The three lenses
Insights and Context can come from the same conversation. They are not duplicate lists: they capture different parts of the evidence.
One situation, three views
Imagine a customer says that exports take too long, so the team uses spreadsheets and may not renew:- Insights represents the product problem: exports are too slow.
- Context represents the surrounding situation: a spreadsheet workaround and retention risk.
- Behavior, when the relevant analytics events are connected, can show whether export usage or completion changed.
Why the records stay separate
An Insight is atomic: one product issue that can be searched, compared, and grouped with similar evidence. Context has a wider frame. It captures the decision environment around the customer, such as purchase hesitation, competitor evaluation, satisfaction, onboarding friction, or a workflow that the product does not fit. Behavior is observational. It can show adoption, engagement, or drop-off, but it does not explain intent on its own. Keeping the lenses separate prevents two common mistakes:- Treating every request as the underlying product problem
- Treating a usage change as proof of why customers behaved that way