Last updated: 2026-09-20 · 2 min readBusiness〜
Client-project portfolio intelligence
Insights is the workspace view of which Rooms need attention and how the overall numbers look.
The hero is workspace Insights at 1280. There is no heading labelled Pipeline Intelligence.
What Insights shows
Order is Needs attention → metrics → project health → how materials performed → unread notifications.
| Area | Content |
|---|---|
| Needs attention | Rooms that are stalled or unreplied |
| Metrics | Active Rooms, customer viewing time, open tasks |
| Project health | Distribution plus a per-Room table |
| How materials performed | Files customers read that moved a project |
| Unread notifications | Open an overdue item and similar |
To decide pending proposals across Rooms, open Agent Inbox from an alert.
Daily digest
The calendar on Agent Inbox is the portfolio history. Only days with a digest are pressable.
- Check Insights for rooms that need attention.
- Open Inbox if proposals are waiting.
- Pick a digest day on the calendar to see that day's summary.
Slack
/terasu pipeline posts the latest digest. You need Slack connected.
Rooms without an agent may be omitted from the digest.