Find conversations and organize the library

All team members

Any Gong plan*

Gong's conversation library makes it easy to organize, collect and discover important calls using filters, for example by participant, topic, or deal stage. There are two types available, your library – where you can keep your own folders and streams, and the Gong library. The Gong library enables you to build institutional knowledge, with saved best practices, objection handling, and demos for future reference.

Create a stream to get notified when key conversations happen, making it simple to share calls and see how your team engages with them.

This quick start guide shows you how to:

• Search for a call

• Collect calls by setting up streams

• Create and access folders

Search for a call

Gong's search uses 100+ filters to help you find specific conversations quickly. Search to locate calls for coaching, deal preparation, or competitive analysis.

1. Go to Conversations > Search.

   

2. Use the default filters displayed:

   • Call participants: Find calls with specific team members or customers.

   • Account name: Search by account name from your CRM.

   • Words or phrases: Find calls containing specific language.

   • Trackers: Locate calls with trackers.

   • Call title: Search for meeting title.

3. Click +Add filters to add or remove certain filters, followed by APPLY.

4. Results will appear automatically as you make your choices.

5. Click any call to open up the call page.

Tip:

Click Save at the top of the filter panel to preserve your search criteria for future use.

Quick access to your calls

You can easily access your calls from the Conversations area of the homepage. Click View upcoming calls in the top right to see scheduled recordings and take additional actions.

Set up a stream

Streams automatically collect calls that match your criteria, notifying you when new ones are added. Use streams to stay informed about competitor mentions, deal progression, or team performance patterns.

1. Go to Conversations > Search and use filters to find the types of calls you want to collect.

2. Click Create stream at the top of the page.

   

3. Configure the stream settings:

   1. General: Give your stream a name and choose where to save it.

   2. Filters: Review the selected search filters.

   3. Notifications: Set up Slack and email notifications(optional).

   4. Stream type: Choose between Standard (All calls shown to everyone) or Personalized (Each person sees only their calls and those of their teammates).

4. Click Create stream to activate your stream.

Create and access folders

Folders help you organize calls and snippets by topic, team, or purpose. Gong provides two library types with different access levels and use cases:

Your library contains:

• Folders you create

• Folders shared with you

• Private or team-specific content

• Saving calls in library folders doesn't change access to the calls.

Company library contains:

• Organization-wide folders

• Training and onboarding materials

• Content managed by company-wide teams, such as enablement

• Folders accessible to all teams

Create a folder from the library

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

   

2. Click +NEW and choose Folder, or click + beside an existing folder to create a subfolder.

3. Name your folder and select where to place it.

   • Share with others (optional):

   • Check I want to share with other members, then NEXT.

   • Select team members and add a message.

4. Click SHARE FOLDER.

5. Click CREATE to finish.

*The features available to you depend on your company’s plan and your assigned seats.