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Step-by-Step Guide to Creating & Editing Topics

Written by Stevi

Create a topic

From the rail

  1. Go to Prompts and stay on the Active tab.

  2. Click + Add Topic at the bottom of the Topics rail.

  3. Enter a Topic Name (2–100 characters).

  4. Click Create Topic.

The new topic is created empty and immediately selected as your only active filter, so the table clears until you add prompts to it.

Adding several at once: click Edit at the bottom of the rail, type into New topic name, and click Add. The dialog stays open, so you can add a whole set in one pass.

Topic names should be clear enough that a colleague unfamiliar with your setup would understand them at a glance. A naming convention — like [Product] - [Funnel Stage] or [Audience] - [Intent] — makes a growing topic list much easier to navigate.

Rename a topic

  1. Go to Prompts → Active.

  2. Click Edit at the bottom of the Topics rail.

  3. Find the topic and click Rename.

  4. Edit the name in place and confirm.

  5. Click Done to close.

Delete a topic

  1. Go to Prompts → Active.

  2. Click Edit at the bottom of the Topics rail.

  3. Either click Delete on a single row, or tick several topics and use Delete in the bar that appears.

  4. Confirm. The dialog tells you how many prompts are affected.

Deleting a topic makes its prompts inactive. You can reactivate them from the Inactive tab at any time. A deleted topic still shows in the Inactive rail, marked (deleted), so its archived prompts stay findable.

Filtering by topic

The rail is also your main filter for the prompt table:

  • Click a topic name to toggle it on or off and combine as many as you like

  • Only isolates a single topic

  • All topics clears the filter

  • The badge beside the Topics heading shows how many of your topics are selected


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