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In the COPILOT FAQS & TROUBLESHOOTING document, it states: "Integration with Eloqua is on our long term roadmap." Is there any ballpark idea of when and what the scope of such an integration will entail?

I would like to see the gsnap video link available through the setup page instead of having to send the video to yourself, click on it, then copy the URL from there. This way our CSM's could create a video (or access one already created), easily copy the URL, then link it in a semi-automated email. Unless this is already an option that I just haven't found.

I wanted an email to go out to the entire company when a customer moves to Red zone. We have a group email id to which the email can go to. Is there a way to do this from rules?  The send email action doesn't seem to give me an option to do this, and neither does the co-pilot. 

Can you add a way to report on 2 different subject areas in one Report for example: 1. GS Scorecards 2. Calls to Action We are looking to report on Health Scores for a certain cohort of accounts we have run a specific alert on. 

Not all customers want direct access to the Account, Contacts, and Opportunities from the C360 page. I would find it helpful if you could edit the objects that have a direct access link or turn this button off completely. 

It would be very useful if we could have one page (or C360 section) where we could: 1) Upload documents 2) Summarize a QBR meeting (Who attended, what was discussed, what were the issues, feedback and action items linked back to CTAs).

In CoPilot, even if you are using a picklist as your variant filter you have to type/paste the text in. For example, if you have a language picklist on the contact record you would have to type out the value ie. (ES - Espanol). This could lead to mistakes when setting up the variants and is more time consuming.

Hi, Is there a way to add color coding inside of a table, such that certain cells could display a color coded value? One use case: We want a table on the C360 that shows key contacts at the customer. We have a few checkboxes that are powered by (and feed) other data in our SFDC instance, and display whether someone is a POC, DM, User, etc. It's visually tough to gather who does what when the field simply displays "true" or "false" as text. I would like to have anything that's true display as Green, for instance. When setting up Custom Colors it still did not make any updates to the tables. Can we allow tables to display color coding?

We've come across this requirement a few times now, in Gainsight, where we'd like to be able to privatize a few things, ie. an exec framework(dashboards,objects), irrelevant CTAs/high-priority leadership CTAs , assets for other teams - essentially cutting off the noise too. I guess what would help is a way to extend the idea of different layouts to more than C360 sections. Any plans on the roadmap?

I have a customer who is requesting the ability for more flexibility with reporting on Gainsight360 data. One user specifically has request the ability to add these reports to a dashboard. 

We've just launched our first NPS survey through Gainsight. Unfortunately, it's impossible to set the "comments" section of the question to Required. We strongly value that feedback from our customers. (We customize the header for that comments box to be, "What is the most important reason for your response to Question #1?") Given how important that information is for us, we want it to be required, [i]and we want it to be populated in the "comments" section of the NPS widget in the C360, so that it's highly visible to the CSMs. If I make it into a separate question, so that I can set it as required, then it will not be populated into that spot in the C360.

Hi all, We're having some troubles with end users posting topics in boards like "News and announcements", despite having a general "ask a question" board where they can add all their questions etc. It would be lovely if we, at the same time as setting up a category or board, could prevent main and/or custom user roles the ability to start topics and/or reply to topics in those areas. :) Pretty much the same as a "Read only" board/category. Best, Ditte

Hi all, We'd love a feature in the control environment where we can set a bunch of "and / or" filters, like "Time since published" - Older than XX time (days, months, years) "Time since last reply" - More than XX time (days, months, years) ago "Answered?" - Answered or not answered. "Contain modtag" - xxxx and/or yyyy etc This will allow us to manage content better, and prevent necro-posting (people reviving an otherwise "dead" topic. At the same time we can also immediately mass close topics regarding a specific software release, if there's a new one out for customers to use. A potential work around could be adding "close topic" to the batch processing in the overview, where there's currently an option to assign to moderator or add a label. With that said, I'd much prefer an autolock system in place.

Hi all, One of our Superusers is visually impaired, and have suggested that there should be some gestures for common events, as there are in for instance Jira and Confluence. He's specifically after the following gestures: Navigation gestures (back, forward), start a topic, reply to topic. Best, Ditte

I'm editing a bionic rule and finding that I can't tell what kind of join I'm doing in a merge step because the drop down doesn't have enough space. My suggestion is that the white space over to the right get shrunk a bit so the drop down can get bigger.

Hi, We have recently migrated our onboarding process out of SFDC process builder and into Gainsight's rules engine. The onboarding process needs to be extremely quick for our organization, so the idea that I can change the onboarding step (a picklist we have) and need to wait up to 24 hours for the CTA(s) to fire along with playbooks so we can schedule work among many different groups of users is a real pain point for us. I would like the ability to fire CTAs more frequently than once a day - and potentially even instantly to speed up this process. Is that a feature on the roadmap?

Is there anyway to change the error message that shows on MDA reports where the object has no data? This is misleading and would maybe be better to say "No Data Present" or something along those lines. Thanks,

Hi team - can we apply advanced filters with CSAT and other transactional surveys? For instance, can we apply the following layers of logic together? Closed support ticket AND has not received a CSAT for the past weekI know we can use power lists to apply various filters for other copilot outreaches. Wondering if we can do the same with triggers.

Customer would like the option to remove the depiction of NPS (with picture of a scale) from the Surveys section in the C360, as it is anticipated to cause potential confusion to some users. Market Research team objects to showing this to users because it is not the company NPS, just a subset by customer. Leaving the NPS Responses in place will allow users to see individual responses but not potentially misinterpret the "NPS" shown. 

Is it possible to have a 'sent' Copilot email automatically update the Status of a CTA (with a particular Reason)?  This is true automated Copilot email -- not an Email Assist situation.   Example use case:   -  A lifecycle CTA for lower touch customer fires for the next Business Review (ReasBusiness Review).  It's due in 6 months, does not have Playbook at this time, & stays in a Status of 'open' (so that you can always see the next milestone in the journey).   - We'd like to send an automated Copilot email to the customer for scheduling & have the sending of that email automatically change the status of the CTA to 'outreach sent' as an example.  So that the CSM who is managing a large volume of accounts is spending the least amount of time possible with the initial outreach activity to schedule the call, but rather is focused on the Business Reviews themselves.   -We would prefer not to use an Email Assist to avoid the CSM having to h

It will be great if we can define the global dataset and use them across multiple bionic rules.

Posting on Behalf of customer: Currently when doing a manual run it hits the end of the queue. This may be fine for orgs with a few rules, but for orgs with a large number of scheduled rules, user needs to wait a long time before getting results from a manual or test run. Ideally when a rule is run manually for testing or verification purposes it should be on top of the queue to finish first. It puts a lot of extra time in verification given they way it works now.

With so many rules chains, I would love the ability to: Be able to view the entire name of the Rule Chain without having to open by View.  Either by having the name wrap to a second line or the ability to hover over the rule chain preview and see the entire name.  I prefer the former to the latter. Be able to view the description without having to open the rule chain by View. I would like the ability to view the description the way you see descriptions for Scorecard 2.0 or Relationships.  This would be an amazing time saver while working in the Rule Chains view.

When we have same object name in Salesforce and MDA and trying to filter reports using source object and both names comes in dropdown with no differentiator -which is from salesforce or MDA or dataspace? It will be helpful if we can provide that source of means of the object in report search?

Suppress one/multiple reports in co-pilot if they are empty, but still deliver the email with the other reports containing data.  Also, it should be possible to suppress emails if ‘all’ reports are empty. I see an option to stop sending emails if one of the report is empty , but this won’t help my use cases above.