Velaxe
InsightLake — Analytics Warehouse & BI for the Velaxe Suite | Velaxe

InsightLake

Build dynamic cohorts and power follow‑ups

Segment by behaviors and outcomes, then export or trigger actions.

16 min Beginner Support Manager, RevOps, Analyst Updated Oct 1, 2025
View App All Guides

Overview

Segment by behaviors and outcomes, then export or trigger actions.

Prerequisites

None.

Permissions required

cohorts:write exports:write

Steps (3)

Estimated: 16 min
  1. 1

    Define filters

    Analyst 6 min Back to top

    Cohorts → **New**. Example: contacts with failed charge in 7d AND last ticket SLA miss.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Choose actions

    Ops Lead 5 min Back to top

    Export to CSV/Parquet or trigger FlowForge/Agent Desk follow‑ups.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Schedule refresh

    Analyst 5 min Back to top

    Auto‑refresh daily/weekly; attach to a dashboard tile.

    Tips

    —

    Validation

    —

    Success criteria

    • Cohort size updates on schedule and actions fire once per member.

About this guide

InsightLake centralizes analytics for your Velaxe workspace. Connect built-in streams from Agent Desk, LiveConnect, PulseGate, VoiceLink, FlowForge, Chronicle, ActionDesk, PayStream, SecureStore, AppBazaar, ProductCatalog, and Chat Core—plus curated external sources like GA4, Stripe, and Shopify.

Data is modeled into conformed dimensions and fact tables for predictable analysis. Publish templated dashboards in one click, build custom boards with a drag-and-drop builder or SQL, and schedule alerts and exports. Governance features include row-level security, column masking for PII, audit logs, and retention controls.

InsightLake is designed for speed and reliability with streaming ingestion, materialized views, and SLAs for load times and export delivery.