Question
Co-Pilot Rules of Engagement / SOP
Co-Pilot will be used in our organization by Admins and individual account managers. We want to create "Rules of Engagement" that cover standard operating processes. Has anyone done this?
+2Hi Gwen,
Given the power and nature of CoPilot administration, Gainsight recommends as a best practice to limit access to CoPilot to your Gainsight Admin and any operations folks who will manage your 1:many outreaches.
Even here at Gainsight, the CSM team does not have access to configure or trigger CoPilot outreaches. This is locked down to our Operations team.
Hope this helps!
-Dan
Given the power and nature of CoPilot administration, Gainsight recommends as a best practice to limit access to CoPilot to your Gainsight Admin and any operations folks who will manage your 1:many outreaches.
Even here at Gainsight, the CSM team does not have access to configure or trigger CoPilot outreaches. This is locked down to our Operations team.
Hope this helps!
-Dan
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