Setting up Auto Context
- 06 Oct 2024
- 1 minute read
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Setting up Auto Context
- Updated on 06 Oct 2024
- 1 minute read
- Contributors
- Print
- DarkLight
- PDF
Article summary
The content is about the Auto Context option in Gong for tech admins. Even without connecting Gong to a CRM, users can still get context for conversations. Auto Context creates account and contact records based on calendar events with web conference calls involving external domains. This allows for full context during calls, activity timeline visibility, and search capabilities. To set up Auto Context, go to Company Settings, CRM, and enable Auto Context. Importing emails into Gong with Auto Context enabled is not supported to prevent creating unnecessary accounts based on non-business email domains.
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Who’s it for: Tech admins
If you aren't connecting a Gong to a CRM, you can still get context for your Gong conversations with the Auto Context option. In the Auto Context option, we create account and contact records in Gong based on your calendar events which have recorded web conference calls with participants with an external domain.
Your calls are then associated with these accounts and contacts, providing you with full context for the call, the ability to see the activity timeline, and search both accounts and contacts.
To set up Auto Context:
Make sure your calendar app is connected to Gong.
Go to Company Settings > CRM > Auto Context.
In the Auto Context page, click Enable.
Note:
Importing emails into Gong when Auto Context is enabled is not supported. This is to avoid the creation of extra accounts based on non-business email domains.
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