Why does an assist appear when I've already sent a follow-up mail?
Gong monitors your email, and we mark assists as done when we identify that you sent a follow-up mail. Sometimes, typically if you sent a follow-up email during or just after the call, we might miss it and miss marking the assist done.
Does writing an email directly from an assist require a new permission?
Yes, it does. The first time you click WRITE EMAIL, Gong asks you for permission to write emails. Giving Gong this permission means the emails you compose in Gong are integrated with your email client (Gmail or Office365) and sent directly from them. This means:
Emails you send appear in your client Sent folder.
Emails you compose but don't send appear in your email client Drafts folder.
If the assist was triggered from an existing email thread (for example, an Out of Office reply), the email is included in the existing thread in your email client.
Are the emails that I send directly from assists tracked?
Yes, they are! Emails sent from Gong are tracked for "Email open" events and "Email links clicked" events, and are displayed as events in the deal activity timeline.
Are there any admin permissions that relate to sending emails from assists?
If you’re a tech admin, you can opt out of this capability for your entire account. To do this, go to Company Settings and in the Data Capture section, select the email provider that you integrate with Gong (Gmail or Office 365). Under Connection Import Settings, deselect the Allow team members to send emails via Gong toggle.
Why is the link to the call recording set to expire in a certain amount of days?
The access period for shared call is defined in your company settings. Contact your Gong admin to change the default.
Why does an assist say it will be removed tonight?
Assists are removed after 7 days in order to keep your assists current and relevant.
Where do the action items come from?
Gong picks up action items that were mentioned on the call by you or other attendees, and surfaces them in the assist to make sure you don't miss anything in your follow-up.
Do all the calls that I host trigger assists?
No. Calls that are less than 10 minutes long, or only include participants from your company, do not trigger an assist to follow-up.
I'm not seeing assists. Why not?
Assists will show for organizations with a CRM integration and with emails imported to Gong. If you think you should be seeing assists, talk to your Gong admin.
Where can I learn more about using assists to improve my workflow ?
Check out the Leveraging Gong Assists course at the Gong Academy to learn how assists can help you manage your daily activities and prioritize the actions that are most critical for your pipeline's success.