Copilot Topic Insights in Opportunities and Accounts Grid

This feature allows you to filter lists of opportunities and accounts with Copilot call transcript data using Topic Filters.

 

Use Cases

Here are a couple of helpful ways you can use this feature:

 

• View all opportunities where competitors have been mentioned in the last 30 days and where the deal size was more than $50k. This helps the sales rep/manager realize that the customer is considering their competitor as well, and the rep needs to formulate the sales strategy accordingly.
• View all accounts where security was mentioned in the last 30 days and where the account health is red.

 

How to Filter Opportunities and Accounts with Copilot Topics

When you navigate to the Opportunities or Accounts Modules and click Add Filter at the top, you'll see 2 options for Topics:

 

1. Topics Discussed: Opportunities or accounts where the Topics selected were discussed in the meetings last time period.

2. Topics not discussed: Opportunities or accounts where the Topics selected were not discussed in the meetings in the last time period.

 

For Opportunities Module: You can customize time period for the Topic Filters can from the filter menu. 

For Accounts Module: The top-level time period option works for Topic Filters, too.

 

Once you add the Topic Filter to either your Opportunities or Accounts, you'll see the list of phrases and Topics to sort by:

 

 

Phrase Filtering

You can configure Copilot Phrases which are words that generate the Copilot Topics. For example, the Topic "Competitors" could be made up of phrases of your various competitors.

Once you select any Topic, you will have a drop-down option to select the phrases under those Topics. For example, if you select Competitors as a Topic, you'll see options under that filter to select specific competitor names that you've added to Copilot. 

 

FAQs

Is Topic filtering supported for Copilot only or for Gong too?

Topic filtering is only supported for Copilot.

 

What happens to recordings that took place before we enable the integration. Does Clari bring in older records?

When we do the initial load, the ingest the older records as well and sync it to RevDB.

 

What happens when a new Topic is added or updated? Do we go back and identify previous calls that contained the reference(s)?

Yes, Copilot reprocesses the past 30 days of calls when a new Topic is added, or an existing Topic is modified. RevDB will also get updated with the reprocessed data.

 

Learn More

For more on Copilot Topics, check out this article.