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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 CoPilot 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)

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