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
Authorize Access
You’ll be redirected to Gong to authorize Kasava. Review the permissions and click Authorize
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”
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
/gongor 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 |
Keyboard Navigation
- Arrow keys - Navigate through search results
- Enter - Select and insert the highlighted call
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”
Token Management
Refreshing Tokens
If you experience connection issues:- Go to Settings → Integrations
- Click Manage on the Gong card
- Click Refresh Token
Disconnecting Gong
To disconnect your Gong integration:- Go to Settings → Integrations
- Click Manage on the Gong card
- Click Disconnect
- Confirm the disconnection
Troubleshooting
Gong insights not appearing on dashboard
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
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
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
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
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
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