Co-Pilot Rules of Engagement / SOP

  • 5 October 2016
  • 1 reply

Co-Pilot will be used in our organization by Admins and individual account managers.  We want to create "Rules of Engagement" that cover standard operating processes.  Has anyone done this?

1 reply

Userlevel 7
Badge +3
Hi Gwen,

Given the power and nature of CoPilot administration, Gainsight recommends as a best practice to limit access to CoPilot to your Gainsight Admin and any operations folks who will manage your 1:many outreaches. 

Even here at Gainsight, the CSM team does not have access to configure or trigger CoPilot outreaches. This is locked down to our Operations team.

Hope this helps!