Where you can use Gong Assistant

Who can use this: Any team member

Available on: Gong Foundation

Ideal for: Sales rep, Sales manager

Gong Assistant is available in several places in Gong, and each one gives it different information to work with. Its answers are grounded in the information available in the current context, such as what was said in the conversations it analyzes. To learn what it can do, see About Gong Assistant.

Compare the places below to find the one that fits your question, then go to its section for the instructions.

Choose what Gong Assistant does

In every place, the Ask button in the prompt box sets what Gong Assistant does with your request.

• Ask: Get answers and insights. This is the default.

• Create: Turn insights into documents, such as battlecards or FAQs.

• Build: Generate Gong assets, such as scorecards.

Learn more about creating documents and Gong assets.

In every place, you can also run an agent: click Ask an agent below the prompt box. Learn more about running agents in Gong Assistant.

Call page

Ask about one conversation from its call page, where Gong Assistant opens as a chat panel on the right with the call already set as context.

Ways to use it

• Understand what happened in a specific call.

• Get the response as bullet points, a summary, or drafted follow-up content.

• Review the citations and jump back to the source in the call or related data.

• Ask follow-up questions in the same chat.

To ask Gong Assistant about a call:

1. Open the call.

2. Click Assistant at the top right of the call page.

3. Choose how you want to start:

   • Summarize this call: Get a concise summary of the call.

   • Suggest next steps: Get the actions and commitments from the call.

   • List objections: Get the concerns the customer raised.

   • Draft follow-up: Get a starting point for a follow-up message.

   • Type your own question in the prompt box.

4. Click the Arrow icon to send your message.

5. Review the response in the chat panel.

Tip:

To read the brief and summary for a call, see View call summaries and briefs.

Search

Instead of reviewing calls one at a time, ask about a filtered set of conversations from Search, with your filters defining what Gong Assistant analyzes.

Ways to use it

• Find themes, patterns, and feedback across calls.

• Ask broad questions about the conversations that match your filters. For example, filter Search to Technology companies from the last 90 days, then ask "What concerns are customers raising about implementation?"

To ask a question from Search:

1. From the left sidebar, click Conversations, and select Search.

2. Apply filters to narrow the calls.

3. Click Assistant at the top right of the results.

4. Type your question in the prompt box.

5. Click the Arrow icon to send your message.

Each answer stays tied to the filters that were active when you asked it, so when you change the filters, earlier answers stay with the earlier results.

Note:

For most questions, you can describe the scope in plain language. To filter by CRM fields or specific phrases, set the filters in Search before you ask. Learn more about Search for calls and Refine questions with natural language or filters.

Account console

Get up to speed on a specific account or a deal under it, for example before a customer meeting or handoff, with Gong Assistant in the Account console. Learn more about view and manage accounts with the Account console.

Ways to use it

• Ask about recent account activity, stakeholders, and engagement.

• Review account history without searching through calls and emails.

• Ask follow-up questions focused on the account.

To ask a question from the Account console:

1. From the left sidebar, click Revenue, and select Accounts.

2. Click an account.

3. In the account panel toolbar, click Assistant.

4. Type your question in the prompt box, or select a starter prompt:

   • Generate an account recap

   • Identify risks and objections

   • Suggest next steps

   • Assess account health

5. Click the Arrow icon to send your message.

Note:

Gong Assistant can also use emails Gong captured for that account or deal, depending on your company's email capture settings and your access. It's not available for an account that has no Gong activity. In that case, Gong shows this message: "The Assistant is currently not available for accounts with no activity."

Gong Assistant page

Choose your own context, or work with larger responses, documents, and Gong assets, from the Gong Assistant page.

Ways to use it

• Begin broadly, then choose the context that fits.

• Ask a starter question, such as Analyze a competitor, Find significant moments, Summarize customer reactions, or Review sales messaging.

• Start a document, such as an Onboarding document or a Script.

• Create documents such as training materials, battlecards, FAQs, and talk tracks, or Gong assets such as scorecards.

• Combine calls from different places or saved collections in one question.

To ask a question from the Gong Assistant page:

1. From the left sidebar, click Assistant.

2. (Optional) In the prompt box, click the Add context icon (+), and choose what to add:

   • Calls: Set up a filter for the calls you want. Learn more about Add calls, folders, and streams to Gong Assistant.

   • Folders and streams: Select a folder or stream that contains the calls you want.

   • Upload files: Add files that give Gong Assistant information that is not in Gong. Learn more about Upload files to Gong Assistant.

3. Type your question in the prompt box.

4. Click the Arrow icon to send your message.

Note:

Documents and Gong assets you create from other places in Gong Assistant open on this page, and your earlier chats are listed in the Chat history panel on the left. Learn more about Create documents and Gong assets with Gong Assistant and Start a new chat or return to a previous chat in Gong Assistant.

Library

Analyze a curated collection of calls from Your library or Company library, at the level of a folder, subfolder, stream, or the full library. Gong Assistant uses only the calls you can access.

Ways to use it

• Find themes across a curated collection of calls.

• Look for best practices, coaching examples, and common objections across a folder or stream.

• Generate content or Gong assets from the collection.

To ask a question from the library:

1. From the left sidebar, click Conversations, and select a library:

   • Your library: Your own folders and streams, along with those shared with you

   • Company library: Folders and streams available across your company that you can access

2. (Optional) Select a folder, subfolder, or stream.

3. Click Assistant at the top right.

4. Type your question in the prompt box, or select a suggested prompt:

   • Analyze key insights

   • Summarize best practices

   • Surface customer objections

   • Create an onboarding guide

5. Click the Arrow icon to send your message.

Note:

Moving between folders and streams in the same library keeps your conversation open. Switching between Your library and Company library starts a new chat.

Frequently asked questions