Create and manage agents

Who can use this: Any team member

Available on: Any Gong plan

Ideal for: Sales manager, RevOps

Agents are managed in Assets > Agents. Create an agent to save instructions for a recurring task and reuse them in Gong Assistant.

Create an agent directly in the Gong Assistant

Convert your prompt into an agent so you can easily run it again.

To create an agent:

1. Navigate to a Gong page where Gong Assistant is available and filter or select the information you want the agent to analyze

2. In the Gong Assistant click the agents icon and click + Create.
   

3. In Agent name, enter a name for the agent.

4. In Description, enter a description of the agent's purpose.

5. In Instructions, enter a prompt describing what you want the agent to do. See Write effective prompts for agents for tips on how to write an effective prompt.

6. Click Save.

Turn a prompt into an agent

You can create an agent out of a prompt provided to the Gong Assistant.

To turn a prompt into an agent:

1. Navigate to a Gong page where Gong Assistant is available and filter or select the information you want the agent to analyze

2. In the Gong Assistant enter a prompt and click Enter .

3. Hover over your prompt and click the Create agent icon .

   

4. In Agent name, enter a name for the agent.

5. In Description, enter a description of the agent's purpose.

6. In Instructions, update the prompt as needed. See Write effective prompts for agents for tips on how to write an effective prompt.

7. Click Save.

Create an agent

Create an agent by defining a name, description, and instructions.

To create an agent:

1. From the left sidebar, click Assets > Agents.

2. Click + New agent.

3. In Agent name, enter a name for the agent.

4. In Description, enter a description of the agent's purpose.

5. In Instructions, enter a prompt describing what you want the agent to do. See Write effective prompts for agents for tips on how to write an effective prompt.

6. Click Save.

Edit an agent

Update an agent to refine its instructions or change its details.

To edit an agent:

1. From the left sidebar, click Assets > Agents.

2. Open the agent.

3. Update the agent name, description, instructions, or all three.

4. Click Save.

Delete an agent

Delete an agent when it is no longer needed.

To delete an agent:

1. From the left sidebar, click Assets > Agents.

2. Click the more actions icon for agent you want to delete.

3. Click Delete.

The agent is removed from the agent library.