How do guidelines work?

Before a user even begins typing, the Insight Quality Agent provides a roadmap for success via the Guidelines Tab. This side panel acts as a reference for what the organization deems a successful observation.

Typical guidelines include:

• Identification — Clearly stating the source or persona behind the insight
• Observation — The core finding or statement
• Rationale — The "Why" behind the observation
• Business Relevance — How this information impacts the current product strategy or medical plan
• Observation Context — Where the observation was gathered
• Writing Style — Guidelines for clarity and specificity

These guidelines ensure that the insight moves beyond a simple "he said/she said" and instead becomes a strategic data point.