Assist Hub is your one-stop-shop for prioritizing and acting on deals, so you can keep your pipeline moving and meet your quota. Click Assist from the nav bar to see your open deals at a glance, with recommended actions, indicators of deal health, synced CRM fields, and more. Click on a deal name name to see the full deal page with a deal overview, activity history, contacts and more.
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Note
Assist is in free beta and currently only supported for companies integrated with Salesforce and Hubspot. To see the Assist tab, you must be an opportunity owner and your email and calendar must be synced with Gong. Learn more
Tip
See a video overview of what you've got in Assist.
Front and center, you’ll see the most important things you need to know to start your day. Starting from the top, see the deals that have new and open assists, and recent engagement events.
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New assists, marked in blue, are assists that you haven’t seen yet.
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Engagement events, marked with a blue lightning bolt and number, include everything from when prospects interacted with Gong calls or third-party apps, viewed emails that were sent via Gong, and more. For more about Engagement events, see this.
Sort the deals according to which ones have the newest assists, the highest value, closest close date, or highest engagement (highest velocity of interactions such as calls and emails over the past 14 days).For each deal, you’ll see a deal card that includes the following:
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Deal name
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Activity timeline
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Engagement events indicator
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Next meeting
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CRM fields for close date and amount (that can be edited from here)
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Open assists
Click on any element to open more information in a panel on the right.
More assists
If you have recommended actions for activities that aren’t associated with any open deal, you’ll see them under the title More assists. So for example, if you’ve had a call with someone who isn’t associated with an open deal in your CRM yet, you’ll see a suggestion to follow up after the call.
On the left side of the page, you have quick access to all your open deals.
See a notification beside a deal?
This means the deal has a new assist. Clicking on the deal opens the deals page in the right panel, and you'll see the new assist in blue.
Sort how you view your deals
Choose how you want to view your deals, according to which one has the newest assists, the highest value, closest close date, or highest engagement (most velocity of interactions such as calls and emails over the past 14 days).
Click on any deal, either from the panel on the left or the main panel, to open the deal page.
At the top, you’ll see editable CRM fields automatically synced with your CRM. By default, these fields show the deal amount, close date and stage. Click on the double-arrow icon or the CRM tab to edit additional CRM fields.
Below these fields, you’ll see 4 tabs: Overview, Activity, Contacts, CRM.
See open assists, upcoming meetings, and recent activity to keep you informed of account-related activity.
Deal assists
See assists relating to this deal, and filter according to open, dismissed and completed assists. New assists are blue; ones you’ve viewed but haven’t completed or dismissed yet are white.
Upcoming meetings
If you or your teammates have upcoming meetings scheduled on this account, you’ll see them here. You can see who’s RSVP’d to the meeting (and who hasn’t) so you can act accordingly. Click on a meeting and a panel opens on the right displaying more info to help you prepare.
Recent activity
See engagement events, emails you haven’t responded to yet, emails you weren’t cc’d on, and calls you didn’t participate in from the past 14 days. For example, if an SDR reached out to the prospect or had a call with them, you’ll see it here.
You’ll also be able to see if an email you sent has been viewed, or a link in an email has been clicked.
See activities relating to this deal here, including calls, emails, engagement events, and other interactions.
See the names of everyone who’s been active in the deal. Hover over any name to see their details and recent activities on the deal. The moon icon shows their level of activity:
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Empty circle: No activity
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Quarter circle: Less than 10 activities
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Half circle: Between 10 and 20 activities
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Almost full circle: Over 20 activities
Update important deal info right from Assist Hub, and it will be synced automatically with your CRM, saving you time and keeping your CRM up to date. You'll see several fields here by default, and can add additional fields by clicking Add / Remove fields.
For more about updating your CRM fields in Assist, see this.