Skip to main content
tmorgan
Helper ⭐️
October 28, 2021
New Idea

Add CTA from Gainsight Assist

  • October 28, 2021
  • 2 replies
  • 55 views

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.

2 replies

Cornelia
Contributor ⭐️⭐️⭐️⭐️⭐️
October 29, 2021

Hello @tmorgan, thank you for posting on Community. Passing this along to our Product Manager to be looked into and circle back to you with an answer.

rrobinson
Contributor ⭐️⭐️⭐️⭐️⭐️
July 20, 2022

CSMs are requesting this within my organization as well, would be good to assist the work flow from Outlook.

-RR