Catch up quickly with the AI Briefer

  • Updated on May 14, 2025
  • Published on Dec 10, 2024
  • 2 minute(s) read
  • Shoshana Brickman
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Silhouette of a person standing, representing human figures in various contexts. Sales rep, Sales manager, Sales leader

Diamond.png Gong Foundation

The AI Briefer generates structured briefs for standardized and streamlined knowledge sharing across teams, enabling you to catch up quickly and gain a deep understanding of what’s going on in your pipeline, and in calls. With the help of the AI Briefer, get briefed quickly in for account handovers, executive summaries, meeting prep, and more.

Get briefed on accounts and deals

From the homepage

  1. Go to the homepage. In the Accounts AI section, choose an account.  

  2. To view a brief, click Get briefed and choose a brief from the menu.

  3. To customize the period and scope of the brief, click the arrow beside the Generate for row.  
    Interface showing GONG's Account AI feature with search and brief options highlighted.

From an account page

  1. Go to an account page and click Account AI.

Sales Navigator interface showing account details and activity metrics for Acme.

  1. 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.

  2. To view a different brief, click Change brief.

    Account overview section highlighting the time period for data analysis and brief details.

  3. Choose a different brief type, a different deal (or the entire account), or a different period, and click Get briefed.

From a deal board

  1. Go to a deal board, click on a deal to open a panel on the right, and open the Briefs tab.

  2. You’ll see the default brief type set by your admin, or the most recent brief type that you viewed. 

  3. To view a different brief, click Change brief. Choose a brief type, the scope and the time period, and click Get briefed.
    Overview of a deal with options to change brief details and business goals.

From the Engage Accounts page

  1. Go to Engage > Accounts, choose an account, and click Account AI in the top right corner.

    Accounts interface showing search results and recommended contacts for Acme.

  2. 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.

  3. To view a different brief, click Change brief.

  4. Choose a different brief type, a different deal (or the entire account) or a different period, and click Get briefed.

Considerations

Date range limitations
Choose from preset or custom date ranges up to 1 year. In the results, we cover up to 60 calls and 500 emails. If the period selected includes more than this number of calls or emails, not all conversations will be included in the results.

Get briefed on calls

On the call page

  1. Open a call page. A default brief will be displayed in the Briefs tab on the left.

Overview of call highlights and brief options for the Acme weekly sync meeting.

  1. To view a different brief, click the brief name and choose from the menu.

*The features available to you depend on your company’s plan and your assigned seats

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