AI Follow-up - Gong.io (CS)
Overview
The AI Follow-up - Gong.io feature, powered by GPT-4 and currently in General Availability (GA), is designed to streamline post-meeting workflows within the Customer Success (CS) product. This feature provides users with a summarized overview of their meetings conducted through Gong, including recommended follow-up tasks and risk identification. Users can quickly take the next action by adding the follow-up to the Timeline (add-on) or sending an email directly from the summary. The feature leverages Gong.io meeting transcripts to generate these insights, ensuring that follow-up actions are both relevant and timely.
Key Benefits
- Streamlined Post-Meeting Actions: Automatically generates follow-up tasks and identifies risks based on Gong.io meeting summaries, helping users act quickly and efficiently.
- Integrated Workflow: Allows users to add follow-up actions to the Timeline or send emails directly from the meeting summary, simplifying the follow-up process.
- Data Privacy and Compliance: Operates under minimal risk according to the EU AI Act, with secure handling of customer data.
Details
The following table provides a detailed overview of the AI Follow-up - Gong.io feature within the CS product:
| LLM | Description | How to Enable/ Disable |
Data Sets | Data Retention and Deletion | Is customer data used to train the AI system? |
|---|---|---|---|---|---|
| Gpt-4, Gpt-3.5 Turbo | Users can view a summary of their meetings from Gong.io, with recommended follow-up tasks and risk identification. Users can quickly add to Timeline or send an email. | Link | Gong.io meeting written transcripts | No customer data is retained by the third-party sub-processor used to deliver this feature. | No |