Create a theme analysis

Who can use this: Business admin

Available on: Gong Foundation

Ideal for: Sales manager

Create a theme analysis when you want to understand what customers are saying across a large set of calls. You define the question and the call dataset; AI Theme Spotter finds the patterns.

Before you begin

• You need Business admin access to create an analysis.

• Your analysis needs an AI tracker to draw detections from. For preset questions, the relevant AI tracker by Gong must be published in Admin center > Agent Studio > AI Tracker.

• Analyses exclude private calls and support up to 50,000 calls. Your company can run up to 20 analyses per month, plus three additional analyses for every 60 seats, up to a maximum of 30.

Create a theme analysis

Processing runs in the background and typically takes up to six hours, though it can take longer if the AI tracker is backfilling historical data.

To create a theme analysis:

1. From the left sidebar, click Insights, and select AI Theme Spotter.

2. Click + New analysis.

3. Select a business question:    

   • Suggested by Gong: These questions are based on AI trackers by Gong. They cover topics such as pricing reactions, customer concerns, objections, strategic business goals, customer pain, and decision criteria. If a question does not appear, the tracker behind it is not yet published. Go to Admin center > Agent Studio > AI Tracker, find the unpublished tracker, and publish it.

   • All questions: These questions are based on AI trackers that your company has created and published, and reflect your company's specific topics and terminology.

   • Create new question: Type a custom question. Gong creates a new AI tracker for this analysis and continues tracking the theme going forward. This AI tracker consumes Gong credits for 30 days of historical backfill, and continues to consume credits after creation until it is unpublished. Learn more about Gong credits.

4. (Optional) After choosing the question, click Edit filters to set additional filters for date range, participants, deal stage, account attributes, and outcomes.

   Note:

   The AI tracker's own filters limit the detections that feed the analysis. For example, if the AI tracker is scoped to US calls only and your analysis filters for EMEA, the analysis will only include US detections. To analyze EMEA calls, use a tracker configured for that scope. Also, AI tracker detections are limited by the tracker's start date. Calls before the tracker was published are not available.

5. Click Create analysis.

The analysis appears in your list at Insights > AI Theme Spotter with a processing status. When processing is complete, the analysis is ready to view. Learn more about View and explore a theme analysis.

Frequently asked questions