Skip to main content

Please know that we will cloning this site from August 3rd to August 15th. Any content changes you make will not be saved past that date. Please do not make any updates to the site on August 3rd through the 15th. If you have any questions please contact your site administrator. 

Gainsight Inc.

Intro to Email Assist Tasks (9 mins.)

This video explains how CSMs can send Email Assist Tasks from Cockpit, as well as how Admins can configure the Playbooks and Journey Orchestrator Email templates to support the Email Tasks. It also reviews the many use cases for Email Assist Tasks.

Additional Resources

Configure Email Assist Tasks to Send from Cockpit (guide for Admins)

Send Email Assist Tasks from Cockpit (guide for CSMs)

  • Was this article helpful?