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New Idea

Use Sally to Search Emails or Other Person/Contact Information

Related products:CS Other Features
  • January 28, 2025
  • 0 replies
  • 17 views

sydney.birely

Sally is an incredibly useful tool for account information, however, it would be incredibly beneficial to get more individual Person usage information directly within Sally. Being able to ask Sally about an email and having it pull up that Contact’s record and information allows users to quickly identify key info like what account the person is linked to and other details. 

Currently, the Copilot Beta, is somewhat capable of this functionality, but with it being in the Beta stages, we are not encouraging all of our end users to utilize Copilot. Also, Sally within Slack is a far more convenient option for this particular use case.

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