> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mandate.md/llms.txt
> Use this file to discover all available pages before exploring further.

# Insights

> Review AI-generated policy recommendations based on transaction pattern analysis in the Mandate dashboard.

## What are insights?

Insights are AI-generated recommendations for improving your agent policies. Mandate analyzes transaction patterns, detects anomalies, and suggests specific policy changes. Each insight includes evidence, a confidence score, and actionable suggestions you can apply with one click.

## Insight types

Mandate generates two categories of insights:

| Type                   | Description                                                                               |
| ---------------------- | ----------------------------------------------------------------------------------------- |
| **mandate\_rule**      | Suggests adding, modifying, or removing a policy rule based on observed behavior.         |
| **pattern\_detection** | Identifies recurring transaction patterns that may indicate a need for policy adjustment. |

## Confidence levels

Each insight carries a confidence score that determines its label:

| Label                     | Score range | Meaning                                                                        |
| ------------------------- | ----------- | ------------------------------------------------------------------------------ |
| **STRONG RECOMMENDATION** | > 0.85      | High-confidence suggestion backed by significant evidence. Act on these first. |
| **RECOMMENDATION**        | > 0.70      | Solid suggestion with good evidence. Worth reviewing carefully.                |
| **EARLY SIGNAL**          | > 0.55      | Emerging pattern with limited evidence. Monitor before acting.                 |
| **SUGGESTION**            | \< 0.55     | Low-confidence observation. Consider but do not prioritize.                    |

The confidence bar uses a 5-bar visual indicator. A score of 0.85 fills approximately 4.25 bars, giving you a quick visual read on strength.

## Insight card anatomy

Each insight card displays:

* **Title**: a concise description of the recommendation.
* **Evidence count**: how many transactions contributed to this insight (e.g., "Based on 47 transactions").
* **Suggested changes**: the specific policy fields and values to update. Shows the target section (e.g., "spend\_limits.daily") and the proposed value.
* **Confidence bar**: 5-bar visual showing the confidence score.
* **Confidence label**: STRONG RECOMMENDATION, RECOMMENDATION, EARLY SIGNAL, or SUGGESTION.

## Taking action

Two actions are available for each insight:

### Accept

Click **Accept** to apply the suggested policy changes to the agent. Mandate creates a new policy version incorporating the recommendation. The previous policy version is deactivated, same as a manual save in the [policy builder](/dashboard/policy-builder).

<Note>
  Accepting an insight creates a new policy version. Review the suggested changes in the card before accepting to confirm they match your intentions.
</Note>

### Dismiss

Click **Dismiss** to remove the insight from your queue. Dismissed insights do not reappear for the same pattern. If the pattern changes significantly, Mandate may generate a new insight.

## Example insights

* "This agent transfers to the same 3 addresses in 98% of transactions. Consider setting an allowed address list." (pattern\_detection, confidence 0.91)
* "Daily spend has never exceeded $120 in the past 30 days. Consider lowering the daily limit from $500 to \$200." (mandate\_rule, confidence 0.78)
* "Agent attempted 4 swap operations that were blocked. If swaps are intentional, add swap to allowed actions." (mandate\_rule, confidence 0.62)

## Next Steps

<CardGroup cols={2}>
  <Card title="Policy Builder" icon="shield-check" href="/dashboard/policy-builder">
    Manually adjust policy fields alongside insight recommendations.
  </Card>

  <Card title="Policy Engine" icon="gears" href="/concepts/policy-engine">
    Understand the 14 checks that generate the data insights analyze.
  </Card>

  <Card title="Dashboard Overview" icon="gauge" href="/dashboard/overview">
    Return to the dashboard home page for a summary view.
  </Card>
</CardGroup>