/people/[id]/insights) on a contact’s profile shows Winnie’s AI analysis of that person — lead scoring, engagement patterns, predicted behavior, and recommended next steps.
What Insights shows
Lead score
A 0–100 score based on the contact’s engagement level, response patterns, and behavioral signals:| Score range | Meaning |
|---|---|
| 80–100 | Hot lead — actively engaged, likely to transact soon |
| 50–79 | Warm lead — interested but not urgent |
| 20–49 | Cool — minimal engagement, may need nurturing |
| 0–19 | Cold — no recent activity, consider re-engagement or archiving |
Engagement timeline
A visual chart showing the contact’s interactions over time — calls, emails, SMS, meetings. Spot patterns like “this client always responds within an hour” or “engagement dropped off 2 weeks ago.”AI summary
A natural-language summary of your relationship with this contact:“Sarah has been actively looking at 3-bedroom condos in the 800K range in Midtown. She responds to calls within 30 minutes and prefers text over email. Last meaningful interaction was 4 days ago — a 12-minute call where she expressed interest in 45 Pine St.”
Recommended actions
Based on the analysis, Winnie suggests specific next steps:- “Schedule a showing for 45 Pine St — Sarah mentioned interest last call”
- “Send a market update — 3 new listings match her criteria”
- “Follow up — it’s been 4 days since last contact”
Sentiment history
Track how the contact’s sentiment has changed across interactions. Each call and email is scored, and the trend is plotted over time — useful for spotting clients who are cooling off before they disengage.How it works
Insights are generated by Winnie using:- Call transcripts and sentiment analysis
- Email and SMS engagement patterns
- Pipeline stage and deal activity
- Property search and viewing history
- Time-based behavioral patterns
Insights require at least 2–3 interactions with a contact to generate meaningful analysis. Brand-new contacts will show limited data until more activity is logged.