Smart Trackers: Track Ideas and Concepts with AI

Monitor key concepts in conversations—regardless of the exact words used.

What Are Smart Trackers?

Smart Trackers offer a more intelligent way to track specific ideas or concepts across conversations, even when the talk tracks and wording varies. Unlike traditional trigger prompt and keyword trackers, which require more distinct matching, Smart Trackers use Avoma’s AI to recognize sentences that convey a particular idea—regardless of how it’s phrased.

Why Smart Trackers?

Sometimes, it’s not just about tracking the mention of a specific word but understanding whether a key concept is being discussed. For example, you may want to know if your reps are talking about the quality of Avoma Notes as a differentiator, even if they’re not using the exact words "Avoma Notes quality." This is where Smart Trackers come in.

How to Set Up Smart Trackers

1. Enter a Concept:
   When setting up a Smart Tracker, go to the Smart Category section. Enter a short phrase that represents the concept you want to track. For example, if you want to track mentions of "Avoma Notes quality," enter this phrase:

2. Add Example Sentences:
   To train the AI to understand the concept, you’ll need to provide at least 5 example sentences that reflect how the idea might be spoken about. You can enter these manually or use the AI to generate up to 5 examples based on one sentence you provide. The more examples you give, the better the AI will be at identifying the concept in future conversations:
3. Save Your Smart Tracker:
   Once you’ve added at least 5 sentences, save your Smart Tracker. It will now start identifying sentences related to your concept in upcoming conversations.

Where to Find Your Smart Trackers

After setting up a Smart Tracker, you can view the results in the Trackers Dashboard—just like with keyword trackers. Smart Trackers will have a special AI icon, indicating that they are using semantic matching instead of exact keywords.

Benefits of Smart Trackers

• Track Concepts, Not Just Words: Smart Trackers identify sentences that convey a specific idea, even if they don’t use the exact words you’ve set.
• AI-Enhanced Tracking: Avoma’s AI improves accuracy over time, recognizing complex ideas with more flexibility than simple keyword tracking.
• Save Time: No need to think of every possible variation of a phrase—Smart Trackers do the heavy lifting for you.

Conclusion

Avoma’s Smart Trackers make it easier than ever to monitor the ideas that matter most to your team. Whether it’s understanding how your product is being discussed or keeping track of important concepts across conversations, Smart Trackers let you go beyond keywords to capture the full picture.