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Currently, when using Sally intents of Attribute for or Summary for it is pulling the same Attributes or Summary sections as defined by the C360 view assigned to the account. In order to display or change the data available, we would need to modify the Attributes and Summary sections from Administration. However, if we are using different views based on Account Criteria (e.g. Tech touch may have different Summary/Attributes than an Entreprise account), we have to modify each view in order for Sally to return similar values across all accounts. I propose that there is a Summary and Attribute setup that can be defined just for Sally intents. This way we can have Sally return just the data fields that would be of interest to Sally users without modifying the C360 views that impact CSM workflows. @shantan_reddy

New customers are assigned to the regional Manager in Gainsight (via Rule), upon which the Manager will assign a CSM based on location, language and customer requirements. At the moment, this process requires use of the Rules Engine to re-assign a CSM to the account. By enabling Managers to manually reassign customers at will via C360/R360 , we eliminate the need to set up a new rule each time.  

I have a customer for which it would be valuable to set the default width (in addition to the default height) of the Knowledge Center Bot.     https://support.gainsight.com/PX/Knowledge_Center_Bot/General/Knowledge_Center_Bot#Modify_Title.2C_Size.2C_and_Position_of_Bot

Ability to extract date from datetime field in MDA formula field seems to be not possible today. We are using rules to update the date.

Hi team,   We have a customer reporting an issue where an error from data designer not being displayed for long enough to read it. The customer is having to recreate the error again and again to understand it. And it is causing them great inconvenience.     Is it possible to display it a bit longer? Please share your thoughts.

Hello Folks!   Are there any plans to expand the Survey 2.0 questions repositories? Every time I build a survey I struggle with the questions‘ format available, being left frustrated wanting more options, for example: NPS question - I like the smiley faces but don’t like the colours which can be seen as “leading on”. The only option seems to be to have the smileys with the colours or no colours and stuck with a text above 0 and 10. The text isn’t always applicable to transactional surveys so could it be edited? Ranking - today I tried to add a question to rank or rate 7 different sections of a seminar. I wanted to use something else than matrix 0-10, and the only options I had was the reordering (difficult on the phone) and stars. Wanting to go with the stars, I soon figured I cannot use them as it’s only one star rating per question, rather than one question, then 7 answers being ranked via stars. So I had to go back to matrix format

This is a two part suggestion regarding Journey Orchestrator: It would be nice to have insight on what browsers and email clients our emails are opened up in, so we can make sure we’re maximizing how they look and perform when they get there.  Being able to see how your email template renders on different devices and email clients in the “Email Templates” screen. For example, seeing how the email looks differently on an tablet, phone or desktop with gmail vs outlook right from the template screen.   

Hi, we are interested in having an external content feed into email templates. Here is the use case: In a tech touch journey customers getting automated emails with different preset content. In order to update them also on e.g. events, webinars, which will obviously change based on time it would be of great advantage of having a feed that is coming from e.g. the CMS system instead of manually updating the content all the time.   Anny suggestions for a workaround are also appreciated.   Thanks Swen    

On manually created CTAs we do not have the avility to show only one value of a picklist.  One the CTA if you make this read only it removes the field, and if it is not read only it will allow you to select any.  Or the ability to assign a default value.   

Hi team, One of the user is expecting the option to rename the fields on the CTA.  For example . I have added the ownership field to the “show me” section of CTA. User is expecting to provide a feature in such a way that they can modify the field name (Ownership) as per their choice.       Please let me know your thoughts   

Is it possible to create a rule chain that is triggered by a S3 Import? I want to run a CTA that only runs right after a certain S3 Rule has run. I’m sure I can do this using ‘Import Date’ fields but being able to create a rule chain would be much easier.   Thanks!

Hello, I'm working with a customer who is wanting the ability to unsubscribe their customers from Copilot outreaches. Currently, the only way to accomplish this is for the email recipient to unsubscribe via the email link. Is there any future plan to allow users to unsubscribe their customers from Copilot Outreaches via the Gainsight UI? Thanks

Please improve the legibility of the checkbox. Currently it displays as a tiny white check inside a light grey box. The lack of contrast degrades legibility. This UI is implemented in an Attributes section in the C360. We use Attributes to pull in key fields from the SFDC Account record and present them the C360.

Hello,   It would be very helpful if the account name on top left in C360 view in NXT can be hyperlinked. Clicking on it should take user to the respective SFDC Account page in SFDC. As of now, it takes n no. of clicks to just switch between the right account in Gainsight and the corresponding account in SFDC.

Hey Team,   The Comments Field on SFDC Milestone Objects only allows 4096 charecters. Would it be possible to increase this limit further up?   Use case: The customer wanted to check if this field can be made editable so that customer can choose between the length of the comment field to allow longer comments.

I appreciate that we have the ability to identify field dependencies, however when you have a large number of rules, reports, etc it takes a lot of effort to go through every single one looking for a field. Would be incredibly helpful to be able to have a quick search at the top of the Dependencies page and have it pull back only resources in which a field is being used (mockup below) It has taken me over an hour to figure out where a particular field is being used.

Hi Everyone, Currently the "magnifying glass" icon on the search bar of KC Bot is by default set to green colour, it would be helpful to customers if it was possible to change colour to that of their product brand colours. Thanks, Srinivas

It would be great if we were able to add secondary, or sub-values to the widgets in order to provide more detail/context. For instance, providing overall revenue, and the volume of customers that accounts for.

With the current product design, we do not have the option to edit or delete the existing text of the Exit button and Restart button in the engagement but we can write a new text. It would be really great if we can edit or delete the existing text.    

  The results show that data source of the action and it would be great if the description showed since in this case I have many different actions I have to open the rule to see which number relates to the action I may want to review.   

Looking for confirmation, and if the confirmation is correct, I feel like this is a product issue that we need to somehow prevent. I've seen in a couple customer that send surveys via email assist from the relationship level. The system allows you to do this, and also allows you to type in any email address just like a normal assist would. However, if that recipient is not a relationship contact in SFDC, that survey response doesn't link to the relationship. The response gets stored, and from what I can see, the relationship ID does get stored on the response, however, these responses don't show in the R360. Can we somehow confirm and then potentially change this behavior? I feel we should either resolve the linking and show in the R360 or prevent these kind of sends to non-contacts.

We are heavy GPX users and rely on retention analysis for our growth performance. However - we still find it somewhat manual. Idea one: Here’s a spredsheet that we have to manually pull (copy/paste) into a spreadsheet for refined analytics (link). There should be an export functionality (csv) so we don’t have to recreate this viz in a spreadsheet. The export should respect the filters and daterange applied. Ide

Hi, One of our customers suggested that it would be better if the activity type could be shown anywhere in the activity like somewhere on the top or as a field in the details area rather than identifying it by icon. Please share your thoughts.

Hi,   One of our customers had a situation where they needed to update a custom field in Activity timeline manually and would like to be have the ability to auto populate the value for bcc to timeline. Can this be done? please share your thoughts.

In the configure section, there is no place to indicate if you want to receive an email notification on success or failure.  I have been seeing success emails every time the rule runs.  I just had my first set of rule failures and was surprised there was no email notification.  The only way I knew was I needed to add a field, or I suppose at some point I might have noticed the lack of successful run email notifications.  It is more important to know about failures than successes.  My recommendation is to set this up like the rule scheduler, where the user can decide which if any notifications they want to receive.  An MVP would be to change this to default to notify the creator of failures by email.