Define topics
Open the agent’s Settings and select Analytics. On agents that already use call topics, they appear as a built-in multi-category item within Analytics Fields; add each topic with a name and description. Agents that have never configured topics manage classification through Analytics Fields instead and do not create new topic configuration.- Use the name as the stable reporting label.
- Use the description to explain when the topic applies.
- Keep topics distinct enough that the same conversation is not routinely ambiguous.
New appointment, Reschedule appointment, and Cancel appointment when those categories lead to different operational decisions.
Phonely analyzes completed calls against the agent’s configured topics. A call can contain more than one topic. In reporting, two spellings that differ only by letter case are treated as the same topic.

