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Email Assist

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Photo of Jeff Kirkpatrick
Email Assist log to Timeline doesn't populate mandatory field
Recently Gainsight deployed the ability to make fields on Timeline Activities mandatory.  Without this capability, I was previously not a...
  • 1 me too
  • 1 reply
  • Problem
Photo of Sarah Johnson
Pre-fill To and CC fields with Email Assist / Email Template / CTA Email Task
Is there a way to pre-populate both Contacts and Users in the To and CC fields of an email when launched from a CTA's Email Task / using ...
  • 3 me toos
  • 1 reply
  • Question
Photo of Tom Gerth
Email assist tasks do not respect default token values
In some recent troubleshooting we've discovered that Email Assist tasks do not respect default token values. For example, if I have a to...
  • 5 me toos
  • 3 replies
  • Problem
  • Acknowledged
Photo of Lyne Therien
Ability to fetch phone and title of a user attached to an account (not current user)
Building a welcome email template to use in email assist using tokens. I can already pull the account owner name but not the title or t...
  • 1 me too
  • 0 replies
  • Problem
Photo of Angela Domenichelli
Recall email
Our CSM would like the ability to recall an email sent via email assist.  If the CSM makes an error on an email, they want to prevent the...
  • 1 me too
  • 1 reply
  • Idea
Photo of Nora Soza
Follow Up: The ability to change the "FROM" email address when using the email assist feature
Follow up to this idea: https://community.gainsight.com/gainsight/topics/the-ability-to-change-the-from-email-address-when-u... Looking ...
  • 22 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Angela Felicissimo
Email assist to more than 10 contacts
Currently there is an imposed limit of 10 recipients in an email assist. I am told I need to create a copilot outreach however this would...
  • 3 me toos
  • 2 replies
  • Problem
  • Acknowledged
Photo of Tom Gerth
Users with a "Chatter Only" SF license do not auto populate in email address searches
In a recent case with a customer, we learned that when using email services such as "Email Assist", you are unable to search for users in...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Angela Felicissimo
Clone Playbooks with Email assist tasks
I need to clone playbooks from Account level to relationship level. Most of my playbooks have email assist tasks included. Why can't I cl...
  • 5 me toos
  • 2 replies
  • Question
  • Acknowledged
Photo of Jeff Kirkpatrick
Enable ability to map Related Contacts (Account Contact Relationship object) in Email Assist
I add this as a comment on a different community post but figured I should post it as its own. We use the Related Contacts function in S...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Logan T
Email Assist Sending Limitations
Hey Team! Right now, we have a functionality limitation with Email Assist that some of our Customers are looking to see expanded.  In E...
  • 2 me toos
  • 1 reply
  • Idea
  • Under Consideration
Photo of Steve Davis
Variant Email Templates In Email Assist
I have a request from a customer to be able to use (for example) the language variant when using email assist. In testing this it appears...
  • 6 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Ky Powell
can you embed surveys into Email assist?
Can you put a survey into a email assist task?
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of Jeffrey Coleman
Can I tell what user sent an email assist email? Or what CTA it's connected to?
We have an email assist task that's (obviously) connected to a CTA which is (obviously) assigned to a user. I'm trying to make a connecti...
  • 2 me toos
  • 1 reply
  • Question
Photo of Britton Walker
CSM can't see email open data in a playbook task
I have a CSM that can't consistently see the email open data in the playbook tasks. Sometimes the data loads, but usually nothing happens...
  • 1 me too
  • 0 replies
  • Problem
  • Acknowledged