Gong
Setup

Set Up Gong Call Recording

Configure Gong to automatically record and analyze sales calls for coaching, deal intelligence, and process improvement.

Instructions

Set Up Gong Call Recording

Step-by-step

  1. Sign up for Gong and connect your calendar (Google Calendar or Outlook) so Gong can detect scheduled meetings.
  2. Connect your video conferencing tool: Gong integrates with Zoom, Google Meet, and Microsoft Teams for automatic recording.
  3. Set recording rules: choose to auto-record all external calls, only calls with prospects, or require manual opt-in.
  4. Configure consent: set up Gong's consent message — inform participants that the call is being recorded. Customize the message for your region.
  5. Add team members: invite your sales team and assign roles (admin, user, listener).
  6. Set up call libraries: organize recordings by team, deal stage, or topic for easy access.
  7. Make your first recording: join a scheduled call and verify Gong records, transcribes, and analyzes it.
  8. Review the recording: Gong provides a transcript, speaker timeline, talk-to-listen ratio, and key topics discussed.
  9. Use Gong's AI insights: look at questions asked, next steps mentioned, competitor mentions, and pricing discussions.
  10. Share clips with your team: highlight key moments and share them for coaching or deal review.