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Gainsight Employee ⭐️
gschardan
Gainsight Employee ⭐️
November 4, 2021

Being able to add a playbook via Slack, not just a CTA

Currently, it is great to be able to use Slack to create a CTA, but is it in the roadmap to be able to add Playbooks via Slack?

 

This would be a great feature enhancement to have this available.

    1 reply

    john_apple
    john_apple
    Expert ⭐️
    August 17, 2023

    It would be more useful to be able to apply a Playbook at the time of creation of a CTA in Slack. As it stands now, creating a CTA from Slack just applies the Type/Name/Company/Assignee. Not having a Playbook on the CTA when is created means that the user will have to navigate back to Gainsight, find the CTA and add a Playbook - something easy to forget and has numerous clicks to reach the end result.

     

     

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