3 ways to use Gong Agents to streamline deal reviews

As a regular part of a team’s operating rhythm, frontline managers and reps hold deal reviews where they discuss, align on, and prioritize deals. Deal reviews are essential for a healthy pipeline, but they can also be a grind. Reps spend half of these meetings getting managers up to speed on account history and customer sentiment, leaving very little time to talk strategy and necessary support.

What if managers were able to come to every meeting already prepared, reps didn't have to waste time recapping, and every conversation focused on action rather than catch-up?

That's where Gong Agents come in. These specialized AI agents handle the manual, repetitive work of deal reviews, so you and your team can focus on what actually moves deals forward. Here's how you can use Gong Agents to transform your deal review process:

The traditional deal review starts the same way every time. Reps start with a recap: "Here's where we are with this account... let me tell you about our last call... the champion said..." and before you know it, you’re already 2/3rds done with the call.

AI Briefer eliminates this friction. Instead of walking into a meeting blind, managers get a structured, AI-generated brief before the meeting even starts. This brief draws on the Gong Revenue Graph — a connected data layer of calls, emails, and CRM data — to identify exactly what managers need to know, such as whether new blockers have emerged, if key contacts have gone quiet, and which buying signals are accelerating.

For high-value deals or critical renewals, executives can also use AI Briefer to get a complete picture of the customer journey — historical interactions, current sentiment, action items — so they can make smarter decisions faster when they step in.

As a result of using AI Briefer, sales teams have seen a 26 percent reduction in deal duration. For deals over $10,000, win rates jumped by more than 40 percent. That's not just faster meetings; that's faster deals and more revenue.

Managers are going to have plenty of questions in a deal review: What’s the last touchpoint with this stakeholder? When is the economic buyer back from the offsite they mentioned? How exactly has their timeline shifted? You need quick answers to vital questions to get ahead of any risk and make the best decision. Otherwise, strategies get misaligned and deals stall.

AI Ask Anything changes the game. Before, during, or after a deal review, managers can ask questions about any deal, account, or contact, and AI Ask Anything instantly returns AI-generated answers based on actual customer conversations. These insights pull directly from calls, emails, and customer interactions; no guesswork, no relying on reps’ memories.

With timely, accurate intelligence at their fingertips, managers can adjust account strategy on the fly, leading to better decisions, faster action, and fewer missed opportunities. Since its launch, customers using AI Ask Anything have increased win rates by 26 percent.

Your team likely follows a time-tested sales methodology, whether that’s MEDDICC, BANT, SPIN, Challenger, or a custom playbook unique to your organization. These frameworks exist for a reason: They guide reps through a predictable, efficient selling process and help teams close more deals consistently.

For managers, methodologies anchor deal reviews — they can't properly qualify pipeline without knowing what stage a deal is at, or what’s missing from a methodology for a healthy deal.

But reps can deviate from your methodology or forget to update CRMs, and managers can struggle with manual tracking as their only option for measuring methodology compliance. So when they convene in a deal review, they lack accurate intel on pipeline health because they don’t know how well deals were qualified.

AI Deal Reviewer changes this by automatically assessing whether reps are adhering to your sales methodology playbook on every deal. AI Deal Reviewer allows you to:

• Track progress where you already monitor deal health: Ready-to-use playbooks, including many popular methodologies or custom-made ones, can be viewed on your Deal Boards.
• Reduce manual effort with AI-driven suggestions: AI automatically suggests notes based on interactions with leads, making it easier for sales reps to track progress and for managers to review pipeline at a glance.
• Spot gaps in deal qualification easily: Color-coded elements indicate whether each one was completed, allowing early identification of gaps to prioritize action.

This removes the administrative burden, so reps spend less time logging activities and more time engaging with prospects, while managers can quickly glance at their deal board and immediately see who’s following process and which deals might be at risk due to methodology gaps. Better, more efficient deal reviews ensue as a result.

But methodology adherence is just one piece of the puzzle. Managers can use AI Trackers to track how reps deploy product messaging, pose discovery questions, or handle objections to identify what might be a-miss in rep execution, and bring those insights to the next deal review.

It takes a village to close a deal. But when sellers spend significant time creating briefs, assessing calls, and piecing together account information just to keep stakeholders aligned, your village isn't working efficiently. It's working overtime.

Whether you're a frontline manager trying to run more effective deal reviews or a sales leader looking to scale coaching and forecasting, Gong Agents adapt to your unique needs and help you work smarter.

Ready to see how AI agents can transform your deal review process? Book a demo of the Gong Revenue AI Operating System and discover how to streamline deal reviews, coach more effectively, and get to closed-won more often.