Who can use this: Any team member
Available on: Any Gong plan
Ideal for: Sales manager, RevOps
Agents let users turn recurring AI tasks into reusable workflows.
Many users rely on Gong Assistant to analyze conversations, summarize deals, draft customer communications, or identify risks and opportunities. These tasks often require users to enter similar prompts repeatedly. While the underlying goal stays the same, users must continually rewrite instructions, refine prompts, and explain the desired output.
Agents solve this problem by allowing users to save instructions and reuse them whenever the same task needs to be performed again.
An agent combines a set of instructions with the revenue context available in Gong. When a team member runs an agent, Gong Assistant applies those instructions to the relevant calls, accounts, opportunities, or other available data and generates a response based on the agent's purpose.
How agents support recurring work
Agents are designed for work that users perform repeatedly.
For example, a sales representative may regularly ask Gong Assistant to draft follow-up emails after customer calls. A manager may repeatedly analyze conversations for coaching opportunities. A customer success manager may frequently review customer interactions to identify risks before a renewal.
Agents allow team members to save these instructions and reuse them whenever they are needed. By applying the same instructions each time they run, agents help produce consistent outputs while reducing the effort required to complete recurring tasks.
How agents work with Gong data
Agents run within Gong Assistant and use the context available to the user at the time they are run.
When an agent is launched from a call, the agent can use information from that conversation. When an agent is run from an account or opportunity, the agent can use the context available for that account or opportunity. This allows agents to produce results that are grounded in the revenue data already stored in Gong.
Because agents operate within Gong and use Gong data, team members can perform AI-assisted work without moving information between systems or recreating context in external tools.
Creating reusable expertise
An agent can be as simple as a call summarization workflow or as detailed as a structured analysis that follows a specific methodology.
For example, an agent can be instructed to identify customer concerns, highlight risks, prioritize next steps, and present the results in a consistent format. Each time the agent runs, it follows the same instructions while adapting the output to the available context.
This makes agents useful for standardizing how recurring work is performed, while still allowing the output to reflect the specific customer, deal, or conversation being analyzed.
Agent availability
Agents are available to all team members and are managed in Assets > Agents.
Agents are personal assets that team members create and manage for their own use. Team members can run agents from Gong Assistant to generate outputs based on their instructions and the available Gong context.
Each agent is available only to the team member who created it. Agents generate outputs within Gong Assistant and do not perform actions in external systems.
Agent capabilities and limitations
Agents have the following characteristics:
Agents generate text-based outputs based on their instructions and the information available when they run.
Agents are personal assets and are only available to the team member who created them.
Team members can view their own agent interactions in their Gong Assistant session history. Agent activity isn't available in a centralized audit log.
Agents don't support file uploads.
Agents don't support actions, triggers, or MCP integrations.
Running agents doesn't consume AI Credits.