Pipeline review: Ask anything about a deal, account, or contact
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Pipeline review: Ask anything about a deal, account, or contact

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Article summary

Ask questions about deals, accounts, and contacts, and get AI-generated answers based on recent conversations with them in seconds. Dig deep into your conversations to find the information that's important to you, quickly and easily. Answers are based on up to 80 recent emails and 10 recent calls, not including unrecorded meetings and automatic replies. For questions about contacts, answers are based on conversations with the contact.

Ask anything about accounts and deals

Where to go:

  • Deals > Pipeline > Select an account > Activity > Choose whether you want to ask a question about a deal or account

  • Homepage > Select an account > Choose which deal you want to ask about, or ask a question about all deals

  • Engage > Accounts > Select an account > Click Ask anything in the top right corner > Choose which deal you want to ask about, or ask a question about all deals

  • Engage > Pipeline > Select an account > Click Ask anything in the top right corner > Choose which deal you want to ask about, or ask a question about all dealsTip: If you can't find the answer you're looking for when asking about a particular deal, try looking for the answer in all deals relating associated with the account. This gives Gong AI a broader scope for finding the answer.

Ask anything about a contact

Where to go:

  • Engage > People > Select a person to open a panel with info about them

  • Engage > Accounts > Select a person to open a panel with info about them

  • Engage > To-dos > Select a to-do that's related to a person > Select the person to open a panel with info about them

AI-powered deal updates

Note:

This feature is being rolled out as part of the May 2024 release.

Find out what's new in a deal without having to sift through recent calls and emails with AI-powered deal updates. Click inside the Ask anything field and select "What's happened since last week?"

We'll show you anything relevant to the deal that's come up in calls and emails that have occurred since the previous Sunday.

Best practices for writing prompts

The questions made through Ask Anything are referred to as AI "prompts." The clearer these prompts are, the higher the accuracy of the answers.

We recommend that you follow these best practices when asking questions about the account or deal. Note that these best practices differ to the best practices we have for ask anything about a call.

  1. Write specific instructions. For example, instead of writing “What was their main problem” try writing something like “What’s the biggest problem that Alchemy Solutions can solve for the customer?”

  2. Use the account name. For example, “What are Acme’s business goals?” will get more accurate results than “What are their business goals?

  3. Lean on past conversations. We search up to 10 calls and 80 emails for answers, therefore asking questions about the content of those conversations will give richer results than asking a hypothetical question or asking about the future.

  4. Phrase your question as though you are speaking to a person. Even though AI isn’t human, using natural language helps it “better understand” your question. Therefore, ask a full question, for example, “What are Acme’s biggest pain points?”

  5. Ask one question at a time. The provided answer will respond to the question asked. Note that we won’t refer to previous questions in the answer.

Note:

Ask anything about deals and accounts isn't available with Gong Lite.

Examples to get you started

Here are some examples to help you come up with questions of your own. Customize them as necessary for your deals or accounts.

  • "What did the customer say about the price of our offer?"

  • "Summarize Acme’s objections and provide the answer in bullet form."

  • "Summarize the business pain points brought up by Acme."

  • "Was specific pricing discussed?"

  • "Give me a summary of items that Acme prefers about our product over other products."

  • "What did Acme say about competitors?"

  • "Based on what Acme said, recap the current and desired state of customer success."

FAQs

Do I have to ask questions in English, or can I ask in another language?

We recommend asking questions in English because we have full support for English. If you ask a question in another language, the answer may not be identified.

When answering a question about a deal or account, what's the answer based on?

At the moment, "Ask anything" draws on up to 10 past calls and 80 past emails. It doesn't take into account information synced from CRM fields or deal warnings, for example. For best results, we recommend framing your question around what's been discussed in conversations. For information about your CRM or warnings, or to see when a future call is scheduled, refer to the deal board and account page.

When answering a question about a contact, what's the answer based on?

At the moment, "Ask anything" draws on up to 10 past calls and 80 past emails with that contact. For best results, we recommend framing your question around what's been discussed in those conversations.

Where can I see questions I've already asked?

Click in the question field to see a list of the 10 most recent questions you've asked about deals and accounts.

Ask anything is also available from our mobile app. Scan the QR code to download the app:


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