---
title: "Instant Insights"
url: "https://help.sorcero.com/en/article/instant-insights"
language: "en"
last_updated: "2026-08-31T21:22:47.914Z"
---

# Instant Insights

You can query all your data with Sorcero's Instant Insights Engine. Use your own custom prompt or select a saved prompt from the drop-down. The available saved prompts are dependent on your project's configuration.

## Using Instant Insights Engine

Instant Insights Engine (IIE) lets you ask a question in plain language and get an answer built from the records in your project, along with the records behind it.

## Where to find it

| Location | What it answers from |
| --- | --- |
| **Instant Insights page** | Every record in the project |
| **Crystal ball icon on a Collection details page** | Only the records in that Collection |
| **Crystal ball icon on a Stakeholder details page** | Only that stakeholder's records |

On Collections and Stakeholder pages, the **lightning bolt icon** next to the crystal ball is the Insight Generator. It writes a summary for you. The crystal ball answers your own question.

* * *

## Asking a question

1.  Go to the **Instant Insights** page, or click the crystal ball icon on a Collection or Stakeholder details page.
2.  Type your question into the query box and submit it. You can also click **Select a Saved Prompt** and then submit a saved prompt. **Note:** Saved prompts are pre-configured in your Sorcero project.
3.  Wait for the response. Bouncing ellipses appear while IIE works.

* * *

## Reading the response

**The answer** appears at the top in the response box, formatted with headings, bullets, and tables as needed. Factual statements are cited to their source.

#### **For the Insight Insights page only:**

The **Data Retrieval Summary** sits below the answer. Use it to check what the answer was built from before you rely on it. It shows:

-   The total number of records reviewed
-   **View All**, which opens the Records sidebar with every record returned
-   Categories that group the returned records. Click **Show All** if a category lists more than three values.

Click a category to open the Records sidebar filtered to just those records.

## Instant Insights Page: Working with Records in the Sidebar

Clicking **View All** or any category opens the **Records sidebar** beside the answer, so you can read the response and review records at the same time.

**To act on records:**

1.  Select records using the checkbox at the top of the page, or click **Select All** for the full set.
2.  Choose an action:
3.  -   Export to **.xlsx** or **.csv**
    -   Add to a **Collection**
    -   Add to an **Insight**
    -   Add a **Label**

**Each record shows:**

-   Data source and record date
-   Stakeholder name and country
-   Record content, with the option to show or hide annotation
-   **Show Attributes** to expand the record's attributes
-   **Copy to Clipboard**
-   **View Record** to open the full record details page

## Writing a Good Question

Use this structure:

**\[Action\] + \[Topic\] + \[Who, where, when\] + \[Output format\]**

Example: "Summarize vivafilerud efficacy data in HER2+ breast cancer patients from US oncologists in 2026 as a table."

You can filter inside the question itself by naming:

-   **Who:** stakeholder name, specialty, stakeholder type, KOL tier
-   **Where:** country, region, or state
-   **When:** a date range, quarter, or "since 2024"
-   **What:** therapeutic area, disease state, or product
-   **Source:** interaction type, such as medical inquiry or publication abstract

Use standard values. "United States" works better than "US."

| Instead of | Ask |
| --- | --- |
| "Cancer drug info" | "Summarize vivafilerud efficacy data in HER2+ breast cancer patients from Phase III trials" |
| "Side effects of drug" | "List Grade 3-4 adverse events for vivafilerud monotherapy in melanoma trials" |
| "What are European doctors saying?" | "Summarize opinions from oncologists in Europe discussing vivafilerud in publications from the last 12 months" |

**Tips**

-   Use the same terminology your records use.
-   Split a large question into several focused ones.
-   Number the parts of a multi-part question.
-   Ask for the format you want, such as a table or bulleted list.
-   Skip subjective terms like "best" or "significant" unless you define them.

When you ask from inside a Collection or Stakeholder page, the scope is already set. You do not need to include scope-limiting wording.

## What to expect from answers

-   Answers come only from your records. IIE does not add outside knowledge.
-   If your records do not cover part of your question, the answer says so.
-   Answers are not reliable for counting. Verify any number with your own record search.
-   If a question is blocked for compliance reasons, you will see an explanation and can rephrase.

## Troubleshooting

| Problem | What to do |
| --- | --- |
| "No information found" | Broaden the question, remove a filter, or try different wording |
| Results look irrelevant | Add specifics: product, specialty, region, date range |
| Expected records are missing | Try terminology closer to the language in your records |
| A count looks wrong | Confirm it with a filtered search on the Records tab |
| Answer is too general | Break the question into smaller ones and ask each separately |