AI Tasker is your personal assistant for managing follow-ups and tasks, automatically surfacing the next best action based on what’s happening in your pipeline. It gives you one central place to take action, without needing a spreadsheet or mental checklist. Use AI Tasker to stay focused, move deals forward, and ensure nothing falls through the cracks
What AI Tasker helps you do
AI Tasker helps your team:
Follow up at the right time
Stay organized across channels
Take action directly from Gong
Stay on top of your pipeline
View tasks assigned to other team members
How it works
AI Tasker automatically creates and tracks to-dos across three main sources:
Gong-recommended to-dos. Gong identifies potential actions you might want to take with prospects and customers, picking up on action items that were mentioned on the call by you or other attendees and surfacing them in the to-do to make sure you don't miss anything in your follow-up. With Gong letting you know about these actions, there’s less of a chance that something will slip through the cracks. Some of these to-dos are generated using AI.
Flow to-dos. These to-dos are generated by flow steps. They let you know when a flow step is due, and when flow events happen involving contacts or leads you’re assigned to.
To-dos created by you. One-off to-dos that you create for yourself also appear on your to-do list. You can link them to contacts, leads, accounts, and deals.
Once a to-do is created, you can:
Take the action (send an email, log a call, etc.) directly from the task
Mark it complete when done
Dismiss it if it's no longer needed
Reassign it or snooze it (for example, if you're out of office)
Skip steps in a flow if needed
What you need to get started
To use AI Tasker, make sure you have an Engage license, your email connected, and the necessary permissions from your admin to view and reassign to-dos. For more information on using AI Tasker, see Working with to-dos.