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- Release Notes Cloud Insights
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- Getting Started
- About Insights
- Prerequisites
- Building automations for Insights
- Insights Data Model
- Access and Permissions
- Enabling Insights
- Granting Permissions
- Adding Designer Users in Insights
- Notifications
- My notifications
- Interacting with Insights
- Overview
- Best practices for dashboard customizations
- Templates
- Attended Reporting
- Processes
- Processes (Embedded)
- Queues
- Queues (Embedded)
- Business ROI
- Business ROI Queues
- Robots and Machines
- Machines (Embedded)
- ROI Dataset
- ROI customizations and calculations
- Dashboards
- Cross-Tenant Reporting
- Custom Variables
- Alerts and Schedules
- Scheduled Deliveries and Alert Management
- Forecasting
- Insights for All
- Action Center Integration
- Overview
- Actions dashboards
- Actions template
- Action Center data model
- Automation Hub Integration
- Overview
- Enable Insights Connection
- Working With Automation Hub Dashboards
- Automation Hub Ideas
- Automation Hub Ageing Report
- Automation ROI Comparison
- Automation Hub Reusable Components
- Automation Hub Idea Applications
- Automation Hub Data Model
- Automation Hub Ideas and Idea Ageing
- Automation Hub ROI Data Model
- Autopilot integration
- Overview
- Autopilot
- Healing Agents integration
- Overview
- Healing Agent
- Healing Agents data model
- License monitoring integrations
- Overview
- AI units consumption overview
- [Preview] Autopilot Usage
- IxP AI Unit consumption dashboard
- User Licenses
- Process Mining AI Units consumption
- Robot Licenses
- Maestro Integration
- Overview
- Maestro
- Maestro data model
- Test Manager Integration
- Overview
- Enable reporting with Insights
- Working with Test Manager dashboards
- Test Manager Execution Report
- Test Manager data model
- Real-time Monitoring
- Real-time Monitoring Overview
- Real-time Processes
- Real-time Queues
- Real-time Machines
- Manage Alerts
- Real Time Data Export
- Configure Real Time Data Export
- Real Time Data Export Data Model
- Setting up Azure Event Hub
- Sending Data to Power BI
- Sending Data to Splunk
- Sending data to Elasticsearch
- Setting up AWS SQS
- Sending data to Splunk
- Sending data to Elasticsearch
- Licensing
- Insights licensing
- Troubleshooting
- Troubleshooting

Insights
Last updated Mar 9, 2026
Real-time monitoring
Real-time
Monitoring is now generally available. This feature brings
you three out-of-the-box templates: Real-time Processes, Real-time
Queues, Real-time Machines in the Real-time Monitoring
section. Since the Public
Preview was announced, some changes are worth mentioning:
- Alert Severity was added in alert configuration.
- Alert Snooze is now available in alert configuration and alert management. You can set how long an alert should be snoozed after the first triggering or snooze the alert indefinitely.
- In the Real-time Processes, Real-time Queues, Real-time Machines data can now be shown for up to 30 days.
- You can export data in CSV format for every widget.
Note: Real-time monitoring is available only to customers with Advanced tier.
Insights for all
Insight for all is a read-only version of Insights. You have read-only access to all the features Insights (except Real time
monitoring tab) has to offer in order to find out how Insight can help you out with your work. You can view the data or insights,
but you can't make modifications, add new information or delete existing data. Some specific user behaviors to note for "Insight
for All" are:
- Admins have the Configure ROI and Configure Custom Variables buttons greyed out.
- When admins add or remove user groups, the system will only display the assignment of either Viewer or Admin roles. Designer, ROI Editor, ROI Viewer are greyed out.
- Admins don't have access to ROI dashboards or Real-time monitoring.
- When you upgrade from read-only to full Insights, the system copies user/group permissions from the read-only version into the full version of Insights.
- When you downgrade from the full version of Insights to read-only, the user/groups permissions for the viewer and admin are transferred to the free version of Insights, while all other permissions will be disabled.
Note: Customers, regardless if they have an Insights license or not, should now see the Insights product enabled on their tenants
and displayed on the left side menu.