Share a call
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Share a call

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Article summary

Sharing calls with colleagues makes it easy to collaborate, ask for feedback, consult about issues raised in a call, and more. Sharing calls with customers is a courtesy in follow-up emails; tracking when customers share calls onwards is a great indicator that a deal is moving forward.

How to share a call

Click Share call at the top right of the call page. If the call just finished and is still processing, you'll be able to share it right away with customers, and they'll receive an email once the call is ready. Click Share internally if you want to share the call with people at your org who are using Gong. Click Share with customers to share with customers, prospects, or people at your org who aren't using Gong.

You can share entire calls, or call snippets. Learn more about snippets.

Share internally

Share calls internally via email or Slack. When you share calls internally, Gong sends the recipient a link to the call that they can access in Gong. If the call includes a video, the video is shared. If the call is shared in Slack, the recipient will see an AI-generated call brief in the Slack message.

Share the entire call or a call snippet

You can share an entire call or part of a call. To share part of the call, click on the call player to open an action menu. From here, select the snippet length and click Share internally. You can also select text in the transcript to open an inline menu. From here click and click Internally.

Share with customers

Share calls externally by sending customers a link, or by sending an email with a link. When you share calls with customers, they access a simplified version of the call page. If the call includes video, the video is shared too.

By default, shared calls also include call spotlight, so customers can see what went on in the call at a glance. The spotlight shared with customers includes the Call brief, Next steps and Outline.

If you don't want to share the spotlight when you share the call, click Edit and deselect sharing the call spotlight.

Edit shared link settings

If your admin has enabled it, clicking Edit will enable you to edit the following settings:

Link expiration

Extend access to the link. Once you've shared the link, you can extend access to it as many times as you like via the Shares & Views panel in the call page. Your admin sets the limit for how long access can be extended for.

Share the entire call or a snippet

You can share an entire call or part of the call. To share part of the call, click  Create snippet to open an action menu on the call page. From here, select the snippet length and click  Share with customers.

Levels of access

If your admin has enabled it, you can define who can access the call. Options include:

  • Anyone with the link can access the call

  • People with the link who identify themselves can access the call

  • Only people specified during the share process can access the call

Cancel access to a call you've shared

If you've shared a call with customers, that call is accessible until the link expires.

If you want to cancel access to the call before the link expires, or extend access to the link, go to the call page, and click the Shares & Views icon along the right panel.

From here you can either cancel or extend access to the shared call.

You can also cancel access via Share Call > Cancel sharing with customers. This cancels access to the link that was shared to expire.

See who's viewed a call

Notifications

When a shared call is viewed, the person who shared the call receives an email notification.

In-app

On the call page, click the Shares & Views icon along the right panel to see how many times a call was shared with customers, and info regarding each share.

  • Shares & Views info is only available for calls that were shared with customers.

  • If the call was viewed, you can click on the entry to get more details.

  • If the call was shared with customers via email in the Share with Customers window, you can hover over the bold "# person" text to see who the call was shared with.

  • Click on an instance of a view to open the call to the point in the call where the viewer started listening. Hover over the view details to highlight snippets of the call that were listened to in the call timeline.

About call views

  • The views for each time you share a call are tracked separately, even though all the shares are for the same call. So if you share a call today using a shareable link as well as sharing it via email, the views for each of those shares are tracked separately. If you then share the call again tomorrow via email, the views for that share are tracked separately from the email share from the day before.

  • If you share a call via email and don't require the viewer to identify themselves, every time that link is used it is logged as if the person you sent the email to viewed the call, even if they forwarded it to someone else.

  • If you share using a shareable link, we can only tell you that the link was generated and how many times it was used. We can't tell you who used it unless you require the viewer to identify themselves when you generate the link.

FAQs

How are call views tracked?

Each time you share a call, views are tracked separately. So if you share a call today using a shareable link and via email, views for each of those shares are tracked separately. If you share the call again tomorrow via email, views for that share are tracked separately, too.

How do I know who has viewed a call?

If you share a call via email and require the viewer to identify themselves, you’ll know who is viewing the call. every time that link is used, the person using it must log in. This gives you data about who is viewing the call.

How do I restrict who can view the call?

To restrict who views a call, click edit on the call sharing screen and select: Only specific users will be able to access.

I don’t know who has viewed my call. Why not?

If you share a call using a shareable link and set access to Anyone with the link can access the call, we can only tell you that the link was generated and how many times it was used. We can't tell you who used it. If you want to know who viewed a call, either require users to identify themselves when they access the call, or allow only specific users to access the call.

How do I cancel access to a call after it's been shared?

If you've shared a call with customers, that call is accessible until the link expires. To cancel access before the link expires, go to the call page, and click the Shares & Views icon along the right panel. From here you can cancel access to the shared call.


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