Who can use this: Any team member
Available on: Gong Foundation
Required permissions: Build assets / Create documents
Ask Gong Assistant to create documents from your Gong data, or to build Gong assets such as scorecards.
The Ask button in the prompt box sets what Gong Assistant does: Ask gets answers and insights (the default), Create turns insights into documents, and Build generates Gong assets.
Before you begin
Your permission profile determines what Gong Assistant can create for you.
To create a document, you need the Create documents permission.
To build a Gong asset, you need both the Build assets permission and the corresponding permission for that asset, for example Manage Scorecards and Trainings for building a scorecard.
Your Gong admin sets these permissions. To learn more, see Set up access to Gong Assistant. If you cannot create documents or build assets, see Troubleshoot Gong Assistant.
Create documents
Draft a document from your Gong data, such as an internal enablement document, sales training material, a competitive battlecard, FAQs for customer-facing meetings, or a call script or talk track.
To create a document:
Open Gong Assistant from one of the following:
Gong Assistant page: From the left sidebar, click Assistant.
Call page: Open the call, and click Assistant at the top right of the page.
Search: From the left sidebar, click Conversations, select Search, apply filters, and click Assistant.
(Optional) On the Gong Assistant page, click the Add context icon (+) in the prompt box, and select an option:
Calls: Choose the calls for Gong Assistant to use.
Folders and streams: Choose the folders or streams for Gong Assistant to use.
Upload files: Upload a template or example for Gong Assistant to follow.
To learn more, see Add calls, folders, and streams to Gong Assistant and Upload files to Gong Assistant.
Click Ask in the prompt box, and select Create.
Tip:
You can also describe the document you want without selecting Create or Build.
Enter a description of the document you want in the prompt box.
Click the Arrow icon to send your message.
Click the document you created to open it in the right panel.
A document you create from a call page or Search opens on the Gong Assistant page.
Build Gong assets such as scorecards
Build an asset when you want a reusable item in Gong, such as a scorecard.
To build a Gong asset:
Open Gong Assistant from one of the following:
Gong Assistant page: From the left sidebar, click Assistant.
Call page: Open the call, and click Assistant at the top right of the page.
Search: From the left sidebar, click Conversations, select Search, apply filters, and click Assistant.
Click Ask in the prompt box, and select Build.
Enter a description of the asset you want in the prompt box, for example a scorecard.
Click the Arrow icon to send your message.
Click the asset you created to open it in the right panel.
For a scorecard, click Create Scorecard.
Note:
Create Scorecard creates the scorecard but does not publish it.
In the window that appears, click Keep editing or View and manage.
(Optional) On the Scorecards page, view and edit the scorecard, and then publish it.
Change, copy, or download documents
Ask Gong Assistant to revise a document until it fits what you need, then copy or download it. To find a document from an earlier chat, see Start a new chat or return to a previous chat in Gong Assistant.
To change, copy, or download a document:
In the chat where you created the document, click the document to open it in the right panel.
Choose what you want to do:
Change the document: In the prompt box, ask Gong Assistant to make the changes you want, and click the Arrow icon to send your message. Gong Assistant returns an updated version.
Switch documents: Click the dropdown at the top of the right panel, and select the document or asset you want.
Copy the document: Click Copy.
Download the document: Click Download, and select Download as Markdown to save the document as a Markdown file.