How to create and manage brief types

Business admin

Gong Foundation

Company settings > Customize analysis > AI Briefer

The AI Briefer standardizes and streamlines knowledge sharing by generating structured briefs based on account or call brief types. Build customize brief types for any use case by modifying one of Gong’s preset brief type, or create a brief type from scratch.

Create a brief type

1. Go to Company settings > Customize analysis > AI Briefer.

2. Click + Brief type and choose whether you want to build it for accounts or calls.  

   

3. From the modal that opens, choose whether you want to start with a preset brief type and customize it, or create a new brief type from scratch.

4. Under Settings > Info, give the brief type a name and description.

5. Under Sections, add a section for each topic you want summarized. Give each section a name and choose whether you want to ask a question that Gong AI will answer in this section, or use a smart tracker to find snippets that are relevant to the topic.

6. If you choose Ask Gong AI, enter the question you want answered in the first field. In the second field, add details or examples to help Gong AI understand what you’re looking for and find the right information.

   For tips on how to write instructions for Gong AI, see writing instructions for AI briefs.

7. To see the type of results the instructions produce, click Test AI.  To see test results the entire brief type will produce, click Preview.  

8. Click Save to save the brief type, then click Publish to make it available for your team. .  

Test sections and brief types

Make sure the AI Briefer delivers the results that you want from a specific section or brief type by testing the instructions on a real call, deal, or account.

Test a section

1. After entering a question and instructions in the AI instructions section, click Test AI.

   1. For deal and account brief types, this opens a testing dialog where you choose an account, deal, and period.

   2. For call brief types, this opens a testing dialog where you enter a call URL.

2. Fill in the fields and click Test it.

   If you’re satisfied, continue with the setup. If you want to test the instructions on a different account, deal or period, click Change.  

Test a brief type

1. Once you’ve set up the brief type, click Preview in the top right of the screen.

   1. For deal and account brief types, this opens a testing dialog where you choose an account, deal, and period.

   2. For call brief types, this opens a testing dialog where you enter a call URL

2. Fill in the fields and click Test it.

3. If you’re satisfied with the results, click Publish. If you want to test the brief type again, click Change.  

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