Quick-Start Guide: First Steps With Insight

Below are some quick and simple ways to start working with your books in Insight. Use this guide to become familiar with AI and Insight.

You can find more information, deep dives, and articles on our advanced features in our how-to library.

Upload a book

When you upload a book into Insight, the platform processes your book in multiple ways so it’s visible to AI and optimizes your interactions with the content.

  1. Click “Upload a document” from the left navigation bar
  2. Select the document type (e.g., Novel, Nonfiction, Children’s Book)
  3. Drag and drop your file into the window (PDF, Word, or EPUB)
  4. Enter the title and author
  5. Choose your output language and visibility (just you or shared with your team)

Read the full guide: Uploading documents into Insight


Review the AI analysis

The AI analysis of your book is based solely on the content of your book. The results are grouped into tabs, and each field can be manually edited.

  1. After the book has been processed, you’ll receive an email letting you know the analysis is ready
  2. Click on your book in Insight to view AI-generated analysis in tabs (Editorial, Marketing, Metrics, etc.)
  3. Click any field to manually edit or regenerate this content as needed

Chat with your book

Use AI Chat to interact directly with your books and documents. When you add a book to your chat conversation, the AI model can view your book, and the responses are based on the content of your book.

From your book or uploaded document:

  1. From your document, click the blue “AI Chat” button
  2. This opens the chat notebook linked to your book
  3. Start chatting: type your prompt or question in the message box and click “Send message”

Add a book to a chat conversation:

  1. In AI Chat, click the sources (paperclip) icon in the chat interface
  2. Click “Search” in the sources pop-up
  3. Search for the book or document you want and click “Add to chat”
  4. Type your prompt or question in the message box and click “Send message”

Chat prompts to try

Below you’ll find a few prompts and ideas to help you start chatting with your books.

These prompts are optimized for use with the Insight platform. Read more about writing prompts and browse our list of prompts for publishers.

To use these prompts, go to AI Chat, select a book to chat with, and enter the prompt into the chat field.

Prompts for editors

Structural edit suggestions:

What kind of structural edits would you suggest for this book? What elements need to be fixed in order to make this book more consistent and engaging?

Marketability of a manuscript:

Analyze the manuscript's marketability. Does it have unique elements that will stand out in the current market? Suggest ways to make the book more appealing to readers.

Main plot analysis for fiction:

Summarize the main plot of the book and identify any plot holes, inconsistencies, or areas where the narrative could be strengthened.

Subplot analysis for fiction:

Identify the subplots in the manuscript. Are they well-integrated into the main story, and do they enhance the narrative? Suggest improvements or adjustments.

Evaluation of the introduction for nonfiction:

Review the introduction of the book. Does it effectively set up the topic, engage the reader, and outline what they can expect? Suggest improvements if needed.

Relevance and timeliness for nonfiction:

Analyze the relevance and timeliness of the content. Are the topics and examples up-to-date and applicable to current trends or issues? Suggest updates or adjustments to ensure the book feels current.

Prompts for marketing

Influencer outreach angles:

Suggest three unique angles or talking points that could be used to pitch the book to influencers or bloggers in the relevant genre.

Hashtag ideas for social media:

Create a list of 10 unique and relevant hashtags for a social media campaign promoting this book, considering genre, themes, and target audience.

Seasonal tie-ins:

Identify any elements in the book that could be tied to upcoming holidays, awareness months, or trending topics, and suggest ways to incorporate these into the marketing campaign.

Launch event concepts:

Propose three creative launch event ideas (virtual or in-person) that would generate excitement and buzz for the book’s release, incorporating elements from the story or author’s background.

Prompts for publicity

Publicity plan outline:

I'm a book publicist. Help me draft a publicity plan for this book, which is coming out in April 2026.

Crisis communication preparation:

Identify any potentially sensitive or controversial topics in the book and suggest three strategies or prepared statements to address challenging questions from the media.

Talking points for interviews:

Generate a list of 8–10 talking points or soundbites the author can use during media interviews, focusing on the book’s key messages and relevant personal anecdotes.

Media pitch email:

Craft a concise and compelling pitch email (150–200 words) to send to journalists or bloggers, explaining why they should cover this book and suggesting interview or feature angles.