Who can use this: Business admin
Available on: Gong Foundation
Question-based AI Trackers consume Gong Credits based on the amount of call and email data analyzed.
You are no longer limited to a fixed number of AI Trackers and can create AI Trackers as needed.
Regular AI Tracker maintenance helps reduce unnecessary processing and keeps AI Tracker insights focused on the relevant conversations.
This guide explains how to evaluate existing AI Trackers to ensure AI Trackers continue delivering meaningful business value by:
Removing AI Trackers that no longer provide value
Applying filters so AI Trackers analyze only relevant calls and emails
Benefits of reviewing AI Trackers
Reviewing AI Trackers helps you:
Reduce unnecessary Gong credit consumption
Remove outdated or duplicate AI Trackers
Limit AI Tracker analysis to relevant calls and emails
Improve the quality of AI Tracker insights
Keep AI Tracker results aligned with current business priorities
Regularly reviewing AI Trackers can help scale AI Tracker usage more efficiently.
Identify AI Trackers that no longer provide value
Some AI Trackers continue analyzing conversations even after the original business need no longer exists.
Consider deleting or unpublishing AI Trackers that:
Supported temporary campaigns or projects that have ended
Track products, competitors, or messaging that are no longer relevant
Rarely trigger on calls or emails
Duplicate another AI Tracker
Are not actively used for coaching, reporting, or analysis
Delete or unpublish an AI Tracker
Deleting an AI Tracker permanently removes the AI Tracker from Gong.
Unpublishing an AI Tracker stops the AI Tracker from analyzing new calls and emails but keeps historical AI Tracker mentions available in transcripts and reporting.
An AI Tracker cannot be deleted or unpublished while it is still associated with Gong assets.
The AI Tracker may still be associated with:
Streams
Deal boards
Initiative boards
Personal views owned by users
To delete or unpublish an AI Tracker:
Remove the tracker from all Gong assets that use the tracker.
See Delete or unpublish a question-based smart tracker for details on how to delete the smart tracker.
Remove AI Tracker associations from Gong assets
Removing tracker associations is different for company-level and personal assets.
Option 1: Remove trackers from company level assets
For assets available on a company level, remove the tracker from the asset.
To remove AI Tracker associations from company-level Gong assets:
Open each company-level asset and remove the AI Tracker association.
Option 2: Remove trackers from personal assets
For assets available for the person who created them, you can ask the person to remove the tracker or remove it yourself. You can also remove smart trackers from personal assets belonging to inactive users.
To remove AI Tracker associations from personal Gong assets:
Log in as the user who owns the personal asset. If the person is no longer active, change the filter from Active users to All users.
Open the asset.
Remove the AI Tracker or delete the asset.
After all associations are removed, you can delete or unpublish the AI Tracker.
Apply filters to reduce unnecessary analysis
Filters reduce the number of calls and emails analyzed by an AI Tracker.
Applying filters helps companies:
Reduce Gong Credit consumption
Improve AI Tracker relevance
Focus AI Tracker analysis on the correct audience or workflow
AI Trackers without filters may analyze large amounts of unrelated activity and consumes credits unnecessarily.
AI Tracker filter examples
AI Trackers support multiple filter types that help narrow analysis to relevant conversations.
Available filters include:
Call participants, including specific users, teams, or managers
CRM filters for accounts, opportunities, contacts, or leads
Deal stage, either during the call or the current deal stage
Account type or account tier
Account industry
Opportunity type
Close date
Deal size
Call duration
Call type, including web conference, inbound, or outbound calls
Conversation engagement metrics such as talk ratio or questions asked
Understand how filters apply to emails
Selecting both Calls and emails allows the AI Tracker to analyze email activity in addition to calls.
Most available filters also apply to emails, including:
CRM filters
Participants
Account name
Date
Scope
In combined call and email analysis, the Call title filter also applies to email subject lines.
The following filter categories only apply to calls:
Call info
Interaction during call
Questions
Webcam
Screen share
Collaboration
These filters do not affect email analysis.
Apply filters to an AI Tracker
Apply filters to limit AI Tracker analysis to relevant conversations.
To apply filters to an AI Tracker:
See Edit smart trackers to edit the smart tracker configuration.
Reduce unnecessary email analysis
Users with captured email activity may send large volumes of outbound emails.
AI Trackers configured for both calls and emails may analyze irrelevant email activity if filters are too broad.
To narrow the analysis scope, consider using filters such as:
Deal stage
Associated with an opportunity
These filters help reduce analysis on irrelevant email activity.
Start with broad filters and refine over time
Begin with your highest-priority AI Trackers and apply basic filters such as team or deal stage.
Monitor AI Tracker results and refine filters over time as you identify areas of unnecessary analysis.
Add more specific filters as needed to improve targeting accuracy.
Match filters to the AI Tracker purpose
The filter strategy should match the purpose of the AI Tracker.
Examples:
If an AI Tracker supports a specific sales play, filter to the deal stage where that sales play is relevant
If an AI Tracker is used for coaching a specific team, filter to that team’s calls
If an AI Tracker monitors a specific product, filter to opportunities associated with that product
Combine multiple filters for more precise targeting
Applying multiple filters to a single AI Tracker creates more targeted analysis.
Example:
Enterprise accounts
Proposal-stage opportunities
AE team
This filter combination limits analysis to enterprise pricing conversations handled by account executives during proposal discussions.
Review AI Tracker filters regularly
Business priorities and workflows change over time, and AI Tracker filters should be reviewed regularly.
Review AI Trackers quarterly to:
Remove filters that are too restrictive
Add filters if AI Trackers appear on irrelevant calls or emails
Expand filters if important conversations are excluded
Validate AI Tracker results after applying filters
After applying filters, validate AI Tracker results to confirm the AI Tracker flags relevant content in the correct calls and emails.
From the left sidebar, click Conversations and select Search.
In the Trackers filter, select the AI Tracker you are validating.
Check that:
The AI Tracker flags content in the correct calls and emails
The AI Tracker doesn’t flag content in irrelevant calls or calls that should be excluded
Relevant conversations are included in the search results