Upload files to Gong Assistant

Who can use this: Any team member

Available on: Gong Foundation

Upload files to Gong Assistant to give it information from outside Gong or a template to follow. Gong Assistant uses the files alongside your Gong data.

Upload files

Add the files from the prompt box, before you send your question or request. Gong Assistant uses the files throughout the conversation where you added them, and they stay available when you return to that conversation.

To upload files to Gong Assistant:

1. Open Gong Assistant:

   • Gong Assistant page: From the left sidebar, click Assistant.

   • Panel: Open Gong Assistant from the call page, Search results, an account panel, or the library. Click Assistant at the top right of the page you are working in.

2. In the prompt box, click the Add context icon (+).

3. Select Upload files.

4. Select the files you want to upload.

5. (Optional) To turn the files into a document or a Gong asset, click Ask and select Create or Build.

6. Enter your question or request in the prompt box.

7. Click the Arrow icon to send your message.

File types and limits

Each message can include files that meet the following requirements.

What to upload

Upload a file when the information you need isn't in your Gong conversations, or when you want Gong Assistant to follow a format you already have.

• Information from outside Gong: Requirements documents, sales playbooks, internal documentation, draft proposals, and draft emails.

• Templates and examples: Templates, examples, and reference materials for Gong Assistant to follow.

To choose calls, folders, or streams as well, see Add calls, folders, and streams to Gong Assistant.

Frequently asked questions