Cockpit is the CSM/AM team's home base for viewing and managing key customer activities. The backbone of Cockpit are Gainsight system alerts called Calls to Action (CTA). Call to action types, their associated tasks, and the Cockpit view can be customized by Admins to suit your business needs. This article provides an introduction to CTA configuration and links to additional Cockpit configuration options.
This article explains about how Admins can modify the CTA and Task detail view layouts (for each CTA type) to include custom fields from the Call to Action, Account, Customer Info, and Relationship objects. Similar to using linked objects, this allows you to essentially create miniature forms that can display or collect information from the CSM directly in Cockpit.
This article explains about how Admins can link one or more objects to each CTA type. Linking allows end users to perform additional actions within the CTA detail view.
