My CSMs have requested the ability to create a CTA or tasks associated with a timeline activity from within the Gainsight Assist screen. This would allow them to document a conversation with a client from an email, add it to the Timeline, while also associating a CTA or tasks that came from that interaction.
New Idea
Add CTA from Gainsight Assist
+1Hello
CSMs are requesting this within my organization as well, would be good to assist the work flow from Outlook.
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