--- title: "Take action on a call" slug: "take-action-on-a-call" updated: 2026-09-10T15:38:32Z published: 2026-09-10T15:38:32Z canonical: "help.gong.io/take-action-on-a-call" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.gong.io/llms.txt > Use this file to discover all available pages before exploring further. # Take action on a call > **Who can use this**: Any team member > > **Available on**: Any Gong plan > > **Ideal for**: Sales rep, Sales manager The More actions menu gives you control over what happens to a call after it's recorded. From here you can download it, adjust who can see it, fix a CRM link, retranscribe it, or delete it entirely. The options you see depend on your permissions and the call's current state. ## Download the call You can download the call recording as an audio or video file, or download the transcript as a text file. Downloaded files are saved to your device. > [!NOTE] > **Required permissions:** > > Call actions: Download call media **To download the call:** 1. Open the call. 2. Click the **More actions** icon ![Three vertical dots indicating a menu or options in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions(1).png?sv=2026-02-06&spr=https&st=2026-10-12T18%3A36%3A22Z&se=2026-10-12T19%3A36%3A22Z&sr=c&sp=r&sig=beMImHLljflC7%2Bc1hcdToxDjx62BUGS6BTeqMAs50Vw%3D) at the top of the call page. 3. Choose what you want to download: - **Download media:** Downloads the recording. Select audio or video when prompted. - **Download transcript (English):** Downloads the call transcript as a text file. ## Set a call as private or public Setting a call as private restricts who can view it. Private calls are accessible only to the call owner, internal call participants, and people the call owner shares the call with. Only the call owner or team members with the relevant permission can change the privacy setting. You can reverse it at any time by setting the call back to public. **To change the privacy setting:** 1. Open the call. 2. Click the **More actions** icon ![Three vertical dots indicating a menu or options in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions(1).png?sv=2026-02-06&spr=https&st=2026-10-12T18%3A36%3A22Z&se=2026-10-12T19%3A36%3A22Z&sr=c&sp=r&sig=beMImHLljflC7%2Bc1hcdToxDjx62BUGS6BTeqMAs50Vw%3D) at the top of the call page. 3. Select **Set as private** to restrict access, or **Set as public** to restore it. ## Manually associate a call If a call was not automatically linked to the correct CRM record, you can associate it manually. This is useful when a call was recorded without a CRM match, for example, an ad hoc call with a known contact. You can only link to accounts and opportunities you have access to in your CRM. **To manually associate a call:** 1. Open the call. 2. Click the **More actions** icon ![Three vertical dots indicating a menu or options in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions(1).png?sv=2026-02-06&spr=https&st=2026-10-12T18%3A36%3A22Z&se=2026-10-12T19%3A36%3A22Z&sr=c&sp=r&sig=beMImHLljflC7%2Bc1hcdToxDjx62BUGS6BTeqMAs50Vw%3D) at the top of the call page. 3. Select **Manually associate call**. 4. Search for and select the correct CRM record to link the call to. ## Transcribe in correct language If a call was transcribed in the wrong language, you can retranscribe it. Gong regenerates the transcript using the language you select. **To transcribe a call in the correct language:** 1. Open the call. 2. Click the **More actions** icon ![Three vertical dots indicating a menu or options in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions(1).png?sv=2026-02-06&spr=https&st=2026-10-12T18%3A36%3A22Z&se=2026-10-12T19%3A36%3A22Z&sr=c&sp=r&sig=beMImHLljflC7%2Bc1hcdToxDjx62BUGS6BTeqMAs50Vw%3D) at the top of the call page. 3. Select **Transcribe in correct language**. 4. Select the correct language from the list. > [!NOTE] > Note: > > This option is only available for calls within the last 90 days. While the call is being reprocessed, the transcript may be temporarily unavailable. ## Regenerate AI content If the AI-generated content on the call, such as the summary, outline, or points of interest, is missing or incorrect, you can regenerate it. **To regenerate AI content:** 1. Open the call. 2. Click the **More actions** icon ![Three vertical dots indicating a menu or options in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions(1).png?sv=2026-02-06&spr=https&st=2026-10-12T18%3A36%3A22Z&se=2026-10-12T19%3A36%3A22Z&sr=c&sp=r&sig=beMImHLljflC7%2Bc1hcdToxDjx62BUGS6BTeqMAs50Vw%3D) at the top of the call page. 3. Select **Regenerate AI Content**. The content is processed again. The updated content appears once processing is complete. > [!NOTE] > Note: > > This option may not be available to all team members depending on their seat or permissions. If you don't see it, contact your Gong admin. ## Open in CRM If the call is linked to a CRM record you have access to, you can open it directly from the call page without searching in your CRM. **To open the call in your CRM:** 1. Open the call. 2. Click the **More actions** icon ![Three vertical dots indicating a menu or options in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions(1).png?sv=2026-02-06&spr=https&st=2026-10-12T18%3A36%3A22Z&se=2026-10-12T19%3A36%3A22Z&sr=c&sp=r&sig=beMImHLljflC7%2Bc1hcdToxDjx62BUGS6BTeqMAs50Vw%3D) at the top of the call page. 3. Select **Open in CRM**. Your CRM opens to the associated record in a new tab. ## Delete a call Deleting a call permanently removes it from Gong. This action cannot be undone. Deleting a call requires the delete-call permission. **To delete a call:** 1. Open the call. 2. Click the **More actions** icon ![Three vertical dots indicating a menu or options in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions(1).png?sv=2026-02-06&spr=https&st=2026-10-12T18%3A36%3A22Z&se=2026-10-12T19%3A36%3A22Z&sr=c&sp=r&sig=beMImHLljflC7%2Bc1hcdToxDjx62BUGS6BTeqMAs50Vw%3D) at the top of the call page. 3. Select **Delete call**. 4. Confirm the deletion when prompted. > [!NOTE] > Note: > > Bulk deletion of multiple calls is restricted to Tech admins. ## Frequently asked questions ****Why don't I see some of these options in the More actions menu?**** The available actions depend on your permission profile, assigned seat, and relationship to the call. For example, setting a call as private applies to calls you own, and deleting a call requires a specific permission. If you think you should have access to an option, contact your Gong admin. ****Can I undo setting a call as private?**** Yes. Open the call, click **More actions**, and select **Set as public**. ****Why is my AI-generated content missing after I regenerated it?**** Processing can take a few minutes. If the content is still missing after a few minutes, check whether the call transcript is complete. If the transcript is incomplete or was transcribed in the wrong language, regenerate the transcript first, then regenerate the AI content. Learn more about [transcribing a call in the correct language](/v1/docs/transcribe-a-call-in-the-correct-language). Any team member can access this feature if they have the required permissions. Access to this feature depends on your [assigned seat](/v1/docs/plans-and-seats). A quota-carrying sales representative who manages client relationships. Reps can be Account executives (AEs) or Sales Development Representatives (SDRs). A team member who manages a team of sales reps.