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ana_g
Helper ⭐️
October 24, 2019
Solved

Updated Sally Slack documentation?

  • October 24, 2019
  • 11 replies
  • 268 views

Since the update to Sally Slack admin UI, I haven’t seen an update to the documentation, which still shows the old view. https://support.gainsight.com/SFDC_Edition/Sally_AI_Bot/Admin_Guides/Admin_Configuration_for_Sally

 

The new interface isn’t as intuitive and I’m not really sure how to add users to Sally in Slack. I provisioned users with Standard permission set and even tried to load users and set them as “Active” once the screen somehow magically appeared, but that didn’t do anything. 

    Best answer by rakesh_lingala

    @rakesh_lingala there is lots missing from this. For example, this line in the Admin article “To bridge that gap, Gainsight introduces the Quick Insights feature which helps users access the specific information just by typing ‘Quick Insights’ in the chat window.” is not even mentioned in the End User article. The end user workflow needs to be better laid out and actually visualized in order for us as Admins to better understand what each configuration step really means. There isn’t even an indication of there being a limit of 5 query filters. 

    This makes it especially difficult as Partners, where we don’t necessarily have access to the client’s Slack in order to test the output. 

    Thanks!

    Hello Gunjan,

    I've updated the following Quick Insights articles as per your feedback:

    1. Configure Quick Insights in Slack using Sally
    2. Quick Insights in Slack Using Sally

    Thanks!

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    rakesh_lingalaAnswer
    Helper ⭐️⭐️⭐️
    April 24, 2020

    @rakesh_lingala there is lots missing from this. For example, this line in the Admin article “To bridge that gap, Gainsight introduces the Quick Insights feature which helps users access the specific information just by typing ‘Quick Insights’ in the chat window.” is not even mentioned in the End User article. The end user workflow needs to be better laid out and actually visualized in order for us as Admins to better understand what each configuration step really means. There isn’t even an indication of there being a limit of 5 query filters. 

    This makes it especially difficult as Partners, where we don’t necessarily have access to the client’s Slack in order to test the output. 

    Thanks!

    Hello Gunjan,

    I've updated the following Quick Insights articles as per your feedback:

    1. Configure Quick Insights in Slack using Sally
    2. Quick Insights in Slack Using Sally

    Thanks!

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