Trackers enable teams to easily monitor mentions of competitors, products, pricing, or other strategic topics—without manually reviewing every conversation.
Step 1: Access Trackers
Go to the Admin Console.
Select Trackers from the menu.
Here, you can view all existing trackers, edit them, or create new ones.
Trackers can be assigned to one or more teams, allowing each group to monitor relevant topics specific to their work.
Step 2: Add a New Tracker
Click + Add New Tracker to create a new one.
Step 3: Define Tracker Details
When creating your tracker:
Enter a Tracker Name – Choose a clear, descriptive name (e.g., Competitor Mentions, Pricing Discussions, Product Feedback).
Assign a Color – Pick a color to visually differentiate this tracker from others.
💡 Tip: Use distinct colors for different tracker types (e.g., red for competitors, blue for product feedback) to make reports easier to scan.
Step 4: Add Keywords
Next, define the keywords or phrases you want the tracker to detect.
For example, if you’re creating a Competitor Tracker, enter the names of competitors you want Weflow to recognize in your call recordings (e.g., “HubSpot,” “Salesforce,” “Gong”).
You can include multiple keywords or variations to increase accuracy.
Weflow will automatically detect these mentions in your call summaries and transcripts, helping your team uncover valuable insights effortlessly.
Step 5: Assign the Tracker to Teams
Once configured:
Click Save.
Assign the tracker to one or more Teams.
Only users in the assigned teams will see data and insights generated by that tracker.
You can reuse the same tracker across multiple teams if relevant.
Manage Existing Trackers
Use the menu on the right-hand side of the Trackers page to:
Edit a tracker to update keywords, colors, or team assignments
Duplicate a tracker for quick creation of similar ones
Delete trackers that are no longer needed