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lauren_mintz
lauren_mintz
Helper ⭐️⭐️
December 1, 2016

Export a snapshot of Copilot

  • December 1, 2016
  • 5 replies
  • 41 views
The November feature release includes exporting a snapshot of rules, but it would be awesome if we also had the ability to export a snapshot of the configuration of Copilot outreaches, including power list logic and scheduling. We have over 100 outreaches and managing these items is a slow, manual process.

      5 replies

      darkknight
      darkknight
      Expert ⭐️
      December 1, 2016
      Agreed.  Copilot tends to get the stepchild treatment.
      Jeff Kirkpatrick
        karl_rumelhart
        karl_rumelhart
        Expert ⭐️
        December 2, 2016
        No disrespect to CoPilot, Jeff!!  We considered Rules higher priority based on the number of times we had been asked for this export.  But it definitely makes sense to have CoPilot details, too.   
          sai_ram
          sai_ram
          Expert ⭐️⭐️
          May 25, 2017
          We have implemented this in 5.6 release. 
          sai_ram
          sai_ram
          Expert ⭐️⭐️
          May 25, 2017
          Navigate to Administration>>Config Snapshot>>Click on Take a snapshot.
          Once the snapshot is completed you will get an email, then download the link.You will see all the Outreach and Power List configuration.

          lila_meyer
          lila_meyer
          Gainsight Employee ⭐️⭐️⭐️
          January 9, 2018
          Basic info about the Config Snapshot feature is available in this article.
          Lila Krutel, Dir. Global Education Services
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