Custom Topic Trackers
With Versational, you can track 'Custom Topics'. These topics are used to find, extract and summarize insights specific to you or your organization. This could be your competitor brands, custom language used in your industry or specific acronyms that AI may not capture. Creating 'Custom Topics' save you time with tedious manual editing and highlighting.
Topic trackers are a great way to customize Versational for your use cases. Versational comes with Gems that automatically identify insights for you. You may want to capture, extract and summarize custom insights from your recordings. This article covers ways to automate your discovery of insights specific to you or your team's needs across all your recorded calls or meetings.
Topic Trackers in Action
First, let's see how the topic trackers will appear on your results for all new recordings. You can find them in your unconfirmed insights labeled by the title of your topic tracker. Our AI engine will automatically find insights relating to your topic by using keywords you set. This saves you the time of having to go through the transcript and find those topics yourself. Easily sort and filter insights by topic or speaker to find what you're looking for.
In the example below, four topic trackers are set up. You can filter by the 'Logistics' topic tracker on the unconfirmed insights tab. This will display the insights Versational AI has found for 'Logistics'. By clicking on any of the insights for 'Logistics', we can scroll to them in the 'Transcript'. By clicking again, you can open them in a popup window.
Note: if a gem is found inside of a topic tracker insight, it will be label the insight as both the gem and the topic!
From here, you can quickly confirm the ones you'd like to save and discard or ignore the others. Easily export your insights by clicking the 'Share' button on the top right and then selecting 'Export'. Tag a teammate on a comment on any of the insights to share it with them individually.
Once you have your main topic trackers set up, the insights section will contain a personalized summary of important quotes for all of your calls.
Create Topic Trackers
To create a topic tracker, navigate to your 'My Profile & Settings' page and open the topic tracker section.
Add a new topic tracker by following the steps below:
- Click on 'Add TopicTracker''.
- Name your topic tracker by selecting one of your existing topics or adding a new topic to track. If you have already manually labeled insights with your own custom topics, you can set them to start tracking automatically! If you haven't created custom topics yet, just 'Add New Topic' instead.
- Type in the keywords that will be mentioned in your recordings relating to this topic. This is how we will determine whether text relates to your topic. Select enter after each keyword.
- Toggle the 'Context Finder' on or off. With the 'Context Finder' toggled off, we will use your keywords at face value to find your topics. The image below is an example of a topic you would turn 'Context Finder' on for.
- You will see a success message and the topic tracker will move to your existing section below. We will look for and capture insights relating to your topic in all new recordings.
When to use Context Finder
If you are looking for a general topic instead of direct mentions of keywords, make sure the 'Context Finder' is turned on for your topic tracker. This is an AI engine that looks for the context of your keywords, rather than the keywords themselves, to see whether text in the transcript relates to your topic. In the example below we are looking for insights of whenever 'Logistics' is discussed in recordings. Instead of trying to think of all the keywords relating to this, you can write some and let 'Context Finder' do the rest. This is because 'Logistics' is a general topic of discussion.
Note that Context Finder topic trackers work best with at least 10-20 keywords.
Edit Topic Trackers
Adjust or delete your topic trackers at any time depending on how they are working for you. Click the 'Existing' button to see a list of your active topic trackers. Expand any of these to see its keywords. On hover, click the 'Edit' button to rename the topic tracker, change it to a different topic, or change its keywords. Click the delete button to stop tracking that topic in all new recordings. This will not delete the underlying topic or remove insights previously identified.
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