Understanding the AI Briefer

Gong Foundation

The AI Briefer is a configurable agent that generates structured briefs for accounts, deals, and calls. By automatically summarizing the information that matters most for specific situations, the AI Briefer standardizes and streamlines knowledge sharing, helping your team save time, stay aligned, and improve performance.

How the AI Briefer keeps your team briefed  

Briefs generated by the AI Briefer are based on what was discussed in a specific call, or in calls and emails relating to a specific account or deal. They are available throughout Gong: in the call page, account pages, deal boards, and the home page. In addition to preset brief types set up by Gong, company admins can create new brief types for specific situations. Team members choose the brief they want for their particular situation and get briefed in moments.  

Account and deal briefs

Account and deal briefs are structured, AI-generated summaries of an account or deal, based on data from conversations over a specified period of time, and focusing on predefined topics such as customer goals, pain points, and growth opportunities. Choose from Gong’s prebuilt brief types, or create new brief types to meet your team’s needs. Each brief type outlines the topics that will be included in the brief, with Gong AI filling in the relevant content.

Account and deal briefs types

These brief types are preset and available in the AI Briefer settings page. Duplicate and modify them for your team’s specific needs, or create new types from scratch.

• 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, and reduce the time spent listening to calls. Each call brief type is built around a specific set of business questions. Choose from Gong’s prebuilt brief types, built for specific scenarios, or create a new brief type to meet your team’s needs. Each brief type outlines the topics that will be included in the brief, with Gong AI filling in the relevant content.

Call brief types

These brief types are preset and available in the AI Briefer settings page. Duplicate and modify them for your team’s specific needs, or create new types from scratch.

• 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

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