FOR GONG CUSTOMERS

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!

Hi!So I’ve just set up an AI Scorecard and enabled automatic review. I have published the AI scorecard and would now like to let the AI scorecard review past calls. I’ve searched through the help center but can’t seem to find how this is done.When I go to the conversations search and I select a recording for which the AI scorecard should automatically be applied to, I can’t even select the scorecard on the right panel. I’m not sure what I’m doing wrong. My end goal is that I have multiple AI scorecards and that based on the call type, these recordings are automatically scored. I then want to create a folder (stream) with best recording of each meeting type. These recordings should automatically be added to the library based on the score. I thought this is possible but not sure how to continue. Does someone has experience with this? 

I lead sales for a team of 8 AEs - we’ve been using Gong forecast for 2 months now.  Every Monday morning, AEs update their forecast.  We have 3 “forecast categories” (Commit / Maybe / Surprise) They update / enter a new forecast number for each category. AKA they tell me every week how much they expect to close that month from each bucket (Commit / Maybe / Surprise).  Throughout the month, deals obviously move from Maybe to Commit / Commit to Win / etc.  The “Accuracy” report hasn’t proven useful based on how I’ve been having the team use Forecast. I think I may need a cumulative forecast field / not discrete forecasts for each category.  What tweaks should we implement to make “Accuracy” a useful report? Thanks!

Hello Gong Community!  LOVE gong scorecards!  and the SFDC integration works beautifully.  Here is the problem we are trying to solve.  An opportunity says do not record this call.  So you turn off Gong and recording.  We use Zoom, it has has an AI companion but this is also considered a “recording”  Other than taking copious notes and then completing the scorecard fields manually, has anyone out there solved this?  My company has a robust set of AI tools and I am not opposed to creating an agent that can help.  Suggestions?   

Hello Gong Community!  LOVE gong scorecards!  and the SFDC integration works beautifully.  Here is the problem we are trying to solve.  An opportunity says do not record this call.  So you turn off Gong and recording.  We use Zoom, it has has an AI companion but this is also considered a “recording”  Other than taking copius notes and then completing the scorecard fields manually, has anyone out there solved this?  My company has a robust set of AI tools and I am not opposed to creating an agent that can help.  Suggestions?   

I am looking for a way to report from a macro perspective on calls that were shared/listened to externally. I have a theory that calls with post-demo engagement have higher win rates and quicker deal velocity. I’d like to see if I can prove it with data. For example, we perform 1000’s of demos with our PreSales Solution Consultants and I am using the conversation filter to narrow down to our PreSales teams. There is no filter or data point available for call recordings generated to view. I’d like to add a data point to see if calls were shared and watched.  I am not an admin so not sure if that is a capability there. Wondering if this is possible at all? Thank you for any help!  To be clear, I am referencing the “share with customers” part of this and I feel like i used to have reporting capabilities on this, but cannot find it anymore. Hence the question :) https://help.gong.io/docs/share-a-call 

We turned on AI scoring in our Gong account recently, but the scorecards that are being answered by Gong AI are not surfacing via the API. I am using the v2/stats/activity/scorecards endpoint and only filtering on the call date, but not seeing all the expected scorecards.Are there plans to add these scorecards to the API? And if so, when is that expected to happen? 

I like the sound of this to do thats on the gong website. How do i create this myself? 

Hi Gong Community! I recently connected my CRM (Salesforce) to Gong, however I am running into an issue where all Accounts are showing up for every user in gong. In the CRM we configured Accounts to be Private, and use Account Teams to define who has visibility to certain accounts. I have already enabled the “Import Opportunity Team” option in the connection Import Settings tab, however this does not seem to address the issue. Does anyone know a way to make Accounts in Gong Engage only visible to users who are members of the Account Team?

Is it possible to see call sharing information via the API?

Can you view private scorecard results without downloading?

Hello,We have been using Gong in our nurture outreach, and use personalisation tokens for recipient names. One problem I have been having is that - unless we edit it manually every time we create a new email - the personalisation text is in a different font from what we use for the rest of our emails (Arial, 14).Is there a way to configure the font for personalisation text that will apply globally across all emails? That will be faster than having to do it manually every time we use these tokens. Edward

Hi Does anybody know if there is a way to run APIs from within Gong itself. ideally what I am looking for is that after every recording, we link to a 3rd party system that we push the recording, transcript and metadata to. So rather than have the 3rd party pull data from Gong, Gong actively pushes data out after every call recording.I hope that makes sense,I can’t see an option to do that anywhere so was wondering if it was supported and where to configure it, etc.Thanks