Getting Proactive Insights from Chasqui
Beyond answering questions you ask it, Chasqui also works in the background — watching your synced activity and surfacing things worth your attention before you have to go looking for them. This guide covers where those proactive insights show up and what to do with them.
The Insights Tab
The Suggestions page has an Insights tab that surfaces two kinds of contact-level suggestions as you sync more meetings and interactions:
Relationship Suggestions
When Chasqui notices a pattern in how you interact with someone but you haven't tagged a relationship type for them, it suggests one — for example, flagging a contact as a likely "Colleague" or "Introduced by" connection based on shared meetings or email threads. Accept a suggestion to add the relationship, or reject it if it doesn't fit. The richer your tagged relationships, the better the AI can find warm paths for you — see Getting the Most Out of Chasqui for more on why relationship data matters.
Favor and Reciprocity Tracking
Chasqui keeps a lightweight favor balance for contacts where it's detected an exchange worth noting — an intro you made, help someone gave you, a favor still outstanding. You'll see this as a small balance badge on a contact's card:
- A positive balance means you're owed — this person recently relied on you.
- A negative balance means you owe them — you recently relied on them.
Hovering the badge shows the reasoning behind the balance and, when Chasqui has one, a suggested icebreaker — a natural opening line for reaching back out. From there you can Confirm the favor (acknowledge it happened) or Dismiss it if it's not accurate, and use the icebreaker to draft a quick message directly.
AI-Suggested Lists
On the Groups tab of the Suggestions page, Chasqui also surfaces suggested groups of contacts it thinks belong together — clustered from patterns in your synced meetings and interactions (for example, everyone from a particular event or company). Despite the name, accepting one of these doesn't create a shared Group — it creates a private List you can review, rename, edit the member list, and add a description for before creating. Dismiss any cluster that isn't useful; Chasqui will keep finding new ones as you sync more activity.
Ask the Agent Directly
Some proactive insights aren't posted to a page — you get them by asking the AI agent on your Dashboard:
- Dormant connections — "Which valuable contacts haven't I talked to in a while?" The agent looks for contacts who matter to your goals but have gone quiet (typically six months or more with no interaction) and suggests reconnecting.
- Meeting prep — "Prepare me for my meeting with @Sarah Chen" generates a full briefing — relationship context, meeting history, and talking points — saved right on the calendar event. See How to Use Chasqui's AI Agent for more meeting prep examples.
Tips
- Confirm or dismiss favors promptly — an accurate favor balance makes the AI's reciprocity suggestions sharper over time.
- Don't ignore the Insights tab — it's built from data you've already synced, so acting on it costs no extra setup.
- Edit suggested lists before creating them — remove anyone who doesn't belong before you commit to a list.
- Periodically ask about dormant contacts — valuable relationships fade quietly; a proactive check-in every quarter or so keeps them warm.