Copilot Topic Recommendations

Copilot analyzes your calls every three months to recommend Topics. RevAI custom models look at your conversations and bring up recurrent topics you might want to track.

You can pick the recommended Topics you want and save them to be tagged on future calls. You can filter these topics, set up alert workflows, and create Topic dashboards for them.

Admin Setup

Clari Admin can set up Topic Recommendations:

1. Go to Copilot Topic Settings
2. Click Recommend Topics and enable

Notes on Topic Recommendations

Initial recommendations may take up to 48 hours to complete.

After the initial setup, recommendations are generated every three months from the time they were first created. After three months, a newer set of recommendations is generated from the newer calls.

• Any recommendations that are selected and saved as topics are persisted as Topics.
• Older recommendations will no longer be available.
• There is no way to manually retrigger recommendations between the three-month cadences

How To Use Topic Recommendations 

Once a Copilot Admin has initiated topic recommendations, go to the Manage Topics tab in Copilot settings.

Note: Only admins can Manage Topics.

Browse or search through the recommended Topics.

Click on a Topic to view Snippets that showcase the context of that Topic. These snippets provide an approximation of future conversations that will match this Topic.

Click Add Topic to save it or click Not interested to dismiss the recommendation.

Note: The Title and Description of an AI-recommended Topic cannot be edited.

You can view the newly created Topic under the Topics tab alongside Keyword Topics. The ✨ icon indicates it's a Smart Topic.

Once saved, future conversations that match the Topic will be automatically tagged. These tagged Topics can then be used for:

• Filtering team calls
• Conversation feeds
• Viewing metrics in Topic dashboards
• Setting up filter alerts

Just as you would with keyword Topics. Learn more about Topics and using Topic Dashboards in this article.