The Insight Engine Settings page allows administrators to manage access, AI configuration, enrichment behavior, automation capabilities, and credit usage.
To access Insight Engine Settings:
The page contains several tabs: Insights, AI, Data, Automations, and Credits.
The Insights tab provides an overview of system-generated insights available in Membrain. To ensure users can access Insight Engine features, permissions must be enabled in Permission Groups. Learn how to add permissions to permission groups in our permissions article.
The AI tab controls how AI-powered capabilities function in Membrain.
To use AI features, you must enable the AI opt-in setting. This confirms that relevant information may be sent to OpenAI for processing.
In this tab, you can also:
Select default AI Summary Prompts for each process type (Prospects, Sales Projects, Account Growth, Tickets, and Flows)
Configure Auto Summarize, including which processes should receive automatic summaries and how often they update
Access the AI Prompts page to create, edit, and track prompts used throughout Insight Engine
The Data tab controls how contact and company enrichment works when Membrain is used as the data provider. If you use another integration such as ZoomInfo or Apollo, enrichment settings should be configured within that integration instead.
You can choose whether phone numbers are automatically requested when enriching individual contacts or multiple contacts at once.
When enriching a contact, certain contact fields are always populated if data exists, including name, title, email, phone, LinkedIn, and notes. Additional contact information such as employment history, education, and skills can be mapped to custom fields.
When enriching a company, the fields that are automatically populated if data exists, include name, phone, social profiles, country, address, and notes. Additional company information such as business types, industries, number of employees, monthly visitors, year founded, and revenue can be mapped to custom fields.
If a suitable custom field does not exist, you can create one directly from this page. The field will automatically be configured and mapped correctly.
The Automations tab highlights additional capabilities enabled by Insight Engine, including AI-powered automation steps, autofilling project fields with AI or external data, and autofilling custom metric values. From here, you can navigate to the Automations page to configure workflows.
The Credits tab allows you to monitor and manage AI credit usage.
You can:
You can define a maximum number of credits that can be used per day to control overall AI usage across your system by setting a daily credit limit.
See how many credits have been consumed so far during the current day to monitor active usage. Hover over each blur bar for specific details on how many credits were used that day.
Track total credits used within the current billing cycle and compare it to your available balance.
Review historical usage
Open the credit usage log to access a detailed log showing which types of AI actions consumed credits, helping you understand where usage is coming from.
Different AI-powered actions consume different amounts of credits. Some costs vary depending on configuration.
