Gainsight AI (ex: AI Cheat Sheet) can summarize useful customer context (timeline highlights, NPS/CSAT, open cases, key activities, etc.), but CTAs and Playbooks don’t currently have a way to pull this information in. In practice, that adds admin time and increases the chance that the CTA is completed without the right prep.
Feature request
Enable CTAs and Playbooks to reference and display an AI-generated summary inside:
-
CTA description/body
-
Playbook step text
-
(Optional) a “Context” panel on the CTA itself
Ideally this would be a dynamic token/field, for example:
-
{{AI_CHEAT_SHEET_SUMMARY}} -
Or a configurable “Insert AI Summary” option that injects the latest summary at CTA creation time, and optionally refreshes on open.
Why it matters / Impact
-
Reduces “research time” per CTA (especially exception-based CTAs like cadence calls, renewals, risk follow-ups)
-
Improves quality and consistency of outreach because the relevant context is right in front of the CSM
-
Less CTA fatigue and fewer missed details
