Insight Query Tool

Overview

The Insight Query Tool is a SQL interface within the Persona Dashboard that empowers teams to query, explore, and extract insights from their Persona data—without ever leaving the platform. Built on Snowflake SQL, Insight Query enables flexible, scalable access to your organization’s data for analytics, compliance, monitoring, and more.

⚠️ The product is currently in Closed Beta. For access, please reach out to your Persona account team.

With Insight Query Tool, you can:

• Write, save, and load custom queries
• Preview data, filter results, and summarize columns
• Export data pulls via CSV and dashboard exports

Why Insight Query?

Organizations increasingly need deeper access to their data—from ad hoc questions about product performance to scheduled extractions for compliance reviews and internal reporting. Previously, this often meant requesting dashboard exports or building brittle, one-off solutions.

Insight Query helps solve these challenges by making it easier to self-serve data at scale, while keeping analysis within Persona’s secure environment.

Where can you find Insight Query?

You can find Insight Query under Dashboard > Data, and it includes two views:

• Insight Query: A list of all saved queries in your organization
• Insight Query Editor: A workspace where you can write, edit, and execute SQL queries

How do you use Insight Query?

Insight Query View

The Insight Query page is your saved query library. It displays all queries saved across your organization, regardless of the Environment you're currently viewing (i.e., it’s environment-agnostic).

From here, you can:

• Browse and click into saved queries to open them in the editor
• Start a new query by clicking + New Query in the top-right corner

Insight Query Editor

The Editor is where you build and run queries. The Insight Query Editor is divided into four sections:

1. Editor

• Allows you to name the query, write your SQL, and execute it.

2. Results

• Displays query results (limited to the first 100 rows)
• Download the preview as a CSV via Download CSV
• Use the Export button to share results with your team; results will appear in the Export section of the Dashboard.

3. References

• Includes recommended questions and table schemas to help you query data more efficiently.

4. Table Schema

💡 Privileged access mode is a mode that enables access to sensitive PII data.

• Takes a few seconds to prep
• Allows users to see fields under Inquiry and their values
• Only available for specific roles

Query Syntax in Insight Query

Insight Query supports the Snowflake SQL dialect. You can reference Snowflake’s SQL Command Reference for detailed syntax and capabilities.

Example query:

```sql
SELECT id, status, created_at
FROM inquiries
WHERE created_at >= '2025-01-01'
AND status = 'completed'
ORDER BY created_at DESC
LIMIT 100
```

💡 Tip: Use autocomplete to discover table names and fields while typing.

When might you use Insight Query?

I need to investigate a product issue

Use Insight Query to track object statuses (e.g., inquiries or verifications) over time, pinpoint failure patterns, or identify user bottlenecks.

I want to extract data for a compliance audit

Quickly pull the exact dataset needed for legal or compliance teams using saved queries that you can revisit and refine over time.

I’m building internal dashboards

Insight Query helps you define key metrics internally, then export or summarize data as needed to power custom visualizations or reports.