Simulate activity association

Tech admin

Any Gong plan*

Admin center > Agent Studio

When making changes to the activity association settings, or if an activity does not have accurate associations, you may want to understand the logic behind the current associations or how different settings will change the activity associaton.  

The association simulator lets you: 

• See how current activities would be associated when new settings are applied 

• Assess a specific activity to understand the association logic

• You can choose to update activities occurring the in last 30 days. In this case, changes to the associations will be exported to your CRM.

To run the association simulator:

1. In the Agent Studio page, hover over AI Activity Mapper and click Settings.

2. Click Open simulator in the Association simulator pane.

In Simulate association for:

1. Select Single activity if you want to see the association logic for a single activity.

   1. Enter the activity ID or the URL for the activity. To get the call ID or the URL, search for the call and open the call page. The call id is in the URL for the call. For example, https://gong.app.gong.io/call?id=3673209724218600521, the call ID is 3673209724218600521.
      For emails, open the activity timeline of the company the email is associated with. The id of the email is the activity-id  paramter in the URL. For example, https://gong.app.gong.io/account?id=2402207440932&type=ACCOUNT&workspace-id=52379980438784&activity-id=01990a9b-cda3-7be4-953f-3b4061, the ID is 01990a9b-cda3-7be4-953f-3b4061,

2. Select Multiple activities and fill in the filters to see the association logic for multiple existing activities.

   Note:

   The association simulator shows the differences in associations for existing activities if you change your association settings. However, the changes will only affect new activities.

   1. The simulator displays a maximum of 25 of the most recent activities. If you want to see results for a specific type of activity, select one of the following options:

      • All activities

      • Activities with accounts

      • Activities manually associated

      • Activities without contacts

      • Activities without contacts, with accounts

      • Activities without deals, with accounts

   2. In Activity type, select whether you want to see calls or emails.

Analyzing the results

If you run the association simulator before making changes to the activity association settings, the results show the current associations, with details of how many accounts, contacts and deals the activity is associated with.

Associations for each activity are displayed as follows:

Click each activity to see full details of the association including the account and deal IDs the activities are associated with.

Once you have made changes to the settings, refresh the simulator results to see how these activities would have been associated with CRM entities.

Changes in the association are displayed with the original association on the left followed by the new association if the change is made. In this example, changing the account owner to On: Mandatory would remove the accounts associated with all the calls listed.

Based on this simulator you can assess whether to make changes to your association settings, whether new settings will improve Gong’s accuracy when associating your activities to CRM entities.

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