Company Intelligence - Create CTA function to limit creation of additional CTA for the same Company

Hi @john_apple ,

Glad you love the feature!

It’s definitely a valid use-case - we will definitely look into it.

A few questions:

Have you seen it often, that there are multiple posts pertaining to the same event?

Who typically creates the CTAs? The reason I ask is that if the CSM/CSM managers typically create the CTAs, then there might be a much smaller chance of duplicate CTAs being created.

Also, what do you think is a good time duration between the CTA creations to make sure that the CTAs are indeed pertaining to the same event?

Regards,

Shantan

Hi @shantan_reddy 

So we are just starting the implement the feature and don’t have a full process down yet but I think I could see a scenario where a manager might create a CTA for an alert and the CSM on their own would create a CTA for the same alert (maybe they are following that company independent of one another). I think if we had a policy around who is responsible and solely responsible for CTA creation that would limit the duplication but it’s not foolproof. 

I think maybe having a warning stating that a CTA for the given signal is already active for the account and allow an option to continue or cancel. Realizing that might be a harder query to have in place, I would say a week between CTA creations is probably sufficient in most cases.

Thanks!

Thanks for the feedback, @john_apple . We’ll keep this in mind and enhance this once we see some more requests around this.

Regards,

Shantan

Hello - I also have just started testing the company intelligence feature in hopes to roll this out to my team. I love the ability to create a CTA from the notification in sally - as mentioned above it would be great for CSMs to get an alert if they are creating a CTA for the same event to avoid duplication. My CSMs manage 120+ accounts each so it’s a large volume to stay on top of. 

Additionally, is there a way to choose an existing CTA and playbook when creating a CTA from a notification in company intellgience? For example, we have two CTAs for M&A activity. I’d like CSMs to be abe to use our existing CTAs and playbook when creating a CTA from a notification about M&A activity. 

@rahul_prayakarao @jayaprakash_vunnam 

@shantan_reddy thank you Shantan for redirecting this to me.

@carissa curtis let me review this request and get back to you soon.

@rahul_prayakarao thank you for the looking into this. As far as I can tell you can’t choose an existing playbook when creating a CTA from Gainsight Sally using company intelligence. Is there a way to add the playbook once the CTA is created? Any feedback would be helpful. 

@carissa curtis Currently, Sally does not provide the option to add a playbook when a CTA is created. I will definitely look at the need for this enhancement.

@rahul_prayakarao Thanks for the update. I figured out how to add a playbook to the CTA created from Sally which is what I was looking to do.