Use Topics to automatically organize conversations

Edited

Overview

Front AI analyzes your conversations to understand why your customers reach out and organizes those contact reasons into Topics. When new messages come in, Front AI will label them with a Topic if it contains a known inquiry. Use these Topics to power Front’s rules and analytics to help your team automate workflows and gain insights on important issues.

You must have Front company admin or workspace admin permissions to manage Topics.


Instructions

Step 1

Click the gear icon, navigate to your workspace settings, then select Front AI from the sidebar.

Step 2

In the Inboxes with Front AI enabled setting, select the shared inboxes where you want to enable Topics.

Step 3

Click Save to finish. It may take 1-2 hours to identify Topics from your conversations. 

After the initial setup, Front will also identify Topics from up to 10,000 conversations from the past 30 days when:

  • A new channel is connected to an inbox where Topics are enabled

  • A new inbox is added to your Make available in inboxes settings

Step 4

Once Topics are identified, select Topics in your workspace settings to view them. You’ll see them listed by volume of conversations.


Managing Topics

Editing Topics 

Select any Topic to access the Topic details panel. Here you can:

  • Rename your Topic

  • Change the emoji for your Topic

  • View the description for your Topic

  • View the list of rules and conversations associated with your Topic

Merging Topics

Use the merge feature to combine duplicate Topics and consolidate conversations into one parent Topic. 🎥 For a quick walkthrough, see the video below.

Important to know: Merging Topics is permanent and cannot be undone. Once Topics are merged, there is no way to unmerge them.

Step 1

In your Topics list, select the Topics you want to merge using the checkboxes, then click Merge.

You can also click the merge icon in the Topic details panel, then select the Topics to merge.

Step 2

A pop-up will appear. Adjust the following fields if needed:

  • Emoji: Select the emoji associated with your Topic.

  • New Topic name: Edit the name of your Topic.

  • New Topic description: Choose the description you’d like to use for your combined Topic.

Step 3

Click Merge. You’ll see the new Topic in the list with the combined conversation count. Going forward, Front AI will identify conversations for this new Topic based on the combined patterns of the original Topics.

Impact on analytics

Merged Topics have an “Archived” indicator to let you know the Topic is no longer being tracked, but it is still available when viewing your historical data. Front will only use the new combined Topic moving forward.

Impact on rules

Merged Topics have a “Merged” indicator to let you know the Topics have been merged, but they can still be used with your existing rules.

Moving conversations between Topics

Moving conversations between Topics can be done in both the conversation header and the Topics settings page. Both actions are equivalent and will help align Topic behavior to match your desired Topic tagging logic moving forward.

Conversation header

Step 1

In the conversation header, click the Topics icon to view or search through all your Topics. Select the destination Topic you want to move the conversation to.

If no Topic has been assigned to the conversation, click the plus sign (+) in the conversation header, then select Topics to pull up the same Topic list.

Step 2

Click on the original Topic, then select Remove from conversation

Topics settings page

Step 1

Click into a Topic to open the side panel, then select the Conversations tab.

Step 2

Hover over a conversation and click the arrow icon. In the pop-up, select the Topic you want to move the conversation to.

Adding new Topics

Adding new Topics can also be done in either the conversation header or Topics settings page.

Important to know: 

  • Topic creation must always start from an existing conversation.

  • A Topic will only be considered for ongoing Topic tagging if 5 conversations have been added to the Topic. This ensures higher efficacy in Topic tagging in the future since we have a concrete starting point. 

  • The steps below will not work if the conversations don’t contain enough content for Topic creation.

Conversation header

Step 1

If no Topic has been assigned yet, click the plus sign (+) and select Topic. Click Create Topic at the bottom of the Topic list. 

Step 2

If a conversation is complex and contains multiple questions or requests, you’ll be asked to pick one. If a conversation is simpler, we will skip this and proceed directly to analyzing the conversation and offer a suggested name for the Topic.

Step 3

You can optionally edit the Topic name and emoji, but be sure to not deviate too far from what the conversation is about. This could cause unintended consequences with ongoing Topic tagging. 

Click Create, and your Topic is now available in the conversation header as well as the Topics settings page.

Step 4

Now that you have a starter Topic, please add at least 4 more conversations to the Topic. Once the Topic has a minimum of 5 conversations, Front will start considering this Topic for ongoing Topic tagging on new inbound conversations. 

You can add conversations to the Topic directly in the settings page or via the conversation header.

Topics settings page

Step 1

Click into a Topic to open the side panel, then select the Conversations tab.

Step 2

Hover over a conversation and click the arrow icon. In the pop-up, click the plus sign (+) to create a new Topic. You’ll see the same creation flow as described above.

Deleting Topics

Important to know: 

  • Deleting Topics is permanent and cannot be undone. Once Topics are deleted, there is no way to recover them. 

  • If any of the conversations were tagged with the deleted Topic, and it was the sole Topic for the conversation, these conversations will be considered for future Topic discovery. 

  • We highly recommend that you find appropriate Topics for any conversations where you do not want this to happen before deleting the Topic.

Step 1

In your Topics settings list, hover over the Topic(s) you’d like to delete and select them using the checkboxes. Click Delete.

Step 2

Click Delete permanently in the pop-up to confirm the deletion.


Viewing Topics in conversations

When a Topic is added to a conversation, you’ll see it in the conversation header.

You’ll also see the action in the conversation’s activity history.


Using Topics with rules

Use the rule trigger Topic is detected to automate team workflows such as:

Example 1: If the “Service Cancellation Requests” Topic is applied to a conversation in the Support inbox, then use a Connector to cancel the order in a third-party system, and add a comment to the Front conversation.

Example 2: Using a rule set, if a Topic is applied to a conversation in the Support inbox, then assign it to a specific teammate.


Analytics

In Front Analytics, admins can navigate to the Topics report to review popular issues. 

Use this report to:

  • Help your team prioritize projects like building automations or updating knowledge base content

  • Power voice-of-the-customer insights to guide how your product, operations, and marketing teams make decisions

  • Export Topics metrics to work with your data outside of Front


FAQ

What channels are supported?

This feature is available for the following channel types: Email, Front Chat, Portal, Slack, SMS, WhatsApp (native), WhatsApp (via Twilio), Yalo WhatsApp.

Can Topics be used in individual inboxes?

No. Topics can only be used in shared inboxes.

What languages are supported?

Topics are only available in English. However, Front can interpret conversations in dozens of languages to generate corresponding Topics in English.

What is the minimum number of conversations needed to generate Topics?

Topics is designed for inboxes that receive more than 1000 conversations per month.

  1. Results below this volume are not officially supported and may result in unexpected behavior or lack of Topics entirely.

  2. Related conversations must also contain enough detail from inbound and outbounds to establish accurate Topics that organize the conversations.

Can Topics be applied to imported conversations?

Yes. If you've imported historical conversations into Front, Topics will apply to them if the shared inbox is selected in your Inboxes with Front AI enabled setting.

How can I make Topics better match my team’s workflows?

In your Topics settings page, you can rename your Topics and edit the associated emojis as needed.

How accurate can we expect Topics to be on our data?

Front Topics utilizes a cutting edge AI pipeline that currently has an average Conversation to Topic assignment accuracy of 85%. This is higher than human accuracy when labeling free-form text. We are always refining this AI process and hope to increase that accuracy higher and higher over time, pushing the limits of AI technology available today.

Can I stop manually tagging conversations?

Yes. Once you’ve validated that your Topics are accurate, your team can stop manually tagging your conversations with contact reasons. Topics will automatically be added to your conversations to help your team quickly and accurately categorize issues.

Will new Topics be identified on an ongoing basis?

Yes. Front discovers new Topics if 30 or more days have passed since the last Topic discovery. You can check for new Topics using the “Creation date” column in your Topics list.


Pricing

This feature is available to the following plans:

  • Latest plans: Starter, Professional, Enterprise

  • Legacy plans: Growth, Scale