Top Company Profile Terms Widget

Required permissions: Interaction Analytics View

The Company Profile Terms widget allows you to see how many times specific key terms and phrases occur during interactions. These terms are called entitiesClosed Keyword or phrase defined in your company profile in Interaction Analytics. Related to an entity type. Can include variants.. You configure them and any variants in the company profileClosed Page in Interaction Analytics where you can create custom entities.. The widget only displays the entities mentioned most often. You can hide irrelevant terms from the chart and legend. You can also reveal any terms you hide.

Watch this short training video to learn more about this widget.

A graph showing how often each term was used over time.

Read the Chart

The vertical line represents the number of times the term was mentioned in the interactions. The horizontal line represents the time at which those mentions occurred. This can be in hours if the chosen time period is small, or it can be days if the chosen time period is large.

Remove Terms from the Chart

You can hide terms from the chart. This takes the term out of the legend and removes the line from the chart. To hide a term: 

  1. In the legend, click the term you want to hide.
  2. Select Hide Value.

Add Hidden Terms to the Chart

If you have hidden terms from the widgetClosed Graphical representation of data that meets specified filter criteria. and want to view them again in the chart, you can add them back. To add a term back to the chart: 

  1. Click the down arrow in the top right corner of the widget. Select Hidden Values.
  2. From the Hidden Values window, click the gray X beside each term you want to show in the chart. Click Close.

View Interaction Details

When you click a term in the legend, you can select Show Interactions to view the transcripts where instances of that term appear. For example, if you click your company name and select Show Interactions, you see a list of transcripts where your company name, or any variants configured in the company profile, appear.

You can perform all the same actions in this pop-up that you can in the Interactions Widget. These actions include:

  • Viewing transcripts.
  • Listening to call recordings.
  • Highlighting selected items.
  • Sorting data into your preferred view.

For more instructions, see the Interactions Widget.

Modify the Top Company Profile Terms Widget Settings

You can modify the Top Company Profile Terms Widget settings to apply filters, change the name of the widget in the workspaceClosed Named view of one or more widgets., and specify which terms appear in the widget.

Change the Title of the Widget

  1. Click Options icon of 3 verticle dots in the top right corner of the widget.
  2. Click Settings.
  3. Enter the new widget name in the Title field.
  4. Click OK.

Customize Which Terms Appear in the Widget

  1. Click the Options icon of 3 verticle dots in the top right corner of the widget.
  2. Click Settings.
  3. Click Widget Options to open the drop-down.
  4. Scroll through the list of company profile terms and select the checkboxes corresponding to the terms you want to appear in the widget. Clear the checkboxes of any terms you do not want to appear in the widget.
  5. Click OK.

Export Top Company Profile Terms Chart as CSV

  1. Click Options icon of 3 verticle dots in the top right corner of the widget.
  2. Click Export The export icon looks like a three-sided square with an arrow pointing down into it..

Save Top Company Profile Terms Chart as an Image

Images are exported as PNG files.

  1. Click Optionsicon of 3 verticle dots in the top right corner of the widget.
  2. Click Save Chart as Image The Save as Image icon appears as a square with a picture in it..