Implemented

Can we add the ability to create CTAs from Slack gainsight_sally

  • 27 August 2019
  • 4 replies
  • 81 views

We use the Gainsight_Sally slack bot very heavily, and it encourages Gainsight engagement from cross-functional business partners. It would be great if they could raise a CTA from Slack's gainsight bot and attach a playbook. This will streamline interactions where folks want to engage a CSM/customer for non-CSM outreach projects.

For example:

Our UI team wants to reach out to a handful of customers to engage them in a round-table discussion. We could create a playbook for this engagement including email templates and track the progress using a CTA + tasks.


4 replies

Userlevel 7
Badge +2
Hi Jessica, Thanks for posting your use-case here. While creating a CTA we have a lot of parameters to select/validate, like Priority, Reason, Status, Type, due date, assignee etc..Before redirecting this to our product team I would like to take the inputs of other customers as well.

Let's see how does other customer react to this feature. @All, please leave your comments if you like to create CTAs from Slack.

Userlevel 6
Hi Jessica,

This is something we have in our mind, but is not in our short/mid term roadmap. There are not enough asks from customers regarding this. Will let you know when we do pick this up.

Regards,

Shantan

Userlevel 5

@jessica_countess - This feature is going to be live in the upcoming January release.

Userlevel 6
Badge

Hello Everyone!

Happy to announce that your request has been considered and included as part of the v6.21 release (SFDC / NXT). Sally in Slack now allows the users to create a CTA or post to Timeline, without logging-in to the Gainsight application. 

Note: Admins must reauthorize the slack instance in Gainsight if the customers have to use this feature. 

This feature is implemented in both SFDC  & NXT versions.

IMPORTANT: This enhancement will be available for customers from mid-February after receiving formal approvals from Slack.

Thanks for posting!

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