Gong

Connect Gong so your agents can work in your Gong account. You choose an access level for each account, and Squad refuses any agent action outside that level.

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.

Level	The connect window describes this level as	Actions agents can use
Read-only (recommended)	“Read call recordings, transcripts, users, analytics.”	38 of 58
Read + write	”Also create CRM associations and write call data.”	53 of 58

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.

Find an action. Open a level and use your browser’s find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example “What can you do in my Gong account?” The agent can search the Gong actions for you.

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)

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

All 38 actions at this level:

Activities (1)

Action	What it does	Slug
Aggregate activity by period via API	Lists the aggregated activity of multiple users within the Gong system for each time period within the defined date range.	`GONG_AGGREGATE_ACTIVITY_BY_PERIOD_VIA_API`

Addresses (1)

Action	What it does	Slug
Retrieve data privacy info for email address	Retrieves data privacy information for a third-party email address.	`GONG_RETRIEVE_DATA_PRIVACY_INFO_FOR_EMAIL_ADDRESS`

Associations (1)

Action	What it does	Slug
Retrieve manual CRM call associations	Returns a list of all calls that were manually associated or re-associated with CRM account and deal/opportunity since a given time.	`GONG_RETRIEVE_MANUAL_CRM_CALL_ASSOCIATIONS`

Calls (6)

Action	What it does	Slug
Get call by ID	Fetch specific call metadata by call ID.	`GONG_GET_CALL_BY_ID`
List call outcomes	Retrieve all available call outcomes defined in Gong.	`GONG_LIST_CALL_OUTCOMES`
List folder calls	Given a folder id, this endpoint retrieves a list of calls in it.	`GONG_LIST_FOLDER_CALLS`
Manage user call access	Retrieves a list of users who have been granted individual access to specific calls through the API.	`GONG_MANAGE_USER_CALL_ACCESS`
Retrieve call data by date range v2 calls	List calls that took place during a specified date range.	`GONG_RETRIEVE_CALL_DATA_BY_DATE_RANGE_V2_CALLS`
Retrieve filtered call details	Lists detailed call data for calls that took place during a specified date range, have specified call IDs or hosted by specified users.	`GONG_RETRIEVE_FILTERED_CALL_DETAILS`

Folders (2)

Action	What it does	Slug
List flow folders	List all Gong Engage flow folders with visibility types.	`GONG_LIST_FLOW_FOLDERS`
Retrieve library folders v2 library folders	We do not allow retrieval of either private or archived folders.	`GONG_RETRIEVE_LIBRARY_FOLDERS_V2_LIBRARY_FOLDERS`

History (1)

Action	What it does	Slug
Get user settings history	Retrieve historical changes to a user’s settings.	`GONG_GET_USER_SETTINGS_HISTORY`

Integrations (2)

Action	What it does	Slug
Get CRM integration details	Retrieves details of generic CRM integrations registered with Gong.	`GONG_GET_CRM_INTEGRATION_DETAILS`
Validate meeting integration	Validates Gong meeting integration status for one or more users by their email addresses.	`GONG_VALIDATE_MEETING_INTEGRATION`

Logs (1)

Action	What it does	Slug
Retrieve logs data by type and time range v2 logs	List log entries that took place during a specified time range.	`GONG_RETRIEVE_LOGS_DATA_BY_TYPE_AND_TIME_RANGE_V2_LOGS`

Profiles (2)

Action	What it does	Slug
Fetch all permission profiles	Returns a list of all permission profiles.	`GONG_FETCH_ALL_PERMISSION_PROFILES`
Get permission profile	Returns a permission profile.	`GONG_GET_PERMISSION_PROFILE`

Records (1)

Action	What it does	Slug
Get CRM objects v2 CRM entities	Retrieves specific CRM objects by their IDs from Gong’s CRM integration.	`GONG_GET_CRM_OBJECTS_V2_CRM_ENTITIES`

Reports (5)

Action	What it does	Slug
Aggregate user activity statistics	Lists the activity of multiple users within the Gong system during a defined period.	`GONG_AGGREGATE_USER_ACTIVITY_STATISTICS`
Create activity scorecards report	Retrieve all the answers for the scorecards that were reviewed during a specified date range, for calls that took place during a specified date range, for specific scorecards or for specific reviewed users.	`GONG_CREATE_ACTIVITY_SCORECARDS_REPORT`
Get interaction statistics	Retrieve interaction trend statistics for users based on calls with Whisper enabled.	`GONG_GET_INTERACTION_STATISTICS`
List all coaching metrics v2 coaching	List all of the coaching metrics of a manager.	`GONG_LIST_ALL_COACHING_METRICS_V2_COACHING`
Post day by day activity stats	Retrieve the daily activity of multiple users within the Gong system for a range of dates.	`GONG_POST_DAY_BY_DAY_ACTIVITY_STATS`

Schemas (1)

Action	What it does	Slug
List schema fields v2 CRM entity schema	Retrieves schema fields for a specific CRM object type within a Generic CRM integration.	`GONG_LIST_SCHEMA_FIELDS_V2_CRM_ENTITY_SCHEMA`

Scorecards (1)

Action	What it does	Slug
List scorecards	Retrieve all scorecards within the Gong system.	`GONG_LIST_SCORECARDS`

Tasks (1)

Action	What it does	Slug
List tasks	Retrieve Engage tasks assigned to a specific user with filtering options.	`GONG_LIST_TASKS`

Trackers (1)

Action	What it does	Slug
Retrieve tracker details v2 settings trackers	Retrieves details of all keyword trackers in the system or in a given workspace.	`GONG_RETRIEVE_TRACKER_DETAILS_V2_SETTINGS_TRACKERS`

Transcripts (2)

Action	What it does	Slug
Get call transcript	Retrieve call transcripts from Gong.	`GONG_GET_CALL_TRANSCRIPT`
Retrieve transcripts of calls v2 calls transcript	DEPRECATED: Use GONG_GET_CALL_TRANSCRIPT instead.	`GONG_RETRIEVE_TRANSCRIPTS_OF_CALLS_V2_CALLS_TRANSCRIPT`

Users (4)

Action	What it does	Slug
Get user by ID	Retrieve individual user details by user ID.	`GONG_GET_USER_BY_ID`
List all users v2 users	List all of the company’s users.	`GONG_LIST_ALL_USERS_V2_USERS`
List users by filter v2 users extensive	List multiple Users.	`GONG_LIST_USERS_BY_FILTER_V2_USERS_EXTENSIVE`
Retrieve users from permission profile	Returns a list of all users whose access is controlled by the given permission profile.	`GONG_RETRIEVE_USERS_FROM_PERMISSION_PROFILE`

Workspaces (1)

Action	What it does	Slug
List all company workspaces v2 workspaces	Returns a list of all workspaces including their details.	`GONG_LIST_ALL_COMPANY_WORKSPACES_V2_WORKSPACES`

Other actions (4)

Action	What it does	Slug
Data privacy for phone number	Shows the elements in the Gong system that reference the given phone number.	`GONG_DATA_PRIVACY_FOR_PHONE_NUMBER`
Get flow prospects	Retrieve Gong Engage flows assigned to specified prospects.	`GONG_GET_FLOW_PROSPECTS`
Get request status v2 CRM request status	The GetCRMRequestStatus endpoint retrieves the current status of CRM integration requests in the Gong platform.	`GONG_GET_REQUEST_STATUS_V2_CRM_REQUEST_STATUS`
List Gong engage flows v2 flows	Engage flows have the following visibility types: Company: visible to everyone in the company, can only be edited by users with edit permissions.	`GONG_LIST_GONG_ENGAGE_FLOWS_V2_FLOWS`

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

The 15 actions that this level adds to Read-only:

Works on	Action	What it does	Slug
Calls	Add new call v2 calls	When using this endpoint, either provide a downloadMediaUrl or use the returned callId in a follow-up request to /v2/calls/{id}/media to upload the media file.	`GONG_ADD_NEW_CALL_V2_CALLS`
	Set user call access	Give individual users access to calls.	`GONG_SET_USER_CALL_ACCESS`
Events	Report content share event	Push content share engagement events to Gong’s activity timeline.	`GONG_REPORT_CONTENT_SHARE_EVENT`
	Report content view event	Log content view engagement events to Gong’s activity timeline.	`GONG_REPORT_CONTENT_VIEW_EVENT`
	Report custom engagement event	Report custom engagement events to Gong’s activity timeline.	`GONG_REPORT_CUSTOM_ENGAGEMENT_EVENT`
Integrations	Register CRM integration	Updates an existing CRM integration in the Gong platform.	`GONG_REGISTER_CRM_INTEGRATION`
Interactions	Post a digital interaction v2 digital interaction	When accessed through a Bearer token authorization method, this endpoint requires the scope ‘api:digital-interactions:write’.	`GONG_POST_A_DIGITAL_INTERACTION_V2_DIGITAL_INTERACTION`
Media	Add call media v2 calls ID media	Adds a call media, recorded by a telephony system (PBX) or other media recording facility.	`GONG_ADD_CALL_MEDIA_V2_CALLS_ID_MEDIA`
Meetings	Create a new Gong meeting v2 meetings	When accessed through a Bearer token authorization method, this endpoint requires the scope ‘api:meetings:user:create’.	`GONG_CREATE_A_NEW_GONG_MEETING_V2_MEETINGS`
	Update a Gong meeting v2 meeting ID	When accessed through a Bearer token authorization method, this endpoint requires the scope ‘api:meetings:user:update’.	`GONG_UPDATE_A_GONG_MEETING_V2_MEETINGS_MEETING_ID`
Profiles	Create permission profile v2 permission profile	Create a permission profile in a given workspace.	`GONG_CREATE_PERMISSION_PROFILE_V2_PERMISSION_PROFILE`
	Update permission profile v2 permission profile	Update a permission profile.	`GONG_UPDATE_PERMISSION_PROFILE_V2_PERMISSION_PROFILE`
Records	Upload CRM objects v2 CRM entities	Uploads CRM entity data to Gong via LDJSON file.	`GONG_UPLOAD_CRM_OBJECTS_V2_CRM_ENTITIES`
Other actions	Assign prospects to flow	Prospects can be contacts or leads in your CRM.	`GONG_ASSIGN_PROSPECTS_TO_FLOW`
	Unassign flows by CRM ID	Unassign flows from prospects by their CRM Prospect ID.	`GONG_UNASSIGN_FLOWS_BY_CRM_ID`

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.

Open Integrations

Open Settings > Integrations.

Add an integration

On the Connected apps tab, click + Add integration.

Find Gong

Find Gong in the catalog and click it. You can type the name in Search the catalog….

Choose an access level

Under Default scope, choose an access level. This level applies to every agent.

Choose who may use it

If your workspace has teammates, the window also shows Share this account with everyone in this workspace. It is ticked for the owner and clear for a teammate. Leave it ticked to let agents use the account for anyone’s requests. Clear it to keep the account for your own requests.

Click Connect Gong

Click Connect Gong. The Gong sign-in page opens in a new tab.

Check that it works: Gong shows under YOUR CONNECTIONS, with a row for the account and its access level.

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.

The change does not need a new sign-in. Agents get the new level from their next call.

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. Only you and your Administrators see Per-agent access.

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.

An agent never gets more than the account’s level, even if you choose a higher level for it. Changes apply from the agent’s next call. An agent with No access does not see the account.

Use more than one Gong account

Click + Account on the Gong card to connect another account. Agents try the primary account first unless they are asked to use a specific one. With teammates, a person’s own accounts come before shared accounts.

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. Only you and the Administrators who can see every agent can do this.
To tell accounts apart, open the account menu (⋯) and click Rename.
Each account is private to the person who connected it unless that person shares it. In a workspace with teammates, connecting an account asks whether to share it with everyone. See Who can use an account.

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.

Reconnect signs in to the same account again. It does not add a second connection. Only the person who connected the account can reconnect it. Open the account menu (⋯) on the Gong account and click Disconnect. The menu item changes to Really disconnect? Your agents lose access to Gong. Click it again to disconnect. Agents then lose access to that account at once. If it was the primary account, another connected Gong account becomes primary.

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. You or an Administrator can also change the agent’s row under Per-agent access.

An agent says it has no access to Gong, or it does not see the account.

Cause: the agent is set to No access under Per-agent access, or the account is not connected.
Fix: you or an Administrator opens Manage scope and changes the agent’s row. If the account is missing, connect it again.

Connecting or saving fails with “Your subscription isn’t active.”

Cause: your Squad subscription is not active.
Fix: resubscribe. See Manage your subscription.

An agent says the Gong connection has expired.

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?

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?

How do I disconnect Gong?

Open the account menu (⋯) on the Gong account and click Disconnect. The menu item changes to Really disconnect? Your agents lose access to Gong. Click it again to disconnect. Agents then lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.

Recommended

Analytics

Communication

CRM & Support

Dev & Project Management

E-commerce & Payments

Email & Productivity

File Storage

Finance & Time

Marketing & Social

Scheduling & Meetings

Access levels

What agents can do at each level

Connect Gong

Change the access level

Set access for one agent

Use more than one Gong account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Connect apps

Add an MCP server or an API key

​Access levels

​What agents can do at each level

​Connect Gong

​Change the access level

​Set access for one agent

​Use more than one Gong account

​Reconnect or disconnect

​Costs

​Troubleshooting

​Common questions

​Related pages

Connect apps

Add an MCP server or an API key

Access levels

What agents can do at each level

Connect Gong

Change the access level

Set access for one agent

Use more than one Gong account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Related pages