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Themes and Trends are two complementary views that help you understand what your customers are telling you — before you start building anything. Trends provides high-level analytics, while Themes shows the specific patterns the Agent has detected across your feedback. You can find Themes and Trends in the sidebar under Discover, above the Product section. They are organized as two tabs:
  • Trends — dashboards showing how feedback volume, sentiment, themes, and product areas are moving over time
  • Themes — the list of recurring patterns the Agent has grouped from your feedback

How Discover fits into your workflow

Discover is designed to sit between feedback collection and feature planning:
  1. Feedback flows in from your connected sources (Slack, Intercom, email, etc.)
  2. The Agent processes it — extracting insights, classifying sentiment and type, and grouping related feedback into themes
  3. You review Trends to understand the big picture: what’s growing, what’s unaddressed, where revenue is concentrated
  4. You review Themes to validate specific patterns and decide which ones deserve action
  5. You promote themes to features when there’s enough signal, carrying all the customer context forward
For a step-by-step walkthrough, see Turn customer feedback into a roadmap.
Themes are detected automatically when Opportunity Intelligence is enabled. Without it, you can still create and manage themes manually.

Themes

Themes are groups of related feedback that the Agent detects automatically. When multiple pieces of feedback share a common signal — like “slow CSV export” or “missing SSO” — the Agent clusters them into a theme. You can review and manage themes from the Themes tab in Discover.

Theme statuses

Themes have three statuses, accessible via the tab bar at the top of the Themes page:
  • New — recently detected themes that haven’t been reviewed yet
  • Processed — themes you’ve reviewed and acted on (e.g., promoted to a feature)
  • Rejected — themes you’ve dismissed as not relevant

Working with themes

  • Review regularly — check new themes weekly to see which patterns are forming
  • Check the numbers — look at customer count and ARR before deciding to act
  • Promote strong themes — when a theme has enough signal, promote it to a Feature. All linked insights and customer context carry over automatically
  • Create themes manually — you can also create themes by hand and link insights to them directly
Themes require Opportunity Intelligence to be enabled. Without it, you can still create and manage themes manually, but automatic detection and grouping will not run.

Creating a theme manually

You can also create themes manually if you spot a pattern the Agent hasn’t grouped yet:
  1. Go to Discover → Themes.
  2. Click Create Theme in the top-right.
  3. Enter a name and optionally link existing insights.
Trends gives you a visual overview of what is happening across your feedback. Use it to spot shifts before they become obvious, sense-check your priorities, and communicate patterns to your team. The page has two sub-views you can switch between by clicking the heading: The default view. Shows how themes are evolving and where unaddressed demand is concentrated. Summary cards at the top:
CardWhat it shows
New themesThemes created in the selected time range, with growth percentage, total revenue, and customer count
Processed themesAll-time count of themes your team has acted on, with in-progress and done breakdowns
Unaddressed themesAll-time count of themes still in “New” status, with the age of the oldest theme and number of product areas affected
Charts below the cards:
  • Trending themes — top 5 themes by momentum, switchable between insight count and customer count
  • Themes by revenue — top 5 themes ranked by total revenue impact (all-time)
  • Themes over time — area chart showing themes created vs. themes linked to a feature, switchable between daily and weekly buckets
  • Unaddressed by revenue — top 5 unaddressed themes ranked by revenue impact
  • Theme pipeline — stacked chart of themes by stage (New / In Progress / Done) over weekly buckets
  • Product areas by volume — top 5 product areas by theme count in the selected period
Shows the raw pulse of incoming feedback — volume, sentiment, sources, and which product areas are generating the most signal. Summary cards:
CardWhat it shows
New feedbackFeedback count in the selected period, with growth percentage and total customer revenue
Unprocessed feedbackCount of feedback still in Triage status
Most vocal customersTop 5 customers by feedback count
Charts:
  • Feedback over time — area chart of feedback volume, bucketed by week
  • By product area — top 5 product areas by feedback count
  • By sentiment — donut chart of feedback grouped by sentiment
  • By type — donut chart of feedback grouped by type (bug, request, feedback, praise)
  • By source — top 5 sources by feedback count

Time range

Use the dropdown in the top-right to change the time range: Last 7 days, Last 30 days, or Last 3 months. Most charts respect this range. A few summary cards (Processed themes, Unaddressed themes, Themes by revenue) show all-time data regardless of the selected range. Click the refresh icon to clear cached data and reload all charts.