Think of Topics as keywords or phrases that come up during conversations between reps and prospects.
Topics added to your Wingman account will appear as tags in call transcripts so you can:
Easily identify the subject of the conversation at different points during the call
Filter and find calls by topics discussed
Wingman comes preloaded with the most popular topic categories such as Agenda Setting, Customer Goals, Blockers, Budget, Process, Authority, Timing, etc. So you can get started right out of the box.
Add a custom Topic
Adding a Topic is simple. You tell Wingman the topic to track with a few associated keywords or phrases to look for as it analyzes your team’s sales calls.
Here's how you can add a custom topic:
You will need to be an admin to add and manage topics
Navigate to 'Manage topics' in 'Workspace settings'
Click 'Add topic'
Give your topic a name to create a category
Select whether Wingman should detect if the phrases spoken by:
Both the rep and customer
Enter a few semantically similar matches
Enter a few exact matches
Best practices while adding topics:
Please ensure the phrase is not longer than 3 words
If there is a number, please write it in words, example > C21 = C twenty one
If there is an acronym, please space it out > API = A P I