AI Trackers Follow

AI Trackers provide intelligent tracking by identifying concepts or intent within conversations. These trackers go beyond exact keyword matching, offering advanced detection of nuanced expressions. They help businesses analyze your interactions effectively and act on key insights.

Topics covered

• Prerequisites
• How to create AI Trackers

Prerequisites

To create or manage Word Trackers, you need permission to Manage Trackers. You cannot access the manage trackers screen if you don't have permission.

How to Create AI Trackers

Follow these steps to create an AI Tracker

• Click on the Profile Icon on the top right corner
• Go to Setup and select Sandy AI from the left sidebar
• Select Trackers.
• Click the “New” button to create a new tracker.

• Tracker Name: Provide a meaningful name for easy identification.
• Description: Add a brief explanation of what the tracker monitors.
• Tracker Type: Select AI Tracker.
• You can specify whose words the tracker should track:
  
  • Anyone: Tags words spoken by users or customers.
  • Users: Tags words only spoken by users.
  • Customers: Tags words only spoken by contacts.
• You can select the Call Type on which the tracker should work on:
  
  • Inbound: Tracks words during incoming calls.
  • Outbound: Tracks words during outgoing calls.
  • Inbound or Outbound: Tracks words during any call type.
• You can choose the Calling Parties that you want the trackers to work on:
  
  • Users Only: Tracks words during internal calls.
  • Users and Customers: Tracks words during external calls.
  • Both: Tracks words in both scenarios.
• You can set the tracker to monitor said words at specific times during the call:
  
  • Anytime: Tracks words at any point during the call.
  • First 5 Minutes: Tracks words only within the first five minutes of a call longer than five minutes.
  • Last 5 Minutes: Tracks words only within the last five minutes of a call longer than five minutes.

• Share examples or data to help AI better understand your needs or ideas:

  • Enter at least 5 sentences that represent the concept being tracked.
  • Examples should be clear, concise, and varied in wording.
  • Avoid duplicate or overly similar sentences.
• You can also use Salesmate's Sandy AI to generate relevant sentences
  • Add at least 3 sentences and click “Generate sentences with AI” to automatically create 15 similar sentences.
  • This feature helps expand the training set with diverse examples.
• Save and Enable the Tracker
  • Click “Save” to save the tracker in draft mode, enabling it later.
  • Click “Save & Enable” to save and begin the tracker’s training process immediately.
  • On Save, it will display the message Saved successfully and On Enable it will display the message The training has been started for the tracker. We’ll enable the tracker once it's done.