Integrating Gong with Docket allows Docket to learn from the calls of your best Account Executives. This will help Docket answer more questions in a better way.
This guide offers step-by-step instructions to seamlessly configure the integration between Gong and Docket, ensuring a smooth synchronization of content.
Here's a quick video on integrating to Gong:
Prerequisites:
Before initiating the integration process, ensure the following prerequisites are met:
You must be an Admin user in Docket.
You must have Technical Administrator privileges in Gong.
Integration Process:
Login to Docket and navigate to "Settings" --> "Integrations".
Find "Gong" in the list of integrations and click on "Connect".
In the next screen, click on the "Connect" button.
Click on "Allow" in the popup window that comes up on screen.
Your integration is now setup.
Assigning Subject Matter Experts (SMEs):
The final step to configure the Gong integration is to select the Gong Users that Docket should learn from.
In the Settings/Configuration page select the tenured Sellers, Sales Engineers, Product Specialists/Marketers/Managers, Company Leaders, and other trusted individuals that Docket should learn from.
For Call Type select "External" to capture conversational content conveyed to customers and prospects. If internal calls are also desired create another rule by clicking the "+ New Rule"
Deal Stage and Meeting Title are optional and not required
Disconnecting Gong:
Login to Docket and navigate to "Settings" --> "Integrations".
Find "Gong" in the list of integrations and click on the 3 dots menu on the right side of the screen and select "Manage".
Under the "Configuration" tab, click on "Disconnect" button.
Data Deletion: Disconnecting Gong from Docket will result in the permanent deletion of ingested data from Docket. This data will not be utilized for future answer generation.
Have questions?
For any further assistance or troubleshooting, please reach out to our customer support team at [email protected].