Access Topics by selecting an agent from the Agents list and clicking the Topics tab.
How topics work
Each topic is a keyword-based rule that Compass uses to categorise conversations:- You define a topic with a name, category, subcategory, and a set of keywords
- When a keyword appears in a conversation, that conversation is tagged with the matching topic
- Topic data is surfaced in the Content analytics tab on the Dashboard, showing you which subjects come up most often
Topic structure
Every topic includes the following properties:| Property | Description |
|---|---|
| Name | A descriptive label for the topic (e.g., “Dosage Information”) |
| Category | A broad grouping (e.g., “Clinical”, “Product”, “General”) |
| Subcategory | A more specific grouping within the category |
| Keywords | The words and phrases that trigger this topic |
| Enabled | Whether the topic is actively tracking conversations |
Template topics
Compass includes five pre-built topic templates to help you get started quickly. These cover the most common enquiry types in pharmaceutical and healthcare settings.Dosage Information
Dosage Information
Tracks conversations about dosing, administration, and posology. Triggered by keywords related to dose amounts, frequency, timing, and administration routes.Example keywords: “dose”, “dosage”, “how much”, “how often”, “twice daily”, “mg”
Side Effects
Side Effects
Tracks conversations about adverse reactions, side effects, and tolerability. Useful for understanding the safety concerns your users raise most frequently.Example keywords: “side effect”, “reaction”, “nausea”, “headache”, “adverse”
Drug Interactions
Drug Interactions
Tracks conversations about interactions between medications, supplements, food, or alcohol. Helps identify which interaction queries are most common.Example keywords: “interaction”, “taken with”, “combine”, “mix”, “contraindication”
Prescription Refills
Prescription Refills
Tracks conversations about refilling prescriptions, renewals, and ongoing supply. Relevant for patient-facing agents.Example keywords: “refill”, “renewal”, “prescription”, “repeat”, “supply”
General Inquiries
General Inquiries
A catch-all topic for general questions that don’t fit neatly into the other categories. Useful for spotting emerging topics you may want to track separately.Example keywords: “what is”, “how does”, “tell me about”, “information”
Adding from templates
To add template topics to your agent:- Click Add from Templates on the Topics tab
- Browse the available templates
- Select the templates you want to add — you can add multiple at once
- Click Add to create them
Creating custom topics
To create a topic from scratch:Enter topic details
Fill in the topic properties:
- Name — A clear, descriptive label
- Category — The broad category this topic belongs to
- Subcategory — A more specific grouping (optional)
- Keywords — The words and phrases that should trigger this topic
Managing topics
From the Topics tab, you can manage your existing topics:- Edit — Update the topic name, category, subcategory, or keywords
- Enable / Disable — Toggle a topic on or off. Disabled topics stop tracking new conversations but retain their historical data
- Delete — Permanently remove a topic and its tracking configuration
Use cases
Understand user needs
Track how often patients ask about dosage versus side effects to understand your most common enquiries and allocate resources accordingly.
Identify knowledge gaps
If a particular topic is triggered frequently, it may indicate that your knowledge base needs more content in that area.
Monitor emerging trends
Spot new or increasing topics over time — for example, a spike in drug interaction queries after a new co-prescribing guideline is published.
Report to stakeholders
Use topic data from the Dashboard to provide evidence-based reports on what your audience is asking about.