insights

/octave:insights - Field Intelligence

Surface insights from your sales conversations—objections, pain points, questions, and what's resonating. Learn from the field to improve your library and messaging.

Usage

/octave:insights [--type <finding-type>] [--period <time-range>]

Options

• --type <type> - Focus on specific finding type (objections, pain-points, questions, competitors, value-props)
• --period <range> - Time range (today, week, month, quarter, custom)
• --segment <name> - Filter by segment
• --persona <name> - Filter by persona
• --company <domain> - Filter by company

Examples

/octave:insights                                    # Overview of recent insights
/octave:insights --type objections                  # Top objections
/octave:insights --type pain-points --period month  # Pain points this month
/octave:insights --persona "CTO"                    # Insights from CTO conversations
/octave:insights --company acme.com                 # Insights from Acme conversations

Instructions

When the user runs /octave:insights:

Step 1: Determine Focus

If no options provided, show an overview:

What insights would you like to explore?

1. Overview - Summary across all finding types
2. Objections - What objections are prospects raising?
3. Pain Points - What problems are prospects mentioning?
4. Questions - What are prospects asking about?
5. Competitors - Which competitors are coming up?
6. Value Props - Which value props are resonating?
7. Custom - Specific filters

Your choice (or just ask a question):

Step 2: Query Events and Findings

Use the MCP tools to gather data:

For Overview:

# Get recent events
list_events({
  eventTypes: ["CALL_TRANSCRIPT", "EMAIL_SENT", "EMAIL_REPLY_RECEIVED"],
  dateRange: { start: "<30 days ago>", end: "<today>" },
  limit: 50
})

# Get finding aggregates
list_findings({
  extractionTypes: [
    "CALL_EXTERNAL_OBJECTIONS",
    "CALL_EXTERNAL_BUSINESS_PROBLEMS",
    "CALL_EXTERNAL_QUESTIONS_OR_CONFUSION_ABOUT_OFFERING",
    "CALL_EXTERNAL_COMPETITORS_TO_OUR_OFFERING",
    "CALL_INTERNAL_VALUE_PROP_PRESENTATIONS"
  ],
  dateRange: { start: "<30 days ago>", end: "<today>" },
  groupBy: "extractionType",
  limit: 100
})

For Specific Type (e.g., Objections):

list_findings({
  extractionTypes: ["CALL_EXTERNAL_OBJECTIONS", "EMAIL_OBJECTION"],
  dateRange: { start: "<period start>", end: "<period end>" },
  limit: 50
})

With Persona/Segment Filter:

list_findings({
  extractionTypes: ["<types>"],
  entityMatches: {
    personaOIds: ["<persona_oId>"]
  },
  limit: 50
})

Step 3: Present Insights

---

Overview Output

See overview-output.md for the overview output template.

---

Type-Specific Output (Objections)

See objections-output.md for the objection-type output template.

Step 4: Drill Down Options

When user wants to see specific events:

get_event_detail({
  eventOId: "<event_oId>"
})

Present the full context:

EVENT DETAILS: Call with John Smith (Acme Corp)
===============================================
Date: January 15, 2026
Duration: 32 minutes
Participants:
  - Internal: Sarah (AE), Mike (SE)
  - External: John Smith (VP Ops), Lisa Chen (Director)

Matched Persona: VP Operations
Matched Playbook: Enterprise Efficiency

---

KEY FINDINGS

Objections Raised:
• [12:34] John: "Your pricing is 2x what we're paying now for our current solution"
  → Response: Sarah mentioned ROI payback period

Pain Points Acknowledged:
• [08:15] John: "We're spending 20 hours a week on manual data entry"
  → Matches persona pain point ✓

• [15:42] Lisa: "The biggest issue is data not syncing between systems"
  → Consider adding to persona

Questions Asked:
• [18:20] John: "How long does implementation typically take?"
• [22:05] Lisa: "Do you integrate with Salesforce?"

Competitor Mentioned:
• [25:30] John: "We looked at [Competitor] last year but didn't move forward"

Value Props Delivered:
• [10:15] Sarah: "Customers typically see 80% reduction in manual work"
  → Positive response from John

---

[View full transcript] (uses get_event_detail with includeTranscript: true)

Step 5: Apply Updates to Library

If user wants to update library based on insights:

Based on this insight, I recommend:

Update Persona: VP Operations
Add pain point: "Data silos causing manual reconciliation work"
Add objection: "Pricing compared to current solution"

Update Playbook: Enterprise Efficiency
Add objection handling: "Pricing 2x current solution"
Response: "Let's look at total cost of ownership including the 20 hours/week
your team spends on manual work. At $X/hour, that's $Y annually..."

Apply these updates?
1. Yes, update both
2. Update persona only
3. Update playbook only
4. Let me customize first
5. Skip

If yes, use update_entity to apply.

Finding Types Reference

Type	Description	Extraction Types
objections	Pushback and concerns raised	CALL_EXTERNAL_OBJECTIONS, EMAIL_OBJECTION
pain-points	Problems prospects mention	CALL_EXTERNAL_BUSINESS_PROBLEMS, EMAIL_PAIN_POINT
questions	Questions asked about offering	CALL_EXTERNAL_QUESTIONS_OR_CONFUSION_ABOUT_OFFERING, EMAIL_QUESTION
competitors	Competitor mentions	CALL_EXTERNAL_COMPETITORS_TO_OUR_OFFERING, EMAIL_COMPETITOR_MENTION
value-props	Value props that resonated	CALL_INTERNAL_VALUE_PROP_PRESENTATIONS, EMAIL_VALUE_PROP
use-cases	Use cases discussed	CALL_INTERNAL_USE_CASES_BROUGHT_UP, EMAIL_USE_CASE
proof-points	Proof points referenced	CALL_INTERNAL_PROOF_POINTS, EMAIL_PROOF_POINT

MCP Tools Used

Event & Finding Access

• list_events - Search events with filters
• list_findings - Aggregate findings across events
• get_event_detail - Get detailed event info with transcript/content

Library Context

• get_entity - Get persona/playbook details
• search_knowledge_base - Find related library content

Library Updates

• update_entity - Apply suggested updates

Error Handling

No Events Found:

No events found for the specified period.

This could mean:

1. No calls/emails have been synced yet
2. The date range is too narrow
3. Filters are too restrictive

Try:

• Expanding the date range
• Removing filters
• Check that your CRM/email integration is connected in Octave

No Findings Extracted:

Events found but no findings extracted yet.

Findings are extracted automatically when events are processed. Recent events may still be processing.

Check back in a few minutes, or view raw events instead.

Related Skills

• /octave:analyzer - Analyze specific conversations in depth
• /octave:wins-losses - Focus on deal outcomes
• /octave:audit - Ensure library captures field learnings
• /octave:library - Update library with insights
• /octave:battlecard - Competitive intelligence from conversation data
• /octave:icp-refine - Use conversation patterns to refine ICP
• /octave:enablement - Turn field insights into team enablement materials