Build - Keywords/Topics

By default, your ExecVision instance comes pre-populated with standard keywords based on the Universal Sales Dictionary.

Customize Topics and Keywords

Admins can enhance their ExecVision experience by customizing their keywords within the admin portal. This can be found at Settings > Build > Keywords / Topics. 

Click into the keyword topic profile within Topics section on the right-hand side to edit existing keywords. To add a net new Topic select Create Topic at the top of the Topics list. To Merge existing Topics, check the boxes next to the Topics you would like merged and select Merge Selected Topics. 

 

Creating New Topics Profiles

Click Add to populate the Words/Phrases box. This is where you will add the words or phrases that are aligned to the Topic. Press Tab on your keyboard to quickly add new words.

Words or phrases in existing Topics will highlight in purple. Hover over the purple outline to see where the duplicates reside. This is to prevent overlap between Topics keeping them concise.

Give the Topic a name under New Topic and click the checkmark to save the title.

Clicking the Pen icon allows you to edit the Topic name.

Clicking the Trashcan icon allows you to delete the Topic.

Clicking the Clone icon allows you to duplicate the Topic.

Create generates a Smart Alert based on the Topic giving admins the ability to create a smart alert around the new Topic. Save your changes before going to this page. 

The Smart Alert will automatically be set up to trigger from calls placed by anybody > Where the caller discusses your Topic. 

Show in call card dropdown toggle determines whether or not the Topic will automatically populate on the Keyword/Topic dropdown found on the Call Cards.

Click Save. Saved changes will be marked in the bottom right corner. To get back to the department configurations page, click Keywords / Topics again on the left-hand side.

 

Linking the Keyword Topic Profiles to Departments

From the Build>Keywords/Topics page, click on Departments & Teams. This will show the list of departments and clicking into a department allows for customization of each team's Keyword/Topic profiles.

The Default Profile For Department is the profile that applies to all teams in a department before they are individually customized.

Teams can have specific profiles set that override the default of the department. Select the Keyword/Topic Profile dropdown and choose from an already existing profile or click Create New to start a new profile. 

Editing Keyword/Topic Profiles

Click on the plus button under the Keywords/Topics Profile column to expand the profile and see the current topics associated with this profile.

To add or remove Topics from the team or department, click edit. You can either edit the profile for all departments by selecting Edit for all departments or duplicate the profile for a singular department by selecting Clone and edit for this department.

Add Topics using the Add topic: dropdown.

Remove Topics by clicking on the trashcan next to the topic's name. 

Edit Keywords by clicking the keywords profile at the top of the list of Topics.

Keywords list keywords assigned to the department. Click Add new row at the top to include a new Keyword to the list.

Show In Dropdown gives the admin the option to display the Keyword in the Topics/Keyword sidebar on the Call Card.

Transcript Engine is for when an admin is adding a proper noun or acronym to the keywords profile. Checking this box will allow the transcription engine to learn the new word. 

Remove by clicking the black trashcan to remove words from the keyword profile.

Click Save once you are done adding keywords.