Who can use this: Any team member
Available on: Gong Foundation
Gong Assistant can often determine which conversations to analyze from the question you ask. In many cases, you can describe the conversations you want Gong Assistant to analyze directly in your question. In other cases, you should set filters to define which conversations Gong Assistant should use.
Understanding when to use natural language and when to use filters helps you get more accurate results.
Use natural language
For many questions, you can describe the conversations you want Gong Assistant to analyze directly in your question. For these types of requests, you do not need to set filters separately.
Timeframes
Reference both relative and absolute timeframes directly in your question.
Examples:
What concerns did customers raise in the last 30 days?
Summarize calls from Q1 of last year.
What changed after the current deal was closed?
Current context
Reference the current call, deal, account, or search results in your question.
Examples:
What actions were agreed on in the current call?
Summarize risks in the current deal.
What concerns have been raised on the current account?
Current user
Ask questions about your own activity.
Examples:
Summarize my calls from last month.
What concerns did customers raise in calls with me as a participant?
Accounts
Reference a specific account by name.
Note:
Account names are matched using the account name in your CRM and the matching is case sensitive.
Examples:
Summarize my conversations with Acme.
What concerns were raised in calls with Acme?
Deals
Reference deals or deal status in your question.
Examples:
What concerns came up in open deals this quarter?
Participants
Reference specific participants or participant types.
Note:
Participant names are matched using the name in your CRM and the matching is case sensitive.
Examples:
What questions did Alex Johnson ask?
What concerns did external participants raise?
Deal attributes
Reference deal values and other deal attributes.
Examples:
What concerns came up in deals worth more than $50,000?
Combine multiple conditions in a question
You can combine multiple supported conditions in the same question.
Examples:
Summarize open deals for Acme this quarter.
What concerns came up in closed-lost deals during the last 30 days?
What objections were raised in deals owned by Alex Johnson this month?
When you combine conditions in a question, Gong Assistant looks for conversations that match all of the conditions you included.
Set filters
Some types of requests are not reliably supported in natural language. In these cases, set filters first and then ask your question.
You can set filters on the Search page or on the Gong Assistant page when you add Calls as context.
Either/or conditions
Natural-language questions combine conditions using and logic.
If you want Gong Assistant to analyze conversations that match one condition or another, set filters directly.
Examples:
Calls from Acme or another account.
Deals owned by Alex Johnson or Taylor Smith.
Calls from Technology or Financial Services companies.
Excluding conversations
Natural-language questions work best when describing the conversations you want to include.
If you want to exclude conversations from the analysis, set filters directly.
Examples:
All calls except those from Acme.
Open deals excluding renewals.
Calls that do not mention a competitor.
CRM data
Use filters when your question depends on CRM data that Gong Assistant does not reliably understand in natural language.
Examples include:
Industry
Territory
Region
Custom CRM fields
Other company-specific CRM data
For example, instead of asking:
Which Technology companies did I speak with in the last three months?
Filter the results to the Technology industry first, and then ask your question.
Sentiment
If sentiment filters are available in your workspace, set the filter directly rather than describing it in your question.
Example:
Calls with negative sentiment
Transcript words and phrases
If you want Gong Assistant to analyze conversations that contain specific words or phrases, set filters directly.
Examples:
Calls where a competitor was mentioned.
Calls that mention a specific product.
Calls containing a specific keyword or phrase.
On the Search page, use filters such as Words or phrases to define the conversations Gong Assistant should analyze.
Combine filters and natural language
You do not need to choose one approach or the other.
A common workflow is to use filters to define the conversations Gong Assistant should analyze and then ask questions in natural language.
For example:
Filter Search to Technology companies from the last 90 days.
Ask: "What concerns are customers raising about implementation?"
The filters define the conversation set, and the question tells Gong Assistant what information to analyze within that set.
How filters affect Gong Assistant responses
On the Search page, Gong Assistant uses the conversations included in the current search results.
Each response is tied to the filters that were active when you asked the question.
If you change the filters:
New questions use the updated search results.
Earlier responses remain tied to the previous search results.
This allows you to compare different sets of conversations without losing earlier analyses.