Gong - Kasava

Gong is a revenue intelligence platform that captures and analyzes customer conversations. Kasava’s Gong integration enables AI-powered analysis of sales calls, bringing customer insights directly into your product planning workflow.

Capabilities

Feature	Description
Sales Insights Dashboard	View deal risks, opportunities, and coaching moments on your dashboard
AI Chat Analysis	Query your Gong data using natural language in chat
Plans Integration	Embed Gong calls directly in your planning documents
Transcript Search	Search across all call transcripts for specific topics
Sentiment Analysis	Track customer sentiment trends across conversations
Competitor Tracking	Monitor competitor mentions and track market intelligence
Topic Analysis	Identify trending topics and discussion patterns
Business Impact Analysis	Correlate completed work with sales calls to measure impact

Connecting Gong

Navigate to Settings

Go to Settings in the sidebar, then select Integrations

Find Gong

In the Sales Intelligence section, locate the Gong integration card

Start Connection

Click the Gong card to open the connection page, then click Connect Gong

Authorize Access

You’ll be redirected to Gong to authorize Kasava. Review the permissions and click Authorize

Complete Setup

After authorization, you’ll be redirected back to Kasava. The integration status will show as connected

Kasava uses secure OAuth 2.0 authentication. Your Gong credentials are never stored—only an access token for API calls.

Configuring Sync Settings

After connecting, you can configure how Kasava syncs your Gong data.

Managing Your Integration

Go to Settings → Integrations
Click Manage on the connected Gong card
The management dialog opens with sync options

Sync Options

Setting	Description
Historical Data (Days)	Number of days of historical call data to sync (default: 90)
Sync Transcripts	Include sentence-level transcripts for AI analysis
Generate AI Insights	Analyze calls for deal risks, opportunities, and coaching moments

Manual Sync

Click Sync Now in the management dialog to trigger an immediate sync. This is useful when you need the latest data right away.

Gong data syncs automatically every hour via webhooks. Manual sync forces an immediate update.

Dashboard Sales Insights

Once connected, Gong insights appear on your dashboard in the Sales Insights card.

Insight Types

Type	Icon	Description
Deal Risk	Warning triangle	Potential issues that may impact deal closure
Opportunity	Target	Positive signals and upsell opportunities
Coaching	Trending arrow	Learning moments for sales team improvement
Competitive	Alert circle	Competitor mentions and market intelligence

Priority Levels

Insights are ranked by priority:

High - Requires immediate attention (red badge)
Medium - Should be addressed soon (yellow badge)
Low - Informational (gray badge)

Expanding the Card

Click the expand icon on the Sales Insights card to see all insights with additional details including:

Total number of insights
Source call information
Insight type badges
Creation timestamps

Using Gong in AI Chat

Once connected, you can query your Gong data using natural language in Kasava’s AI chat.

Example Commands

“Show me recent customer calls”
“What deal risks were identified this week?”
“Find calls mentioning competitor XYZ”
“Get insights from the TechCorp demo call”
“What topics were discussed in recent calls?”
“Show customer sentiment trends”
“Find calls with available transcripts”
“What coaching moments were detected?”
“Get competitive intelligence from sales calls”
“Search calls for pricing discussions”

The AI assistant will interact with your Gong data to search, analyze, and summarize based on your requests.

Available AI Tools

The AI has access to specialized Gong tools:

Tool	Description
Find Calls	Search and filter sales calls by date, direction, scope
Get Call Details	Retrieve full details including participants, topics, and trackers
Get Transcript	Access the complete call transcript with speaker identification
Search Conversations	Search transcript content for specific keywords
Get Insights	Retrieve AI-generated insights by type and priority
Customer Sentiment	Analyze sentiment trends across conversations
Top Topics	Identify most discussed topics
Competitor Mentions	Track competitor and keyword mentions

Embedding Gong Calls in Plans

You can embed Gong calls directly into your Plans to reference customer conversations in planning documents.

Inserting a Gong Call

Open a Plan in the editor
Type /gong or click the + button and select Gong Call
Search for calls by title
Filter by call type (Inbound, Outbound, Conference)
Click to insert the call block

Gong Call Block

The embedded call displays live data from Gong:

Direction icon - Inbound (green), Outbound (blue), or Conference (purple)
Title - The call title
Scope badge - External or Internal call
Duration - Call length in minutes/hours
Participants - Number of people on the call
Transcript indicator - Shows if transcript is available
Date - When the call occurred
Link - Click to open in Gong

Filtering Calls

Use the selector’s filters to find specific calls:

Filter	Options
Search	Filter by call title
Direction	All Calls, Inbound, Outbound, Conference

Arrow keys - Navigate through search results
Enter - Select and insert the highlighted call

Embed Gong calls in your PRDs to directly reference customer conversations that influenced product decisions.

Data Synced from Gong

Calls

Gong Field	What It Contains
Title	Meeting or call title
Duration	Length in seconds
Direction	Inbound, Outbound, or Conference
Scope	External (customer) or Internal
Started/Ended	Call timestamps
Participants	Attendees with roles
Talk Ratio	Speaking time distribution
Transcript	Full conversation text

AI-Generated Insights

Kasava can generate insights from your Gong calls:

Insight Type	What It Detects
Deal Risk	Budget concerns, competitor evaluation, timeline issues
Opportunity	Expansion signals, referral potential, upsell indicators
Coaching	Best practices, improvement areas, successful techniques
Competitive	Competitor mentions, feature comparisons, win/loss signals

Topics and Trackers

Data Type	Description
Topics	Key subjects discussed with duration
Trackers	Custom keywords and competitor mentions
Key Phrases	Important terms extracted from conversations

Customer Sentiment Analysis

Track how customer sentiment trends over time:

Sentiment Categories

Sentiment	Meaning
Positive	Customer expresses satisfaction, enthusiasm
Neutral	Normal business discussion
Negative	Customer expresses concerns, frustration

Sentiment Metrics

The AI can provide:

Sentiment distribution across calls
Average talk ratio by sentiment
Interactivity scores
Trends over time periods

Competitor Intelligence

Monitor competitive landscape through sales conversations:

Tracking Capabilities

Competitor mentions - How often competitors are discussed
Feature comparisons - What features customers compare
Win/loss signals - Indicators of competitive positioning
Category analysis - Organize trackers by type

Using in Chat

Ask the AI about competitive intelligence:

“Which competitors were mentioned most this month?”
“What features do customers compare us against?”
“Show competitive mentions from enterprise deals”

Cross-Platform Issue Updates

Automatically post Gong call insights to related issues in GitHub, Linear, Jira, and Asana.

When enabled, Kasava uses AI to identify issues that are relevant to topics discussed in Gong sales calls and automatically posts a formatted comment with customer insights. This closes the loop between sales conversations and product development.

How It Works

Call processed - When a Gong call is synced, Kasava analyzes the transcript and topics
AI matching - Topics, feature requests, and pain points are matched to open issues in your connected platforms
Comment posted - A formatted comment is added to each matched issue with:
- Summary of what the customer said
- Customer context (company, sentiment, deal stage)
- Topics and features mentioned
- Link back to the Gong call

Enabling Auto-Updates

Connect Issue Tracking Platforms

Ensure you have at least one issue tracking platform connected: GitHub, Linear, Jira, or Asana

Navigate to Integration Settings

Go to Settings → Integrations → Gong

Configure Auto-Updates

In the Cross-Platform Settings section, toggle on the platforms you want to receive automatic updates:

GitHub Issues - Post to GitHub issues
Linear Issues - Post to Linear issues
Jira Issues - Post to Jira issues
Asana Tasks - Post to Asana tasks

Adjust Matching Settings

Fine-tune how matches are made:

Similarity Threshold - How closely a call topic must match an issue (default: 0.7)
Max Issues Per Signal - Maximum issues to update per call (default: 5)
Minimum Confidence - Confidence score required to post (default: 0.6)

What Gets Posted

When a Gong call matches an issue, a comment is posted with:

## 📞 Customer Signal from Gong

**Call:** Q4 Planning Discussion with Acme Corp
**Customer:** Acme Corp ($50,000 ARR) | **Sentiment:** Positive
**Deal Stage:** Negotiation

### Summary
Customer mentioned they are evaluating our reporting feature but need
better PDF export capabilities. This is a blocker for their compliance
team before they can sign the contract.

### Topics Mentioned
`reporting` `pdf-export` `compliance` `enterprise`

### Key Quote
> "We love the dashboard, but without PDF exports our legal team
> won't approve the purchase."

---
*Posted by Kasava • View in Gong*

Use Cases

Scenario	Benefit
Feature prioritization	See which features customers are asking for in sales calls
Deal intelligence	Understand what’s blocking deals from closing
Competitive analysis	Track competitor mentions linked to product gaps
Customer validation	Attach customer quotes to feature requests

Best Practices

Sync transcripts - Enable transcript sync for richer content matching
Use topic trackers - Configure Gong trackers to capture feature names
Tag issues consistently - Use feature/component labels for better matching
Review weekly - Check posted comments to validate and improve matching
Connect to roadmap - Link Gong insights to your product planning process

Filtering by Call Type

You can configure which calls generate automatic updates:

Filter	Description
External only	Only match customer-facing calls
High-value deals	Only match calls with deals above a threshold
Specific topics	Only match calls that mention tracked topics

Token Management

Refreshing Tokens

If you experience connection issues:

Go to Settings → Integrations
Click Manage on the Gong card
Click Refresh Token

This regenerates your access token without requiring full re-authorization.

Disconnecting Gong

To disconnect your Gong integration:

Go to Settings → Integrations
Click Manage on the Gong card
Click Disconnect
Confirm the disconnection

Your synced data will remain in Kasava, but new data will stop syncing.

Disconnecting will stop all call tracking, insight generation, and analytics for your organization.

Troubleshooting

Gong insights not appearing on dashboard

Verify that Gong is connected by checking Settings → Integrations. If connected, try clicking Sync Now in the management dialog to trigger a manual sync. Insights require transcript sync to be enabled.

Connection failed during OAuth

Ensure you have admin permissions in your Gong workspace. If you’re not a Gong admin, contact your Gong administrator to authorize the connection.

Chat commands not finding calls

Make sure your Gong connection is active and data has been synced. Check the Last Sync time in the management dialog. If sync hasn’t run, click Sync Now.

Transcripts not available

Transcript availability depends on your Gong recording settings and the Sync Transcripts option being enabled. Check both your Gong workspace settings and Kasava sync configuration.

No calls appearing in Plan selector

Verify that Gong is connected and has synced data. The call selector only shows calls that have been synced to Kasava. Try triggering a manual sync if calls are missing.

Token refresh failed

If token refresh fails, try disconnecting and reconnecting the integration. This will initiate a fresh OAuth flow and generate new credentials.

Permissions

Kasava requests the following Gong permissions during OAuth:

Permission	Purpose
Read calls	Access call recordings, transcripts, and metadata
Read users	Match Gong users to Kasava team members
Read insights	Access AI-generated deal insights
Read trackers	Access competitor and keyword tracking

Kasava does not modify any data in Gong. The integration is read-only.

Security

All OAuth tokens are encrypted at rest
Tokens are never exposed in the UI or logs
You can revoke access anytime from Gong’s integrations settings
Data sync can be paused by disconnecting without data loss

Business Impact Analysis

Correlate completed work with sales calls to measure business impact

Plans

Create plans with embedded Gong calls

AI Chat

Query Gong data using natural language

Integrations Overview

All available integrations

​Capabilities

​Connecting Gong

​Configuring Sync Settings

​Managing Your Integration

​Sync Options

​Manual Sync

​Dashboard Sales Insights

​Insight Types

​Priority Levels

​Expanding the Card

​Using Gong in AI Chat

​Example Commands

​Available AI Tools

​Embedding Gong Calls in Plans

​Inserting a Gong Call

​Gong Call Block

​Filtering Calls

​Keyboard Navigation

​Data Synced from Gong

​Calls

​AI-Generated Insights

​Topics and Trackers

​Customer Sentiment Analysis

​Sentiment Categories

​Sentiment Metrics

​Competitor Intelligence

​Tracking Capabilities

​Using in Chat

​Cross-Platform Issue Updates

​How It Works

​Enabling Auto-Updates

​What Gets Posted

​Use Cases

​Best Practices

​Filtering by Call Type

​Token Management

​Refreshing Tokens

​Disconnecting Gong

​Troubleshooting

​Permissions

​Security

​Related

Business Impact Analysis

Plans

AI Chat

Integrations Overview

Capabilities

Connecting Gong

Configuring Sync Settings

Managing Your Integration

Sync Options

Manual Sync

Dashboard Sales Insights

Insight Types

Priority Levels

Expanding the Card

Using Gong in AI Chat

Example Commands

Available AI Tools

Embedding Gong Calls in Plans

Inserting a Gong Call

Gong Call Block

Filtering Calls

Keyboard Navigation

Data Synced from Gong

Calls

AI-Generated Insights

Topics and Trackers

Customer Sentiment Analysis

Sentiment Categories

Sentiment Metrics

Competitor Intelligence

Tracking Capabilities

Using in Chat

Cross-Platform Issue Updates

How It Works

Enabling Auto-Updates

What Gets Posted

Use Cases

Best Practices

Filtering by Call Type

Token Management

Refreshing Tokens

Disconnecting Gong

Troubleshooting

Permissions

Security

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