Create a CTA through the "Playbook" section of Cockpit

Related products: CS Cockpit & Playbooks

We are continuing to add new playbooks regularly to help provide guidance on how to work both internally and with the customer to achieve various objectives. As the list of Playbooks continues to grow, it has become cumbersome to add a CTA, look through a list of titles only for the playbook, click on it to review the tasks, and then continue to search if it isn't the right one. Given the amount of additional information that is within the 'Playbook' section of Cockpit, it would be helpful to be able to search there for the appropriate playbook and then have a button to "Create CTA" off of it. 
Excellent idea for it makes perfect sense to be able to select an appropriate playbook while creating an account specific CTA!
Hi,





Thanks for the interesting idea. We will definitely think more on it.





Although, making it easier to organise and search playbooks is in our roadmap. This should improve your experience while creating CTAs.





Thanks,


Nitisha