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

# Insights & Analytics

> AI-powered insights and automated risk detection for your client portfolio

## Overview

Stanna's insights engine automatically analyzes your client data to surface important patterns, risks, and opportunities that might otherwise go unnoticed. These insights help you stay proactive in managing your client relationships.

<Frame caption="Insights dashboard showing AI-generated recommendations and risk alerts">
  <img src="https://mintcdn.com/stanna/Hn589hFq6LSn5Ycr/images/insights-snippet.svg?fit=max&auto=format&n=Hn589hFq6LSn5Ycr&q=85&s=ffe45c7cde3ec6ef4d8e87ba9a20f1b8" alt="Analytics insights showing client risk alerts and trend analysis" width="1200" height="800" data-path="images/insights-snippet.svg" />
</Frame>

## Automated Risk Detection

### Score Movement Analysis

The insights engine tracks significant changes in client health scores and provides context for why these changes occurred.

**Key Insights Include:**

* **Score Risers**: Clients with improving health scores and the factors driving improvement
* **Score Fallers**: Clients with declining scores and specific risk factors
* **Latency Risks**: Clients with delayed responses or reduced engagement
* **Stakeholder Breadth**: Analysis of relationship depth across client organizations

### Risk Categories

<AccordionGroup>
  <Accordion title="Communication Risks" icon="envelope-circle-check">
    **Engagement Pattern Analysis:**

    * Extended periods without client response
    * Declining email open rates
    * Reduced meeting attendance
    * Shorter interaction durations

    **Threshold**: Triggered when response time increases by >50% from baseline
  </Accordion>

  <Accordion title="Relationship Depth Risks" icon="users-line">
    **Stakeholder Breadth Analysis:**

    * Single point of contact dependency
    * Key stakeholder disengagement
    * Limited decision-maker access
    * Organizational changes affecting contacts

    **Threshold**: Triggered when stakeholder count drops below 2 active contacts
  </Accordion>

  <Accordion title="Sentiment Risks" icon="face-frown">
    **Sentiment Trend Analysis:**

    * Sustained negative sentiment patterns
    * Support ticket escalation frequency
    * Complaint keyword detection
    * Satisfaction score decline

    **Threshold**: Triggered when average sentiment drops below 0.4 over 14 days
  </Accordion>

  <Accordion title="Revenue Risks" icon="exclamation-triangle">
    **Business Indicator Analysis:**

    * Contract value reductions
    * Usage pattern declines
    * Billing or payment issues
    * Renewal probability drops

    **Threshold**: Triggered when renewal probability drops below 70%
  </Accordion>
</AccordionGroup>

## Accessing Insights via API

### Get Workspace Insights

Retrieve AI-generated insights for your entire workspace.

```bash theme={null}
curl -X GET "https://api.gostanna.com/api/insights?workspaceId=yourcompany.com&windowDays=30" \
  -H "Authorization: Bearer sk-your-api-key-here"
```

**Response:**

```json theme={null}
{
  "riskAlerts": [
    {
      "type": "score_fallers",
      "severity": "high",
      "clientCount": 5,
      "totalMrrAtRisk": 45000,
      "clients": [
        {
          "clientId": "client_123",
          "name": "Example Corp",
          "currentScore": 32,
          "scoreDelta": -18,
          "mrrAtRisk": 12000,
          "primaryRisk": "No response to emails in 14 days"
        }
      ]
    },
    {
      "type": "latency_risk",
      "severity": "medium",
      "clientCount": 8,
      "avgResponseDelay": "5.2 days",
      "description": "Response times have increased significantly"
    }
  ],
  "opportunities": [
    {
      "type": "expansion_ready",
      "clientCount": 3,
      "potentialMrr": 18000,
      "clients": [
        {
          "clientId": "client_456",
          "name": "Growth Inc",
          "currentScore": 92,
          "engagementTrend": "increasing",
          "expansionSignals": ["positive sentiment", "increased usage", "stakeholder growth"]
        }
      ]
    }
  ],
  "trends": {
    "portfolioHealth": {
      "direction": "improving",
      "changePercent": 2.3,
      "description": "Overall portfolio health improved 2.3% this month"
    },
    "engagementPatterns": {
      "emailResponseRate": 0.68,
      "meetingAttendance": 0.89,
      "supportTicketTrend": "stable"
    }
  }
}
```

### Get Client-Specific Insights

Retrieve detailed insights for a specific client.

```bash theme={null}
curl -X GET "https://api.gostanna.com/api/clients/client_123/insights?workspaceId=yourcompany.com" \
  -H "Authorization: Bearer sk-your-api-key-here"
```

**Response:**

```json theme={null}
{
  "clientId": "client_123",
  "name": "Example Corp",
  "currentScore": 32,
  "riskLevel": "high",
  "insights": [
    {
      "type": "communication_gap",
      "severity": "high",
      "description": "No email response in 14 days - longest gap in 6 months",
      "recommendation": "Schedule immediate check-in call",
      "lastContact": "2024-01-17T10:30:00Z",
      "previousPattern": "Usually responds within 2 days"
    },
    {
      "type": "stakeholder_concentration",
      "severity": "medium",
      "description": "Only 1 active contact at organization",
      "recommendation": "Identify and engage additional stakeholders",
      "currentContacts": 1,
      "recommendedContacts": 3
    }
  ],
  "recommendations": [
    {
      "action": "immediate_outreach",
      "priority": "urgent",
      "description": "Contact primary stakeholder within 24 hours",
      "suggestedApproach": "Phone call followed by summary email"
    },
    {
      "action": "stakeholder_mapping",
      "priority": "high",
      "description": "Identify decision makers and influencers",
      "suggestedApproach": "Ask current contact for introductions to team leads"
    }
  ]
}
```

## Understanding Insight Types

### Communication Insights

**Email Engagement Analysis:**

* Open rate trends and patterns
* Response time analysis
* Engagement depth (reply length, questions asked)
* Communication frequency patterns

**Meeting Participation:**

* Attendance consistency
* Meeting duration trends
* Participant engagement levels
* Follow-up completion rates

### Relationship Insights

**Stakeholder Mapping:**

* Contact diversity across departments
* Decision maker engagement levels
* Champion identification
* Influence network analysis

**Relationship Depth:**

* Interaction frequency per stakeholder
* Cross-functional engagement
* Executive-level relationships
* Technical vs. business contact balance

### Business Insights

**Usage Pattern Analysis:**

* Product adoption trends
* Feature utilization changes
* User activity patterns
* Value realization indicators

**Revenue Predictors:**

* Contract renewal signals
* Expansion opportunity indicators
* Churn risk factors
* Payment and billing patterns

## Configuring Insight Alerts

### Alert Thresholds

You can customize when insights trigger alerts based on your business needs:

```bash theme={null}
curl -X PUT "https://api.gostanna.com/api/settings/insight-thresholds?workspaceId=yourcompany.com" \
  -H "Authorization: Bearer sk-your-api-key-here" \
  -H "Content-Type: application/json" \
  -d '{
    "scoreDropThreshold": 15,
    "responseDelayDays": 7,
    "sentimentThreshold": 0.3,
    "stakeholderMinimum": 2,
    "enableEmailAlerts": true,
    "alertFrequency": "daily"
  }'
```

### Notification Preferences

Set up how you want to receive insight alerts:

* **Real-time alerts**: Immediate notifications for urgent insights
* **Daily digest**: Summary of new insights each morning
* **Weekly reports**: Comprehensive insight analysis and trends
* **Custom alerts**: Specific thresholds for different client tiers

## Using Insights Effectively

### Daily Workflow Integration

<Steps>
  <Step title="Morning Insight Review">
    Check new alerts and recommendations from the insights dashboard
  </Step>

  <Step title="Prioritize Actions">
    Focus on high-severity insights with immediate revenue impact
  </Step>

  <Step title="Take Action">
    Execute recommended actions (calls, emails, meetings)
  </Step>

  <Step title="Track Outcomes">
    Monitor how insights and actions affect client health scores
  </Step>
</Steps>

### Best Practices

<CardGroup cols={2}>
  <Card title="Act on High-Severity Alerts" icon="exclamation-triangle">
    Address urgent insights within 24 hours to prevent client churn
  </Card>

  <Card title="Look for Patterns" icon="chart-line">
    Use insights to identify broader trends across your portfolio
  </Card>

  <Card title="Validate Recommendations" icon="check-circle">
    Insights are suggestions - apply your client knowledge before acting
  </Card>

  <Card title="Track Success" icon="target">
    Monitor which insight-driven actions have the biggest impact
  </Card>
</CardGroup>

## Advanced Analytics

### Cohort Analysis

Track client health patterns across different segments:

* New clients vs. established relationships
* Industry-specific trends
* Client size impact on engagement patterns
* Seasonal variation analysis

### Predictive Modeling

Stanna's AI models can predict:

* Churn probability 30-90 days in advance
* Expansion opportunity likelihood
* Optimal outreach timing
* Stakeholder engagement patterns

### Custom Insights

Enterprise customers can configure custom insight rules based on:

* Industry-specific metrics
* Custom data fields
* Integration-specific signals
* Business process milestones

<Info>
  **Advanced Features**: Contact [support@gostanna.com](mailto:support@gostanna.com) to learn about custom insight configuration and advanced analytics features.
</Info>