Using Junior
  • Starting a New Project
    • โ“How Junior Works
    • ๐ŸŒŠOnboarding Flow
    • ๐ŸŽฌHome Page
    • ๐ŸŽคCall Guides
  • Build a Knowledge Base
    • ๐Ÿ“žHow to Use the Call Tracker
    • โฌ†๏ธHow to Upload Transcripts
      • Send a recording bot
      • Uploading a transcript
      • Record in your browser
    • ๐ŸงนHow to Clean Transcripts
      • The Review Flow
      • Cleaning Entities
      • Review Cleaned Notes
      • Tip: Shortcuts
    • โญKey Takeaways
      • How to edit KTAs
      • KTA Templates
      • Distributing KTAs
    • โฌ‡๏ธHow to Export Call Notes
  • Qualitative Research
    • ๐Ÿ”Ctrl + F
    • ๐ŸŽงPlaylists
    • ๐ŸฆEntities
  • Quantitative Data Extraction
    • ๐Ÿ”ขQuant Tracker (QT)
      • Interpreting Output
      • Column Summaries
  • JuniorGPT
    • ๐Ÿ˜ŽJuniorGPT
  • Settings & Project Wrap-Up
    • โš™๏ธProject Settings
    • ๐Ÿ“ฌNotification Settings
    • ๐Ÿ’ธBilling / Invoicing & Archiving
  • Junior's Limitations & Tips for Use
    • Tips for Use
  • Logistics & Boring Stuff
    • ๐Ÿ”‘Access / Log-In
    • ๐Ÿ’ŒCommunicating With Us
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On this page
  • Why Do We Need a Call Tracker?
  • Adding Interviewees
  • Editing Interview
  • Adding Metadata
  • Searching for Interviews

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  1. Build a Knowledge Base

How to Use the Call Tracker

Last updated 1 year ago

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Why Do We Need a Call Tracker?

The Call Tracker is the database of experts you're speaking to on this particular project. It forms the base of the research corpus for your project, and replaces the Excel workflow.

The benefit of using Junior is that the Tracker combines the tabular view of the experts with the transcripts and Key Takeaway summaries (KTAs) all in one place.

Currently, management of the Call Tracker is manual - don't worry, we're working hard at making that a thing of the past!

Adding Interviewees

Editing Interview

Adding Metadata

The default columns cannot be deleted, but you can add additional columns to tag your interviewees as you see fit.

Searching for Interviews

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Call Tracker- full page