Create a rule to set calls as private

Who can use this: Tech admin

Available on: Any Gong plan

Create a rule to set calls as private. When the rule is triggered, Gong will automatically set new calls that match the rule’s filter as private. The rule isn’t applied to existing calls.

Once a call is set as private, the call host can make it public. Learn more about private calls in Gong

1. In the Automation rules page, click + Add rule to open the New rule page.

2. Click to open a dialog where you choose filters that determine which types of call will trigger this rule. Click save.  

3. In the Action field, select Set call as private.  

   

4. In the Rule name and description area, enter the rule name and add a description.

5. In the Rule status area, change the status to Enabled.

6. Click SAVE.