Themes and Topics give you quick insight into what was discussed on a call or meeting. Each Topic is triggered by a keyword or phrase you care about, so you can see at a glance which subjects came up across your team's conversations. This article covers how to view Themes and Topics on a call, and how to set up your own.
Viewing Themes and Topics on a call
Based on research across thousands of conversations, Jiminny has built in a set of default triggers that cover the themes most teams care about. Out of the box, we analyse your conversations and highlight what matters, saving you time reviewing activity. These include:
Deal risks, such as competitors or concerns raised
Next steps
Pricing, such as number of licences or seats
Late-stage, such as contract, timeline, or negotiation terms
On the playback page for a call or meeting, you can see highlighted topics at a glance. To see the full list of matched topics and why a topic was matched, open the Themes tab, or use the Transcript tab to see triggers in context.
Creating a custom Theme
Custom Themes let you track what matters most to your team, such as competitor names, product features, or specific playbooks. You'll need a Manager or Admin role to create one. If you'd rather not set them up yourself, your CSM can help.
To create a Theme, go to Settings > Topics Settings > Topics, then select Add Theme, name the Theme, and select Create.
Adding Topics
Once you've created a Theme, add Topics underneath it to break the Theme down further. A Theme is the top-level container (for example, "Competitors"), and Topics let you dive deeper into specific angles within it. Add as many Topics to a Theme as you need.
Adding Triggers
Triggers are the words or phrases Jiminny looks for in a conversation to match a Topic. A trigger can be almost anything, from a company name to industry-specific terminology.
You can narrow a trigger further by specifying who on the call said it, and in which language.
Managing Themes, Topics, and Triggers in bulk
If you're setting up or updating a large number of Themes, Topics, and Triggers, download the template from the Topics page and edit it in your spreadsheet tool of choice, then import it back in.
Importing a CSV
Go to Settings > Topics Settings > Topics.
Click Import in the top right.
Drag and drop your CSV file into the pop-up.
If you do not have a file ready, use Download template file to get one with the correct columns. If you are moving from another provider, you can usually request an export from them and reformat it to match the template.
Note: CSVs are capped at 2,900 line items. Split anything longer into separate files before uploading.
How to fill in the template
Use one row per trigger phrase. Repeat the Theme and Topic on every row that belongs to them, and change only the Trigger.
Theme | Topic | Trigger | Said by | Language | Theme color (optional) |
Tech Stack | Conferencing | Zoom | Anyone | English | #FF94CD |
Tech Stack | Conferencing | Microsoft Teams | Anyone | English |
|
Tech Stack | Conferencing | Google Meet | Anyone | English |
|
Theme color only needs setting once per theme, on its first row. Set Language per row, so the same Topic can track phrases across several languages.
Some of your triggers, such as company names or industry-specific terms, won't be recognised as standard English words. Add these to your Custom Vocabulary so Jiminny can recognise them correctly in transcripts. See Custom Vocabulary.
FAQ
What's the difference between a Theme and a Topic? A Theme is the top-level container, such as "Competitors" or "Pricing." Topics sit underneath a Theme and let you break it down into more specific areas to track.
Who can set up custom Themes? Any user with a Manager or Admin role can create them directly in Settings > Topics Settings > Topics. You can also ask your CSM for help if you'd prefer support setting them up.
Does importing replace my existing Themes and Topics? No. An import adds to what you already have. Remove anything you no longer want separately.
Will imported Topics be tracked on my past calls? No. Tracking applies to calls recorded after the import.
