Access levels
Each Gong account has an access level: Read-only and Read + write. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.
Read-only is the recommended level. The connect window selects it for you, and you can choose another level.
The Gong sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in. It checks every agent action against the level you chose, and it refuses actions outside that level.
What agents can do at each level
Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action. Each action shows its name, a one-line description where the Gong action catalog has one, and its slug. The slug is the ID that agents use when they call the action.Read-only (recommended)
Read-only (recommended)
Agents can use 38 of the 58 Gong actions at this level:
- View calls
- View users
- View and create reports
- View folders
- View and test integrations
- View profiles
- View transcripts
- View activities
- View associations
- View history
- View logs
- View records
Activities (1)
Activities (1)
Addresses (1)
Addresses (1)
Associations (1)
Associations (1)
Calls (6)
Calls (6)
Folders (2)
Folders (2)
History (1)
History (1)
Integrations (2)
Integrations (2)
Logs (1)
Logs (1)
Profiles (2)
Profiles (2)
Records (1)
Records (1)
Reports (5)
Reports (5)
Schemas (1)
Schemas (1)
Scorecards (1)
Scorecards (1)
Tasks (1)
Tasks (1)
Trackers (1)
Trackers (1)
Transcripts (2)
Transcripts (2)
Users (4)
Users (4)
Workspaces (1)
Workspaces (1)
Other actions (4)
Other actions (4)
Read + write
Read + write
Agents can use 53 of the 58 Gong actions at this level: everything in Read-only, plus:
- View, share, and manage events
- Create and update meetings
- Create and update profiles
- Create calls
- Create integrations
- Create interactions
- Create media
- Create records
Connect Gong
Before you start:- You need a Gong account that you can sign in to.
- Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.
1
Open Integrations
Open Settings > Integrations.
2
Add an integration
On the Connected apps tab, click + Add integration.
3
Find Gong
Find Gong in the catalog and click it. You can type the name in Search the catalog….
4
Choose an access level
Under Default scope, choose an access level. This level applies to every agent.
5
Click Connect Gong
Click Connect Gong. The Gong sign-in page opens in a new tab.
6
Sign in to Gong
Sign in to Gong and approve the request.
Change the access level
- Under YOUR CONNECTIONS, find the Gong account.
- Open the account menu (⋯) and click Manage scope.
- Under Default scope, choose the new level.
- Click Save access.
Set access for one agent
Every agent uses the account’s level unless you set something else for it. You can narrow one agent to a lower level, or block it.- Under YOUR CONNECTIONS, open the account menu (⋯) on the Gong account.
- Click Manage scope.
- Under Per-agent access, find the agent.
- Choose the Default option to follow the account’s level, choose a lower level, or choose No access.
- Click Save access.
Use more than one Gong account
Click + Account on the Gong card to connect another account. Agents use the primary account unless they are asked to use a specific one.- After you click + Account, follow the connect steps above.
- Each account has its own access level.
- The first account you connect becomes the primary account. It shows ★ PRIMARY.
- To change the primary account, open the account menu (⋯) and click Make primary.
- To tell accounts apart, open the account menu (⋯) and click Rename.
Reconnect or disconnect
Reconnect when the connection has expired, or when you need to change what the account can reach on the Gong side:- Open the account menu (⋯) and click Reconnect.
- Click Reauthorize on Gong.
- Sign in to Gong and approve the request.
Costs
Gong actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.Troubleshooting
An agent reports that an action is not allowed on this account.- Cause: the action is outside the account’s access level, or outside the level you set for that agent.
- Fix: choose a higher level in Manage scope, or change the agent’s row under Per-agent access.
- Cause: the agent is set to No access under Per-agent access, or the account is not connected.
- Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.
- Cause: your Squad subscription is not active.
- Fix: resubscribe. See Manage your subscription.
- Cause: the sign-in for that account is no longer valid.
- Fix: use Reconnect on the account.
Common questions
Can I limit what agents can do in Gong?
Can I limit what agents can do in Gong?
Each Gong account has an access level: Read-only and Read + write. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.
Can I connect more than one Gong account?
Can I connect more than one Gong account?
Click + Account on the Gong card to connect another account. Agents use the primary account unless they are asked to use a specific one.
How do I disconnect Gong?
How do I disconnect Gong?
Open the account menu (⋯) on the Gong account and click Disconnect. Agents lose access to that account at once.
Related pages
Connect apps
Add an MCP server or an API key
Use this when an action you need is not in this app.