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Gong Integration Guide

This article describes our integration with Gong, the necessary scopes, etc.

Swyft AI avatar
Written by Swyft AI
Updated yesterday

This article explains how to integrate Gong with Swyft AI, the permissions (scopes) required, and how to automatically send new Gong calls to Swyft for AI-driven insights and workflow automation. A Gong Technical Administrator is required to manage this integration.


1. Overview

Swyft AI uses Gong’s APIs to read call details, transcripts, and recordings so you can generate actionable insights and automate workflows based on your customer conversations.

Important: Swyft AI cannot perform any actions in Gong that you, as an admin or user, don’t already have permission to do. We do not override your organization’s Gong security settings.


2. Required Scopes

When authorizing Swyft AI to connect to Gong, you will be prompted to grant the following scopes:

  • api:calls:read:transcript
    Allows Swyft AI to access call transcripts for analysis.

  • api:calls:read:extensive
    Lets Swyft AI read detailed call information for comprehensive insights.

  • api:calls:read:media-url
    Enables Swyft AI to retrieve call recordings, if available.

  • api:users:read
    Provides Swyft AI with user details (e.g., names, roles) to associate calls with the correct team members.

Why these scopes?

  • Transcripts & Recordings: Swyft AI needs access to your calls to generate insights and automate workflows.

  • Detailed Call Data: Full visibility into call details (participants, timestamps, etc.) fuels more accurate AI-driven analysis.

  • User Information: Ensures calls and insights are attributed to the correct Gong users.


3. Connecting Swyft to Gong

  1. Go to Swyft AI Integrations
    Visit Swyft AI Integrations to connect Gong for your organization.

  2. Must Be a Gong Technical Administrator
    Only a user with the “Technical Administrator” role in Gong can approve this integration.

  3. All Users Linked by Email
    After Gong is connected, Swyft AI links each user in your Swyft organization to their Gong account based on their email address.


4. Automatically Send New Calls from Gong to Swyft

To ensure new Gong calls flow into Swyft as soon as they’re recorded, set up an Automation Rule in Gong:

  1. Navigate to Company Settings
    In Gong, click your name in the upper-right corner and select Company Settings.

  2. Create a New “Automation Rule”

    • Go to EcosystemAutomation Rules.

    • Click Add Rule.

  3. Configure Rule Conditions

    • IF (Trigger): New call

    • THEN (Action): Fire webhook

    • Webhook URL: https://app.swyftai.com/api/webhooks/gong_webhooks/new_call

    • Authentication Method: Signed JWT header

  4. Name & Enable the Rule
    Give your rule a descriptive name (e.g., “Send Calls to Swyft”) and ensure it’s enabled.

  5. Test Your Rule

    • Try a sample Gong call to confirm the rule fires.

    • If you see a success message, the rule is configured correctly.

  6. Save Your Automation Rule
    That’s it! Going forward, any new calls uploaded to Gong (via the Gong meeting bot, Zoom, or other sources) will automatically be sent to Swyft.


5. Respecting Permissions & Security

  • Admin-Controlled Access: All of Swyft AI’s actions in Gong are governed by the scopes your Gong Technical Admin grants.

  • No Overrides: Swyft AI does not bypass Gong security settings or user permissions.

  • Granular Controls: You can revoke or modify Swyft AI’s access at any time in your Gong settings.


6. Troubleshooting & FAQs

  • Q: Why does Swyft AI need these scopes?
    A: Each scope is essential for reading and analyzing calls, transcripts, and user data in Gong. Without them, Swyft AI can’t provide AI-driven insights or workflow automations.

  • Q: Do I need to re-authenticate periodically?
    A: Typically no, unless your Gong policies require periodic re-authentication or token refresh.

  • Q: Will Swyft AI override any Gong security settings?
    A: No, Swyft AI respects existing Gong permissions. If certain calls or user data are restricted, Swyft AI cannot access them.


If you have any questions about setting up or managing your Gong integration, please reach out to our support team at [email protected]. We’re here to help you get the most out of your Swyft AI experience!

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