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Gainsight Inc.

Sally Bot User Permissions in Slack

Gainsight NXT

This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.

Not sure what your team is using? Click here.

 

IMPORTANT - Articles Impacted due to 6.34 October NXT Release

Due to the v6.34 October, 2022 release, this article has been impacted. Steps, images, and playable GIFs in this article will soon be updated to reflect the latest changes.

For more information about the latest UI changes, click here.

 

This article explains the Sally bot user permissions in Slack based on each license type. 

Overview

Gainsight Sally bot is available for users with Full License, Viewer License, Viewer+ Analytics License, and Internal Collaborator License. However, the read and write permissions differ for each license type.

User Permissions for Sally

Users can interact with the Sally bot to access information about a Company, or Relationship. They also receive Personalized User Notifications and Gainsight Notifications regarding upcoming renewals, CTAs and Tasks at both Company and Relationship level. The permissions to query and receive information differ depending on the user's license type. 

Company Information 

The following table provides the permissions available to the user based on their license type to query company related information.

Information Type

Full License 

Viewer/Viewer+Analytics

Internal Collaborator

Summary

Yes

Yes

Yes

CSM

Yes

Yes

Yes

Health Score

Yes

Yes

Yes

Attributes

Yes

Yes

Yes

Recent Activities

Yes

Yes

Yes

NPS Survey

Yes

Yes

Yes

Sponsors

Yes

Yes

Yes

Renewal Date

Yes

Yes

Yes

CTA Summary

Yes

Yes

Yes

Follow

Yes

Yes

Yes

Unfollow

Yes

Yes

Yes

Bulk Follow

Yes

Yes

Yes

Bulk UnFollow

Yes

Yes

Yes

Post to Timeline

Yes

Yes

No

Create CTA

Yes

No

No

Query All Fields

Yes

Yes

No

Relationship Information

The following table provides the permissions available to the user based on their license type to query relationship level information.

Information Type

Full License 

Viewer/Viewer+Analytics

Internal Collaborator

Summary

Yes

Yes

Yes

CSM

Yes

Yes

Yes

Health Score

Yes

Yes

Yes

Attributes

Yes

Yes

Yes

Recent Activities

Yes

Yes

Yes

NPS Survey

Yes

Yes

Yes

Sponsors

Yes

Yes

Yes

Renewal Date

Yes

Yes

Yes

CTA Summary

Yes

Yes

Yes

Follow

Yes

Yes

Yes

Unfollow

Yes

Yes

Yes

Bulk Follow

Yes

Yes

Yes

Bulk UnFollow

Yes

Yes

Yes

Post to Timeline

Yes

Yes

No

Create CTA

Yes

No

No

Query All Fields

Yes

Yes

No

Settings

Yes

Yes

Yes

Personalized User Notifications

The following table provides the permissions available to the user based on their license type to receive notifications.

Information Type

Full License 

Viewer/Viewer+Analytics

Internal Collaborator

Upcoming Renewals Notification

Yes

Yes

No

CTA Overdue Notification

Yes

Yes

No

CTA Due Today Notification

Yes

Yes

No

Task Overdue Notification

Yes

Yes

No

Task Due Today Notification

Yes

Yes

No

Companies Without Activity Notification

Yes

Yes

No

Gainsight Notifications

The following table provides the permissions available to the user based on their license type to receive Gainsight Notifications.

Information Type

Full License 

Viewer/Viewer+Analytics

Internal Collaborator

A CTA is assigned to me

Yes

Yes

No

A Task is assigned to me

Yes

Yes

No

A Success plan is assigned to me

Yes

Yes

No

Activity created

Yes

Yes

Yes

Call To Action Created

Yes

Yes

No

Call To Action Status Updated

Yes

Yes

No

Comments on your activity

Yes

Yes

No

Company Intelligence

Yes

Yes

Yes

Mentions you in an activity

Yes

Yes

Yes

Mentions you in a comment

Yes

Yes

Yes

My Success plan due date is changed

Yes

Yes

No

Survey Response Submitted

Yes

Yes

Yes

Quick Insights

The Quick Insights feature can be accessed by users with Full License, Viewer License, Viewer+ Analytics License, and Internal Collaborator License in Sally for Slack.