Gong Best Practices
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Thank you to everyone who joined today's AI Builder Meetup! 30+ Visioneers. Three brave volunteers to kick us off. A chat full of real prompts and use cases. And we got to do it all on the same day Gong launched Mission Big Dipper. Perfect timing!As promised, I documented everything so you do not have to dig through your notes. Here it is, all in one place.Huge thanks to our three kickoff volunteers: Jaime Council at Sharecare, Justin Manni at Averhealth, and Sydney Tress at Wolters Kluwer, our recent Gong AI Agents contest winner! And a special shout out to Itai Sagi and Katie Geoffroy, who both dropped full prompts into the chat. Those are published below exactly as they shared them.Everything is organized into three buckets:AI Builder Workflows — what people built in AI Builder Enablement Ideas — driving adoption, coaching, and ramp with Gong Prompts and Other Workflows — copy and paste ready prompts plus everything elseBUCKET 1: AI BUILDER WORKFLOWSWorkflows people built directly i
Hi there!We are loving the enable + AI trainer and rolled out a huge certification wth 5 parts + submitting calls to a library for scoring. Our director of platforms is having to use a lot of manual processes to build a spreadsheet dashboard for leaders to see a consolidated view. Does anyone have good tips or workarounds for dashboarding INSIDE of Gong? THANK YOU!
What have you found to be the top 3 use cases for sales leaders to help their team drive new business production in Gong?
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
What is the BEST thing you have done with Gong?
Visioneers, this one is all you!The Gong AI Agent How-To Guide is officially live, and it would not exist without the incredible members of this community who rolled up their sleeves and shared their real workflows, tips, and hands-on experiences with our AI agents. This is what Gong looks like in the hands of real power users, and it is seriously impressive.Thank you so much to everyone who contributed: @Sydney Tress @Blake Buckley @Rinske Meerenga @Chelsea Alterman @aframpton @Sierra.Evans @Maddy Sirois @Ed Franklin @Jake Joosten @Daniel Brown @jamesmakiramdam @Ayrielle Berryman @Sam Morris Samsara @Jake BernsteinHere is a taste of what is inside:AI Builder: See how @aframpton used it to surface real win/loss patterns straight from buyer conversations, and how @Jake Joosten turned a library of 28,000 unanalyzed calls into a full enablement engine.AI Briefer: Learn how @Jake Bernstein built custom handoff briefs for account transitions and QBRs that saved reps days of prep time, and
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!
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!
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
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