Growth, and Forecast cards.
  </Accordion>

  <Accordion title="Investigation results">
    The full output of any investigation you ran, including the step-by-step diagnosis and recommendation.
  </Accordion>

  <Accordion title="Playbook findings">
    Results from manual playbook runs and findings surfaced by sensor playbooks.
  </Accordion>

  <Accordion title="Alerts and recommendations">
    Anything ClickBoss flagged proactively, including the context at the time it was flagged.
  </Accordion>
</AccordionGroup>

## 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.

## Finding past insights

<Tabs>
  <Tab title="Search">
    Use the search bar to find insights by keyword. Search covers the finding text, platform, and project name.
  </Tab>

  <Tab title="Filter by date">
    Narrow down to a specific week or month when you know roughly when the insight was generated.
  </Tab>

  <Tab title="Favourites">
    Star insights you want to revisit. Filter to favourites when you need them.
  </Tab>
</Tabs>

## 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.

<Tip>Use reactions (like and dislike) to signal which insights were useful. This feedback helps ClickBoss improve what it flags in future briefings.</Tip>

## Sharing insights

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

## Next steps

<CardGroup cols={2}>
  <Card icon="magnifying-glass" href="/investigations" title="Investigations">
    Launch a follow-up investigation from any saved insight.
  </Card>

  <Card icon="sun" href="/morning-briefing/overview" title="Morning Briefing">
    All briefings are auto-saved to your vault.
  </Card>
</CardGroup>