Sally in Slack: Link to C360
None
It would be great if Sally, when showing info about a customer, provided an easy link to the C360, in case the CSM wants to dig in more deeply or actually take action.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
This is not yet made it to production. It's on our short-term roadmap. However the following details would help; Are you looking for the link in the responses of specific intents like Attributes, Summary etc or in any intent that gets some info about the customer?
Thanks
Venky
Sometimes a CSM may start with only needing to see the summary. Once they see that, they realize that they want to look into more. Right now, this would require navigating to the browser, logging in to GS, and finding the customer again. A much smoother experience would be to look at the summary in slack, then click on the customer link to jump right to the C360 in the web browser. It seems like a natural workflow.
As you continue to build functionality in the slack/GS integration maybe this becomes less important. However, as of today, there are things that a CSM can only do in the web version e.g. adding attendee data to an activity
Over time, I could see slack becoming the preferred entry point into the GS application. Slack is always open and active so it feels like a natural place for CSMs to access GS.
I hope this helps, but I'm happy to provide more context if needed!