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Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

Use this file to discover all available pages before exploring further.

Import Gong call recordings and transcripts into your Knowledge Base so your Agents and Workflows can reference real sales conversations when generating answers.

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Connect your account

1

Open connected apps

Click your name in the bottom-left of the sidebar, then click the settings icon to open Settings. Select Connected Apps.
Settings sidebar showing the Connected Apps entry point
2

Find Gong

Locate Gong in the list and click Connect.
Connected Apps page with Gong highlighted
3

Log in to Gong

Sign in to your Gong account in the popup.
Gong login screen for authorizing the Cassidy connection
4

Authorize access

Review the permissions and click Allow to grant access to your Gong data.
Gong authorization screen showing requested permissions with Allow button

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Import call recordings

1

Select Gong as the source

Navigate to your Knowledge Base, click Sync From Integrations, and select Sync from Gong.
Knowledge Base Sync From Integrations dropdown showing Sync from Gong option highlighted
2

Choose content to import

Browse your Gong workspaces and folders, select the calls you want to import, then click Import.
Import content from Gong dialog showing workspaces and folders with checkboxes
Gong recordings sync automatically on a regular schedule. Learn more about sync schedules and options.

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Next steps

Trigger Workflows from Gong transcripts

Automate follow-ups when new call transcripts are ready.

Explore the Knowledge Base

Learn how to organize and manage your imported content.