How to connect and import Gong content to Cassidy
Connecting your Gong account to Cassidy allows you to seamlessly import and sync your call recordings, transcripts, and insights. This integration enables you to leverage the power of AI-assisted search and analysis within Cassidy while maintaining your existing Gong data.
To connect your Gong account to Cassidy, follow these steps:
Access Account Settings: Click on your name in the bottom left of the sidebar, then click the settings icon next to your name.
Navigate to Connected Apps: Once in the Account Settings, click Connected Apps.
Initiate Gong connection: Click the Connect Gong button to start the integration process.
Log in to Gong: A popup window will appear, prompting you to log in to your Gong account if you are not already logged in.
Accept access request: Review the access request and click "Allow" to grant Cassidy permission to access your Gong data.
Connection established: Once you have accepted the access request, your Gong account will be connected to Cassidy.
*If you ever need to disconnect the integration, simply click the Disconnect button.
Import Gong calls, folders and workspaces: In the Cassidy knowledge base, navigate to the import section (see the importing from external apps & integrations article in the Knowledge Base collection for more information). Select the desired Gong calls, folders or workspaces and click Import to bring your content into Cassidy.
*Content from the selected items will now be imported to the Cassidy knowledge base and synced regularly (see the syncing integrations article for more information).
*If you haven't already connected the Gong app, you can also initiate the connection process directly from the import section in the knowledge base.
By following these steps, you can seamlessly connect your Gong account to Cassidy, making it easy to import and keep your important call data and insights synchronized. This connection enables your team to take full advantage of Cassidy's AI features while preserving the organization and familiar format of your existing Gong information.