> For the complete documentation index, see [llms.txt](https://docs.ownchat.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ownchat.app/insights/insights-issue-grouping.md).

# Insights - Issue Grouping

### Overview &#x20;

The Issue Grouping tab in Insights organizes customer conversations by detected issue categories. OwnAI automatically categorizes issues based on conversation content, allowing you to identify recurring problems and monitor how many customers are affected by each issue type.

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### Accessing Issue Grouping &#x20;

1. Click **Insights** in the left sidebar.<br>

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2. Click the **Issue Grouping** tab to view and analyze grouped customer issues.<br>

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### &#x20;Filtering by Date &#x20;

1. Click the **date filter** dropdown.<br>

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2. Select **Current Year** to filter issue grouping data for the entire year, or choose another available range.<br>

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### &#x20;Occurrence Count

* The **occurrence count** showing how many customers reported that issue.<br>

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### Exploring a Specific Issue &#x20;

1. Click **All Occurrences** on an issue category to view all conversations where that issue was detected.

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2. Issues are sorted by their occurrence count, so the most frequently reported issues appear prominently.
3. View the customer messages within those conversations.<br>

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4. Click the **Insights icon** on a conversation to view detailed AI intelligence about the selected issue.

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5. Review the **Event Timeline** to see all actions taken during that conversation session.

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6. Click **View More** to expand and display additional issue categories beyond the default view.

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### &#x20;Viewing Grouped Issues &#x20;

The dashboard displays customer conversations grouped by AI-detected issue categories.

Each issue category shows the number of customers who reported that issue (for example, **Account & Access issues reported by 7 customers**).

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### &#x20;Understanding Issue Details &#x20;

Within each issue group, you can view:

* The **issue category** as classified by OwnAI based on the conversation content.<br>

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* The **issue description** generated from the customer conversation.<br>

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### Summary &#x20;

| **Feature**      | **What You Can Do**                                         |
| ---------------- | ----------------------------------------------------------- |
| Date Filter      | Filter issue grouping data by date range                    |
| Issue Categories | View AI-grouped customer issues sorted by occurrence count  |
| All Occurrences  | View all conversations under a specific issue category      |
| Insights Icon    | Access detailed AI intelligence for a selected conversation |
| Event Timeline   | Review all actions taken during a conversation session      |
| View More        | Expand the issue list to see additional categories          |
