Sales rep, Sales manager, Sales leader
Gong Foundation*
AI Briefer helps you catch up quickly by generating structured summaries called briefs for your calls, deals, accounts, and contacts. Briefs give you the key information you need for handovers, executive summaries, meeting preparation, and more.
This article outlines where you can get briefed in Gong on your accounts, deals, calls, and contacts.
Get briefed on accounts and deals
From the homepage
Homepage
Select an account under Accounts AI.
Click Get briefed and choose a brief type from the menu.
To customize the scope or period, click the
beside Generated for.
From the account page
Account page
Click Account AI in the top right corner.
In the panel that opens, you’ll see the default brief type set by your admin, or the most recent brief type that you viewed.
To view a different brief, click Change brief. Choose a different brief type, scope (deal or account), or period, and click Get briefed.
To translate the brief into a different language, click on the language selector.
From a deal board
Deals > Pipeline
To view a deal overview brief
Click on an account to open the deal panel and open the Briefs tab.
You’ll see the default brief type set by your admin, or the most recent brief type that you viewed.To view a different brief, click Change brief. Choose a different brief type, scope (deal or entire account), or period, and click Get briefed.
To translate the brief into a different language, click on the language selector.
To view a deal risk brief
Click on an account to open the deal panel and open the Score tab.
You’ll see the default brief type set by your admin. This brief type is fixed, and can’t be adjusted.
From Engage*:
Engage > Accounts or Pipeline
Click Account AI in the top right corner.
You’ll see the default brief type set by your admin, or the most recent brief type that you viewed.
To view a different brief, click Change brief. Choose a different brief type, scope (deal or entire account), or period, and click Get briefed.
To translate the brief into a different language, click on the language selector.
Get briefed on calls
Call page
When you open a call page, a default call brief is displayed in the Briefs tab on the left.
To view a different brief, click on the brief name and choose from the menu.
To translate the brief into a different language, click on the language selector.
Get briefed on contacts
Engage > Accounts or Pipeline
Click on a contact or lead to open the contact drawer and then click Briefs.
You’ll see the default brief type set by your admin, or the most recent brief type that you viewed.
To view a different brief, click Change brief. Choose a different brief type or period, and click Get briefed.
To translate the brief into a different language, click on the language selector.
Deals > Pipeline
Click on an account to open the deal panel and then open the Contacts tab.
Click on a contact to open the contact drawer and then click Briefs.
You’ll see the default brief type set by your admin, or the most recent brief type that you viewed.
To view a different brief, click Change brief. Choose a different brief type or period, and click Get briefed.
To translate the brief into a different language, click on the language selector.
Considerations
Date range limitations: AI Briefer supports preset or custom date ranges up to 1 year. Within that range, it covers up to 60 calls and 500 emails. If your selection exceeds this, not all conversations will be included.
Scope alignment: Brief types may contain CRM fields that are associated with deals, accounts, leads, or contacts. If you’re viewing a brief type that contains CRM fields that don’t align with the entity you’re viewing, some data may be unavailable. For example, if you’re viewing an account and choose a brief type with deal-related CRM fields, or you’re viewing a contact and choose a brief type with lead-related CRM fields, some data may be unavailable.
*The features available to you depend on your company’s plan and your assigned seats.