# Insights

Insights automatically analyzes your sales data and surfaces actionable insights. It currently includes **Customer segmentation**, which automatically analyzes your sales data to help you spot opportunities, identify risks, and take action faster. In the future, we’ll expand Insights with features for other areas of your business.

Don’t have Insights in your Phocas site? Ask your administrator about it or [visit our website](https://www.phocassoftware.com/insights) to learn more.

{% hint style="success" %}
Use the search box or Ask Assistant to quickly find what you need. Click one of the key topics below to get started. Or browse the full list of pages in the left menu
{% endhint %}

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<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Get started with Insights</strong></td><td><br>Learn how to access Insights or, if you're an administrator, complete the setup.</td><td></td><td><a href="get-started-with-insights">get-started-with-insights</a></td></tr><tr><td><strong>Use customer segmentation</strong></td><td>Explore customer segmentation, analyze insights, and take action.</td><td></td><td><a href="use-customer-segmentation">use-customer-segmentation</a></td></tr><tr><td><strong>Manage customer segmentation</strong></td><td>For administrators. Set up your databases for use with Insights and tailor customer segmentation for your business.</td><td></td><td><a href="manage-customer-segmentation">manage-customer-segmentation</a></td></tr></tbody></table>

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Want to know what's new? [Read our release notes](https://app.gitbook.com/s/qRvX8Eg8GftkyP0R8RVU/release-notes)

Can’t find what you are looking for? [Raise a Customer Support Desk request](https://portal.usepylon.com/phocas/login)


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.phocassoftware.com/insights/insights.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.