Fellow's tracker feature helps you quickly uncover key moments in your recorded meetings by using AI to automatically identify specific keywords, phrases, or concepts across meetings with external participants in your organization. With trackers you can identify key moments where specific terms or ideas are brought up, such as product details, pricing discussions, mentions of competitors, or use them to spot sales coaching opportunities like objection handling.
Tracker types
Keyword trackers
Keyword trackers feature is available on the Business plans and up.
Keyword trackers monitors specific words or phrases mentioned in meetings. For example, your Sales Team might want to want to track mentions of specific competitors during client calls.
Concept trackers
Concept trackers feature is available on the Enterprise plans and up.
Concept trackers uses AI to identify broader themes or ideas in meetings, even when specific keywords aren’t mentioned. For example, your Customer Success team might want to gather insights on feature requests during client calls.
Setting up and managing trackers
Head to the Trackers page through the global menu. Here you will see the list of all trackers in your workspace. To ease you in, we prepared ready-to-use trackers that you can enable, customize to suit your needs, or use as inspiration.
Creating a tracker
When creating a tracker, you will be prompted to add details about the tracker name, type, examples, and meetings it will apply to.
When keyword type is selected, add specific words you'd like to track.
When concept type is selected, add example phrases to or partial phrases that would trigger the tracker.
Defining the meetings the tracker will apply to:
Trackers are currently limited to external (customer-facing) meetings. You can target a group of meetings to analyze by selecting channel(s).
You can specify whether the tracker should analyze words said by an internal (within your workspace) or external (customer) attendee.
Trackers will apply to any meetings the Copilot recorded after the tracker is created.
Enabling, disabling and deleting trackers
A maximum of of 10 trackers can be enabled at once.
Disabling a tracker does not remove it from meetings it's previously been tracked in, it only prevents future meetings from being tracked.
If you wish to delete everywhere the tracker has been tracked previously, delete the tracker.
Who can create and manage trackers?
By default, anyone in your workspace can create and manage trackers. Admins can restrict these actions to admins only through Workspace settings > Fellow Copilot & AI > Trackers management. This is also where you can view all trackers in your workspace:
