Monitor charts the number of insights over time. Each line (a "series") has its own filters, such as a keyword, label, topic or customer segment, so you can compare themes on one axis. Each bar counts the insights matching a series' filters in that time bucket. A series with no filters counts all insights and is labelled "All insights". The chart saves automatically as you work.
Build a chart
Set a time window (Recent period for the last N days, weeks, months or years, or Exact dates) and a granularity, then filter each series by keyword, labels, topic, or persona, CRM and conversation attributes. If you set no window, all insights are included. You can chart up to 10 series. The time window and granularity apply to every series. Automatic granularity depends on the time range:
Time range | Automatic granularity |
Up to 14 days | Daily |
Up to 90 days | Weekly |
Up to two years | Monthly |
Longer | Annual |
When volumes are low, weekly or monthly buckets give smoother lines. A few well-chosen filters per series are easier to read than many.
Series controls
Control | Effect |
Coloured bar on the left of the card | Shows or hides the series. |
Arrow icon | Switches a dashed trend line on or off. It is a straight line fitted to the series' values. |
Copy icon | Duplicates the series, useful for comparing one segment against another with otherwise identical filters. |
Click a bar or point | Opens Insights filtered to that series and time bucket. |
Starting from a topic
On a topic page, the chart-icon button on the Timeline opens Monitor with a series already filtered to that topic. Add other series to compare. Monitor filters individual topics, not whole topic sets, so add one series per topic you want to chart.
Saving and sharing
After your first change, Monitor saves the chart and the page address becomes a unique link that you can bookmark. Charts are private: only the person who created a chart can open its link. To share a result, send a screenshot or share the filters so a colleague can recreate it.
Troubleshooting
If the chart is empty, no insights match the filters in the chosen window. Widen the dates or remove a filter.