A topic is a group of insights about the same theme, inside a topic set. To create sets and tune how many topics you get, see "Topic sets".
Reading a topic page
Open a topic from a topic set, from the Trending topics card on the Dashboard, or from the Related topics carousel.
If the topic was pre-defined when the set was created, the phrase you used appears in a "Pre-defined topic phrase" box. Other related topics links to similar topics in other sets.
The Filter in the Insights overview narrows everything on the page: the charts, CRM records and insight list. Counts always reflect the filters applied. The chart icon on the Timeline opens it in Monitor.
With a CRM connected, "This topic could have an influence on" shows the value of current opportunities and of opportunities you did not win that are linked to the topic. Current Leads are leads not yet converted, and are shown only if your CRM uses leads. Customers are accounts with at least one closed opportunity.
Ask the Analyst asks questions about the insights you are currently filtering. Create Topic Set breaks the topic into sub-topics. The three-dot menu offers Export to PDF and Export to Excel.
CRM records appear only when your CRM is connected and the topic's insights come from conversations linked to CRM records.
Editing a topic
Hover over the topic name or summary to edit it. Names and summaries are generated, so rename them to match your own terminology. Outliers cannot be edited.
Curating the insights in a topic
Each insight card has a three-dot menu.
Option | Effect |
Add to key insights / Remove from key insights | Changes which insights are pinned in the Key insights carousel. Removing an insight from key insights leaves it in the topic. |
Remove from topic | Takes the insight out of the topic and its key insights, and moves it to the set's outliers if the set has any. The insight is not deleted. Cannot be undone. |
Delete insight | Removes the insight entirely. |
Outliers
Outliers are insights that fit no topic. They appear as "+ N outlier insights" at the bottom of a topic set; opening that row shows them as a topic called Outliers. You can filter and export outliers like any topic, but you cannot rename them or add key insights. Click Create Topic Set on the outliers to cluster them again. To reduce outliers across the whole set, lower the topic density when tuning.
Merging topics
If two topics cover the same theme, open the topic set and drag the handle on the left of one topic row onto the other. Dragging onto the outliers row sends the topic's insights there. Confirm in the "Merge topics" window. The insights move into the target topic.
Merging cannot be undone. Regenerating the set rebuilds its topics, but replaces all of them.
Trending topics on the Dashboard
The Dashboard's Trending topics card lists up to ten topics from your active topic sets, based on the latest 14 days of insights. Change is measured against the previous 14 days. The card uses your Team topic sets if you have any, otherwise your own sets. If it is empty, create and save a topic set first.
Permissions
Curating a topic depends on owning the topic set or having a role that can manage it.
Editing a topic's name or summary needs ownership of the topic set or a role that can manage it.
Merging topics works only in sets you own or can manage. Without that, the drag handle is not shown.
Delete insight in the insight card menu is available depending on your role.