> ## Documentation Index
> Fetch the complete documentation index at: https://kasava.dev/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Gong

> Connect Gong to bring sales intelligence and customer conversation insights into 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

<Steps>
  <Step title="Navigate to Settings">
    Go to **Settings** in the sidebar, then select **Integrations**
  </Step>

  <Step title="Find Gong">
    In the Sales Intelligence section, locate the Gong integration card
  </Step>

  <Step title="Start Connection">
    Click the Gong card to open the connection page, then click **Connect Gong**
  </Step>

  <Step title="Authorize Access">
    You'll be redirected to Gong to authorize Kasava. Review the permissions and click **Authorize**
  </Step>

  <Step title="Complete Setup">
    After authorization, you'll be redirected back to Kasava. The integration status will show as connected
  </Step>
</Steps>

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

## Configuring Sync Settings

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

### Managing Your Integration

1. Go to **Settings** → **Integrations**
2. Click **Manage** on the connected Gong card
3. 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.

<Note>
  Gong data syncs automatically every hour via webhooks. Manual sync forces an immediate update.
</Note>

## 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

1. Open a Plan in the editor
2. Type `/gong` or click the **+** button and select **Gong Call**
3. Search for calls by title
4. Filter by call type (Inbound, Outbound, Conference)
5. 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

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

## 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

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

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

1. **Call processed** - When a Gong call is synced, Kasava analyzes the transcript and topics
2. **AI matching** - Topics, feature requests, and pain points are matched to open issues in your connected platforms
3. **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

<Steps>
  <Step title="Connect Issue Tracking Platforms">
    Ensure you have at least one issue tracking platform connected: GitHub, Linear, Jira, or Asana
  </Step>

  <Step title="Navigate to Integration Settings">
    Go to **Settings** → **Integrations** → **Gong**
  </Step>

  <Step title="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
  </Step>

  <Step title="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)
  </Step>
</Steps>

### What Gets Posted

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

```markdown theme={null}
## 📞 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

1. **Sync transcripts** - Enable transcript sync for richer content matching
2. **Use topic trackers** - Configure Gong trackers to capture feature names
3. **Tag issues consistently** - Use feature/component labels for better matching
4. **Review weekly** - Check posted comments to validate and improve matching
5. **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:

1. Go to **Settings** → **Integrations**
2. Click **Manage** on the Gong card
3. Click **Refresh Token**

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

## Disconnecting Gong

To disconnect your Gong integration:

1. Go to **Settings** → **Integrations**
2. Click **Manage** on the Gong card
3. Click **Disconnect**
4. Confirm the disconnection

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

<Warning>
  Disconnecting will stop all call tracking, insight generation, and analytics for your organization.
</Warning>

## Troubleshooting

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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**.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Token refresh failed">
    If token refresh fails, try disconnecting and reconnecting the integration. This will initiate a fresh OAuth flow and generate new credentials.
  </Accordion>
</AccordionGroup>

## 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            |

<Note>
  Kasava does not modify any data in Gong. The integration is read-only.
</Note>

## 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

## Related

<CardGroup cols={2}>
  <Card title="Business Impact Analysis" icon="bar-chart-3" href="/docs/features/impact-analysis">
    Correlate completed work with sales calls to measure business impact
  </Card>

  <Card title="Plans" icon="file-text" href="/docs/features/plans">
    Create plans with embedded Gong calls
  </Card>

  <Card title="AI Chat" icon="message-circle" href="/docs/features/ai-chat">
    Query Gong data using natural language
  </Card>

  <Card title="Integrations Overview" icon="plug" href="/docs/integrations/overview">
    All available integrations
  </Card>
</CardGroup>