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Smart Tracker Question - Multi-threading

  • February 11, 2026
  • 1 reply
  • 12 views
C

Hi Community,

I have a question about creating a smart tracker, hoping anyone can help me out based on their experience.

I am running some training with some Account Managers around multi-threading.  The ask is for Account Managers to start asking their existing contacts who else at the company should be included in the conversation.  

In talking to my CSM at Gong they recommended using the AI Smart Tracker to search for times when our Account Managers ask for additional contacts/questions around who else should be involved.

So far the results that are being generated are not picking up what I would like.  Typically they are picking up instances where the AM is asking if there are additional people who are joining the call.  

Has anyone had success with this in the past?  Any tips on what my prompt should be to narrow down the results so that it will show when an AM is asking for net new contacts who should be included in the conversation?

Thanks!

1 reply

Nisha Baxi
  • Nisha Baxi
  • Community Manager
  • February 11, 2026

You might get closer by making a question‑based Smart Tracker whose key question is something like “Did our rep ask the customer who else should be involved or introduced for future conversations or decisions?”, then in the extra details/inclusion–exclusion rules focus on phrases like “who else should be involved / looped in / would benefit from being involved / should we include” and explicitly exclude scheduling/joining-the-call phrasing, using Preview Results to iterate until the examples are truly net‑new contact asks.

 

Let me know if you still need help or have more questions ​@Corey Bullock 

Head of Community, Gong
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