Topics and Trackers Overview
Topics and Trackers help Rafiki AI identify and categorize specific words, phrases, and concepts mentioned during your sales conversations.
What are Topics?
Topics are categories that Rafiki AI uses to classify parts of conversations. System Topics are pre-configured and available out of the box:
BANT — Budget, Authority, Need, Timeline discussions
Competitors — Competitor mentions
Deal Risks — Signals that a deal may be at risk
Discovery Questions — Open-ended and probing questions
Late Stage Triggers — Indicators the deal is advancing
Pricing — Price, cost, and budget discussions
Action Items — Next steps and commitments
Objections — Prospect pushback and concerns
What are Trackers?
Trackers are custom keywords or phrases that you configure under topics. They let Rafiki AI detect organization-specific language like competitor names, product features, or sales methodology terms.
Setting Up Trackers
Navigate to Settings > Trackers
Click Add Tracker
Enter the keyword or phrase
Assign it to a topic category
Save
Where Topics and Trackers Appear
Once configured, topics and trackers are detected automatically in meeting transcripts and displayed throughout the product:
Meeting Detail — Summary Tab — Clickable chips showing detected topics and trackers. Click a chip to filter the transcript to matching blocks.
Meeting Detail — Transcript Tab — Colored pills next to speaker names showing which topics/trackers were mentioned in each block.
Meeting Detail — Topics Timeline — Colored segments along the meeting duration showing when topics were discussed, with clickable pills and occurrence counts.
Analytics — Topic Stats — Organization-level analysis with 3-level drill-down (org average, per-rep, rep vs team).
Smart Universal Search
Use Rafiki AI's search to find conversations where specific topics or trackers were mentioned. Search across all meetings by keyword, topic, or tracker to surface relevant call moments.