CS Product Ideas

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5699 Posts

Templates for specific Timeline activities

Logging emails by bcc in Timeline

Outlook Integration with Gainsight

Creating timeline activity via rules?

Variant Email Templates In Email Assist

Deleting Timeline Activities

Ability to CC/BCC contacts on CoPilot outreach

Follow Up: The ability to change the "FROM" email address when using the email assist feature

Copilot emails for CSMs to send

Add Cockpit integration for Google Calendar (or similar service)

True NPS calculation and NPS Widget

Manual CTA for multiple accounts

Make Gantt Chart created and end dates more flexible

C360: Create an account profile section of the C360 where CSMs can capture notes, relevant information about customer

Idea. The ability to use Multi-Select Drop Downs in Timeline Activity Type Setups.

Allow inline editing in tabular reports

Horizon Analytics feedback

File attachments in Timeline view

Email Assist - emailing multiple accounts

Emails to timeline via Program in Journey Orchestrator

Be able to embed an NPS question into a CoPilot Email Template

JIRA Integration possible?

Add Tabular Reports to Outreach Templates in Copilot

Ability to Move Timeline Activities Across Accounts

Ability To Choose Default Sort Option

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