Understanding AI Briefs

Note: This feature is in a restricted beta phase and accessible to a selected group of customers.

AI Briefs are structured summaries relating to a specific account, deal, or call. Based on the content of relevant conversations, they help your team save time, stay aligned, and improve performance by automatically summarizing the information that matters most for a specific use case, for example, handoffs, meeting prep or follow-up.

Account and deal briefs

Account and deal briefs give your team structured, AI-generated summaries of an account or deal, based on data from conversations over a specified period, and focusing on predefined topics such as customer goals, pain points, growth opportunities, and more.

Choose from Gong’s prebuilt brief types, built for specific scenarios like handoffs or executive reviews, or create one to meet your team’s needs. Each brief type outlines the topics that will be included in the brief and Gong AI fills in the relevant content.

Overview of Acme's business goals and recent discussions with account executives.

Account and deal briefs types

Account overview: Ideal for account handoffs, executive briefings, meeting preparation, and more.
Deal overview: Ideal for periodic pipeline reviews
Implementation scope: Ideal for professional services, account management, and sales teams to facilitate post-sales processes like implementation and onboarding
Account health: Ideal for customer success teams to identify negative signals and take action
Account growth: Ideal for identifying expansion opportunities

Call briefs

Call briefs are structured, AI-generated summaries that focus on individual conversations. Each call brief type is built around a specific set of business questions, either defined by Gong in preset brief types or defined by your admin. Call briefs reduce the time spent listening to calls, making handoffs easier, and helping your team stay aligned on what matters.

Overview of Acme's customer insights and pain points during a business call.

Call brief types

Customer overview: Ideal for discovery calls to get a general overview of their company goals and pains
Highlights: General summary that includes a recap, key points, and next steps
Solution review: Ideal for demo calls, focuses on customer feedback and questions
Commercial alignment: Ideal for late stage calls, focuses on contract terms and negotiations
BANT: Ideal for prospect qualification in the BANT methodology