Is it possible to have a 'sent' Copilot email automatically update the Status of a CTA (with a particular Reason)? This is true automated Copilot email -- not an Email Assist situation.
Example use case:
- A lifecycle CTA for lower touch customer fires for the next Business Review (ReasBusiness Review). It's due in 6 months, does not have Playbook at this time, & stays in a Status of 'open' (so that you can always see the next milestone in the journey).
- We'd like to send an automated Copilot email to the customer for scheduling & have the sending of that email automatically change the status of the CTA to 'outreach sent' as an example. So that the CSM who is managing a large volume of accounts is spending the least amount of time possible with the initial outreach activity to schedule the call, but rather is focused on the Business Reviews themselves.
-We would prefer not to use an Email Assist to avoid the CSM having to hit the buttons to send from tasks and also update the status of the CTA.
Solved
Is it possible to have a 'sent' Copilot email automatically update the status of a CTA?
Best answer by sundar
Thanks Elaine for sharing this. We do not have a way to do this right now.
I'll brainstorm with the team internally and keep this thread posted on the possibilities
I'll brainstorm with the team internally and keep this thread posted on the possibilities
Thanks Elaine for sharing this. We do not have a way to do this right now.
I'll brainstorm with the team internally and keep this thread posted on the possibilities
I'll brainstorm with the team internally and keep this thread posted on the possibilities
This would be awesome. The ability to automate status change would save our SMB team so much time!
+1Just curious if this is on the roadmap at all, or is already implemented and I am just missing this. It would be nice if we could also have the status update to "in progress" once the first task of a CTA is checked off, as well as "waiting for response" if we use email assist. Down the road, once outlook/gmail integration is available for CTA's, we could then leverage this to show the CTA as "open" to help us organize/prioritize on where we are at with a particular CTA.
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