Customer help
Help & privacy
How an inquiry, a quote, and an accepted job move through Actionable Insights.
Contact help
For help with an inquiry, quote, or job, email Actionable Insights. If you already have a quote or job, you can also use its private link to review the quote or reply in the job thread.
What happens next
A shared quote’s private link carries its decision and, if accepted, the job status and reply thread.
1. Inquiry
The inquiry is saved for team review and follow-up by email. It is not a quote or a job.
2. Quote
If the team shares a quote, review that version through its private link. The page shows its USD total, scope, deliverables, timing, exclusions, payment terms, cancellation terms, and validity before you respond.
3. Decision
Accepting records agreement to that quote version and creates its associated job and private status page. It does not record payment or mean delivery has occurred.
4. Job updates
Job status, updates, and replies use the private thread on the quote link.
Inquiry information and use
The inquiry form collects your request, the analytics or reporting result you want, and an email address for replies. It also lets you optionally share constraints or context, data tools or platforms, your current reporting workflow, cost context, and whether you are unsure about cost.
These details are saved with the inquiry. Staff with admin access can review them in Admin → Requests and use them to respond and prepare a quote. If you accept a quote, its recorded terms are attached to the associated job.
If an email cannot be sent
The inquiry, quote, or job record remains available if its email notification is not sent or the send result is unclear. Staff with admin access can review the request and message history in Admin → Requests, check for email replies when inbox access is available, and retry eligible failed or pending messages after the required email configuration is available.
For a saved quote or job, use its private link to continue the conversation. Keep that link private.