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jessica_countess
jessica_countess
Contributor ⭐️⭐️
August 27, 2019

Can we add the ability to create CTAs from Slack gainsight_sally

  • August 27, 2019
  • 4 replies
  • 133 views
We use the Gainsight_Sally slack bot very heavily, and it encourages Gainsight engagement from cross-functional business partners. It would be great if they could raise a CTA from Slack's gainsight bot and attach a playbook. This will streamline interactions where folks want to engage a CSM/customer for non-CSM outreach projects.

For example:

Our UI team wants to reach out to a handful of customers to engage them in a round-table discussion. We could create a playbook for this engagement including email templates and track the progress using a CTA + tasks.

      4 replies

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      September 10, 2019
      Hi Jessica, Thanks for posting your use-case here. While creating a CTA we have a lot of parameters to select/validate, like Priority, Reason, Status, Type, due date, assignee etc..Before redirecting this to our product team I would like to take the inputs of other customers as well.

      Let's see how does other customer react to this feature. @All, please leave your comments if you like to create CTAs from Slack.

      shantan_reddy
      Gainsight Employee ⭐️
      shantan_reddy
      Gainsight Employee ⭐️
      September 10, 2019
      Hi Jessica,

      This is something we have in our mind, but is not in our short/mid term roadmap. There are not enough asks from customers regarding this. Will let you know when we do pick this up.

      Regards,

      Shantan

        rahul_prayakarao
        rahul_prayakarao
        Helper ⭐️⭐️
        December 22, 2020

        @jessica_countess - This feature is going to be live in the upcoming January release.

        R
        rakesh_lingala
        Helper ⭐️⭐️⭐️
        February 2, 2021

        Hello Everyone!

        Happy to announce that your request has been considered and included as part of the v6.21 release (SFDC / NXT). Sally in Slack now allows the users to create a CTA or post to Timeline, without logging-in to the Gainsight application. 

        Note: Admins must reauthorize the slack instance in Gainsight if the customers have to use this feature. 

        This feature is implemented in both SFDC  & NXT versions.

        IMPORTANT: This enhancement will be available for customers from mid-February after receiving formal approvals from Slack.

        Thanks for posting!

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