BETA: Working with prompts

Prev Next

Who can use this: Any team member

Available on: Gong Engage

Ideal for: Sales rep, Sales manager

Prompts let you save AI instructions as reusable templates. When used, Gong generates a complete email draft, including the subject and body. Prompts can be selected and used when sending one-off emails.

Use prompts when you want Gong’s AI to write the entire email based on your instructions and available context. This is different from inline prompts, which generate text within an existing email template, such as a paragraph, bullet points, or a short personalized section.

You can create, edit, duplicate, delete, and organize them using the same permissions and folders as regular templates.

How prompts work

When a prompt runs, Gong uses your prompt instructions along with Gong context, such as calls and emails related to the account, to generate an email subject and body. Prompts can also research information online when generating content.

The online research the prompt can access depends on what information is publicly available. Some websites limit how AI systems retrieve content, so information from sources such as LinkedIn may be limited or unavailable.

Always review AI-generated content before sending.

How to create a prompt

  1. Go to Engage > Templates

  2. Click +New > New prompt

  3. Enter a name for the prompt

  4. Write your prompt instructions in the editor

  5. (Optional) Add field placeholders to reference the contact, account, or sender

  6. Click Preview to test the prompt

  7. Click Save

Your prompt is now available in the email composer when sending a one-off email.

How to preview a prompt

Preview lets you test how your prompt performs before using it.

  1. Open the prompt

  2. Click Preview

  3. Select a contact, account, and deal if relevant

  4. Review the generated email

Preview shows an example of what Gong can generate using the available context at that moment. Because AI generation is non-deterministic, the final output may differ slightly when the prompt runs later.

How to use a prompt in an email

Prompts can only be used when sending a one-off email.

  1. Open the email composer by hovering over someone’s name and clicking the email icon, or
    Go to To-dos and click Write email next to an email to-do, or
    Go to People > Email icon, or
    Go to a call page and click Generate follow-up email

  2. Click Templates

  3. Filter to Prompts and select a prompt

  4. Wait for Gong to generate the email subject and body.

After generation, you can edit the email normally. Editing the generated email does not change the underlying prompt.

Best practices for writing prompts

Prompt quality strongly affects the quality of generated emails.

  • Be clear about the goal of the prompt. Tell Gong exactly what the email should accomplish.

    • Example: Write a follow-up email after a discovery call.

  • Specify what the email should include and describe the structure you want.

    • Example:

      • A short subject line

      • A personalized opening

      • Two key takeaways

      • A clear call to action

  • Define the tone and how the message should sound.

    • Example tones:

      • Professional and concise

      • Friendly and conversational

      • Confident but not pushy

  • Avoid instructions that apply only to one situation. Instead, use field placeholders to dynamically insert information about the contact or account.

  • If your prompt asks Gong to research the company or contact online, the results depend on what information is publicly available. Some sites limit AI access, so certain sources, including LinkedIn, may not return full results.

Example prompts

Follow-up email

Write a follow-up email to {{recipient.first_name}} after our recent conversation.

  • The email should:

  • thank them for their time

  • summarize the main priorities discussed

  • include the next step if available

  • end with a simple call to action

Tone: professional, friendly, concise.

Prospecting email

Write a short prospecting email to {{recipient.first_name}} at {{account.name}}.

The email should:

  • open with a reason for reaching out

  • mention a likely business challenge

  • be under 120 words

  • include a simple meeting ask

Tone: direct, helpful, not overly sales-focused.

Re-engagement email

Write a re-engagement email to {{recipient.first_name}}.

The email should:

  • acknowledge that it has been a while

  • reconnect to the last conversation or priority

  • offer a reason to reconnect now

  • ask for a short follow-up meeting

Tone: polite, confident, concise.

FAQs

Where can I use prompts?

Prompts can be used when writing one-off emails in the email composer.

Will the generated email always be the same every time the prompt is used?

No. AI-generated content may vary each time it is generated. Prompts generate emails using the context available at the time of generation. If the available context changes, the generated content may also change.

Can prompts research information online?

Yes. Prompts can research information online when generating content. However, the results depend on what information is publicly available and accessible. Some websites limit how AI systems retrieve content, so results may be incomplete.

Do I need to review the generated email before sending?

Yes. While we do our best to ensure the information provided by AI is accurate, we cannot guarantee that it will not hallucinate. Always review AI-generated emails to ensure the content is accurate and appropriate before sending.