Who can use this: Any team member
Available on: Gong Foundation
Ideal for: RevOps
Required permissions: Manage AI Trackers
Download your keyword trackers to a CSV file, edit them in a spreadsheet, and upload the file to update many trackers at once or add new ones. You can also use the same file to copy trackers to another workspace. The upload works for keyword trackers only.
Step 1: Download your keyword trackers
Download a CSV file that lists every keyword tracker in the workspace. Start from a fresh download each time, so the file includes any changes made in Gong since your last export.
To download keyword trackers:
From the left sidebar, click Admin center.
In the Agent Studio tab, hover over AI Tracker and click Settings.
Click the More actions
icon at the top right.Select Download keyword trackers data report. A CSV file containing all your keyword trackers downloads to your computer.
Step 2: Edit the CSV file
Add a row for each new tracker, or change the values in the rows of the trackers you want to update. The file you upload has to match the format of the file you downloaded, so keep every column and leave the headers as they are.
Use the following table to see what each column needs when you add a tracker and when you edit one.
Column header | When adding a new tracker | When editing an existing tracker |
|---|---|---|
Tracker ID | Leave empty. | Don't change it. |
Tracker name | Required. Enter a name. | Edit as needed. |
Creation date | Leave empty. | Don't change it. |
Created by | Leave empty. | Don't change it. |
Last updated | Leave empty. | Don't change it. |
Last updated by | Leave empty. | Don't change it. |
All languages, and per language: Phrases | Required. Enter the terms you want to track, separated by commas. Gong matches your trackers with the words said on the call verbatim. To track large numbers, such as 10,000, put them in quotation marks (for example, "10,000") so the digits aren't split into two numbers. Add terms in the All languages phrases column, or for at least one language. For languages you don't need, leave the cells empty. | Edit as needed. |
All languages, and per language: Include related word forms | Required. Enter TRUE to include related word forms (stemming and inflections), or FALSE to turn them off. For example, for renew, Gong also surfaces renewal and renewing. For languages you don't need, leave the cells empty. | Edit as needed. |
Track when said by | Required. Enter ANYONE, COMPANY, or NON_COMPANY. | Edit as needed. |
Track as part of a question | Optional. Enter TRUE to turn it on or FALSE to turn it off. | Edit as needed. |
Track when said at | Required. To track the term at a certain part of the conversation, set the time in this format: [First/Last] [1 to 99] [minute(s)/percent(s)] For example, "First 20 minutes" or "Last 20 percent". | Edit as needed. |
Track when said in topics | Optional. Enter the topics, separated by commas. | Edit as needed. |
Track when said in call parts | Optional. This column is in limited release, and the valid values are set for each company. | Edit as needed. |
Additional filters | Optional. Update this column in Gong only, not in the file. | This column lists the call filters you chose to identify the tracker in specific types of calls. Update this column in Gong only, not in the file. |
Show this tracker in Call pages | Required. Enter TRUE to turn it on or FALSE to turn it off. | Edit as needed. |
Show this tracker in Emails | Required. Enter TRUE to turn it on or FALSE to turn it off. | Edit as needed. |
Show this tracker in Calls CSV export | Required. Enter TRUE to turn it on or FALSE to turn it off. | Edit as needed. |
Include a column for each phrase in Calls CSV export | Required. Enter TRUE to turn it on or FALSE to turn it off. | Edit as needed. |
Show this tracker in CRM Call Object | Required. Enter TRUE to turn it on or FALSE to turn it off. | Edit as needed. |
Include separate tracker for each phrase in CRM | Required. Enter TRUE to turn it on or FALSE to turn it off. | Edit as needed. |
Show this tracker in API request | Required. Enter TRUE to turn it on or FALSE to turn it off. | Edit as needed. |
Include separate tracker for each phrase in API request | Required. Enter TRUE to turn it on or FALSE to turn it off. | Edit as needed. |
Show this tracker in Stats pages | Required. Enter TRUE to turn it on or FALSE to turn it off. | Edit as needed. |
Fingerprint | Leave empty. | Don't change it. |
Note:
When you edit an existing tracker, keep its Tracker ID unchanged. Gong matches existing trackers by Tracker ID, not by name. Leave the Tracker ID blank only when you add a new tracker.
Don't delete columns or change the format of the downloaded file.
Step 3: Upload the CSV file
Upload the edited file to create the new trackers and apply your changes to the existing ones. Gong shows a preview of what will change before it applies anything. The file can be up to 10 MB.
To upload keyword trackers from a CSV:
From the left sidebar, click Admin center.
In the Agent Studio tab, hover over AI Tracker and click Settings.
Click the More actions
icon (top right, next to Guide).Select Upload keyword trackers.
In the Upload trackers CSV dialog, click Select CSV file and choose your edited file.
Click Upload.
Review the Preview changes, which lists the New trackers and the Updated trackers, then confirm the upload.
If the file has no differences from the trackers already in Gong, the preview says "No changes detected in the uploaded file."
Frequently asked questions
Can I upload AI trackers in a CSV?
No. The CSV upload works for keyword trackers only. AI trackers have no CSV upload.
How can I copy keyword trackers to another workspace?
Download the trackers from the first workspace and upload the file in the second. Delete the Tracker ID and fingerprint values from the file first. For the full steps, see Copy keyword trackers to another workspace.