Add a Stock Insight

KaiNexus Insights allow your organization to surface AI-generated summaries, recommendations, and predictions directly within KaiNexus. This page covers how to add Stock Insights and organize them in the Insights grid.

Who can add a Stock Insight?

Anyone with the AI Admin permission in their System Role can add a Stock Insight. 

Stock Insights are available with Base, Advanced, and Premium KaiNexus Intelligence. Your licensed level determines which Stock Insights you can add.

Adding Stock Insights

• Navigate to the Admin section and open the KaiNexus Intelligence page.
• Select the Insights tab. This is where you can view existing Insights and add new ones. 

The Insights Grid

The Insights grid displays all active Insights configured for your organization. By default, the grid shows the following columns: Name, Description, and Available On.

The grid will be empty until you add your first Insight.

• Use the Search field to search for a specific Insight by name.
• Filter Insights by where they appear (Items, Item Lists, or Notifications) using the Available On dropdown.
• Select Show Archived to reveal archived Insights in the grid.
• Drag and Drop Insights to reorder them. Insights are grouped by availability, with Item Insights always listed first, followed by Item List Insights and Notification Insights. While these groups cannot be reordered, you can rearrange the Insights within each group while the grid is sorted by Available On. Drag and drop is disabled when sorting by any other column.
  
  The order configured here determines how Insights appear in the Insight drop-downs.
• Open a column header's dropdown menu and select Columns to show additional information, including Access, Nudge (Yes or No), Model, Thinking Level, Context Size, and Knowledge Base (Yes or No).

Add a Stock Insight

To add a Stock Insight, select the Add button in the Insights grid. The resulting drop-down menu will have a list of available Stock Insights for you to choose from.

• Which Stock Insights are available depends on whether you have Base, Advanced, or Premium KaiNexus Intelligence.
  • Base offers 8 Stock Insights, while Advanced offers an additional 6 Stock Insights.
  • With Advanced and Premium, you can also add Nudges to Item Insights. 
  • If your organization has Premium, you can also create Custom Insights. 
  • See KaiNexus Insights for a full list of all Stock Insights available and their descriptions.
• You can only add each Stock Insight once, meaning after you add a Stock Insight, it will no longer be an option.

After selecting a Stock Insight, you can configure the following options:

• Customize (only available with Premium KaiNexus Intelligence): Select this box to unlock the additional configuration options. See Edit an Insight for setup instructions. 

• Access: Select who can run this Insight based on Location, individual users, System Roles, Team Roles, or Personas. Users only need to meet one of the selected criteria to run the Insight. No criteria are selected by default.

  • Selecting a Location also grants access to users in nested Locations.
  • If you select a Team Role, make sure that Team Role is included on each Template where the Insight is available. Access by Team Role is not available for Item List or Notification Insights.
• Templates (only available for Item Insights): Choose which Templates the Insight is available on. None is selected by default.
• Enable Nudge (only available with Advanced and Premium KaiNexus Intelligence): Select this checkbox to add a Nudge to an Insight that appears on Items. A Nudge is a prompt that appears when an Item meets configured criteria and encourages users to run the Insight. Then configure the following settings:
  • Nudge Message: The message displayed to users when the Nudge appears. Keep it short, clear, and action-oriented. Describe the help the Insight offers so users understand why they should run it.
  • Nudge Criteria: The criteria an Item must meet for the Nudge to be displayed.
• Select Save to finish adding the Insight.

Recommended Reading

• KaiNexus Insights
• Edit an Insight
• Create a Custom Insight