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gwen_glessner
gwen_glessner
Contributor ⭐️
October 5, 2016
Question

Co-Pilot Rules of Engagement / SOP

Co-Pilot will be used in our organization by Admins and individual account managers.  We want to create "Rules of Engagement" that cover standard operating processes.  Has anyone done this?

      1 reply

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      October 5, 2016
      Hi Gwen,

      Given the power and nature of CoPilot administration, Gainsight recommends as a best practice to limit access to CoPilot to your Gainsight Admin and any operations folks who will manage your 1:many outreaches. 

      Even here at Gainsight, the CSM team does not have access to configure or trigger CoPilot outreaches. This is locked down to our Operations team.

      Hope this helps!

      -Dan
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      VP of Customer Success at Forcepoint
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