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Explore Cluster

Use the cluster dialog when you want to understand what a cluster is about, review its supporting highlights, and look at the broader patterns behind it without leaving the cluster itself.

Exploring a cluster helps you move from a quick overview into deeper analysis. You can scan featured highlights, open individual evidence, review breakdown charts, and use AI follow-up prompts to investigate the topic from another angle.

Before You Start​

  • Open a cluster from the library so the cluster dialog is visible.
  • Make sure the cluster already contains linked highlights and breakdown data.

Steps​

  1. In the featured highlights carousel, click Next to get a quick sense of the cluster from another example.
  2. In the highlights list, click a highlight to expand it and review more detail.
  3. Scroll down to the breakdown chart section.
  4. Change the breakdown chart to Account industry.
  5. In Go deeper, hover over a suggestion to preview another angle you can explore with AI.

When Should I Explore A Cluster?​

  • When you want to understand the theme of a cluster before editing or sharing it.
  • When you need to inspect the supporting highlights behind a finding or hypothesis.
  • When you want to compare the cluster across different account dimensions, such as industry.
  • When you want ideas for a deeper AI follow-up question without starting from scratch.

Tips​

  • Use the featured highlights carousel for a quick overview before reading the full highlights list.
  • Open one or two highlights first to understand the evidence quality before changing chart views.
  • Switch the breakdown chart to different account fields when you want to compare the cluster from another perspective.
  • Use Go deeper suggestions when you want a faster path into follow-up analysis.

Example​

This example explores a cluster by reviewing a featured highlight, opening a linked highlight, switching the breakdown chart, and hovering over a suggested AI follow-up prompt.

FAQ​

Q: Do I need to open every highlight to understand a cluster?​

No. Start with the featured highlights and then expand only the highlights that look most relevant.

Q: Why should I change the breakdown chart?​

Changing the chart helps you understand how the cluster looks from a different angle, such as by account industry or another account field.

Q: What are the Go deeper suggestions for?​

They suggest follow-up questions you can use to investigate the cluster further with AI.