Managing Analysis History

InsightEmbed keeps track of analyses performed by visitors, allowing them to revisit and reference previous insights. This guide explains how to use and manage the analysis history feature.

Understanding Analysis History

The analysis history feature stores recent analyses performed by a visitor during their browsing session. This includes text analyses, image analyses, and screenshot analyses. The history is stored locally in the visitor's browser and is not shared between devices or browsers.

Accessing Analysis History

For Website Visitors

1. Open the Widget: Click on the InsightEmbed icon on the webpage
2. Navigate to History: Click on the history icon (clock symbol) in the widget
3. Browse History: Scroll through the list of previous analyses
4. View Details: Click on any history item to view the full analysis
5. Reuse Analysis: Options to copy or share previous analyses are available

For Website Owners

As the website owner, you can configure various aspects of the history feature:

1. History Capacity: Set the maximum number of analyses stored in history
2. Storage Duration: Configure how long analyses are kept in history
3. History Visibility: Enable or disable the history feature entirely
4. Privacy Settings: Configure what information is stored in history

History Features

Filtering History

Visitors can filter their history by:

• Analysis Type: Text, image, or screenshot analyses
• Date: When the analysis was performed
• Content: Search for specific terms within analyses

Managing History Items

Visitors can manage their history with these actions:

• Delete Individual Items: Remove specific analyses from history
• Clear All History: Remove all stored analyses
• Pin Important Items: Mark analyses as important to prevent automatic removal

History Synchronization (Premium Feature)

On paid plans, visitors can optionally enable history synchronization across devices:

1. Create an account on your website
2. Enable history synchronization in their account settings
3. Access their analysis history from any device when logged in

Configuring History Settings

Accessing History Configuration

1. Log in to your InsightEmbed dashboard
2. Navigate to "Widget Configuration" > "History Settings"
3. Adjust the settings according to your preferences
4. Save your configuration

Available Configuration Options

• Maximum History Items: Set how many analyses are stored (default: 20)
• Storage Duration: How long analyses are kept (default: 30 days)
• History Visibility: Show/hide the history feature
• Anonymous Mode: Option to disable history for privacy-conscious visitors

Privacy Considerations

• Analysis history is stored locally in the visitor's browser by default
• No personal information is collected through the history feature
• Visitors can clear their history at any time
• Website owners should mention the history feature in their privacy policy

Best Practices

• Configure reasonable history limits to balance usability and performance
• Consider your audience's privacy expectations when configuring history settings
• Provide clear instructions to visitors on how to manage their history
• Use the preview mode to test different history configurations

Troubleshooting

Common Issues

• History Not Saving: Check if the visitor has disabled cookies or local storage
• Missing History Items: Older items may be automatically removed based on capacity settings
• Synchronization Issues: Verify that the visitor is properly logged in

For more help, refer to our Common Errors guide or contact our support team at support@insightembed.com.