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solo admin's best friend

  • By Rebecca Y.
  • on 12/09/2024

What do you like best about the product?
Seriously -- when I saw the documentation/AI portion of this demo, I knew I had to have it. As a solo admin and someone who needs to troubleshoot pretty frequently, being able to ask this tool what is going on under the hood and getting a detailed description of how my automations are working is a game changer.

This is also an incredible way to consolidate your tech stack -- we use it for our roll-ups, de-duping and our change management documentations. I supplement flow with this and use the automations piece in conjunction with assignments for some more complicated group assignments as well.

Customer support team is out of this world friendly and extremely knowledgable of this tool as well, so my questions are always answered quickly
What do you dislike about the product?
One of the only things I would love to see is the interaction with AI to be a little more robust. Right now, when you click into the AI chat, it hasn't quite been able to figure out how to answer my questions while analyzing a larger portion of the org.

What I mean is, if I am clicked into the Account object, I am restricted to just whats on the account object. I have to back out and pick a new object to ask questions about. I'd like to be able to zoom into one part of the org, and when it returns an answer that says, "Actually try checking here on X object", I'd like to be able to ask it to look and bring that info in to me rather than having to click around to ask the question again.
What problems is the product solving and how is that benefiting you?
The solo admin situation -- its saving me a ton of time trying to troubleshoot the org and put into place new things.


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