Create and manage streams

Automatically collect calls that are important to you and your team with streams. Set the types of calls you want to collect using filters, enable notifications via Slack or email, and add team members or teams, so you all get notified when important new calls happen.

Create a stream from the search page

1. Go to Conversations > Search.

2. In the filter panel on the left, search for calls using at least one filter.

3. Click Create stream at the top of the page. This button only appears after you’ve filtered for calls.

4. In the General section: Give the stream a name and choose where to save it. By default, streams created from the search page will be saved in your library, but you can choose a different folder if you want, or save it in the company library (depending on your permissions).

5. In the Filters section, you’ll see the filters you used in your search. After the stream is saved, you’ll be able to edit them by editing the stream.

6. In the Slack notifications section, select a Slack channel. If it’s a private Slack channel, make sure Gong is invited to the channel.

   Note:  

   For Slack notifications to be possible, your company must be connected to Slack, and the stream must be set to standard, not personalized.

   Choose which AI summaries you want to display in the Slack notification.

   • Call brief: 1-paragraph summary of the call

   • Key points: 10-bullet list of main call points

   • Next steps: Action items from both sides of the conversation

   • Smart trackers: If the stream has smart tracker filters, choose whether you want to see a summary of the smart tracker mentions, or a transcript of the relevant snippets.
     If the stream already has calls in it, you’ll be able to test how these summaries look in the Slack notification by clicking Test on Slack.

7. In the Share and set email notifications section, share the stream with other people at your company, subscriber them to email notifications, and set the notification cadence.  

8. In the Stream type section, set whether the stream is standard or personalized.

   • Standard All calls are shown to everyone viewing the stream. This is required if you want to enable Slack notifications for the stream, and preferred when building a stream in the company library, so that everyone visiting the library can see all of its calls.

   • Personalized Each person who is subscribed to the stream only sees the calls owned by them or their team.

9. Save the stream.

Create a stream from the library

1. Go to Conversations > Your library or Conversations > Company library.

2. Click +NEW at the top of the panel and choose Stream, or click + beside a folder name and choose Stream.

   

3. In the General section, give the stream a name. Its location will already be set, but you can change that if you like.

4. In the Filters section, choose filters to set which calls are automatically collected in this stream. For more info about call filters, see Search for calls.

5. In the Slack notifications section, select a Slack channel. If it’s a private Slack channel, make sure Gong is invited to the channel.

   Note:  

   For Slack notifications to be possible, your company must be connected to Slack, and the stream must be set to standard, not personalized.

   Choose which AI summaries you want to display in the Slack notification.

   • Call brief: 1-paragraph summary of the call

   • Key points: 10-bullet list of main call points

   • Next steps: Action items from both sides of the conversation

   • Smart trackers: If the stream has smart tracker filters, choose whether you want to see a summary of the smart tracker mentions, or a transcript of the relevant snippets.
     If the stream already has calls in it, you’ll be able to test how these summaries look in the Slack notification by clicking Test on Slack.

6. 1. In the Share and set email notifications section, share the stream with other people at your company, subscriber them to email notifications, and set the notification cadence.  

   2. In the Stream type section, set whether the stream is standard or personalized.

      • Standard All calls are shown to everyone viewing the stream. This is required if you want to enable Slack notifications for the stream, and preferred when building a stream in the company library, so that everyone visiting the library can see all of its calls.

      • Personalized Each person who is subscribed to the stream only sees the calls owned by them or their team.

7. Click Create stream.

Edit a stream

1. Go to Conversations > My library or Conversations > Company library and locate the stream you want to edit.

2. Click and select Edit.

3. Edit the stream and click Save.

Rename a stream

1. Go to Conversations > My library or Conversations > Company library and locate the stream you want to rename.

2. Click and select Rename.

3. Rename the stream and click Rename.

Move a stream

1. Go to Conversations > My library or Conversations > Company library and locate the stream you want move.

2. Click and select Move.

3. In the dialog that opens, choose where you want to move the stream, and then click Move.

Note

If you move the stream from one library to another, access to the stream will change as follows:

• From your library to the company library: Everyone in the company has access to the stream.

• From the company library to your library: If the stream had subscribers, they’ll stop receiving stream notifications.

Share a stream

1. Go to Conversations > My library and locate the stream you want to share.

2. Click and select Share.

3. In the dialog that opens, choose who you want to share the stream with, and click Share.

4. In the dialog that opens, choose the teams or team members you want to share the stream with. Add a message if you like and click Share stream.

5. To remove someone from a shared stream, follow steps 1 to 4, click Remove beside their name, and then click Update.

Copy a stream

1. Go to Conversations > My library or Conversations > Company library and locate the stream you want to copy.

2. Click and select Copy.

3. In the dialog that opens, choose where you want to place the copied stream, and click Copy.

4. Give the copied stream a new name, change any other settings that you like, and click Save.

Remove a stream

Removing streams doesn't affect the calls that were collected in them. If the stream was in your library, it can be deleted. If the stream was in the company library, it can be archived.

Your library

1. Go to Conversations > My library and locate the stream you want to remove.

2. Click and select Delete. In the confirmation message, we'll let you know if the stream has been shared with others.

Company library

1. Go to Conversations > Company library and locate the stream you want to remove.

2. Click and select Archive. The stream will be archived (not deleted) and can be restored by a company business admin.

Preset streams

Preset streams are already collecting calls for you. You can edit them by adding or removing filters. Subscribe to them and you'll be notified about new calls.

• Deal streams collect calls relating to deal stages:

  • Stage: Closed lost

  • Stage: Closed Won-Rollover

  • Stage: Discover

• The Economic pulse (by Gong) stream collects calls where customers discuss the economy. For example, when customers mention layoffs, recession, inflation, market dynamics or similar. These terms are defined in the Economic pulse (by Gong) tracker. Managers are automatically subscribed to the Economic Pulse (by Gong) stream, which means they get a weekly mail with calls hosted by members on their team if the economy was discussed. Managers can unsubscribe directly from the mail, or from the My Notifications page.

  Note:

  The mail is sent to managers based on the team hierarchy defined when they were added as Gong team members.

View streams

1. To view streams, go to Conversations > Your library or Conversations > Company library.
   On the left panel, you’ll see streams marked with . If the stream is shared with others, you’ll see.

2. Click on the stream you want to view. Calls that have been collected are shown on the right, with the most recent call at the top.

3. Hover over the top right corner of the card to add the call to a folder. Click on the card open the call page.

Note:

Calls that are marked private remain private, even if they are collected in a stream. They’ll be visible to people who have access to the stream, but they won't be accessible.