<aside> ⚠️

We are still working and updating some of the screens in the screenshots present in this page, so do not be alarmed if things look a little bit different. However, the authentication flow should not change. If something looks different or you’re unsure how to set this up, reach out to [email protected] .

</aside>

Setting Up

  1. Navigate to the app’s dashboard. If you haven’t set up the Gong integration yet, you should see button on your list of to-dos, prompting you to connect with Gong.

    SCR-20240909-jkoa.png

  2. After pressing the “Connect with Gong” button, you’ll be taken to Gong’s OAuth authorization flow. Review the permissions and press “Allow” if you agree with them.

    SCR-20240909-jkpp.png

  3. After clicking “Allow”, you’ll be redirect to your dashboard, where you’ll no longer see the prompt to connect with Gong. This means you have successfully enabled the Gong integration.

    SCR-20240909-jlrw.png

  4. If you navigate to the Calls page, you should now see your Gong’s calls, and if you navigate to one of the calls, you’ll see the call transcripts and the potential referrals we’ve identified for you.

    SCR-20240909-jkrb.png

    SCR-20240909-jkso.png

FAQs