- Ability to create the email template within the 'Playbook' creating process avoiding the need to create a template within CoPilot and then going back to the CockPit to create the playbook
- Ability to pull the 'Contacts' directly from the CTA rule. This would simplify who is initially needed on the communication based on the trigger event.
- Allow CSM's to have a 'signature' in Gainsight that can be added to any email that is sent by them out of CockPit. This should be able to be controlled by the sender that has a Gainsight license as their title may not always be CSM (Customer Success Executive, Strategic Account Manager, etc.)
- Automatically BCC the sender of the email so that they have a copy of the email. Given that a full email integration is not currently a feature, being able to have a reference of your sent email in your inbox would be beneficial for additional reference.
We would like to begin using Email Assist but are hesitant as the need to create the templates in CoPilot adds clutter for our 1:many team and over-complicates the process for adding an email template to a CTA. When asking for folks opinions, here is some feedback we received:
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