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Analyze what is being discussed in your meetings using Topics and Trackers
Analyze what is being discussed in your meetings using Topics and Trackers

What are Topics and Trackers? How to configure and use them in Rafiki?

Rafiki Customer Success Team avatar
Written by Rafiki Customer Success Team
Updated over a week ago

What Is A Topic?

A topic is a word or associated terms related to the word (for example, Deal Risk). Rafiki automatically detects these words or terms when they appear in calls and flags them so team members can easily spot them. Rafiki provides extensive, in-depth analytics based on the Topics discovered on your calls.

IMPORTANT NOTE: Every organization is automatically setup with a set of AI-based System Topics and Subtopics

Default System Topics And Subtopics

  1. Questions

    1. By Rep

    2. By Prospect

  2. Next Steps

    1. FollowUp

  3. Competitors

    1. Differentiation

    2. Key Competitors

  4. Deal Risks

    1. Budget Risks

    2. Confusion

    3. Decision Risks

    4. Rejection

    5. Problems/Concerns

    6. Roadblocks

    7. Timeline

    8. Urgency Risk

    9. Value Risk

  5. BANT

    1. Budget

    2. Authority

    3. Decision Criteria

    4. Goals

    5. Objections

    6. Feedback

    7. Pain

  6. Pricing & Discounts

    1. Discounts

    2. Ballpark

    3. Multi-year Deal

    4. One-year Deal

    5. Pricing

  7. Call Review

    1. Engaging Questions

    2. Discovery Questions

  8. Trial

    1. POC/Proof of Concept

    2. Success Criteria

    3. Onboarding

  9. Late Stage Triggers

    1. Approval

    2. Commitment

    3. Priorities

    4. Finance

    5. Kick-off

    6. Legal

    7. Manager

    8. Negotiation

    9. Procurement

    10. Proposal

    11. Trigger

    12. Security

    13. Timeline

  10. Renewal & Upsell

    1. Additional Licenses

    2. Product Updates

    3. Renewal

  11. Agenda & Scheduling

    1. Agenda

    2. Scheduling

  12. Sandler Methodology

    1. Sandler Level 1 Pain

    2. Sandler Level 2 Pain

    3. Sandler Level 3 Pain

    4. Sandler Upfront Contract

  13. Introduction

    1. Intro/Small talk

  14. Special

    1. Coronavirus

When processing each meeting Rafiki automatically does a smart semantic match for these Topics and Subtopics for keywords with each Topic/Subtopic (keywords not mentioned here) and tags them in all conversations.

What Is A Tracker?

Trackers enable the extension of System Topics to track organization-specific keywords as well. For detailed instructions on setting up trackers, refer to How to set up or edit trackers in Rafiki.

A common use of trackers is to add a business competitor's name to be tracked on calls.

  1. Navigate to Settings > Trackers > Add Tracker

  2. Enter a Tracker Name. Select the Existing Topic > Competitors

  3. Enter the list of keywords to be tracked in calls and Click '+Add' for each keyword

  4. Save the tracker

    Add trackers

  5. All future calls will automatically track this keyword.

  6. Trackers can similarly be set up to track any product names, feature releases, etc that need to be analyzed on calls.

Smart Universal Search

Rafiki's innovative, one-of-a-kind topic search helps analyze Topics and Tracker Trends across meetings at the click of a button.

Search results

  • Search parameters can be saved along with recurring alerts so you can be notified of new hits for concerned Topics/Trackers via email.

    save alerts

  1. See a breakdown of your rep's conversation topics, how they are talking, how they compare to other meetings, the topic sequences being discussed, and how you can coach them to bridge the gaps.

  2. Spot deal risks with Rafiki's intelligent topics/trackers

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