The Insights Agent answers research questions about your customer feedback. You ask a question in plain language - "What are the most common complaints from enterprise customers?" - and the agent searches your mentions, backlog, surveys, and uploaded files to generate a written answer with evidence.
What the agent does
When you submit a question, the agent uses a series of tool calls to search and synthesize your workspace data. It reads:
Mentions - individual feedback entries from all your integrations and survey responses
Backlog items - issues and feature requests Pilea has identified across your feedback
Survey responses - answers and summaries from any surveys you've run
Uploaded files - CSV or spreadsheet data you've imported
The agent does not read your source code, billing data, or any data outside your Pilea workspace. It does not store your question or the generated insight outside of Pilea.
SCREENSHOT: Example of an insight agent named "Daily bug digest".
Two ways to get insights
Agents (scheduled): Agents run automatically on a schedule you set (see screenshot above). Each agent has a fixed prompt that runs at the scheduled time and delivers the result to a Slack channel, email, or both. This is useful for recurring questions like "What feedback came in this week?" or "Which backlog items are growing in mentions?"
Ad-hoc insights: Click Create Insight on the Insights page to ask a one-off question. The agent runs immediately when you submit it. Use @ in the prompt to reference specific backlog items, customers, surveys, or uploaded files and focus the search.
SCREENSHOT: The Insights page showing agent avatars at the top and a grid of insight cards below.
Understanding insight status
Each insight card shows a status as the agent works:
Status | What it means |
Pending | The insight is queued and will start shortly |
Generating | The agent is actively searching and writing the result |
Completed | The insight is ready to read |
Failed | The agent could not find enough data. The card shows "Insufficient data". |
Most insights move from Pending to Generating to Completed in under a minute. If your workspace has a large number of mentions, it may take longer.
ℹ️ Note: A "Failed" insight with "Insufficient data" usually means the question was too narrow for the data available - for example, asking about a customer segment with no feedback yet. Try broadening the question or checking that the relevant integrations are connected.
What's inside a completed insight
Open any completed insight card to see the full result. Each insight includes:
A written narrative answering your question, with inline references to the mentions and backlog items used
Related Backlog Items - backlog items the agent identified as relevant, which you can triage directly from the insight view
Suggested Follow-ups - related questions you can click to explore further
Use Copy Insight to copy the text to your clipboard, or Share to copy a direct link.
[SCREENSHOT: An open insight detail showing the narrative content, Related Backlog Items, and Suggested Follow-ups sections]
Insight visibility
Insights you create yourself are private by default and show Only me on the card. Agents always publish their insights to the workspace so your whole team can see them, shown with a Published badge.
Related articles
Running your first insight with the Insights Agent - Step-by-step guide to submitting your first question
Writing effective prompts for the Insights Agent - How to phrase questions that get useful results
Setting up an agent - How to configure schedule, delivery, and prompt for a recurring agent