Help center.
Setup guides, integration docs, and troubleshooting for the Discera call-analysis platform.
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- Analyses4 min
How do I analyze competitors across my calls and deals?
Analyze how you compete across your Gong calls and deals — positioning, objections, pricing, and win/loss against each rival — with per-competitor dossiers and a landscape briefing.
- Analyses1 min
How do I re-run an analysis with modifications?
Re-run any past report from /reports/<id> with one click. The configuration preloads into /new. Edit prompt, filters, or model before submitting.
- Analyses5 min
How do I run win/loss analysis by deal?
Diagnose why each deal was won or lost. Pick Won/Lost/Both, window by call date or deal close date, and Discera groups calls by deal and diagnoses each once.
- Analyses2 min
How do I write a custom analysis prompt?
Write a custom prompt at /new in plain English. Add an executive summary directive to tune the roll-up. Test on 10 calls first.
- Analyses1 min
What do the analysis run states mean?
Discera runs move through queued, running, completed, failed, cancelled, and no_match. Heartbeats keep the live view connected across proxies.
- Analyses3 min
What does the Insights tab show?
See what buyers keep saying across every analysis: themes, competitors, objections, and asks — rolled up automatically, led by an AI brief, on Growth and up.
- Analyses2 min
What filters can I apply to a Discera analysis?
Filter analyses by date range, max calls, HubSpot deal stage, sales rep, industry, company size, and amount. Cap is 10,000 calls per run.
- Analyses2 min
What's in the Discera prompt library?
The Discera prompt library is a curated read-only catalog: win-loss, voice-of-customer, competitive intel, messaging validation. Pick one at /new.
- Billing1 min
How do call add-on packs work?
Buy a 100-call add-on for $10 from Settings → Billing. One-time purchase, rolls over forever, consumed only after monthly quota is exhausted.
- Billing2 min
How do I upgrade, and what happens to my trial?
Upgrade from Settings → Billing. Stripe Checkout completes in a minute. Upgrading mid-trial preserves remaining trial days — no double-charge.
- Billing2 min
What are Discera's plans and quotas?
Discera plans: Trial (100 calls / 30 days), Starter ($29 / 300), Growth ($79 / 1000), Scale ($199 / 3500). Add-ons available.
- Billing2 min
What happens when I hit my quota?
Quota exhaustion returns HTTP 402. Existing reports stay accessible. Three options: upgrade plan, buy a 100-call add-on, or wait for monthly reset.
- Getting started1 min
How do I create a workspace in Discera?
Create a Discera workspace by signing up. Workspaces map to Clerk organizations; billing, Gong creds, and reports are scoped per workspace.
- Getting started1 min
How do I invite teammates to my Discera workspace?
Invite teammates from workspace settings. Admins manage billing and integrations; members can run analyses and view reports.
- Getting started2 min
How do I run my first analysis?
Run your first Discera analysis in five steps: open /new, pick or write a prompt, set max calls and date range, click Run, watch results.
- Getting started2 min
What can Discera do?
See everything Discera does — run questions across every Gong call, schedule reports, win/loss by deal, competitor mentions, exports, and more.
- Getting started1 min
What does Discera's onboarding wizard do?
Discera's onboarding wizard runs in 7 steps — Welcome, Gong, profile, HubSpot, Slack, starter analysis, watch run. Every step is skippable.
- Getting started1 min
What is Discera?
Discera is a programmable call analysis layer on top of Gong. Run one prompt across every call in your pipeline.
- Getting started4 min
What is the Discera AI assistant and what can it do?
Meet Discera's in-app AI agent: ask questions across your calls, set up and run analyses, and schedule reruns — all from chat, with a preview before any run.
- Integrations / Gong1 min
How do I connect Gong to Discera via OAuth?
Connect Gong to Discera in under a minute using OAuth. Authorize from Settings, approve scopes in Gong, and start pulling calls.
- Integrations / Gong1 min
How do I connect Gong with an access key and secret?
Get a Gong API key from Admin center → Ecosystem → API, then connect Gong to Discera with the access key, secret, and base URL.
- Integrations / Gong1 min
How do I disconnect Discera from Gong?
Disconnect Discera from Gong in two clicks from Settings, or revoke directly from Gong's admin console. Reports stay, quota does not refund.
- Integrations / Gong2 min
What data does Discera fetch from Gong?
Discera pulls call metadata, transcripts, and embedded HubSpot context from Gong. Retention runs 30 days to unlimited by plan.
- Integrations / Gong1 min
What Gong permissions does Discera request, and why?
Discera requests four read-only Gong scopes: basic call metadata, extensive metadata, transcripts, and user list. No write access.
- Integrations / Gong2 min
Why isn't my Gong integration working?
Diagnose a broken Gong integration in five steps: reconnect, verify base URL, check token state, confirm date range, and validate filters.
- Integrations / HubSpot1 min
How do I connect HubSpot to Discera via OAuth?
Connect HubSpot to Discera via OAuth in under a minute. Authorize from Settings, approve four read-only scopes, callback completes.
- Integrations / HubSpot3 min
How do I connect HubSpot to Discera with a token (Service Key or private app)?
Create a HubSpot Service Key (or private app) with five read-only scopes, copy the token, and paste it into Discera. Under two minutes.
- Integrations / HubSpot2 min
What does HubSpot discovery do, and when should I re-run it?
Discovery catalogs deal stages, owners, and enum values from HubSpot so the analysis builder can offer real filter options, not IDs.
- Integrations / HubSpot2 min
Why isn't my HubSpot integration working?
Diagnose a broken HubSpot integration in five steps: check connection status, verify scopes, re-run discovery, confirm filters, validate calls.
- Integrations / Slack1 min
How do I connect Slack to Discera via OAuth?
Connect Slack to Discera via OAuth in under a minute. Approve incoming-webhook scope, pick a channel, completed runs post automatically.
- Integrations / Slack1 min
How do I send Discera notifications via a manual Slack webhook?
Paste a Slack incoming-webhook URL into Discera to receive completed-analysis notifications. No app install required.
- Reports1 min
How do I download or share a Discera report?
Download Discera reports as PDF, DOCX, or JSON. Filenames encode active filters and timestamp. Public share links are not supported.
- Reports2 min
How do I read a Discera report?
A Discera report opens with an executive summary, then drill-down into per-call findings, filter context, and a downloadable JSON payload.
- Reports2 min
How long does Discera keep my reports?
Retention runs 30 days on Trial/Free, 90 days on Starter, 1 year on Growth, unlimited on Scale. Data is never deleted at expiry — only hidden.
- Schedules2 min
How do I create a scheduled analysis?
Schedule an analysis to run daily, weekly, or weekdays at a specific time and timezone. Relative date ranges only. Draft, review, activate.
- Schedules1 min
How do I send different schedules to different Slack channels?
Set a per-schedule Slack webhook URL to override the workspace default. Useful for routing weekly win-loss and daily ops to different channels.
- Trust & support4 min
How do I connect Discera to Claude, ChatGPT, or other AI clients?
Connect Discera to Claude Desktop, claude.ai, or ChatGPT in a few clicks. 19 tools, OAuth 2.1 sign-in, scoped to one workspace.
- Trust & support1 min
How do I get support?
How to contact Discera support, what to include in a ticket, and where to check status.
- Trust & support2 min
How does Discera protect your data?
Discera encrypts data at rest and in transit, isolates workspaces, retains per plan, logs admin actions, and discloses every sub-processor.