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Gainsight Inc.

Catch-up on Sally AI Bot Enhancements

May 2019: 6.3 Release

Sally is an AI-powered bot that enables interaction with Gainsight data and functionality within a user’s favorite channels. Sally allows you to ask diverse questions about your customers, receive Gainsight notifications, update customer data and gain insight into risks and opportunities. Sally’s Natural Language Processing makes rich Gainsight data easily accessible through simple conversation and her machine-learning technology helps her get smarter with each interaction.

  1. Sally in Gainsight Account Widget, Gainsight Case Widget, and Gainsight Opportunity Widget: In-App Sally is now available in the Gainsight Account Widget, Gainsight Case Widget, and Gainsight Opportunity Widget sections on the Account, Case, and Opportunity pages respectively for individual companies. The advantage of having Sally in these pages is that the user can specify the intent name, and it will retrieve the data for that particular company. All intents supported in Sally are supported in the newly introduced Sally widget sections as well.

32. Accounts Widget1.gif

Note: Users can also query for other accounts directly from Sally in the Account, Case, and Opportunity widgets.

33. Accounts Widget2.gif

  1. Renewal Date Intent Support in In-App and Slack Sally Channels: You can now use the Renewal Date intent, from the Select a Suggestion dropdown list, to view the renewal date of a company. This retrieves the information from the renewal date field in the Company Standard object.

34Renewal Intent.gif

April 2019: 6.2 Release

Sally, the AI-powered bot, makes rich Gainsight data easily accessible through simple conversation. Asking Sally questions is just like asking a real person, and machine-learning technology helps Sally get smarter with each interaction. Not only can Sally provide answers to a diverse set of questions about your customers, Sally can also update customer data, provide information on health scoring, current risks, and opportunities. Your company can quickly collaborate on the latest customer intelligence to more rapidly deliver customer outcomes across all parts of your organization.

  1. Ability to enable Sally Access automatically for all Slack users: With this release, once a Slack workspace is added in Sally, all Slack users in the workspace who have Gainsight Licenses are automatically given access to Sally.

  2. Display Optional Comment Box based on Dislike selection in the ‘Hope that was helpful’ section: Previously, in Slack and In-App Sally, the users could only select Like or Dislike options after Sally responds to the query. With this release, in Slack and In-App Sally, an optional Comment Box with the “Would you like to provide more details” message is displayed when the user selects the Dislike option from the ‘Hope that was helpful’ section to capture additional comments from users. If you select the Like option, ‘Glad you like it’ message appears.

In App Sally:

Like-Dislike.gif

Slack:

Like-Dislike Slack.gif

  1. Email Notifications when Slack User Requests Sally Access: With this release, Gainsight Admins will receive an email notification if the Slack users request Sally access, as well as if the Slack user tries to access Sally, and they do not have Sally access. The requested user will receive notifications through Email and Slack channels when Admin provides access to Sally for that user.

    Snapshot of a sample email notification received by Gainsight Admin is shown below:

62. sample1.png

Snapshot of a sample email notification received by the users after providing access to Sally is shown below:

63. sample2.png

 

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