What are Smart Tags?
Smart Tags are powerful tools that help you quickly find key moments in your conversations. They act like trackers, identifying specific words, phrases, or even concepts mentioned during calls. Grain comes with 8 built-in Smart Tags, but you can also create your own based on your team's priorities and what insights you want to capture.
How do Smart Tags help?
Smart Tags give you key insights into conversations happening across your team. They surface mentions of specific words, phrases, or concepts, showing you where, when, and how often they occur.
Review key talking points: Easily see when specific words, phrases, or concepts are mentioned, like product features, pricing, or competitor mentions.
Identify coaching opportunities: Understand which talk tracks are working the best and coach team members on improving their conversation skills.
Track Frequency: Monitor how often key topics are discussed.
How Smart Tags Work:
Smart Tags use two types of information to identify words, phrases, or concepts:
Topic-based: Topic information uses AI to identify concepts even when expressed with different words. For example, a Smart Tag for "pricing" with the phrase “Asking for a discount” will also capture phrases like "Is that the best you can do?".
Keyword-based: Keyword information uses specific words you define to identify Smart Tags. You can add multiple keywords like "competition", "budget", or "timeline".
How to create a Smart Tag
1. Navigate to Settings:
Go to Settings > Smart Tag
2. Create a New Smart Tag:
Click + New Smart Tag
3. Define Your Smart:
Name: Choose a clear and concise name for the concept you want to track.
Description: Briefly explain what the Smart Tag will track.
Meeting Type: Select the types of meetings you want to Track. This helps focus the Smart Tag on the type of meeting.
Internal, External, or All: Choose if the tracker applies to internal meetings, external meetings, or both.
4. Provide Examples:
Phrases: Provide a few real sentences or phrases that exemplify the concept. These will be used to identify similar sentences in meetings.
Tips for Writing Phrase examples:
Use actual sentences or phrases from your calls
Keep your examples short and specific
Include multiple types of phrases
Keywords: Add relevant keywords for precise matching. We’ll match the Smart Tag with the exact word said on the meeting.
Once you’ve added your examples, preview your Smart Tag results by clicking on Preview in the bottom right corner.
Alternate between meetings to see results across different meetings.
6. View Results:
After saving, you can view Smart Tag results by locating the Smart Tag you created and clicking the number of matches link.
Where to see Smart Tags in action
You can see Smart Tags results throughout Grain, including:
Meetings page: Filter meetings based on Smart Tags (e.g., to find mentions of product features).
Meeting recordings: See where Smart Tags matched during a call in the Insights section.
Workspace Insights: Explore how often Smart Tags are mentioned, and click on a tag to see all related meetings. To view them, go to Insights > Smart tags.
Out-of-the-Box Smart Tags:
Tracker Phrases: How is this concept expressed in real calls?