The Index lets you find one document. Insights shows you the patterns across all of them. Three views, switch with the tabs at the top of the page:

• Timeline — every document and every meeting, sorted by date, newest first. Useful when somebody asks “when did we last touch this topic?” or “what happened between October and February?”
• Entities — the names that come up across the whole archive. People, organisations, laws, places, events. The bigger the count, the more often that name appears. Useful for “who are we actually working with the most?” and “which laws does our work keep referring to?”
• Citations & tags — most-cited references in the corpus and a histogram of tags. Shows what the documents collectively lean on.

You can scope all three views to one cooperative or all the cooperatives you belong to.

For Insights to work — and for the agent to find documents by meaning rather than by exact words — the app first has to read each document once and remember what’s in it. There are two of those reading passes:

• Indexing for search — turns each document into a fingerprint the AI can compare to a question. After this, the agent can find documents that talk about a topic even when they don’t use your exact words.
• Pulling out names — the AI reads each document and lists up to fifty named things — people, organisations, laws, places, events. These then feed the Entities view.

The two progress bars at the top of Insights show how far through the documents each pass has gotten. Click Backfill to keep processing the pending ones (in batches of 5, with a small wait between to be friendly to the AI service); click Stop to interrupt mid-batch.

Both passes use the AI services, so they count against the monthly budget. If the budget is exhausted, the backfill pauses and surfaces a clear message; an admin can grant headroom from Admin → Budget to continue.

If you edit a document’s text, its index entry and entity list are now slightly stale. Open the document in the Index, expand its details, and click Re-index or Re-extract entities to update only that one. Useful when fixing a typo doesn’t feel like running the whole backfill.

Searching by meaning depends on a paid AI service being configured (the same dial admins set up under Admin → Budget). If that’s not on for your installation, the indexing step refuses cleanly, the agent falls back to keyword search instead, and Insights’ Entities view still works (entity extraction uses a different AI call). Nothing breaks; you just get plain keyword search until the dial is flipped.