Flow Topics Summary view

PrerequisitesClick to expand

The Flows Topics Summary view displays statistics and speech and text analytics topic data for interactions that enter an architect flow. For information about speech and text analytics topics, see About programs, topics, and phrases.

In the Flow Topics Summary view, you can view flow data (for example, Average Flow) and sentiment data (Average Sentiment Score, Negative Interactions, Negative Interactions %, Neutral Interactions, Neutral Interactions %, Positive Interactions, Positive Interactions %, Sentiment) distributed over time. Also, you can add topics of interest in columns, so that you are able to make a topic detection comparison between flows. You can hover over the Topic name column header to get information about the topic including Topic Name, Description, and Participants. By looking for outliers in specific topics, this view can be used to identify flow challenges.

Available columns

To view the available columns, see Flow Topics Summary view section in the View available columns in performance views by category article.

To view the consolidated list of available columns in the performance views, see Consolidated view of available columns in performance views.

To view the list of available columns in the performance views by category, see View available columns in performance views by category.

Set a default time zone in the workspace

You can set the default time zone in the analytics workspace before viewing any analytics view.

To set the default time zone in the workspace, follow these steps:

Click Performance > Workspace.
Click Menu > Analytics > Analytics Workspace.
On the left side, from the Time zone drop-down menu, select the required time zone as the default time zone for the analytics workspace.

To	Do this
Display the view	Click Performance > Workspace > Speech and Text Analytics > Flow Topics. Click Menu > Analytics > Analytics Workspace > Speech and Text Analytics > Flow Topics.
Filter by a collection of users, by name, division, group, role, or location	Click Filter User(s) in the top left corner of the screen For more information, see Filter by user or collection of users in the Customize the view section below. Note that you can combine this filter with an interaction filter.
Customize the view using interaction filters	Click Toggle Filters Panel in the top left corner of the screen. See the sections below for more information about the available filters and columns. Note that you can combine the interaction filters with user filters.
Modify the topic columns that appear in the view	See how to Show, hide, and rearrange columns below.
Refresh the view	Click Refresh . The view updates automatically except when you use filters in the Filters pane. Refresh to display the most current data.
Save the view with your filter and column settings	Click Save .
Export the data in the view	Click Export .
Access the Flow Topics Detail view	Click an individual flow name.
Access the Flow performance views	Click the performance tab.

Note: Each view has its own permissions. For permission requirements, see each view’s article. For more information, see Flow performance views. Speech and Text Analytics requires 72 hours of inactivity for asynchronous interactions (such as email and messaging) to determine that a conversation has ended. When processing the topic metrics, the system uses the session end time rather than the session start time. The topic metrics are emitted only after the session is classified as ended. Therefore, it takes 72 to 96 hours for the topic reporting to be completely updated after the session end time.

Customize the view

To show only certain data, customize the Flow Topics Summary view using any combination of filters and by hiding, showing, or rearranging columns. For example, you can choose to show only certain columns or filter to see certain types of interactions. Your customizations remain as you navigate from view to view or leave and return to a view. You can also save your filter and column settings as a saved view to switch quickly between different data of interest in the same view.

More information about customizing the Flow Topics Summary view is available in the following sections.

Filter metrics by dateClick to expand

To customize analytics views, use the date filter.

Show meClick to expand

To filter metrics by date or configure a custom date range, use presets. When filtering metrics for this view, select any custom date range up to one month.

To use a preset to filter metrics, complete the following steps:

Click the date to display the date filter.
In the Presets list, select a preset date option.

Date presets

Presets	Description
Current interval	Shows data for the current 30-minute time period.
Today	Shows data for the time period that includes the current interval.
Yesterday	Shows data for the previous day.
This week	Shows data for a Sunday through Saturday time period.
Last week	Shows data for the previous week and Sunday through Saturday.
Previous 7 days	Shows data for the previous seven days.
This month	Shows data for the current month with no extra days.
This month by week	If the month does not start on Sunday or end on Saturday, shows data for the current calendar month starting on Sunday and ending on Saturday including extra days.
Last month	Shows data for the previous calendar month with no extra days.
Previous 30 days	Shows data for the previous 30 days.
Interval	Shows data for a 30-minute time period.
Day	Shows data for a single 24-hour day.
Week	Shows data for a Sunday through Saturday time period.
Month	Shows data for the exact month with no extra days. If the current month is selected, you see the data up to the current date.
Month by Week	If the month does not start on Sunday or end on Saturday, shows data for a calendar month starting on Sunday and ending on Saturday including extra days.

To use a custom date range to filter metrics, complete the following steps:

To display the date filter, click the date.
Select a start date and an end date on the calendar, and click the filter arrow .

To view data for a different time period using the same date presets, click the arrows on either side of the date display.

For example, to view data for the previous day, click the Day preset, and then click the arrow on the left side of the date.

To view data for a different time zone using the same date presets, from the Time zone drop-down menu, select the required time zone. You can create and save reports with the same selected time zone.

You can select the column header for the topic to see a distribution of that topic across the selected time period.

Filter by media typeClick to expand

To filter by media type, click the Filter icon .
Select the media type.

Notes:

When filtering you can select more than one media type. Click the relevant media type to select or deselect the type.
You cannot select the voice and callback types at the same time.
If you select voice, the callback option will be deselected. If you select callback, the voice interaction will be deselected.
The available media types may vary from those shown above.

The selected media type icon is displayed above the column headers. For more information about various media types and their settings, see the Set behavior and thresholds for all interaction types section in the Create and configure queues.

Show or hide chartClick to expand

Show, hide, and rearrange columnsClick to expand

To show or hide columns:

At the top right corner of the columns, click the Pick columns icon. The Add/Remove Column pane appears.
Click the Manage columns tab.
(Optional) To sort the columns in ascending or alphabetical order, click Sort by > Column Name A-Z.
(Optional) To sort the columns in descending or reverse alphabetical order, click Sort by > Column Name Z-A.
(Optional) To categorize or uncategorize the columns, click Sort by and enable or disable the Group by Categories toggle.
Search or scroll to select the columns you want to view.
Note: You can also use keyboard navigation to choose the columns.
Click Save. The selected columns appear on the screen.
Note: The column selections appear only after saving the changes and do not apply to the table immediately.

To reorder the columns within the column picker:

At the top right corner of the columns, click the Pick columns icon. The Add/Remove Column pane (column picker) appears.
Click the Reorder columns tab.
Click the grid icon of a column, and then drag and drop to reorder it within the column picker.

Note: You can also use keyboard shortcuts to reorder the columns. To reorder the columns using the keyboard, perform the following:

Click to select the grid icon of the column to be reordered, and on the keyboard, press the Spacebar.
To position the column, use the Up or Down arrow keys.
Press the Spacebar. The chosen column is reordered.

To rearrange the columns outside the column picker, click a column header and drag it.

To reset a view to default column settings, click Reset view to defaults.

You can select up to 20 columns.

For more information about the metrics shown in the columns, see the Available Columns section in this article.

You can select up to 20 topic columns.

Filter by flow nameClick to expand

Filter according to the flow name

Click the Filter flow(s) search icon to filter the flows view.  Enter the name of the flow in the Filter flow(s) field, and select the flow from the search results.

You can continue to enter and select additional flows to add to the view. 

Filter using multiple flows

Select the checkbox next to 2 or more flows and click Add to filters.

Note: To stop filtering according to a specific flow, click next to the flows name above the table.

Filter by interaction detailsClick to expand

Interactions filters

Filter	Description
Detected Topic	You can filter the data in the Flow Topics summary to view only interactions that contain certain topics, which allows you to perform a layering analysis of the interactions. By default, the Includes (Any) option is enabled. You can select single or multiple topics at the same level or different levels using OR/AND functions. When you add multiple topics at the same level, an OR is used between the topics. For example, if you add Topic A and Topic B to the first level under Includes (Any), the filtered data shows interactions where Topic A OR Topic B is detected. When you add topics at different levels, an AND is used between the topics. For example, if you add Topic A to the first level using Includes (Any) and add Topic B to the second level using + AND with topics, the filtered data shows interactions where Topic A AND Topic B are detected.
Message Type	The ACD message type used. Genesys Cloud currently supports the following message types: Facebook, Instagram, Line, Open, SMS, Web Messaging, WhatsApp, and X (Twitter). Note: Line message type is deprecated. But we still support display filtering.
From	Displays information for interactions sent from the selected email addresses. Enter the full email address, such as person@example.com. The filter cannot search for a partial address. Filter for multiple addresses at one time by entering other addresses and searching again. When searching for a phone number, enter the entire phone number. For example, enter 13171002997 or 3171002997 to search for interactions sent to +1 317-100-2997. The filter cannot search for a partial phone number and it cannot process hyphens. You can omit the country code.
To	Displays information for interactions sent to the selected email addresses. Enter the full email address, such as person@example.com. The filter cannot search for a partial address. Filter for multiple addresses at one time by entering other addresses and searching again. When searching for a phone number, enter the entire phone number. For example, enter 13171002997 or 3171002997 to search for interactions sent to +1 317-100-2997. The filter cannot search for a partial phone number and it cannot process hyphens. You can omit the country code.
ANI	Displays interactions with the selected ANIs. You can use partial numbers that start from the beginning of the number. Numbers can optionally include the country code: 1317222 or 317222 are valid partial searches. However, you cannot search for a partial string that occurs in the middle of a number. For example, if the entire number is 3172223333, then 7222 is an invalid search. You can search for multiple numbers by searching again.
DNIS	Displays information for interactions with the selected original DNIS number. This DNIS number was dialed at the beginning of the interaction. Enter only the DNIS number. For example, enter 13172223333. Do not include other characters such as +, -, or ( ). You can use partial numbers that start from the beginning of the number. Numbers can optionally include the country code: 1317222 or 317222 are valid partial searches. However, you cannot search for a partial string that occurs in the middle of a number. For example, if the entire number is 3172223333, then 7222 is an invalid search. Filter for multiple numbers at one time by entering other numbers and searching again.
Direction	Displays information about interactions of the selected directions. Whether the interaction was inbound, outbound, or inbound/outbound.
Queue	Displays interactions associated with the selected queues.
Flow Version	Displays interactions associated with the selected IVR flow version.
Conversation Duration	Displays interactions of the selected duration. To search for interactions of a custom duration, select the timeframe and use the controls to set the duration: Range: Displays interactions with durations within the selected range. Above: Displays interactions with durations above the selected duration. Below: Displays interactions with durations below the selected duration.
Total Handle	Displays interactions of the selected total handle time. To search for interactions of a custom total handle time, select the timeframe and use the controls to set the duration: Range: Displays interactions with total handle time within the selected range. Above: Displays interactions with total handle time above the selected duration. Below: Displays interactions with total handle time below the selected duration.
Wrap-Up	Displays interactions that have the selected wrap-up codes.
Participant	Displays information about the type of participant: internal, external, or all.

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