Tech admin
Any Gong plan*
Admin center > Settings tab > Data capture > Web conferencing
Integrate Gong with Microsoft Teams to enable generating dynamic meeting links which display the consent page before starting the meeting.
What you need to know
When reps set up meetings, they should create a link via the Gong calendar add-on and not use the link Microsoft Teams may automatically add to meetings. When the link is created from the Gong calendar add-on, the link opens the Gong consent page before starting the meeting.
Microsoft Team links may be added automatically if:
The Add online meeting to all meetings setting in Microsoft Outlook is on by default.
The Microsoft Teams plug-in is installed in the calendar. The plug-in automatically makes every meeting a Microsoft Teams meeting.
Your Microsoft Teams configuration must be set to allow anonymous or unverified attendees to your meetings. For more details, see Manage anonymous participants.
If you have integrated Microsoft Teams Phone, ensure strict mode is disabled. If strict mode is enabled, Gong won’t be able to record Microsoft Teams web conference calls with the Gong bot.
Company setup
Your company needs to define Microsoft Teams as the default web conferencing app, and enable the consent page for Microsoft Teams.
Go to Admin center > Settings > Data capture > Web conferencing and make sure that the Recording toggle is set to ON for Microsoft Teams.
Set up a consent profile for Microsoft Teams.
Install the Install the Gong calendar add-on company wide. If you don’t want to install the app for the domain, each rep can install it individually.
Test setup to ensure the set up will be smooth for your team:
Create a meeting using the calendar add-in.
Join the meeting, checking that the Gong consent page is displayed before you join the meeting. In some instances, you may need to approve Gong in your Microsoft Teams instance on the company level.
Individual setup
This is only necessary if you didn’t install the Gong calendar add-in company wide. Each team member must ensure that their Gong profile is connected to Microsoft teams and set their dynamic link.
Ask your reps to download the Gong Calendar add-on for either Microsoft Outlook or Google Workspace.
Each rep should sign in to Gong via the add-in, and give Gong permissions to create meetings on their behalf in their calendar.
Refer your team to the information on how to schedule a call with recording consent.
*The features available to you depend on your company’s plan and your assigned seats.