Fellow's Trackers feature uses AI to scan your recorded meetings and flag when specific keywords, phrases, or concepts come up. This is particularly useful for customer-facing teams. For example, tracking competitor mentions during sales calls, spotting pricing discussions, or identifying coaching opportunities like objection handling.
Trackers apply to meetings with external participants and analyze recordings made by the Fellow Note Taker after the tracker is created.
Tracker types
Keyword trackers
Keyword trackers feature is available on Business plans and above.
Keyword trackers monitor specific words or phrases mentioned in meetings. For example, a sales team might use this to track mentions of specific competitors during client calls.
Concept trackers
Concept trackers feature is available on Enterprise plans and above.
Concept trackers use AI to identify broader themes or ideas, even when specific keywords are not mentioned. For example, a Customer Success team might use this to gather insights on feature requests from client calls.
Setting up and managing trackers
Go to the Trackers page via the "more" menu on the left side panel. You'll see a list of all trackers in your workspace, including a set of ready-to-use trackers you can enable immediately, customize to suit your needs, or use as inspiration for building your own.
Who can create and manage trackers?
By default, anyone in your workspace can create and manage trackers.
Workspace admins can restrict this to admins only by going to Workspace Settings > Note Taker & AI > Trackers management.
Creating a tracker
When creating a tracker, you will be prompted to add details about the tracker name, type, examples, and meetings it will aply to
Click Create a tracker at the top right corner, and fill in the tracker name and type
If keyword type is selected: add the specific words you would like to track
If concept type is selected: add example phrases or partial phrases that would trigger the tracker
Define which meetings the tracker will apply to:
Trackers currently apply to external (customer-facing) meetings only. Select one or more channels to target a specific group of meetings
Choose whether the tracker should monitor words said by internal (workspace) attendees, external (customer) attendees, or both
Click Create, and the tracker will apply to any meetings the Fellow Note Taker records from this point forward
Enable, disable and delete trackers
A maximum of 10 trackers can be enabled at once.
Disabling a tracker stops it from applying to future meetings, but does not remove it from meetings where it was already tracked
Deleting a tracker removes it everywhere it has previously been tracked.
Searching by Trackers
To search for recordings that have trackers applied to them:
Go to your library
Click on all meetings
Click on the filter menu at the top left
Select Trackers
When you select a tracker you have already created, it displays all recordings where it was mentioned.
