CS Product Ideas

Allow Direct Rule Notifications to include link through Salesforce

We’re on NXT but we require users to login via SFDC, including Admins.Would be a timesaver to allow us to change the Direct Rule Link in failure notification emails to the SFDC Login path, because today it is linked only to the NXT path:

Email Assist - emailing multiple accounts

Hello Is there a way for our CSMs to use Email Assist to reach out to contacts across multiple accounts, without the need to create multiple CTAs - one per each account? For example - Linda looks after 25 low touch accounts and needs to follow up with the contacts from these accounts - the templ...

Success Plans: Is it possible to link a custom SFDC object to add editable fields in the 'Plan Info' section?

Use Case: Our CS Ops team is working on bringing in a new team into GS. The team is a services team responsible for implementation projects. In their current workflow, they create a new record on a custom SFDC object for every new project. They use the object's fields to add details about proje...

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228 Posts

Allow Direct Rule Notifications to include link through Salesforce

Email Assist - emailing multiple accounts

Success Plans: Is it possible to link a custom SFDC object to add editable fields in the 'Plan Info' section?

Ability to Edit Success Plan Fields via Rules Engine

Scheduling Success Snapshots 2.0

Ability to Customize which/how columns are sorted in Report Builder

Changing color pallete for each report

Cockpit Collapse - Expand All

Notification of non delivery

Providing Unique Survey URL's to In-app Messaging

Email Assist Attachment Limitation

Gainsight Sally Enhancement Request

Timeline CTA Tasks

Allow STRING field to write to PICKLIST

Percentage formula field in Report Builder

A/B Testing for Copilot

Option to provide Batch size for each rule

Rules: Not in join

How to add target line when building reports?

BCC from Timeline - Search account via email not just company name

Ability to add a value to the Status Field on MDA Relationship Object

Links in Survey description

Allow option to update S3 dataset task configuration without editing

Advanced outreach skip email in a chain

Rule Concatenation - add commas or spaces

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