Insights (automate your own) | Germain Documentation

💡 Custom Insights

Custom Insights let you define the business, user-experience, application, and technology events that GermainUX should detect, analyze, and expose.

Use Custom Insights when the information you need is not available through a preconfigured GermainUX KPI, rule, category, business process, dashboard, or Session Replay insight.

Custom Insights can be created from data collected by GermainUX RUM JS, browser extensions, mobile monitoring, GermainUX Engine, APIs, integrations, synthetic transactions, and other configured data sources.

🌟 Benefits

Custom Insights help organizations:

Benefit
Detect application- and business-specific events.
Convert collected events into measurable KPIs.
Identify errors, friction, abandonment, and process failures.
Analyze performance and behavior using custom measures and pivots.
Correlate user activity with application, infrastructure, database, API, and integration activity.
Highlight important events in Session Replay.
Monitor business processes and customer journeys.
Detect phrases, messages, or error text displayed to users.
Apply customer-specific rules, categories, thresholds, and service-level objectives.
Feed relevant findings into dashboards, alerts, reports, watches, and automated actions.

🔖 Types of Custom Insights

Custom Insight	Purpose	Example
Custom KPI	Turn a collected event, transaction, state, or measurement into a KPI that can be analyzed throughout GermainUX.	Payment Failed, Order Completed, Case Created, API Timeout
Custom measure	Define how a KPI is calculated or summarized.	Count, duration, average, percentile, minimum, maximum, total value
Custom pivot	Define how a KPI can be segmented and compared.	Application, user, page, browser, device, product, region, process, error type
Custom rule	Detect a customer-defined condition, derive a new fact, or enrich collected data.	Identify sessions containing repeated checkout failures
Custom category	Group related events, errors, messages, or feedback into meaningful categories.	Authentication, Payment, Inventory, Navigation
Custom correlation	Associate facts collected from different applications, components, or data sources.	Correlate a failed browser transaction with its API call and server error
Custom SLA or threshold	Define acceptable performance, availability, volume, or error conditions.	Checkout must complete within five seconds
Custom business-process insight	Monitor customer journeys, employee workflows, milestones, completion, abandonment, and delays.	Quote-to-order, case resolution, checkout, employee onboarding
Custom friction insight	Detect behavior or conditions that indicate user difficulty.	Repeated clicks, excessive navigation, validation loops, failed submissions
Phrase of Interest	Detect a specific sentence, message, or text pattern displayed during a recorded user session.	“Payment could not be processed”
Custom Replay Insight	Display a selected event on the Session Replay timeline and in a dedicated timeline tab.	Payment Failed, Checkout Completed
Custom dashboard insight	Present selected KPIs, measures, pivots, filters, and calculations in a dashboard portlet.	Checkout failures by browser and payment provider
Custom collected event	Send an application- or business-specific event to GermainUX for analysis.	Subscription Renewed, Approval Rejected, Promotion Applied
Custom AI insight	Apply a configured AI analysis to supported GermainUX data.	Summarize session friction or classify customer feedback

⚙️ Custom KPIs, measures, and pivots

A Custom KPI turns a customer-specific event or measurement into a fact that GermainUX can analyze.

For each KPI, configure the information required for analysis:

Item
KPI name and description
Data source
Timestamp
Measures
Pivots
Filters
Units
Retention
Security and access requirements

Measures define what GermainUX calculates. Pivots define how users can segment the results.

For example, a Payment Failed KPI can provide:

Measure / Pivot
Failure count
Failure rate
Lost order value
Time spent before failure
Payment provider
Storefront
Browser
Device
Customer region
Error code

See KPIs, Pivots, and Measures.

🔍 Custom rules

Rules detect customer-specific conditions and can create or enrich facts for further analysis.

A rule can evaluate:

Evaluated Item
Event properties
KPI values
Text or regular expressions
Application and environment
User or customer attributes
Transaction duration
Error codes
Process status
Related or correlated facts
Thresholds and calculated values

Examples include:

Identify orders that reached payment but not confirmation.
Detect repeated submission attempts in the same session.
Classify a technical error according to its message.
Flag transactions exceeding a customer-defined duration.
Detect a business event containing an invalid or unexpected value.

See Rules.

🏷️ Custom categorization

Categorization converts raw messages, errors, feedback, or events into consistent groups that are easier to analyze.

For example, different messages such as Card declined, Authorization rejected, and Payment method refused can be grouped under a Payment Authorization category.

Categories can be used in:

Use
KPI analysis
Dashboards
Filters
Reports
Alerts
Root-cause analysis
Session Replay
Business-process analysis

See Categorization.

🔗 Custom correlation

Correlation connects related activity across users, applications, services, infrastructure, databases, APIs, and integrations.

Facts can be correlated using:

Correlation Method
Session ID
User ID
Transaction ID
Order, case, or request ID
Exact property values
Application or component
Time proximity
Customer-defined identifiers

For example, GermainUX can associate a checkout failure recorded in the browser with the corresponding API request, application error, database activity, or integration failure when the required correlation data is available.

See Correlation and Tracing.

📈 Custom business-process insights

Custom business processes define the milestones that make up a customer journey or employee workflow.

For each process, GermainUX can analyze:

Metric
Started processes
Completed processes
Abandoned processes
Failed steps
Repeated steps
Step duration
End-to-end duration
Conversion
Drop-off
Business impact
Affected users
Related errors and performance issues

Examples include:

Product search to purchase
Cart to checkout
Lead to opportunity
Case creation to resolution
Quote to order
Login to task completion
Employee onboarding
Approval workflows

See Business-Process and Workflow Mining.

📝 Phrases of Interest

Turn any sentence that appears in a recorded user session into a KPI for analysis in GermainUX.

A Phrase of Interest can detect:

Type
Exact text
Partial text
Error messages
Confirmation messages
Business messages
Regular-expression patterns

When the configured text appears, GermainUX creates a Phrase of Interest Appeared KPI fact and marks the occurrence in the recorded session.

Examples include:

“Payment could not be processed”
“Your order has been confirmed”
“No inventory is available”
“Your session has expired”
“An unexpected error occurred”

👉 Add a phrase from Session Replay

Open a recorded user session.
Highlight the relevant text.
Right-click the selected text.
Select Add text to Phrases-of-Interest.
Configure the phrase and save the monitoring profile.

Phrases can also be managed through the appropriate UX Monitoring Profile under Analytics > UX Monitoring Profiles.

🎞️ Custom Replay Insights

Display a specific event—such as Payment Failed or Checkout Completed—on the Session Replay timeline each time it occurs during a user session.

A Custom Replay Insight can provide:

Feature
A dedicated tab on the Session Replay timeline
A timeline marker for every matching event
A customer-defined label
A tooltip
A color
An icon
A marker height and position
A filter that determines which KPI facts appear

Custom Replay Insights can expose events such as:

Login Failed
Search Performed
Product Viewed
Add to Cart
Remove from Cart
Checkout Started
Payment Failed
Checkout Completed
Form Validation Failed
Case Submitted
Approval Rejected
JavaScript Error
API Failure
User Feedback Submitted

Configure Replay timeline events under:

Workspace > Settings > System > System Settings > UI Config > Analysis Dashboards > User Session Replay > Portlets > Replay of User Session > timelineEvents

Each timeline event can identify the target KPI and an optional KPI filter, together with its display properties.

For additional Session Replay settings, see User Monitoring and Session Replay Configuration.

🖥️ Custom dashboard insights

Custom dashboard insights present customer-specific analysis using selected KPIs, measures, pivots, filters, formulas, and visualizations.

Examples include:

Payment failures by provider
Checkout abandonment by device
Application errors by release
Slow workflows by employee role
Failed integrations by endpoint
Customer feedback by category
Lost revenue associated with technical failures

See Analytics Dashboards.

🤖 Custom AI insights

Where AI capabilities are configured and available, customer-defined prompts can analyze supported GermainUX data to produce insights such as:

AI Insight
Session summaries
User-friction summaries
Error explanations
Feedback classification
Common issue identification
Business-impact summaries
Investigation assistance

AI-generated results depend on the selected data, configured AI provider, permissions, privacy controls, and available context.

💼 Business outcomes

Area	Example Custom Insights	Business outcome
eCommerce	Add to Cart, Payment Failed, Checkout Completed, promotion failure, abandonment	Improve conversion, protect revenue, and reduce checkout friction
CRM	Case creation failure, lead conversion delay, save error, workflow abandonment	Improve employee productivity and customer service
Customer portals	Login failure, form abandonment, document-upload failure	Increase self-service success and reduce support demand
Enterprise applications	Slow task, validation loop, approval delay, integration failure	Reduce process delays and employee effort
Mobile applications	Crash, failed transaction, slow screen, unsuccessful login	Improve mobile reliability and user retention
APIs and integrations	Timeout, error response, backlog, failed dependency	Reduce service disruption and accelerate root-cause analysis
Infrastructure	Resource saturation, process failure, queue growth	Detect operational risk before it affects users
Customer feedback	Negative sentiment, feature request, repeated complaint	Prioritize improvements using direct user feedback

🛠️ From insight to action

A Custom Insight can be used as an input to other GermainUX capabilities:

Capability	Use
Analytics	Investigate frequency, trends, affected users, causes, and business impact
Session Replay	Review the exact user activity surrounding the event
Dashboards	Track the insight continuously
Reports	Distribute recurring analysis
Alerts and Watches	Notify the appropriate team when the condition occurs
SLA monitoring	Compare the result with an expected service level
Automation	Trigger an approved action when configured conditions are met
Watches	Notify GermainUX users when a selected insight is detected in real time.

See Analytics, Monitoring, and Automation.

📦 Component requirements

The required GermainUX components depend on the source and purpose of the Custom Insight.

Component	Use
GermainUX Workspace	Configure, analyze, visualize, and manage Custom Insights
GermainUX RUM JS	Collect browser activity, performance, errors, events, and Session Replay data
GermainUX browser extension	Monitor supported browser-based enterprise applications
GermainUX Mobile SDK	Collect supported mobile application activity and performance data
GermainUX Engine	Collect and process server, log, API, database, integration, infrastructure, synthetic, and automation data
GermainUX RPA Bot Recorder	Create synthetic user scenarios
GermainUX APIs and integrations	Send or retrieve customer-specific events and business data

Feature availability depends on the deployed GermainUX version, licensed capabilities, data sources, application architecture, and monitoring configuration.

ℹ️ Get Help

The Germain Team can help you set this up. Contact GermainUX Support.

Service: Analytics

Feature Availability: 2014.1 or later