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Insights - Issue Grouping

Overview

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.

Accessing Issue Grouping

  1. Click Insights in the left sidebar.

  1. Click the Issue Grouping tab to view and analyze grouped customer issues.

Filtering by Date

  1. Click the date filter dropdown.

  1. Select Current Year to filter issue grouping data for the entire year, or choose another available range.

Occurrence Count

  • The occurrence count showing how many customers reported that issue.

Exploring a Specific Issue

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

  1. Issues are sorted by their occurrence count, so the most frequently reported issues appear prominently.

  2. View the customer messages within those conversations.

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

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

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

Viewing Grouped Issues

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).

Understanding Issue Details

Within each issue group, you can view:

  • The issue category as classified by OwnAI based on the conversation content.

  • The issue description generated from the customer conversation.

Summary

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

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