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Arctera™ Insight Personal Archive Help

Last Published: 2025-07-28

Product(s): Veritas Alta Archiving (1.0)

Creating InsightBooks

You can create a new InsightBook to collect and analyze emails and collaboration items based on specific search criteria.

To create a new InsightBook

On the InsightBooks tab, click New Search.
Create a query by using Advanced Search or Query Search, and click Search.
Based on the search criteria, the application displays the resulting emails and collaboration messages.
Click Create InsightAIBook.
The Create InsightBook dialog box appears.
Enter a unique name of the InsightBook and a description.
Click Configure InsightAI to configure InsightAI by selecting the content sources you want to include in your search results.
The InsightAI Configuration window appears. Select the required options and click Save.
- Emails - This option is selected by default. Select it to include emails in the search results, or clear it to exclude emails.
- Include Attachments - This option is clear by default. Select it to include email attachments in the search results, or leave it clear to exclude attachments.
- Collab - This option is selected by default. Select it to include collaboration messages in the search results, or clear it to exclude them.
Click Save.
The new InsightBook appears on the dashboard as shown in the sample image below.

When you open an InsightBook, the following primary panels are displayed:

In the left panel, the list of emails and collaboration items included in this InsightBook are displayed. Items are categorized as Emails and Collaboration and display counts for quick reference.
Upon selecting an email or a collaboration message, click the More options icon. Click Preview to view the item in detail. Click Remove to remove that item from the list.
In the middle panel, the default prompts such as Summarize, Summarize by speakers, Topics, Sentiment, Timeline, and Timeline Table are displayed. In the input box at the bottom, you can type prompts (queries) for InsightAI analysis. You can directly save the AI generated response as a note.
The middle pane also displays the AI units being consumed.
In the right panel, you can add, view, or search for notes related to the InsightBook. AI-generated responses can also be saved as notes for later reference. You can set the notes as private.