How to use AI Briefer to win more customers

It takes a village to close a deal. SDRs, AEs, CSMs, exec sponsors — today’s deals involve more stakeholders than ever. To keep everyone aligned, sellers often find themselves building briefs, stitching together key insights from emails, calls, CRM notes, and gut instinct. That’s where things get messy.

Inconsistent (not to mention time-consuming) briefs slow down the sales process and make customer handoffs less effective. Valuable context gets lost in translation. Customer needs are not truly understood. And when that happens, opportunities slip through the cracks, and customers might walk away frustrated.

Revenue teams don’t need a one-size-fits-all template. They need help building consistent, reliable briefs that equip everyone involved with the knowledge to act fast and drive value immediately.

Enter AI Briefer, now generally available in Gong.

AI Briefer, one of our Gong Agents, helps unify teams around customer truth, without the telephone tag. It assembles on-the-fly documents for accounts, deals, or calls in structured briefs so you can standardize and streamline knowledge sharing across teams.

It automatically pulls information from all interactions across calls and emails and organizes them into structured briefs, giving every team member a clear, consistent view of the customer, without any manual digging or relying on secondhand summaries. It’s easy to configure for admins, even easier to use by leaders and reps alike.

Admins can publish briefs in minutes using Gong’s pre-built templates for common use cases or create their own from scratch. For example, the “Account Health” and “Post Sales” briefs are available for accounts and deals, while the “Customer Overview” brief is designed for individual calls. 

Configuration is simple: When creating a new brief type, admins can define sections and add details about what exactly needs to be surfaced. You can use natural language to give instructions to AI Briefer on how to summarize information or — if you want to include your customer feedback directly — you can attach AI Trackers to find and fetch the snippets you want to be shown on the brief. Then, you can preview the outputs that AI Briefer creates so you have confidence in the final product, and you can focus on user adoption from there.  

AI Briefer eliminates the need for guesswork with clear, traceable context that you or your team can rely on. When viewing a brief, you can click into any section to see exactly where Gong pulled that information from, whether it’s from a call, email, or a particular meeting. Each detail within the brief includes time-stamped snippets, so you can quickly verify the source and trust the accuracy. 

You can also choose the time frame you want AI Briefer to cover. Want a 30-day snapshot for a renewal risk review? Or a 6-month lookback for an executive QBR? AI Briefer lets you pick the timeframe that matters and generates the right brief to give you the right insights to suit your workflow.

Ensuring everyone has access to the same, accurate information sets the foundation for stronger, more successful relationships that solidify deals. 

And it’s already proving to work. Teams using AI Briefer have seen a 26 percent reduction in deal duration, and for deals over $10,000, win rates have jumped by more than 40 percent.

Let’s break down some practical ways revenue teams can use AI Briefer to transfer knowledge seamlessly and accurately:

1. Discovery handoffs between SDRs and AEs

Instead of giving verbal recaps or written notes, SDRs can now hand off a structured AI-generated summary that covers key call highlights, pain points, and buying signals instantly. SDRs save time and AEs preserve the customer experience. AEs can come into conversations knowing how a prospect was qualified, and feel fully informed without having to ask prospects to repeat themselves or citing incorrect information, ensuring that every meeting makes the most of the customer’s time.

2. Sales to post-sales handoffs

CSMs no longer have to dig through call transcripts to figure out what was promised during the sales cycle. They get a clean, standardized brief that covers customer context, goals, risks, and next steps. As a result, relationships begin on the right note, and the customer starts seeing value instantly — setting a strong foundation for retention. One powerful way to complement AI Briefer is to use it alongside AI Ask Anything, another Gong Agent designed to help teams share knowledge and take action without delay. CSMs can view the brief and then use AI Ask Anything to get ad-hoc questions answered, and deep dive into an account to personalize their interactions even further.  

3. Executive handoffs

Missed info or lack of alignment are more than just faux pas; they can put success in jeopardy. The reverse, however, can be the linchpin that closes a deal or secures more ARR. When executives need to step into a strategic deal or high-risk renewal, AI Briefer quickly delivers the full picture necessary for smarter, quicker decision-making. From historical interactions to current sentiment and action items, executives get multi-channel insights that serve up a complete view of the customer journey in one place.  

4. Deal health overview 

AI Briefer makes it easier for teams to stay up to date on why a deal is looking strong and what’s putting it at risk. The Gong AI Deal Predictor agent gives you a numeric score on how likely a deal to close, and then with AI Briefer you can use the “Deal Health” brief to attain a quick, clear summary of recent activity that’s moving the deal forward or holding it back. AI Briefer surfaces context directly from recent calls and emails, like whether new blockers came up, if the champion has gone quiet, or if new buying signals emerged. Managers and AEs can quickly get a clear read on what’s happening and take the right steps to move the deal forward.

No balls dropped. No fingers pointed. Just shared understanding, aligned execution, and more wins.

AI Briefer’s potential extends far beyond the sales floor. Enablement, RevOps, product, marketing, and more can all align using AI Briefer. Get the qualitative details to dig into forecasts, find inspiration for marketing collateral, create win/loss summaries for competitive research — it all starts with this Gong Agent. 

Revenue teams need support managing the complexity of modern-day GTM workflows — and that’s why we created Gong Agents, specialized AI agents built to fit into reps’ day-to-day.

AI Briefer joins the dozen AI agents that are part of the Gong Revenue AI Platform, and are all  built to support real workflows and help GTM teams focus on what matters most: building meaningful relationships and driving growth.

Ready to see how AI Agents can help your team move faster and win smarter?

Request a demo of Gong Agents today