Share a call
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Share a call

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Article summary

Sharing calls with colleagues and customers is beneficial for collaboration and follow-up. Calls can be shared internally or with customers using Gong. The process involves selecting the call, choosing the recipients, and sharing the link. Customers receive a dedicated page with call recordings, summaries, and other details. Access to shared calls can be managed, and views are tracked separately for each share. Notifications are sent when a call is viewed. Users can restrict access to calls and cancel sharing if needed. Overall, sharing calls via Gong facilitates communication, feedback, and progress tracking in a structured manner.

Sharing calls with colleagues is a great way to collaborate, ask for feedback, consult about something raised in a call, and more. Sharing calls with customers is good practice in follow-up emails, and tracking when customers share calls onwards can be a solid indicator that a deal is moving forward.

How to share calls

Click Share call at the top right of the call page. Click Share internally to share the call with people at your company who are using Gong. Click Share with customers to share the call with customers, prospects, or people at your company who aren't using Gong. If the call is still processing, you can share it right away by email, and we’ll send customers the email after the call finishes processing.

Share the entire call or a call snippet

You can share an entire call or part of a call. To share part of the call, click on the call player, select the part of the call you want to share, and click Share internally or Share with customers.
You can also select text in the transcript to open an inline menu. From here, click and choose Internally or With customers. Learn more about snippets

Share internally

Share calls internally via email or Slack. When you share calls internally, Gong sends the recipient a link to the call that they can access in Gong. If the call is shared in Slack, recipients see an AI-generated call brief in the Slack message.

Share with customers

When you share calls with customers, they get a link to a dedicated page. You can copy a link and share it with them, or send an email that includes the link. When customers open the link, they see a dedicated call page with a recording of the call, call information, and Gong AI summaries, which make it easier for your customers to understand what went on during the call. Gong AI summaries are optional. You can remove from them the shared call page via the Edit button on the Share with customers screen.  

What customers see if you include AI summaries:

  • Highlights: Includes the following AI elements: one-paragraph call brief, bulleted summary of key points, and Next steps.

  • Outline: AI breakdown of the call into sections, each of which can be copied and reached in the call or in the transcript.  

  • Call transcript: Customers can search the transcript for specific words or phrases, and copy the transcript.

  • Call info: The title and time of the call, and the names of all participants

  • A video of the call: Below this, customers will see who spoke, when, and for how long.

  • Slides: If slides were presented in the call, they are visible.

  • Meeting chat: If there was a chat during the call, it’s visible here.

  • Speaker breakdown: Below the video, customers see who spoke when, and for how long

What customers see if you don’t include AI summaries:

  • Call transcript: Customers can search the transcript for specific words or phrases, and copy the transcript.

  • Call info: The title and time of the call, and all the names of all participants

  • A video of the call: Below this, customers will see who spoke, when, and for how long.

  • Slides: If slides were presented in the call, they are visible.

  • Meeting chat: If there was a chat during the call, it’s visible here.

  • Speaker breakdown: Below the video, customers see who spoke when, and for how long

Edit link settings

If your admin has enabled it, clicking Edit will enable you to edit the following settings:

Share access

Your admin will have set a default access to links, but you can extend the access here, to up to 100 days.

Note: Once you've shared a link to a call, you can extend access to it as many times as you like via the Shares & Views panel in the call page. Your admin sets the limit for how long access can be extended for.

Call privacy

If your admin has enabled it, you can define who can access the call. Options include:

  • Anyone with the link can access the call

  • People with the link must identify themselves, by Google or LinkedIn, to access the call.

  • Only people specified during the share process can access the call

Cancel access to a call you've shared

If you've shared a call with customers, the call is accessible until the link expires.

If you want to cancel access before the link expires or extend access to the link, go to the call page, and click the Shares & Views icon along the right panel.

From here you can either cancel or extend access to the shared call.

You can also cancel access via Share Call > Cancel sharing with customers. This cancels access to all links that were shared.

See who's viewed a call

Notifications

When a shared call is viewed, the person who shared the call receives an email notification.

In-app

On the call page, click the Shares & Views icon along the right panel to see how many times a call was shared with customers, and info regarding each share.

  • Shares & Views info is only available for calls that were shared with customers.

  • If the call was viewed, you can click on the entry to get more details.

  • If the call was shared with customers via email in the Share with Customers window, you can hover over the bold "# person" text to see who the call was shared with.

  • Click on an instance of a view to open the call to the point in the call where the viewer started listening. Hover over the view details to highlight snippets of the call that were listened to in the call timeline.

About call views

  • The views for each time you share a call are tracked separately, even though all the shares are for the same call. So if you share a call today using a shareable link as well as sharing it via email, the views for each of those shares are tracked separately. If you then share the call again tomorrow via email, the views for that share are tracked separately from the email share from the day before.

  • If you share a call via email and don't require the viewer to identify themselves, every time that link is used it is logged as if the person you sent the email to viewed the call, even if they forwarded it to someone else.

  • If you share using a shareable link, we can only tell you that the link was generated and how many times it was used. We can't tell you who used it unless you require the viewer to identify themselves when you generate the link.

FAQs

How are call views tracked?

Each time you share a call, views are tracked separately. So if you share a call today using a shareable link and via email, views for each of those shares are tracked separately. If you share the call again tomorrow via email, views for that share are tracked separately, too.

How do I know who has viewed a call?

If you share a call via email and require the viewer to identify themselves, you’ll know who is viewing the call. every time that link is used, the person using it must log in. This gives you data about who is viewing the call.

How do I restrict who can view the call?

To restrict who views a call, click edit on the call sharing screen and select: Only specific users will be able to access.

I don’t know who has viewed my call. Why not?

If you share a call using a shareable link and set access to Anyone with the link can access the call, we can only tell you that the link was generated and how many times it was used. We can't tell you who used it. If you want to know who viewed a call, either require users to identify themselves when they access the call, or allow only specific users to access the call.

How do I cancel access to a call after it's been shared?

If you've shared a call with customers, that call is accessible until the link expires. To cancel access before the link expires, go to the call page, and click the Shares & Views icon along the right panel. From here you can cancel access to the shared call.


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