Who can use this: Any team member
Available on: Any Gong plan
Whether you're a new user getting started or looking to work more efficiently, understanding your Gong workspace layout will help you quickly find what you need. See which key actions you can complete right away, helping you stay on top of your tasks.
Your workspace includes three main areas, here's what you'll find in each:
Top toolbar: Available at all times in your workspace, this toolbar allows quick access to settings, account page and deeper guidance on making the most of Gong.
Sidebar: Manage your AI revenue-driving activities.
Homepage: Ask questions about deals and accounts, and view a snapshot of your recent and upcoming activity.
Refer to this screenshot to orientate yourself.
Top toolbar
The top toolbar is always visible at the top right of your screen. Use it to search, switch workspaces, update settings, and access resources.
Search: View the account console of a company, contact details, or a call.
Workspaces: Choose the workspace you want to work in.
Quick access menu: Access actions such as starting a call or adding a to-do, from wherever you are in Gong.
Additional resources: Click the help icon to open additional resources including Help center, Community, Academy, The Edge, and What's new.
Quick access settings: Click your initials to open your personal settings including My profile, My settings, My notifications, Change password, Refer and Earn, and Log Out.
Sidebar
The sidebar is your main navigation menu. From here, you can quickly access your homepage, and core work areas: Engage, Conversations, Insights, Revenue, Coaching, and Activity. You can pin the sidebar, open Admin center (tech admins only), and select About this page on some pages for guidance and best practices.
Homepage
The homepage provides a snapshot of your recent and upcoming activity. You can also access some core activity areas from here such as conversations and to-do's. What you see depends on your role, personal settings, and company setup.
Account AI
Ask natural-language questions about accounts and deals directly from your homepage. You can also request a structured brief, which will summarize a particular topic.
Collaboration
On the right side of the homepage, the collaboration panel shows two tabs, items that need your attention, and items where you've asked others to collaborate:
Received: New comments, mentions, shared calls, scores, and feedback requests.
Sent: Comments, mentions, shared calls, scorecards, and feedback requests you sent.
Select an item to open the call or account page. Click X to dismiss items individually or Dismiss all the list. Items older than 60 days are removed automatically.
Your forecast
Stay on top of your forecast by seeing your target, gap, and coverage, with a shortcut to update your number.
Your pipeline
View total open deal value and the portion at risk for a snapshot of your pipeline.
What's on your plate for today
Preview and complete your Engage to-dos to stay on top of your tasks that day.
Conversations
Access live and recently recorded calls.
Announcements
See company news, events, and updates.
Pro tips
Quick suggestions to help you get more from Gong.