Workspace Owners and Admins have exclusive access to customize topics within the Portfolio Insights VoC Topic Discovery dashboard. These changes apply across all workspace meeting insights.
To get the most out of Topics:
Create custom Topics to monitor specific themes across customer conversations
Click the "Create Topic" button on the Topics dashboard
Enter a title and description for your new Topic
Save your new Topic
Note: Custom Topic insights will only be generated moving forward
Follow Topics that are important to you
Click the "Follow" button next to any Topic you want to track
New insights from your followed Topics will appear in your weekly Friday digest email
Note: Any Topics followed by anyone in a workspace will be automatically pinned to the workspace dashboard
(Sample weekly digest email)
Actions you can take on a topic:
Pin a Topic
Click the "Pin" option for important Topics
Pinned Topics won't be lost during Topic recalculations
Disable a Topic
Select "Disable" to keep a Topic on the dashboard until the next recalculation
Disabled Topics won't gather any new insights
This action is reversible (can be enabled/disabled at any time)
Remove a Custom Topic
Select "Remove" to delete a custom Topic permanently
This option is only available when a Topic has no insights
Archive a Custom Topic
Select "Archive" to remove a custom Topic from the dashboard
Archived Topics won't gather any new insights