--- title: "Optimize existing AI Trackers for Gong credits" slug: "guide-optimize-existing-ai-trackers-for-gong-credits" updated: 2026-09-13T19:56:42Z published: 2026-09-13T19:56:42Z canonical: "help.gong.io/guide-optimize-existing-ai-trackers-for-gong-credits" --- > ## 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. # Optimize existing AI Trackers for Gong credits > **Who can use this**: Any team member > > **Available on**: Gong Foundation > > **Required permissions:** Manage AI Trackers 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of reviewing AI Trackers Reviewing AI Trackers helps you: - Reduce unnecessary Gong credit consumption - Remove outdated or duplicate AI Trackers - Limit AI Tracker analysis to relevant calls and emails - Improve the quality of AI Tracker insights - Keep AI Tracker results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 An AI Tracker cannot be deleted or unpublished while it is still associated with certain Gong assets including: - Deal boards - Playbooks - Initiative boards - Personal views owned by users The AI Tracker may still be associated with streams even when unpublished. See [Unpublish or delete a question-based AI tracker](https://help.gong.io/docs/manage-smart-trackers#delete-or-unpublish-a-questionbased-smart-tracker) for details. ## 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:** 1. 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 AI trackers from personal assets belonging to inactive users. **To remove AI Tracker associations from personal Gong assets:** 1. [Log in](/v1/docs/add-or-edit-a-team-member#actions-you-can-perform-on-team-members) as the user who owns the personal asset. If the person is no longer active, change the filter from **Active** users to **All** users. 2. Open the asset. 3. 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. ### Email label filters You can filter emails according to labels. Some labels are filtered out by default for trackers created after June 2026. The labels are: - Auto reply - Contact info - Out of office notices - Payments - Scheduling - Spam - Legal - Pricing - Meeting needs actions - Red flag ## Apply filters to an AI Tracker Apply filters to limit AI Tracker analysis to relevant conversations. **To apply filters to an AI Tracker:** 1. See [Edit AI trackers](https://help.gong.io/docs/manage-smart-trackers#edit-a-smart-tracker) to edit the AI 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. 1. From the left sidebar, click **Conversations** and select **Search.** 2. In the Trackers filter, select the AI Tracker you are validating. 3. 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 Any team member can access this feature if they have the required permissions. 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).