FOR GONG CUSTOMERS

I would like to use Gong to send some campaigns to my contacts.In the emails I am sending, I would like to add a variable CC, BCC or even from options, so that the email template picks up the variable dynamically rather than having this fixed. For eg, I would like for the email to CC the Owner of the account, or use any of the fields coming from the CRM (Eg, the CSM). Is there a way to add this?I have seen this easily tackled in other products, but Gong seems to only support fixed values rather than dynamic ones.For the To, I would like to be able to trigger emails on behalf of my team, but there is no way that I can update where an email is coming from.There seems to be little use for email campaigns given the few configuration options we have.

Hi everyone,Are there any SugarCRM users out there? There is no native integration between Gong and Sugar, and I am looking for a way to log calls to contacts, accounts, and opps in SugarCRM.Zapier looks to have some connectors, but I have not been able to configure things.Any help is appreciated!

It seems like Gong only maps activities to accounts based on the direct account-contact relationship. If an contact is indirectly related to multiple accounts, I’d like the activities to show up across multiple accounts. Wondering if this is possible?

All of our Microsoft Teams Call Queues are in conference mode. This has many benefits most notably faster call pickup. When we signed up for Gong, we knew this wasn’t supported by the Numonix recording bot and created a work around using the upload api.Since then, Microsoft has released compliance recording and Numonix has updated their recording bot to fully support the ability to record Teams Call Queues in conference mode. I have created the compliance recording policy in Teams and assigned to a test queue. The recording policy activates and I can actually see the call in Gong while it is ongoing. However, once the call completes the recording disappears.I am not sure why the call is being discarded when it completes. Since Queue recording requires its own recording policy, are there different permissions in Gong for Queue calls? I can’t find anything in the Gong documentation that relates to Queue calls. I know a year ago, the documentation said that conference mode had to be turne

Quick Note:Thank you to everyone who joined today's AI Agent Best Practice Meetup. I will be honest,  I had no slides, no seed content, and no idea how many people would show up. You showed up anyway and you brought the goods.27 Visioneers. 10 real workflows. 45 minutes of the most practical AI conversation I have hosted in five years at Gong.Here is what we covered:Using Gong AI Agents natively: ​@Jamie Wolfson shared how his team at Coherent uses AI Builder to generate business cases from months of call recordings in 30 minutes -- and saw a measurable lift in deal wins as a result. ​@Andrea Ihara  shared three workflows she runs every week: a deal close query, a weekly Forecast Edge digest for sales leaders, and an outbound script generator built from closed-won data. ​@Itai Sagi at Palo Alto Networks is using AI Builder to find product gaps across all accounts and monetize them with pipeline impact. ​@Sydney Tress built a system that surfaces customer story leads automatically using

Is it possible to export comments from a call that have specific hashtags? Even better, is it possible to set up some type of automation to export those comments? For example, as I review a call I might makes comments that start with a hashtag with a name like #currentstate or #usecase. After I finish reviewing the call, I’d like to export those comments out to a file or into another system. 

Hello!I want to follow up with a prospect from my previous email, but I’d like to update the subject line. They are not in a gong flow.I’ve tried both replying to and forwarding my last email but in both instances, I can’t seem to edit the subject line.Is there a way to do this, or am I better to use Outlook to do this?

What is the BEST thing you have done with Gong? 

Hi there,Is there a way to personalize our Gong dialer voicemail greeting? It’s a very generic, robotic message that could lead the prospect to think they have dialled the wrong number.

Following up on the Snowflake/MCP discussion that I posed in Integrations, I put together an open-source starting point for teams that want to connect approved Gong data to AI assistants like ChatGPT, Claude, Cursor, or other MCP-compatible tools.gongctl is an unofficial, local-first Gong API CLI plus a read-only MCP server. It syncs approved Gong data into your own SQLite or Postgres cache, then exposes a controlled MCP surface that an assistant can query without receiving Gong API credentials, raw exports, writable database access, or full transcript dumps.The goal is not to replace Gong AI, Smart Trackers, scorecards, or Gong-native workflows. I see it as a launch point for focused point solutions that can enhance current Gong offerings: objection discovery, tracker or scorecard candidate analysis, coverage checks, campaign or enablement research, and other evidence-backed workflows that can eventually be operationalized back in Gong.I am looking for feedback from teams using Gong h

Hi all, first day using Gong. I’m an SDR using Engage.I want to dial prospects on Fridays, regardless of their step in a flow.Is there any way to create ancillary call tasks in bulk, for prospects that are already in a flow?I thought of a workaround with a ruleset to make a non-exclusive dials-only flow I could enroll them in concurrently. But it’s too late, the original flow is set anyway, and I seem to lack the authority to create rulesets.Do I really have to go into each prospect record individually, just to create these tasks? Or should I just save time zone delineation by state in a contact view, and hammer down the column to dial them?It would be so much better to just be able to bulk-create tasks and THEN sort by TZ.

Are you using Gong Data Cloud with Snowflake?I’m exploring an MCP layer on top of Gong data, and I’m trying to additional real-world use cases.I’m not trying to replace Gong’s AI features. Gong Assistant, AI Briefer, Smart Trackers, scorecards, and related native workflows already cover a lot of in-product use cases. For example, a warehouse/MCP layer could help teams identify which topics, objections, call patterns, account segments, or risk signals are worth turning into Smart Trackers, briefs, scorecards, or other structured Gong workflows. That feels useful because teams may need to be selective about what they configure, monitor, and operationalize inside Gong.A few questions:What Gong data do you actually query in Snowflake? What do you join it with? What questions are hard to answer in Gong itself but easier in the warehouse? Have you used warehouse analysis to decide what to configure back inside Gong? If an MCP interface existed on top of that data, what would you want it to e

Is there a way to set up Dialer to notify the person you are calling that it is being recorded? Right now it reminds our reps to let the contact know the call is being recorded, but we would rather have it be an automatic notification rather than relying on the rep.

We have a number of different account record types:Client (roughly 100) Client Subgroup (multiple thousands) Vendor Potential ClientBut, we only want to import and be able to automatically associate to the Client and Potential Client account record types. When searching in Gong, ALL of our accounts pop up, including some with potential confusing naming conventions without the rest of the record context like you’d have when searching Salesforce. Is there a way to filter which accounts get brought into Gong? None of the default CRM Settings seem intuitive to be able to do this.Thanks in advance!

I have brought Gong (web app on laptop) into in-person meetings so that the meeting is recorded. I’m not so much fussed on the video but have recorded the audio. The challenge is however is that there’s only one device in the room (my laptop) so 100% of the audio is attributed to me. Is there any best practice on associating individuals and what they’re saying to specific parts of the audio? I wondered whether there could be some sort of ‘calibration’ at the beginning of the meeting (verbal introductions by each participant) so that speech recognition during the meeting could associate the audio with the correct participant? 

This is a fun tip I learned at a Gong fireside chat. At the deal level you can ask Gong AI “why will we lose this deal?” The AI will break out all gaps and missing pieces in your opp. Now your rep can use this intel to go back to the prospect with the right messaging to fill the gaps and win the deal. I hope this is helpful!

A lot of teams I’ve been working with lately are realizing they’re sitting on a treasure trove of data and that AI Builder is a fast way to turn that into real, practical value and content without a heavy lift on their team’s part. Here are a few quick wins that I’m seeing teams leverage: 30-60-90 day onboarding plans Using historical call notes, deal data, and existing enablement materials, teams are prompting AI Builder to create structured onboarding plans for new hires. Using filters on your existing calls, content is easily tailored to role, segment, or region. This makes it much easier to ramp people consistently and start building your onboarding strategy without reinventing the wheel.  Stronger, data-backed scorecards Instead of guessing at “what good looks like,” teams are grounding scorecards in real patterns from their Gong data. For folks that are not used to building scorecards, it can be difficult to define exactly what milestones matter most and how to measure success.

I want to use theme spotter to identify the top industry terms and acronyms used on customer calls.  I want this information to help with my onboarding of new BDRs and sellers that don’t have industry experience.    It looks like there are only specific questions I can choose in theme spotter vs creating my own.  Is that really the case or is this operator error?   Admittedly I am a novice WRT theme spotter.   Any guidance here is appreciated.  Thanks, Joe! 

Hello,I need to catch every mention of security tools and source code management repositories from our customer tools.Gong seems to be struggling with the volume of calls in scope, and also the number of keywords in the filter (it let me enter them all and save the stream).Are there hard limits for a) numbers of calls in scope or b) number of keywords in a filter , per stream … that I should not go beyond ?Is the solution to split things into more streams ?Many thanksJoe

            You’re a Gong power user — and you deserve a reward for your expertise. So I want to hear how you are using Gong AI Agents to drive real results inside your organization.Share your best practice in the Visioneer Community between now and March 20, 2026 at 12:00 PM CST for a chance to win 30 minutes with Gong CEO, Amit Bendov.In your 1:1 you can:Ask for business advice Workshop your sales pitch Or even learn Amit’s favorite songs to play on guitar And that’s not all…The first 10 people who submit a best practice will receive Gong swag. One standout submission, selected by Gong, will win a 30-minute meeting with Amit.  Here’s how to participate:1. Share your story In the comment box below ⬇️ , submit a high-quality write-up (screenshots encouraged) or a short video showing how you’ve used Gong AI Agents to streamline processes and drive better results. Be sure to include which AI Agent in the header you’re using and the step-by-step process you followed to achieve your outcom

 Hi Gong community 👋I'm building an Account Overview AI Briefer that pulls from two sources: Conversation Intelligence (call transcripts, emails, meetings) Public web enrichment (prospect's website, LinkedIn, etc.) My goal is for the brief to behave like this:If a fact is already confirmed in conversation history, don't repeat it from the web. Web data should only fill gaps — not duplicate what the prospect already said directly on a call.Before I bake this logic into my prompt, I want to understand what Gong actually controls.My questions: When both Conversation Intelligence and Web data are enabled as sources in a Briefer, does Gong's AI automatically deduplicate across them or does it treat each source independently and surface everything it finds? Can the briefer prompt reliably instruct the AI to prefer one source over another (e.g., "conversations take priority; web fills gaps only")? Or does the prompt not have that level of control over how sources are weighted? Is there

Is there any way to track email data by using key words in AI Theme Spotter / ‘Ask AI’ in the Conversations tab? It seems like you can only track key words in calls for both and not emails. If you were able to track key words in emails somewhere then that would be amazing. Would love to be able to track email responses from flows by using key words. Thanks!

Is there any way to track email data by using key words in AI Theme Spotter / ‘Ask AI’ in the Conversations tab? It seems like you can only track key words in calls for both and not emails. If you were able to track key words in emails somewhere then that would be amazing. Would love to be able to track email responses from flows by using key words. Thanks!

We use Zoom Phone for nearly all of our phone calls, and we are finding that call attempts and shorter recordings are not consistently getting to either gong or our CRM (Salesforce).  We see maybe 1 out of 3 in Salesforce.We are stumped.  We were wondering if anyone else had seen this behavior and already solved for it.  Thanks!