Beta: Customize your Account console view

Customize the Account console view to control which account information your team sees in the Overview tab. You can choose which CRM, Gong, and AI fields appear in the Account details widget, set a default AI brief, and manage when changes go live.

Account view customization is available in beta and requires Business admin permission.

Before you start:

• Confirm the AI brief you want to use has already been published.

• Decide which workspace you want to configure if your company uses multiple workspaces, as each one can have its own view.

• You can open the account view customization experience from an account page, an account panel, or the Admin center. The steps below start from an account page.

Note:

Once published, changes apply to all users and all accounts in the selected workspace.

Configure the Account details widget

The Account details widget helps teams focus on the account information most relevant to their workflow. You can add Gong fields, imported CRM fields, and AI fields configured for your organization.

To customize the Account details widget:

1. Open an account page.

2. Click the More actions icon , and select Edit account view.

3. In Account console view, select Account details.

4. Click Add field.

5. Select the fields you want to display.

6. Drag fields using the Reorder icon .

7. Click the Remove icon next to a field to remove it.

8. Review the Preview panel on the right, to verify the field selections with real account data. The preview updates automatically as you make changes.

9. Click Save to keep the changes as a draft, or Publish to make the changes live across that workspace.

Set the default AI brief

Setting a default AI-generated brief helps teams start with a consistent account summary whenever they open the Account console, and reduces the need to manually switch between briefs.

Note

Only published account-level briefs are available to select as the default brief.

To set the default AI brief:

1. Open an account page.

2. Click the More actions icon , and select Edit account view.

3. In Account console view, select Brief.

4. Brief: Select the published account-level brief you want to use as the default.

5. Period: Select a preset time period or create a custom date range.

6. Review the Preview panel on the right to confirm the correct brief appears.

7. Click Save to keep the changes as a draft, or click Publish to make the changes live across that workspace.

Manage draft and published views

You can test and save changes before making them visible to users. Saved changes remain in draft mode until you publish them to the workspace.

Save a draft

Save a draft when you want to continue editing later or review changes before publishing them. To save a draft:

1. Make changes in the account view customization.

2. Click Save.

Publish changes

Publish changes when you are ready to make the updated Account console view available to everyone. To publish changes:

1. Review your changes in the Preview panel.

2. Click Publish.

Discard unsaved changes

Discard unsaved changes when you want to remove recent edits and return to the last saved version. To discard unsaved changes:

1. Click Discard.

2. Confirm the action.

Access Account console customization

You can open the account view customization from these additional places in Gong.

From an account panel

Use this option when you are working from the account side panel, such as from an account board:

1. Open the account panel.

2. Click the More actions icon .

3. Select Edit account view.

From the Admin center

Use this option when you want to manage Account Console settings directly from the admin experience:

1. From the left sidebar, click Admin center.

2. Under Data Studio, select Account Console view.