---
title: "Create and manage keyword trackers"
slug: "create-and-manage-keyword-trackers"
updated: 2026-03-18T21:28:27Z
published: 2026-03-18T21:28:27Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and manage keyword trackers

> **Who can use this**: Business admin
> 
> **Available on**: Gong Foundation

Keyword trackers help you stay on top of what people are discussing in your company’s conversations by identifying specific words, terms or phrases. Get notified when tracker terms are mentioned in new calls [using streams](/v1/docs/create-and-manage-streams), search for calls based on trackers on the search page, see tracker stats, and more.

## Create a keyword tracker

1. Go to **Admin center**> **Agent Studio**.
2. Hover over **AI Tracker**, click **Settings.**In the **Trackers**page, click **+New tracker** and then choose **Keyword tracker**.

![Manage AI trackers with options for smart and keyword trackers in the settings interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/New tracker(3).png)
3. Enter a tracker name that’s meaningful enough so that people at your company understand what you’re tracking. Choose a language.

> [!TIP]
> Note
> 
> To enable the tracker to be applied in multiple languages, click **+ Add another language**. If you want the tracker to be applied to all of the languages people in your company use, select **All Languages.**
4. Enter the exact terms and phrases you want to track, separating each one by a comma. We’ll match these exact words verbatim. To track numbers that have a comma, for example 10,000, use quotation marks around the number (“10,000”) to ensure that the digits are not split into two separate numbers.
5. To track related words, select **Include related word forms**. For example, to track words related to “renew”, select this checkbox and we’ll also track “renewal” and “renewing”.
6. To track words and phrases in additional languages, click **+Add another language**, choose the language(s), and repeat step 3 and 4.
7. Under **Tracker filters,** select whether you want the term tracked when said by people at your company, people not at your company (prospects or customers), or anyone. For example, if you’re creating a keyword tracker to track competitors, you probably only want to track when competitors are brought up by people not at your company.
8. Click **Call filters** to hone in on specific parts of a call:
  - **Said as part of a question:** Select this if you only want the tracker to pick up terms when they are said as part of a question.
  - **Said at:** Select when you want the tracker to pick up terms according to the part in the call. For example, anytime, in the first 5 minutes, or in the last 5 minutes.
  - **Said in topic:** Set whether the tracker should only pick up terms when they are said during specific topics. For example, during Discovery or Call set up. For more about topics, see [this](/v1/docs/call-topics).
  - **Advanced**: By default, all keyword trackers are available for all conversations. Once you’ve saved the tracker, you can limit the calls it’s applied to applying filters. See [edit a tracker](/v1/docs/create-keyword-trackers#edit-a-tracker).
9. Under **Track in**, choose whether you want the tracker to be applied to calls only, or calls and emails. For emails, trackers are only supported in the deal activity panel and account page.
10. Under **Where do you want to use this tracker****?** select where you want to see tracker results:
  - **Call page:** Show the total number of times tracker terms were mentioned. If the tracker is tracking multiple phrases, these are shown as separate phrases by default.
  - **Call summary email notifications:** Show tracker mentions in the email that’s sent after a call finishes processing.
  - **CSV export:**Show the total number of times tracker terms were mentioned. If the tracker is tracking multiple phrases, you can choose to see them separately.
  - **CRM call object:**Show the total number of times tracker terms were mentioned. If the tracker is tracking multiple phrases, you can choose to see them separately.
  - **API request results:** If selected, this tracker's data will be included in the API. If the tracker is tracking multiple phrases, you can choose to see them separately.
  - **Insights**
  - **Deals:**If the tracker is tracking multiple phrases, you can choose to see them separately.
11. Click **Create**.

## Edit a keyword tracker

1. Go to **Admin center**> **Agent Studio**.
2. Hover over **AI Tracker** and click **Settings.**
3. Locate the tracker you want to edit using the search box in the top left corner and click ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg)followed by **Edit**.

![Table displaying various trackers with options to edit, unpublish, or delete entries.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Edit tracker(3).png)
4. Edit the name, language, or tracker filters as described above.
5. Click **Publish changes**.
6. By default, all trackers are shown in all calls. To limit the types of calls a tracker is applied to, click **Change** and then select **call filters**. For more about filtering for calls, [see this](/v1/docs/search-for-calls).

## Download keyword trackers

Download a CSV file with a list of all keyword trackers in the workspace. This is useful for when you want to update trackers quickly, or [copy them to another workspace](https://help.gong.io/v1/docs/copy-keyword-trackers-to-another-workspace).

1. Go to **Admin center**> **Agent Studio**.
2. Hover over **AI Tracker** and click **Settings.**
3. Click ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/More_DS.png) in the top right corner and select **Download keyword trackers**.

## Upload keyword trackers

Save time when creating new trackers, making bulk changes to existing trackers, or [copying trackers from one workspace to another](https://help.gong.io/v1/docs/copy-keyword-trackers-to-another-workspace) by uploading a CSV file of keyword trackers.

**Guidelines for uploading the keyword tracker CSV**

Refer to this table when adding or editing keyword trackers to know what’s required before importing the CSV, and for guidelines on valid values.

| **Column header** | **Action when adding a new tracker** | **Action when editing an existing tracker** |
| --- | --- | --- |
| **Tracker ID** | Leave empty (mandatory) | Don’t touch |
| **Tracker name** | MANDATORY Add name | Edit as required |
| **Creation date** | Leave empty (mandatory) | Don’t touch |
| **Created by** | Leave empty (mandatory) | Don’t touch |
| **Last updated** | Leave empty (mandatory) | Don’t touch |
| **Last updated by** | Leave empty (mandatory) | Don’t touch |
| All languages, and per language: **Phrases** | MANDATORY Enter the terms you want to track, separated by a comma. Gong matches your trackers with the words said on the call verbatim. To track large numbers, (such as 10,000), put them in quotes (e.g. “10,000”) to ensure the digits are not split into two numbers. **Note:** It is mandatory to add terms either in the 'All languages phrases' column, or for at least 1 language. For languages you don't need, leave empty | Edit as required |
| All languages, and per language: **Include related word forms** | MANDATORY Decide whether or not you want to include related word forms (stemming and inflections). For example, for *renew* Gong will also surface *renewal* and *renewing* too. Enter **TRUE** to turn on or **FALSE** to turn off (mandatory). For languages you don't need, leave empty. | Edit as required |
| **Track when said by** | MANDATORY Enter **ANYONE**, **COMPANY**, or **NON_COMPANY** | Edit as required |
| **Track as part of a question** | OPTIONAL Enter **TRUE** to turn on or **FALSE** to turn off | Edit as required |
| **Track when said at** | MANDATORY To track the term at a certain part of the conversation, set the time in the following format: [First/Last] [1<=X<=99] [minute(s)/percent(s)] For example: "**First 20 minutes**" | Edit as required |
| **Track when said in topics** | OPTIONAL Enter the topics, separated by a comma | Edit as required |
| **Track when said in call parts** | OPTIONAL This column is in limited release and valid values are determined per company. | Edit as required |
| **Additional filters** | OPTIONAL We recommend you update this column in the UI only. | This column lists call filters where you selected types of calls to identify the tracker in. We recommend you update this column in the UI only. |
| **Show this tracker in Call pages** | MANDATORY Enter **TRUE** to turn on this option; enter **FALSE** to turn off this option | Edit as required |
| **Show this tracker in Emails** | MANDATORY Enter **TRUE** to turn on this option; enter **FALSE** to turn off this option | Edit as required |
| **Show this tracker in Calls CSV export** | MANDATORY Enter **TRUE** to turn on this option; enter **FALSE** to turn off this option | Edit as required |
| **Include a column for each phrase in Calls CSV export** | MANDATORY Enter **TRUE** to turn on this option; enter **FALSE** to turn off this option | Edit as required |
| **Show this tracker in CRM Call Object** | MANDATORY Enter **TRUE** to turn on this option; enter **FALSE** to turn off this option | Edit as required |
| **Include separate tracker for each phrase in CRM** | MANDATORY Enter **TRUE** to turn on this option; enter **FALSE** to turn off this option | Edit as required |
| **Show this tracker in API request** | MANDATORY Enter **TRUE** to turn on this option; enter **FALSE** to turn off this option | Edit as required |
| **Include separate tracker for each phrase in API request** | MANDATORY Enter **TRUE** to turn on this option; enter **FALSE** to turn off this option | Edit as required |
| **Show this tracker in Stats pages** | MANDATORY Enter **TRUE** to turn on this option; enter **FALSE** to turn off this option | Edit as required |
| **fingerprint** | Leave empty (mandatory) | Don’t touch |

Keyword trackers must be saved in a CSV file that matches the format of an exported keyword trackers CSV file. For best results, uploaded an edited version of the CSV file that you downloaded. Avoid deleting columns from the file.

1. Go to **Admin center** > **Agent Studio**. Hover over **AI Tracker** and click **Settings.**
2. Click ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/More_DS.png) in the top right corner and select **Upload keyword trackers (bulk edit**.)
3. In the dialog that opens, click BROWSE FILE, select the file you want uploaded, and click UPLOAD CHANGES.

## View keyword tracker results

Here are a few places where you can see trackers in Gong:

### **Search page**

Search for the name of the tracker in the trackers field. Hover the ? to see the tracker definition, what words it’s tracking, and when said by which side of the conversaiton.

![Filters section showing tracker options for conversations in the Gong platform.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Tracker_Search.png)

### **Call emails**

To highlight when a keyword tracker comes up during a call, select **Call summary email notifications**when setting up the tracker.

### **Team insights**

To monitor how often keyword trackers (for example, sales methodology or messaging adoption) come up in conversations, marks Insights when setting up the tracker.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Tracker in Insights.png)

## Out-of-the-box keyword trackers

The following default trackers are already active when you start using Gong. Take a look at the calls they track to get an idea of how they work, and for ideas on how to build keyword trackers that meet your business needs.

- **Authority:** Detects words and phrases including CFO, GM, my director, my manager, stakeholders, and more.
- **Budget:** Detects words and phrases relating to budget conversations, funds, funding, have a budget, and more.
- **Discovery questions:** Detects words and phrases including how familiar, how familiar are you, how many, how many people, how often, initiative coming, initiatives coming, new initiative, new initiatives, and more.
- **Economic Pulse tracker:** Detects words and phrases related to the economy including inflation, layoffs, rising costs, cost increases, crazy market, price of everything, and more. Read more about the [stream](/v1/docs/create-and-manage-streams) and [other features](/v1/docs/market) that provide insight into what your customers are saying about the economy.
- **Negative impact (by Gong):** Detects words and phrases including based on circumstances, budget cut, cancellation, current conditions, cut back, and more.
- **Objections:** Detects words and phrases including a better fit there, accuracy, aggressive, am worried, busy, but realistically, challenge, challenging for me, challenging for us, compliance, concern, concerned, concerns, difficulty, disrespectful, don't understand, expensive, and more.
- **Process:** Detects words and phrases including annual contract, new contract, paid trial, purchase, purchase decision, vendor selector and more.
- **Remote Work (by Gong):** Detects words and phrases including adjusting to work remotely, field team is doing virtual meetings, full quarantine, quarantine mode, remote learning, schools closed, and more.
- **Timing:** Detects months, years, quarters, and words and phrases including next month, a good time, after the holiday, before the holiday, timeline, and more.

A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin).

Gong’s core platform for gaining advanced visibility into your revenue operations. Also the prerequisite license needed for Gong’s add-on packages. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).