Understanding AI Briefer

Gong Foundation

AI Briefer is an AI agent that generates structured summaries that unify data from conversations, emails, web information, and your CRM. Briefs can be generated for accounts, deals, calls and contacts, helping your team quickly understand what’s going on in a given context so they can align faster, execute with confidence, and never miss critical context.

Rather than digging through transcripts, emails, and websites, team members get an organized, concise summary of key points tailored to specific use cases, like preparing for a meeting, reviewing deal status, or onboarding a new team member.

Briefs are available throughout Gong, on the homepage, account pages, deal boards, and call pages, so team members can access relevant information wherever they are.  

What are some use cases?

AI Briefer gives your team a quick snapshot of an account, deal, call or contact. Here are some of the most common ways to use it:

• Prep for a meeting. With briefs, you can get up to speed on a contact's background, past conversations, and business goals.

• Review deal status. Quickly assess the health of a deal by getting an overview of key activities, risks, and next steps.

• Onboard new team members. Provide a new rep with a quick and comprehensive overview of an account or deal, helping them get up to speed quickly.

• Manage account handoffs. When an account is transferred to a new team member, a brief can provide all the critical context they need to take over seamlessly.  

What is a brief?

A brief is a snapshot generated by Gong AI that organizes important information into a template made up of sections. In each section, Gong AI answers a question based on specified information. This information could be from past calls and emails, CRM or Gong data, or information on the web.

What is a brief type?

A brief type is the template that tells Gong AI what to include in the brief. Each brief type consists of sections; each section includes a question and optional instructions to guide the AI. For example, a brief type may include sections with questions like:

• What are the customer’s company pain points?  

• Did the customer communicate their business goals?  

• What follow-up actions were agreed upon during the call?

Gong provides default brief types for common scenarios like account overviews and discovery calls. Admins can create custom brief types tailored to specific situations that require quick context to make decisions or take action. For example, when preparing for account handoffs or assessing deal progress.

Brief scopes

Account and deal briefs

AI Briefer can create structured summaries of an account or deal, based on data from conversations over a specified period of time, information on the web, CRM data, or data from Gong. Briefs for accounts and deals are available on the home page, account pages, and deal boards.

Briefs in the deal board  

In the Briefs tab, the goal of the brief is to show an overview of the deal. In the Score tab, the goal is to show deal risk. Brief types for each of these tabs are chosen when the board is set up.

Call briefs

AI Briefer creates structured summaries for individual calls. The default brief types focuses on call highlights, but users can switch to other brief types from the call page.

Contact briefs

AI Briefer can gather and summarize information about a contact or lead, tailored for specific use cases. These provide a quick overview of a contact’s professional background, personal interests, business challenges, and more, and are ideal for preparing for meetings. The default brief types focuses on contact highlights, but users can switch to other brief types from the contact drawer.

What you need to get started

Out-of-the-box brief types are available by default on the homepage, account pages, deal boards, and call pages. Company admins can edit these brief types or set up new ones. For more about editing or setting up brief types, see Create and manage brief types.