Create custom insights using Proactive Prompts

Use Proactive Prompts to create insight sections for the employee presence dashboard.

Before you begin

Note:

To create insights, you must install Proactive Prompts version 3.1 or later.

Role required: admin

About this task

As an admin, you can use Proactive Prompts to create insights for employees. These insights are displayed on the presence dashboard and the calendar sections. For more information about Proactive Prompts, see Proactive Prompts.

For information about the default insights installed with Workplace Concierge, see Insights installed with Workplace Concierge.

Procedure

1. Create a signal data source for the insight.
   For more information, see Create a data source for a signal in Proactive Prompts.
2. Navigate to All > Proactive Prompts > Signal Configurations.
3. Select New.
4. In the Channels and actions field, enter Presence dashboard.
5. In the Category tags field, enter one of the following values.
   • Presence Calendar Insight: Creates an insight for the calendar section of the presence dashboard.
   • Presence Dashboard Insight: Creates an insight for the presence dashboard.
6. In the Datasource field, select the signal data source that you created earlier.
7. In the Schedule field, select the On demand schedule.
   Note:

   The on demand schedule is applicable for Calendar insights. For more information about signal schedules, see Configure signal schedules in Proactive Prompts.
8. From the Receiving user list, select Employee.
9. Fill in the remaining fields based on your requirement, then select Submit.

   For a description of the field values, see Signal configuration form.

   For more information about creating a signal configuration, see Create a signal in Proactive Prompts.

Result

You've configured a signal that displays the insight to the user in the scheduled frequency.

Related tasks

• View employee presence modules