Now that you’ve made some trackers, let’s walk through where to find them.
Option 1: Quick Search
You can use the magnifying glass search function to type in your tracker and see all results.
Option 2: Page View: See Specific Types of Calls
If you want to see when the tracker was mentioned under specific conditions--for example you want to see how often your reps are discussing next steps during their pre-evaluation calls--head to the Recordings page (www.chorus.ai/recordings).
From here, you can set your conditions. For our example, select “pre-evaluation” from the stage type, and click on “Column Settings” to add your tracker, Next Steps.
To add your tracker as a column, make sure you have a column available (if not, remove one), and type in your tracker name.
Now you can see all the calls that match your criteria, and see how many times that tracker was set off during each call. You can click on the number to be taken directly to those moments.
Option 3: Call Review Page
If you click into a specific call, you can see your trackers on the right hand side under “Call Review”.
You can click on the tracker to see where in the call the keywords or phrases were mentioned, view a transcript, and listen to those individual moments.