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Stuart
Helper ⭐️⭐️
May 24, 2024
New Idea

CS+PX: Ability to record emails from PX to timeline

Related products:CS Timeline & Activity Tracking
  • May 24, 2024
  • 0 replies
  • 27 views

Hi folks,

 

I don’t believe there is currently any functionality that allows for emails sent to product end-users via a PX engagement can be recorded to timeline.  This potentially creates a blind spot for the CS team, who aren’t necessarily aware that customer enablement messaging has been sent - finding this information in PX would be 1) a new tool for CSMs and 2) completely over the top given these two systems sync with each other already.

 

I’d like to see the ability to log emails from PX to timeline, or even better any engagements an end-user interacts with (in-app or email).