How Topics Work
Topics are generated through these processes:
UpdateAI's purpose-built AI analyzes meeting recaps
The system identifies key insights and clusters them into themes
Topics are calibrated to be at the optimal level of detail - neither too broad nor too granular
Our AI has been specifically fine-tuned for extracting meaningful insights from customer conversations. The system:
Bubbles up all insights from individual meeting recaps
Clusters them into the most important themes across your customer base
Uses the TITLE and DESCRIPTION metadata to categorize each insight
Note: You can edit the metadata of any Topic to improve how future insights are calculated and categorized (whether it's an automated or custom topic)
The effectiveness of Topics depends on hitting the right level of detail. That’s why UpdateAI takes so much care into the ‘just right’ altitude of the topics we discover from your call notes.
Too broad: Topics like "Product Requests" don't provide enough detail to act on without manual sorting
Too granular: Overly specific Topics create an overwhelming number of categories with limited data points
Just right: UpdateAI carefully calibrates Topics to provide actionable insights with statistical significance
Topic Data Sources
Certain data is used to generate Topics:
Only insights from external meeting data are included
Insights marked to be excluded from Account/Portfolio insights are not included
Topic Recalculation
Topics will be automatically recalculated when:
Your workspace reaches 300 external meetings
The distribution of Topics becomes too broad or too granular (long-tail)
Note: When Topics are recalculated, the titles, descriptions, and insights within existing Topics may change. Pin important Topics to prevent this.
Visibility and Permissions
Topics are generated at the workspace level and are the same for all members
Each member only sees insights they have access to based on meeting visibility permissions
If a member doesn't have access to a specific meeting, they won't see insights from that meeting in Topics
Only Customer Intelligence plans have full access to Topics
Users with free licenses can view the Topics dashboard but with limited functionality
Filtering Topics by Segments
Create custom views of your Topics data:
Use CRM property filters to segment Topics by customer attributes
Note: CRM mapping is required to use all property filters
If no CRM is connected, filter by fallback accounts and workspace members