topic-manual-actions

Topics are auto-generated from conversations, but you can correct or reshape them when the AI's grouping doesn't match your intent.

Split a Group Into a New Topic

When a conversation group belongs to a different theme than the topic it landed in:

1. Open the group's menu

Click the three-dot menu on the group card in the left pane of the topic detail.

2. Click 'Create new topic'

The group is detached from the current topic and used to seed a brand-new topic.

3. Land on the new topic

On success, you're navigated to the new topic detail page. If the source topic became empty as a result, it's auto-deleted.

Splits are useful when the AI grouped two related-but-distinct themes (e.g., "API rate limits" and "API documentation gaps") into one topic.

Move a Group to Another Topic

When a group belongs to an existing topic, not a new one:

1. Open the group's menu

Three-dot menu on the group card.

2. Click 'Move to topic...'

A searchable modal opens listing all topics in the workspace.

3. Pick a target

Click any topic to make it the destination. The group relinks.

4. Where you land

If the source topic still has groups, you stay on it. If it became empty, you're navigated to /topics.

Move is the right action when you spot two topics that should be merged at the group level (rather than collapsing the whole topic).

Promote to a Project

When a topic represents real product work:

1. Click 'Promote to project'

Header button in the top-right.

2. Confirm

The button changes to "Really promote?" — click again to confirm.

3. Project is created

A new tracked item is created with in_triage: false, all of the topic's signals are attached, and you're navigated to the project detail.

Toast on success: "Promoted '{topicName}' — attached N signal(s)."

Promoting doesn't archive the topic — it stays so future evidence can keep landing.

Attach to an Existing Project

When a topic belongs with work you're already tracking:

1. Click 'Attach to existing project'

Header button.

2. Pick the project

Modal picker shows your active projects with search.

3. Confirm

Topic signals link to the project in the "suggested" review state, so they're available for approval inside the project but don't auto-feed the rollup.

Route with AI

When you want the AI to decide:

1. Click 'Route with AI'

Header button.

2. Review the suggestion

The AI proposes either attaching to a specific project (with project name and confidence) or creating a new one (with AI-drafted title and description).

3. Edit if needed

The title and description are editable. The agent's reasoning is preserved.

4. Apply

Routing happens atomically — signals attach, topic state updates, navigation follows.

See AI Routing in Triage for the full flow — it's the same engine.

What You Can't Do (Today)

• Manually create a topic — topics are only auto-generated from conversation evidence. To "create" a topic, push the relevant Slack or Intercom conversation; the system detects and groups it.
• Manually edit the AI summary or category list — these update as new evidence arrives.
• Manually resolve a topic — resolution is detected from conversation state and activity, not toggled by hand. Promotion to a project is the closest manual exit.

Tip: If the AI groups two genuinely different themes into one topic repeatedly, that's a signal to file feedback — the classifier learns from every split and move you perform.