--- title: "Create and manage streams" slug: "create-and-manage-streams" updated: 2026-06-10T07:44:48Z published: 2026-06-10T07:44:48Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.gong.io/llms.txt > Use this file to discover all available pages before exploring further. # Create and manage streams > **Who can use this**: Business admin > > **Available on**: Gong Foundation > > **Ideal for**: Sales rep, Sales manager > **Where to go:**Conversations > Search 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](/v1/docs/create-and-manage-streams#edit-a-stream). > [!NOTE] > Note: > > If you filter the stream by AI trackers and the tracker isn’t activated or there aren’t enough credits, calls won’t be added to the stream. 6. In the **Brief**section, choose the brief type you want displayed in stream results and immediate notifications. The **Highlights**brief type is selected by default, but you can choose from any of your company’s call brief types. > [!TIP] > **Tip:** > > If the Highlights brief type is selected, you’ll be able to choose which sections you want to display. For all other brief types, all sections are displayed. 7. In **Microsoft Teams notifications**, select the team and channel that will be notified when a call is added to the stream. Only available if your company set up the Gong notifications app for Microsoft Teams. 1. Select which AI summaries you want to display in the Microsoft Teams notification: - **Recap**: A short summary of the call - **Key points**: A bullet list of the call’s main points - **Next steps**: Action items form both sides of the conversation 8. In the **Slack notifications**section, select a Slack channel. If it’s a private Slack channel, make sure [Gong is invited to the channel](/v1/docs/faqs-about-the-slack-integration). > [!NOTE] > 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**. 9. 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. 10. 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. 11. 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**. ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/NewStream.png) 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](/v1/docs/search-for-calls). 5. In the **Brief**section, choose the brief type you want displayed in stream results and immediate notifications. The **Highlights**brief type is selected by default, but you can choose from any of your company’s call brief types. > [!TIP] > **Tip:** > > If the Highlights brief type is selected, you’ll be able to choose which sections you want to display. For all other brief types, all sections are displayed. 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](/v1/docs/faqs-about-the-slack-integration). > [!NOTE] > 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. 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. 8. 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 ![Button____1_.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/25169537384205.png) 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 ![Button____1_.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/25169537384205.png) 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 ![Button____1_.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/25169537384205.png) and select **Move**. 3. In the dialog that opens, choose where you want to move the stream, and then click **Move**. > [!NOTE] > 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 ![Button____1_.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/25169537384205.png) 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 ![Button____1_.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/25169537384205.png) 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 ![Button____1_.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/25169537384205.png) 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 ![Button____1_.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/25169537384205.png) and select **Archive**. The stream will be [archived](/v1/docs/use-the-archive) (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](/v1/docs/trackers-overview). 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](/v1/docs/my-notifications) page. > [!NOTE] > 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 ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Stream.jpg). If the stream is shared with others, you’ll see![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/SharedStreamIcon.jpg). 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] > 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. A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin). Gong’s core platform for gaining advanced visibility into your revenue operations. Also the prerequisite license needed for Gong’s add-on packages. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats). A quota-carrying sales representative who manages client relationships. Reps can be Account executives (AEs) or Sales Development Representatives (SDRs). A team member who manages a team of sales reps.