Catch up quickly with briefs

  • Updated on May 4, 2025
  • Published on Dec 10, 2024
  • 1 minute(s) read
  • Shoshana Brickman
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Silhouette of a person standing, representing human figures in various contexts. Sales rep, Sales manager, Sales leader

Diamond.png Gong Foundation

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

Catch up quickly and gain a deep understanding of what’s going on in your calls and pipeline with call, deal, and account briefs. Perfect for account handovers, executive summaries, meeting prep, and more.

Where to find them

Account and deal briefs are available from:

  • Account page

  • Deal board

  • Engage Account page

  • Homepage (coming soon)

On the account page

  1. Open the account page and click Account AI in the top right corner.

Sales Navigator interface showing account details and activity metrics for Acme.

  1. In the panel that opens, you’ll see the default brief type set by your admin, or the most recent brief type that you viewed.

  2. To view a different brief, click Change brief.

    Account overview section highlighting the time period for data analysis and brief details.

  3. Choose a different brief type, a different deal (or the entire account) or a different period, and click Get briefed.

From the deal board

  1. Go to a deal board, click on a deal to open a panel on the right, and open the Briefs tab.

  2. You’ll see the default brief type set by your admin, or the most recent brief type that you viewed. 

  3. To view a different brief, click Change brief. Choose a brief type, the scope and the time period, and click Get briefed.
    Overview of a deal with options to change brief details and business goals.

On the Engage Accounts page

  1. Go to Engage > Accounts, choose an account, and click Account AI in the top right corner.

    Accounts interface showing search results and recommended contacts for Acme.

  2. In the panel that opens, you’ll see the default brief type set by your admin, or the most recent brief type that you viewed.

  3. To view a different brief, click Change brief.

  4. Choose a different brief type, a different deal (or the entire account) or a different period, and click Get briefed.

Considerations

Date range limitations
Choose from preset or custom date ranges up to 1 year. In the results, we cover up to 60 calls and 500 emails. If the period selected includes more than this number of calls or emails, not all conversations will be included in the results.

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