Who can use this: Any team member
Available on: Any Gong plan
Ideal for: Sales manager, RevOps
Gong provides built-in templates to help you build agents that handle the jobs you need done most often. Templates are organized into categories (Accounts, Deals, Feedback, Pipeline, and Retention), so you can filter by category to find the one that fits your job. Each template is set up as either an automatically triggered agent or a manually triggered agent. An automatically triggered agent runs on its own when a trigger fires, such as a deal being won, while you run a manually triggered agent on a call, an account, or a deal. Learn more about creating a manually triggered agent, creating an automatically triggered agent, and running agents in Gong Assistant.
Tip:
Choose an agent template when you want a task done, because an agent runs on a trigger or when you run it. If you want guidance that several agents follow, choose a skill template instead. A skill never runs on its own, so you add it to an agent. Learn more about choosing a skill template.
Accounts
When an account changes owners, pass the history behind it to the next owner so they don't begin from zero.
Account handover brief
Turn an account's call history into a handover document, so the next owner can run a confident first call. The document summarizes the business, its team size, and what prompted the evaluation, then lists the pain points before signing, the features that resonated, and the open questions to be ready for. It ends with the two or three priorities that matter most for the first touchpoint.
Run this manually triggered agent from an account page in Gong Assistant. You can use it as is.
Deals
Act on what prospects and customers say on calls, check how well a deal is qualified, and learn why deals were won or lost.
Customer pain detector agent
Get an email with a short summary and a list of the pain points whenever the Customer pain points smart tracker detects one on a call. Each pain point comes with a direct customer quote and is labeled operational, technological, or organizational, so the team can address it before it escalates.
You can use this automatically triggered agent as is. For the best results, make sure the Customer pain points tracker covers the right teams and call types, and send the email to the appropriate account owner or team.
Customer objections agent
Prepare the rep for the follow-up by emailing objection notes whenever the Customer objections smart tracker detects an objection on a call. The email summarizes the conversation, then lists each objection with the customer's quote, how the rep responded, and whether that response settled the concern or left it unresolved.
You can use this automatically triggered agent as is.
Customer concerns agent
After the Customer concerns smart tracker detects a concern on a call, email the rep a short summary of the call and a list of the concerns. Each concern comes with the customer's quote, its type (such as capability, fit, cost, or implementation), and whether it was answered on the call. Anything still open comes with a suggested way to follow up.
You can use this automatically triggered agent as is. For the best results, make sure the Customer concerns tracker covers the right teams and call types, and send the email to the call owner.
Decision criteria agent
Show the rep how a prospect will decide. When the Decision criteria smart tracker detects a prospect describing how they will evaluate their options, the agent emails the rep a short summary and a list of the criteria. Each criterion has the customer's quote, its priority if they stated one, and how your product measures up (Strong, Partial, Gap, or Unknown), with a next action for anything that is not Strong. The email ends with open questions about the decision process.
You can use this automatically triggered agent as is. For the best results, make sure the Decision criteria tracker covers the right teams and call types, and send the email to the call owner.
Strategic business goals detector agent
Help the rep frame the product around a prospect's goals. Each time the Strategic business goals smart tracker detects a prospect stating their goals on a call, the agent emails the rep a short summary and a list of the goals, each with a direct quote as evidence. Only goals that explain why the prospect is evaluating a solution are included.
You can use this automatically triggered agent as is. For the best results, make sure the Strategic business goals tracker covers the right teams and call types, and send the email to the appropriate rep or team.
MEDDICC qualification analyzer
Assess how well qualified an account or opportunity is, based on its calls, emails, and interactions. The assessment states what is known for each MEDDICC component, flags a component with no evidence as a gap, cites the call or interaction behind each finding, and suggests the next question to ask for anything unconfirmed. It ends with an overall confidence level.
Run this manually triggered agent from an account or opportunity page in Gong Assistant. You can use it as is.
Qualification summary writer
Turn a discovery call into a clean qualification summary that you can share, based only on what was said on the call. The summary is written in paragraphs and covers the business, what the prospect uses now, whether they are shopping around, key features, what they have already evaluated, timeframe, authority, and follow-up. It says "Not discussed" for anything that did not come up, instead of guessing.
Run this manually triggered agent from a call page in Gong Assistant. You can use it as is.
Closed-won reasons agent
Find out why a customer chose to buy while the sales cycle is still fresh. When a deal's stage is updated to Closed Won, the agent reviews the sales cycle and emails the account executive (AE) and their manager. The email gives the main reason with a customer quote, supporting reasons, the decision criteria that were met, any competition, the turning points in the cycle, and what to repeat on other deals.
Before you use this automatically triggered agent, check that the Closed Won stage matches the stage name in your CRM, because stage names vary between companies. Send the email to the deal owner and their manager, or to a shared inbox.
Closed-lost reasons agent
Learn why a customer decided not to buy. The agent reviews the sales cycle and emails the AE and their manager when a deal's stage is updated to Closed Lost, comparing the loss reason recorded in the CRM with what was said on the calls and flagging any mismatch. The email also covers contributing factors, competition, the earliest warning signs, and lessons for similar deals.
Before you use this automatically triggered agent, check that the Closed Lost stage matches the stage name in your CRM, because stage names vary between companies, and that Gong can access the loss reason field. Send the email to the deal owner and their manager.
Feedback
Send what customers say about your product to the people who can act on it.
Product feedback detector agent
Keep the product team in touch with customer feedback from calls. When the Product feedback smart tracker detects feedback about your product on a call, the agent emails the product team a short summary, followed by positive and negative feedback. Each point comes with a direct customer quote and who said it.
Before you use this automatically triggered agent, choose who receives the email, such as your product team or a shared inbox, because there is no CRM role for it. For more specific feedback, add product knowledge as a skill or document.
Pipeline
Keep open deals moving and your forecast reliable by catching stalled deals, checking deals against what customers have said, and briefing the AE when a business development representative (BDR) hands off an opportunity.
Stalled deal nudge agent
Decide whether to move a stalled deal forward or remove it from the forecast. When 60 days have passed since the last activity on an open deal, the agent emails the deal owner and their manager why the deal appears stalled, based on the last call or email, and suggests one concrete next step.
Before you use this automatically triggered agent, check that your CRM provides a value for the trigger, which is the date of the last activity, because the agent can't run without one. Send the email to the deal owner and their manager, or to a shared team inbox.
Deal field verifier agent
Catch inaccurate or overly optimistic deal information before forecast reviews. Each time the stage of an open deal is updated, the agent compares the deal's stage, close date, and forecast category with what the customer said on calls and in emails. It then emails the manager a verdict for each field (Supported, Challenge, or Insufficient Evidence) with a dated quote as evidence.
You can use this automatically triggered agent as is. For the best results, send the email to the deal owner's manager or to a shared manager inbox.
Deal health inspector
Check a deal's real health, independent of its CRM stage, from its calls, emails, and stakeholder activity. The result lists the confirmed buying signals and the stated risks with evidence, flags any assumption that no conversation has confirmed, and scores the deal's health. It then recommends one to three next actions and gives a forecast call: Commit, Best Case, Pipeline, or At Risk.
Run this manually triggered agent from an opportunity page in Gong Assistant. You can use it as is.
BDR to AE handoff agent
Give the AE a head start when a BDR hands off an opportunity. When an opportunity sourced by a BDR is created, the agent emails the AE a handoff brief built from the calls and emails on the account. The brief lays out an account snapshot, the people the BDR spoke with, what the prospect cares about, what is known about qualification so far, what the BDR promised, and a plan for the first call.
Before you use this automatically triggered agent, set the source filter to match how your CRM identifies opportunities sourced by a BDR. If opportunities are reassigned, trigger on owner change instead. Send the email to the AE receiving the handoff.
Retention
After a deal closes, hand a won deal to the person taking over the account, re-engage a lost deal, and get ahead of churn risk and upcoming renewals.
Deal won handoff agent
Hand the person taking over a won account everything from the sales cycle. The agent emails them a handoff brief built from the sales cycle's calls, emails, and account timeline notes when a deal's stage is updated to Closed Won. The brief covers an account overview, the pain points before signing, the features they were sold on or shown, open questions and concerns, and onboarding priorities.
Before you use this automatically triggered agent, check that the Closed Won stage matches the stage name in your CRM, because stage names vary between companies. Send the email to the person taking over the account, not to the deal owner.
Closed-lost re-engagement agent
Plan how to win back a lost deal. Once a deal has been closed lost for 180 days, the agent emails the original AE a re-engagement plan based on the previous sales cycle. The plan covers why the deal was lost, the concerns raised, the best contact to re-engage, and recommended next steps.
Before you use this automatically triggered agent, check that the Closed Lost stage matches the stage name in your CRM, because stage names vary between companies.
Churn risk detector agent
Address problems before the renewal conversation. When a custom Churn risk smart tracker detects a potential churn risk on a call, the agent emails the account owner a short summary and the risk signals, each with a customer quote and who said it. The email also gives a risk level of High, Medium, or Low with the reason, and one recommended next step for the week.
Before you use this automatically triggered agent, create a custom Churn risk tracker based on how your company defines churn risk, and set it to cover post-sale calls. Then adjust the filters for the right teams and send the email to the account owner.
Renewal readiness agent
Prepare the renewal owner for an upcoming renewal. Once an opportunity with "Renewal" in its name is 90 days from its close date, the agent emails the renewal owner a readiness brief built from the last 6 months of calls, emails, and account timeline notes. The brief gives a readiness score of High, Medium, or Low, the value the customer has seen, risks, who is engaged and who has gone quiet, any expansion indicators, and a prioritized plan for the renewal.
Before you use this automatically triggered agent, check how your CRM marks renewals, and adjust the filter (the opportunity name contains "Renewal") and the 90-day trigger as needed. Send the email to the renewal owner.