https://communities.gainsight.com On the Forum you can ask questions or take part in discussions. https://communities.gainsight.com/ideas/ideas-in-a-private-hidden-category-or-private-group-31922 Request: Allow users to to create an ‘idea’ type post within a private group or a hidden/private community category. Ideally, this would be a setting that community admins could toggle on/off at the group level or page category level. The ideas would only exist within the specific group/category with the toggle on, and could be transferred to the general ideation section of the community once a group/category is deprecated. Use case: When running private or beta feedback initiatives, we’d like to create private community groups or hidden categories for specific users to join and provide feedback on upcoming features. At this time, users can only create questions or conversations within these private groups and hidden categories. Ideally, we’d like users to create ideas, which would unlock functionality like upvotes and setting idea statuses. Impact: This has big implications on our use of groups and private community categories, and the effectiveness of feedback campaigns. Wed, 14 Oct 2026 21:29:51 +0200 https://communities.gainsight.com/ideas/link-cta-to-multiple-salesforce-opportunities-31956 We currently link CTAs to SFDC opportunities. We’d like the ability to include more than one opportunity on one CTA. Wed, 14 Oct 2026 19:04:17 +0200 https://communities.gainsight.com/customer-communities-cc-17/does-tagging-effect-search-ranking-31955 As the subject says, does tagging effect the search ranking or is it strictly for filtering? Customer Communities (CC) Wed, 14 Oct 2026 17:53:24 +0200 https://communities.gainsight.com/ideas/reassign-stakeholders-to-other-related-account-31908 We have complicated parent/child account relationships with many contacts and related contacts in Salesforce. This results in engagements being attributed to an incorrect child account in Staircase AI and Gainsight CS Calendar widget. It would be helpful to be able to reassign stakeholders to their correct accounts for activity tracking and assignment.  Wed, 14 Oct 2026 17:28:59 +0200 https://communities.gainsight.com/ideas/ability-to-tag-everyone-in-a-group-in-a-discussion-forum-or-elsewhere-30996 I recently made a post and had to tag 56 people individually - it would be cool if I @’d a specific group in one of my discussion forums for everyone in that group to get tagged. Wed, 14 Oct 2026 17:09:24 +0200 https://communities.gainsight.com/all-about-pulse-8/workshop-teaser-building-an-ai-forward-dcs-motion-from-scratch-31953  AI Forward DCS is real, and we’re already experimenting and ideating a lot on this front.Just a year ago, AI in DCS was mostly theory. In early 2026, our team at Gainsight was challenged to figure out where and how AI could be used across our DCS programs, from planning to execution.What started as a project in an AI tool turned into a robust system, and it taught us what it takes to build an AI forward DCS. We call that stretch the messy middle: understanding input-output theory, judging and iterating on your sources and standards, and, of course, writing the rule book.The idea was to take a well-defined motion like onboarding and convert it into a complete digital motion. It took us 60 days to build all of it. That’s very different from downloading a couple of skills and prompting. In this workshop, we’ll get you thinking about your own processes and team dependencies, and help you decide what you need to build. What took us 60 days of iteration, we’ll share in 60 minutes. You can register for the session on the Pulse app  Install for Apple   Install for Android  Use the App to build your personalized agenda, reserve your seat in sessions, explore the Pulse Europe map, answer onsite polls/surveys, connect with attendees, and uncover event more hidden treasures along the way! The above workshop is titled : Start at the signal : Build an AI first DCS Motion from Scratch (Monday 19 October 13:30-14:15) Looking forward to having you all join us for this cognitive brush-up session. You don’t need to bring a laptop, and we’ll talk a lot more about signals & system thinking than AI prompting. Pinky promise   All About Pulse Wed, 14 Oct 2026 16:23:06 +0200 https://communities.gainsight.com/product-updates/gainsight-cc-get-answers-faster-with-the-forethought-ai-agent-now-ga-31954 The Forethought AI Agent integration is now generally available, bringing conversational answers and follow-up questions to your community search. Members get faster, more accurate answers without leaving your community. Here’s What’s New Get Conversational Answers in Community Search with the Forethought AI AgentAfter a successful beta, the Forethought AI Agent integration is open to all eligible customers. Members can ask questions, get conversational answers, and follow up in a natural back-and-forth dialogue without leaving your community. This integration is the first step in bringing AI-powered support across the entire Gainsight Digital Customer Hub. Conversational AI answersMembers ask a question and get a structured, summarized response. They can ask follow-up questions and refine their query in a continuous thread, with no need to start over.Clarifying questions from the AIWhen a question is ambiguous, the agent asks for clarification before responding, so members get more accurate, relevant answers the first time. Suggested search promptsThe search experience surfaces common questions based on your community’s search analytics, helping members find answers faster. Powered by your Forethought agentThe integration connects directly to your existing Forethought AI agent configuration. All of your community content is included as a source, so answers draw on everything in your community, along with the 70+ available helpdesks, knowledge sources, and other connectors that integrate with Forethought. Your team controls the experience, including escalation paths like ticket creation, through the Forethought workflow builder. Coming soon to Skilljar and Product ExperienceThis integration is built on AI Answers, the shared search layer across Gainsight’s Digital Customer Hub. As AI Answers expands to Skilljar and Product Experience, the Forethought AI Agent will extend to those products too, giving your customers a consistent AI support experience wherever they engage. See it in actionThe Forethought AI Agent is live on the Gainsight Community. Head to the search bar and ask it a question to try it firsthand. Zendesk has also enabled Forethought AI Agent in their community, if you’re a Zendesk customer, go check out the agent in their community search bar!Getting StartedForethought AI AgentThe integration is available to Community customers who: Have AI Answers enabled on their Gainsight Community instance Are active Forethought AI customers Once the Forethought AI Agent is set up in your community, it replaces the native AI Answers response in the answer slot of search. It doesn’t appear alongside it.Need a hand with setup? Request setup help here and our team will get you going. Check out the Release Notes for more details. Have questions or feedback for ​@Graeme Rycyk? Drop a comment below, or better yet, ask our new AI! Wed, 14 Oct 2026 15:55:57 +0200 https://communities.gainsight.com/all-about-pulse-8/pulse-europe-2026-is-so-close-drop-your-session-teaser-31686 Hey everyone,London is calling! Pulse Europe 2026 is just around the corner (19–20 October) and we want to start building some excitement right here in the community. Speaking at Pulse Europe this year?:Make sure you've got a community profile set up — and if you need help finding an old one, drop us a line at community@gainsight.com and we'll sort it.   Give us a glimpse of your sessionWhat are you covering? What should people expect to walk away with? We’d love to get a teaser to what we’ll be learning & discussing in your session - this will be equally exciting to those who are attending in-person as well as those who can’t. You can do that by starting a new discussion here.Need some inspiration? Here’s how ​@darko_2 introduced their session for Pulse Europe 2025!      Planning on coming along?We'd love to know who's making the trip - and if there's a session or topic you're most looking forward to, we wanna hear it too!  Haven’t checked out the agenda yet? Browse the full agenda now  Keep an eye on your community profile — speakers and attendees will be receiving their official Pulse Europe 2026 badges soon!   See you in London All About Pulse Wed, 14 Oct 2026 15:52:59 +0200 https://communities.gainsight.com/integrations-54/use-cc-mcp-write-tools-31951 This article helps admins, community managers, and moderators manage community content and ideas with CC MCP write tools in Gainsight CC.Overview Content Tools Idea Tools Example PromptsOverview CC MCP write tools let you publish content, manage ideas, and moderate your community through a conversation with your preferred AI tool.Community managers use the write tools to publish and update content faster. Moderators use them to triage topics and ideas in bulk. Product teams use them to keep idea statuses and product areas current without clicking through the community interface.Note: Claude users, refresh your tool list or reconnect the CC MCP connection. Check that the new write tools appear in your tool list. Write tools are only available to Admins, Community Managers and Moderators. Regular community members can only use MCP read tools.For more information on how to setup MCP, refer to the Set Up Gainsight CC MCP article.Content Tools Content tools cover creating, editing, publishing, replying to, and moderating topics. The following table lists each tool and what it does:  Tool What it does Create Content Creates an article, conversation, question, or product update. Edit Content Updates the topic title or description. Publish Content Publishes a draft. Applies to articles and product updates only. Reply To Content Posts a reply as you. Assign Content Moderator Assigns a moderator to a topic. Close Content Closes or reopens a topic for replies.  Idea Tools Idea tools help you keep your ideas board organized, from submitting a new idea to merging duplicates. The following table lists each tool and what it does:  Tool What it does Submit Idea Submits a new idea.  Edit Idea Updates the title, description, status, product areas, or closed flag. Reply To Idea Posts a reply on an idea. Vote Idea Votes or unvotes an idea as you. Manage Idea Tags Adds or removes public tags on an idea. Manage Idea Moderator Tags Replaces an idea’s moderator tags. Merge Idea Votes Merges the votes from one idea into another. This action cannot be undone and requires confirmation. Assign Idea Moderator Assigns a moderator to several ideas at once. List Idea statuses Lists idea statuses and their IDs. You need this before changing a status. List Product Areas Lists product areas and their IDs.  Example Prompts Describe what you want in plain language. The following prompts show the kinds of requests the write tools support.Set the status of this idea fidea link] to Planned and add a public tag 'UI'. Merge the votes from this duplicate idea lidea link] into idea ]idea link]. Assign Sam as the moderator to this topic topic link]. Draft a product update for this month's release and publish it. Close all topics in the Announcements category that are older than 90 days. Integrations Wed, 14 Oct 2026 13:48:11 +0200 https://communities.gainsight.com/customer-communities-cc-17/anyone-run-a-community-bingo-before-31778 Our Community kickoff is coming up in October and I’d like to do something special for it! We are looking at potentially doing a Community bingo (got the idea from another community) where we provide either a list of emoji’s that we will hide in several places for members to find, or provide a list of actions to take (complete your profile, ask a question, etc). Has anyone done this before and able to share about their experience? Would love to hear any lessons learned, pitfalls to avoid, and what really worked well. Any advice would be greatly appreciated. I want to avoid hurt feelings as much as possible.  Customer Communities (CC) Wed, 14 Oct 2026 13:25:00 +0200 https://communities.gainsight.com/ideas/timeline-attachment-behaviour-change-ignore-inline-signature-images-30137 As per https://support.gainsight.com/gainsight_nxt/Timeline/02User_Guides/Log_Customer_Emails_as_Timeline_Activities#Reasons_for_the_Email_Attachments_are_Rejected, Timeline entries currently have a limit of five attachments per email. When using Gainsight Assist to log emails, it currently doesn't differentiate between the types of attachment. This can cause an issue as it seems to class images in signatures as attachments and attaches these to entries. This quickly uses up the five attachment limit and genuine things you want to attach can be excluded as a result. I’m proposing either some logic that can be clever enough to determine that the images are part of a signature, or a switch that turn off uploading inline attachments in favour of (or preferring) attachments of files or pictures on emails instead. Not only will this prevent the need for CSMs to manually go an update this themselves (which they can forget to do or miss if they didn’t read the email that said not all attachments were uploaded), but it also makes the Attachments tab on the C360 ‘cleaner’ as it will only display genuine attachments. Regards,Matt Smith Wed, 14 Oct 2026 11:34:27 +0200 https://communities.gainsight.com/ideas/allow-more-scorecard-exceptions-580 Right now, I have a customer who would like to heavily leverage scorecard exceptions, but they ran into a limitation in which you can only add three criteria per exception and five exceptions total. It would be nice to expand this capability, especially for customers looking to implement more advanced logic and/or have a lot of scorecard measures. Wed, 14 Oct 2026 11:32:55 +0200 https://communities.gainsight.com/ai-moderation-454/configure-user-profile-moderation-30906 This article helps admins enable and understand AI-powered user profile moderation to automatically screen new users or accounts.Overview Limitations How User Profile Moderation Works Role Exclusions Enable User Profile ModerationOverview User profile moderation uses AI to automatically screen user accounts for spam or NSFW signals in the community. Accounts that are flagged are automatically banned, which stops bot and spam accounts before they can participate in the community.User profile moderation evaluates account data using the same moderation approach that is applied to community posts. The following user profile fields are analyzed during screening:  Profile Field Description Username The display name selected by the user during registration. Email address The email address provided during account creation. Signature Any text the user adds to their profile signature field. Profile fields Additional profile fields are populated during or after registration. Avatar image The profile image uploaded by the user.  Accounts identified with high confidence as spam or NSFW are automatically set to Banned and moved to the Banned Users group. Accounts flagged with lower confidence are placed in Waiting for moderator approval status for manual review.LimitationsUser profile moderation has the following limitations:Admin notifications: There is no notification sent to Admins when an account is automatically banned. Sensitivity configuration: The moderation threshold is fixed across all communities and cannot be modified.How User Profile Moderation Works User profile moderation runs automatically when a user registers or edits the profiles in the community. The screening process follows these steps:A user edits the profile, or a new user completes the community registration process. User profile moderation evaluates the user’s profile fields (username, email address, signature, profile fields, and avatar image). If the account is flagged as spam or NSFW, the system automatically bans the account and moves it to the Banned Users group. If the account is not flagged, the user proceeds with normal community access. Role ExclusionsUsers who hold the following roles are excluded from user profile moderation screening, regardless of whether the feature is turned on or off:Admins Community Managers Moderators SuperusersThese role exclusions ensure that trusted community members are never inadvertently flagged or banned by the automated screening process.Enable User Profile Moderation You can enable user profile moderation from the Moderation Agent page in the AI category. Once enabled, all new registrations are automatically screened before users can participate in the community.To enable the User profile moderation:Navigate to AI > Moderation Agent. The Moderation Agent page appears. Turn on the User profile moderation toggle.When enabled, the AI screens each new registration and either approves the account automatically or places it in Waiting for moderator approval status for manual review, depending on the confidence level of the evaluation.  AI Moderation Wed, 14 Oct 2026 11:27:43 +0200 https://communities.gainsight.com/ideas/timeline-feedback-7439 Customers love Timeline and want to make it meatier, juicier and easy to use. Here are some great feedback I recieved from one of our customers: 1. Custom filter options in Timeline: Right now, it is restricted to a few. But what if the customer wants to look at the all the updates of type risks where the exec sponsor was present. What if the customer wants to see EBRs that happened onsite? What about the EBRs that have red sentiment? All this is possible now using reports but given that each layout is different, we are looking for a cumbersome option when it comes to creating 20+ reports out of the possible permutations. 2. No easy way to know the activity as it relates to a certain contact: Say Kyle is a contact and you want to know if Kyle was present in an EBR, last cadence call and was copied in an email? What if you click on Kyle in the external attendee option and know how engaged Kyle has been with your team? Wed, 14 Oct 2026 09:43:35 +0200 https://communities.gainsight.com/ideas/time-of-task-and-sync-to-outlook-calendar-4746 Our CSMs are requesting that Tasks have a due time (not just date) and that you are able to sync them with their outlook calendar.  If they tell a customer they will call them at 2pm, it would be nice if the Gainsight CTA that they set for themselves had a task with a time of 2pm that would show on their outlook calendar.   Wed, 14 Oct 2026 09:41:54 +0200 https://communities.gainsight.com/ideas/link-existing-ctas-to-new-timeline-entries-6721 We'd like the following use case to be supported when existing CTAs exist. Create new Timeline entry when having a meeting with a customer Discuss existing actions (CTAs) with the customer Link to an existing CTA rather than creating a new CTA to avoid duplication and moving out of the Timeline window The linking of existing CTAs into a new Timelin entry will allow better usability, increase efficiency when using the functionality and reduce the number of clicks. Wed, 14 Oct 2026 09:30:51 +0200 https://communities.gainsight.com/様々なツールのデータ連携と活用-409/salesforceとgainsightを連携する-データ連携-c360-r360画面の埋め込み-31153 GainsightとSalesforceを両方使っている企業様は多いですよね！もちろん2つのツールはシームレスに連携することが可能です。GainsightとSalesforceの連携でできる2つのことGainsightとSalesforceの連携は大きく分けると2つのできることがあります。 【A】 SalesforceとGainsight間でデータを双方向で同期させる 【B】Salesforceの画面の中に、GainsightのC360（顧客360度ビュー）を埋め込む この記事では、上記をそれぞれ実施する場合の全ステップをまとめます。特にA・Bを両方実施したい方は連携順序を正しく実施しないとエラーになりますので以下の順番で必ず実施してください。　【Agenda】0. まず知っておきたい全体の構成とSTEP 【A】SalesforceとGainsight間でデータを同期させる 【B】Salesforceの画面の中に、GainsightのC360（顧客360度ビュー）を埋め込む​​​​​ 0. まず知っておきたい全体の構成とSTEPA・B共に、連携するためには、Salesforce AppExchangeでGainsightのアプリをインストールします。全体の構成イメージは以下の図の通りです。データ連携のみ実施する場合は、手順①・②のみでOKです。UIをSalesforceに埋め込みたい場合は追加で③を実施しましょう、ややこしい点として、Salesforce AppExchangeには「Gainsight」の名前がついているパッケージが複数ありますので、間違えて違うAppExchangeをインストールしないように注意しましょう。Gainsight CS Data Connector US / EU 　データ連携のために必要です（上記図の①）リージョン別にインストールするAppが異なります（※後述） Gainsight Customer Success 　Salesforce内に、GainsightのC360（顧客360度ビュー）を埋め込むために必要です。（上記図の③） 【A】SalesforceとGainsight間でデータを同期させる  1. 自社のGainsightテナントのリージョンを確認するデータ連携用のAppExchangeはリージョンごとにUS版とEU版が分かれているため、最初にリージョンを確認します。貴社のGainsightのURLのサブドメインを見ると、リージョンが分かります。<subdomain>.gainsightcloud.com → US1（USパッケージを使用） <subdomain>.us2.gainsightcloud.com → US2（USパッケージを使用） <subdomain>.eu.gainsightcloud.com → EU（EUパッケージを使用）US1とUS2は同じUSパッケージを使います。誤ったリージョンのパッケージをインストールすると、後続の接続・認証でエラーになるため、ここで必ず確認しておきましょう。 2. SalesforceにGainsight CS Data Connectorをインストールするデータ連携用のAppExchangeをSalesforceに追加します。Salesforce ConnectorをGainsightで認証するために必ず必要です。※参考ヘルプ：Install the Gainsight CS Data Connector PackageAppExchange Marketplace（appexchange.salesforce.com）を開き、Salesforceの管理者権限でログインします。 US環境なら Gainsight CS Data Connector US、EU環境なら Gainsight CS Data Connector EU を検索します。 パッケージを選び、Get It Now ボタンをクリックします。 Installation画面で対象Salesforce orgを確認し、Install in Production ボタンをクリックします。 規約に同意して Confirm and Install ボタンをクリックします。 インストール権限を選択して Install を実行します。 （必要なユーザーにアクセス権限を付与しない場合、Salesforceコネクタの認証が正常に行われない可能性があります。） 完了後、Setup > Installed Packages にパッケージが表示されていることを確認します。     3. Gainsight側でSalesforce Connectionを作成・認証するインストールが無事完了したら、今度はGainsight側からSalesforceへの接続を作ります。Gainsightで 管理（Administration） > コネクタ2.0（Connectors 2.0） > 接続（Connections） に移動します。 画面右上の接続を作成（Create Connection）ボタン をクリックします。 ConnectorにSalesforceを選びます。 Connection名を入力します。 Salesforce Org typeで 製品 または Sandbox を選択します。 Salesforce URLを入力します。 認証 をクリックし、Salesforce OAuth画面でログインして 許可 を押します。 接続に使用する Salesforce ユーザーには API Access が必要です。 「Prefer signing in with your Salesforce URL?」 をONにする場合とは？基本的には「オフ」のままで問題ありません。 ただし、以下のような場合はオンにする必要があります。 「認証」ボタンを押した際、エラーになって接続できない場合。 SSO（シングルサインオン）が強制されている場合: 企業のセキュリティポリシーで「標準の login.salesforce.com からのアクセスを禁止し、自社のカスタムドメイン経由でのみログインや外部アプリの認証を許可する」という設定がされている場合。    4. GainsightをSalesforceにリンク（Link Gainsight to Salesforce）を実行する作成されたconnectの3点リーダから、「GainsightをSalesforceにリンク」（Link Gainsight to Salesforce）をクリックします。これを実施することでできるようになること・これによりGainsightの各機能（ルールエンジンやData Designer、Reportsなど）からSalesforceオブジェクトを指定できるようになります。・後述の【B】Salesforceの画面の中に、GainsightのC360（顧客360度ビュー）を埋め込もうとしている場合は必須です！   5. SalesforceのデータをGainsightに取り込むいよいよSalesforceのデータをGainsightに連携するジョブ設定をしていきます。実は、SalesforceからGainsightへのデータ連携には2つの方法があり、どちらを使うか・どう組み合わせるかで設定方法が変わってきます。①：コネクタ2.0（Connectors 2.0）の標準OOB JOB　→かんたんに同期できる標準的な連携方法です。②：ルールエンジン（Rules Engine）　→データを加工してからGainsightに連携したい場合など、Salesforceのデータをそのまま連携するだけでなく、一部加工が必要になる場合はこちらで連携します。 上記のどちらを使えば良いかは導入時に一緒に設計のご支援をしますが、それぞれの違いや具体的な連携方法は以下の記事にまとめているのでこちらをご確認いただきながらデータ連携を実施してください。 【B】Salesforceの画面内に、GainsightのC360を埋め込む​​​​​​​​​​​​​​​ データ連携は無事できましたか？ここからは、Salesforceの取引先画面内でGainsightのC360を表示する方法について解説します！　注意　　　　　　　　　　　　　　　　　　　　　　　　　　GainsightとSalesforceのデータが連携されていないとエラーになります。※会社オブジェクトにSFDC IDが連携されている必要があります必ず上記のデータ連携が完了していることを確認してから作業を実施するようにしてください。　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　  1. SalesforceにAppをインストールする画面埋め込み用のAppExchangeをSalesforceに追加します。AppExchange Marketplace（appexchange.salesforce.com）を開き、Salesforceの管理者権限でログインします。 「Gainsight Customer Success」 を検索します。   Get It Now をクリックし、必要に応じてAppExchangeにログインします。   Install in Productionを選択します。   規約に同意して Confirm and Install をクリックします。   セキュリティレベルを選択して Install します（Gainsight推奨は Install for Admins Only）。     🪪 2. ライセンスを付与するAppをインストールしただけではまだユーザーは使えません。まずはライセンスを割り当てます。Salesforceの「インストール済みパッケージ（Installed Packages ）」 画面に行き、 Gainsight Customer Successの 「ライセンスの管理」 をクリックします。   Add Users からSalesforceでGainsightのC360を見れるようにする対象ユーザーを選んで追加します。   ・初期状態ではまだトライアル状態で、5ライセンスが付与され、1つはインストールした管理者に自動割り当てされます。・1〜2時間後に自動でプロビジョニングされ、契約に基づいたライセンスが付与されます・もし2時間以上経ってもライセンスが更新されない場合は、Gainsightの担当までご連絡ください。  3. Salesforce側でユーザーへ権限セット（Permission Set）を付与するライセンスの付与に続いて、対象ユーザーへ権限セットを割り当てます。これによりSalesforce内にGainsightタブが表示されます。設定 > ユーザー > 権限セット に移動します。 Gainsight関連の権限セットとして、「Gainsight CS」「Gainsight Team Viewer」があります。 widgetで閲覧するだけのユーザーは「Gainsight Team Viewer」、GSを操作するユーザーは「Gainsight CS」にアサインしておきましょう。 権限セット比較 権限セット 権限概要 対象 Gainsight側のライセンスタイプの考え方 Salesforce上でできること Gainsight Team Viewer Salesforce 内の Gainsight ウィジェットへのユーザーアクセス権限を付与するための権限セットです。 顧客状況の確認が中心で、Gainsight を日常的に操作しない方に向いています。（営業、役員など） 一般的には Viewer License と組み合わせて利用します。 Salesforce 上の  widget から、C360、R360などの情報を参照できます。Timeline では記録やコメントなど一部の操作も可能です。 Gainsight CS ウィジェットだけでなく、Salesforce 内で Gainsight アプリ自体にアクセスするための権限セットです。 Gainsight 本体を Salesforce から利用する方に向いています。（CSM、ポストセールス、Ops、管理者など） 主に Full License のユーザーで利用する想定ですが、最終的なアクセス範囲は Salesforce の権限セット名だけではなく、Gainsight 側で設定されたライセンスタイプと 権限設定 に依存します。 Salesforce 上で Gainsight を新しいタブとして表示して利用できます。   対象の権限セットを開いて、「割り当ての管理」 をクリックします。   「割り当てを追加」から対象ユーザーを選んで Assign します。 最後に 「割り当て」 をクリックします。   4. Gainsight Customer SuccessパッケージのTenant設定を行う続いて、SalesforceにApp Exchangeからインストールした「Gainsight Customer Success」パッケージのTenant設定で、GainsightテナントのリージョンとSalesforce側の設定を一致させます。Salesforceの 設定 >  インストール済みパッケージ > Gainsight Customer Success > 設定を開きます。   設定画面の Tenants で、Gainsight tenant URLに対応するリージョンを選択します。 ※貴社のGainsightのURLのサブドメインを見ると、リージョンが分かります 　<subdomain>.gainsightcloud.com → US1（USパッケージを使用） 　<subdomain>.us2.gainsightcloud.com → US2（USパッケージを使用） 　<subdomain>.eu.gainsightcloud.com → EU（EUパッケージを使用） 　     ️ 5. LWCの前提設定をSalesforceで行う 新しい埋め込み方式はLightning Web Components（LWC）が前提です。LWCを使う前に、Salesforce側で2つの前提設定が必要です。Salesforceの 設定 > セキュリティ > 信頼済み URLを開きます。 「新規信頼済みURL」ボタンをクリックします。 GainsightのGateway URLを信頼済み URLに追加します 項目 内容 API 参照名 任意の一意な名前 ex）gainsight_gateway_us2 URL 貴社のGainsightのリージョンごとにURLが異なります（先ほど「9.」で確認した貴社のGainsightのリージョンに対応した以下のURLを入力してください。） US1: https://gateway.gainsightcloud.com  US2: https://gateway.us2.gainsightcloud.com EU: https://gateway.eu.gainsightcloud.com CSP ディレクティブ 以下の3つにチェックをいれてください。 ・connect-src (スクリプト)　　　  ・frame-src (iframe コンテンツ)　  ・style-src (スタイルシート)　　        「保存＆新規」ボタンを押して登録する。 続いて、貴社のGainsightのログインURL（自社のGainsight tenant domain）も信頼済み URLに追加します。 「保存」ボタンを押して登録する。Trusted URLsの未設定はLWCが動かない最も多い原因の一つです。LWC配置後に画面が真っ白になる場合は、まずここを確認しましょう。6.Salesforceの セッションの設定 で Lightning Web Security（LWS） を有効化する n設定] を開きます。 左側の「クイック検索」ボックスに 「セッションの設定」 と入力し、検索結果から �セッションの設定] をクリックします。 画面を下へスクロールし、「Lightning Web セキュリティ」セクション（または項目一覧の中）にある、以下のチェックボックスを探します。 「Lightning Web コンポーネント用および Aura コンポーネント用 Lightning Web セキュリティの使用」 のチェックをONにします。 画面一番下にある �保存] ボタンをクリックすると、LWSが有効化されます。   7. C360全体をSalesforceに埋め込む手順事前準備が長くて疲れてきてないですか？ここまでで事前の設定はかんぺきです。ここからがいよいよ「C360全体の埋め込み」です。考え方は、Salesforce のレコードページに Gainsight 360 Widget を置いて、All Sections を表示するだけです。1-1. 埋め込み先のレコードページで、Gainsight 360 Widget を配置する Salesforce で、画面を埋め込みたいページを実際に開いた状態（取引先ページなど）で、画面右上のマークを押します。 ページを編集 をクリックするとページ編集画面に遷移します。 左側の Components 検索で Gainsight と入れます。 Gainsight 360 Widget を探します。 ページ上の表示したい位置にドラッグ＆ドロップします。 画面右のプロパティで、Layout Type = C360 を選び、Section to Render = All Sections （C360全体が出る）を選びます。 保存を押すことで更新されます。  1-４. 実際に表示されることを確認する以上で設定は完了です！実際の Salesforce レコード画面を開いて、C360 が表示されることを確認します。うまく表示されない場合実際の画面で表示されない場合、ケースに応じて以下の可能性が高いです。まずは全員が見えないのか、特定のユーザーが見れないのかを特定の上、以下をご確認ください。 全ユーザーで、画面が空白、または読み込まれない Trusted URLs / CSP / LWS が未設定の可能性 ユーザーによって見えない Salesforce側のGainsight ライセンスまたは permission set の不足の可能性 Gainsight側のライセンスが「フル」「Viewer」以外になっている →Super Adminではない場合、Gainsightのユーザーに権限バンドルが正しく付与されていることも確認してください。 Account 以外のオブジェクトで正しい会社のC360が出ない Account Mapping が不足している可能性があります。  応用編：こんなこともできます！C360の表示が無事できたら、画面の埋め込みは、応用として以下も可能です。応用もしながら見やすい形にしていくとどんどん使いやすくなりますよね！以下の方法についてもやりたい人はぜひ実施してみてくださいC360のうち特定のタブのみ表示させる 取引先以外のレコード（Opportunity / Case / カスタムオブジェクトなど）にC360を出す C360のうち特定のタブのみ表示させる手順ここでいう「タブ単位」は、個別タブ、複数タブ、または全タブを選べるという意味です。1. 基本の配置まではC360全体と同じ Lightning アプリケーションビルダー を開く 対象の Record Page の編集画面で、Gainsight 360 Widget を配置する 2-2. 1つのタブだけ表示したい場合 ウィジェット設定で Layout Type = C360 を選びます。 Section to Render で表示したいセクションを1つ選んで保存します。   これで、Salesforce 側にはその1つのタブだけが表示されます。ちなみに、人気の設定は、Salesforceのタブを複数作り、1つのタブに1つのGainsightのタブを表示させる方法です1つのタブの中にまたGainsightのタブが複数分かれているのは分かりずらいので、1タブ＝1Gainsightタブで設定すると見やすくて普段Gainsightを利用しない営業の方にも人気です！ぜひやってみてください！  2-3. 1タブに複数タブ表示したい場合おすすめは上記で先述したように1タブにつきGainsightも1タブを表示させる方法ですが、一応、1タブに複数のGainsightタブを表示することも可能になっています。 ウィジェット設定で Layout Type = C360 を選びます。 Sections to Render に、表示したいセクション名を ; 区切りで入力して保存します。 ex.）COCKPIT;TIMELINE   これで、必要なタブだけに絞って Salesforce 上へ出せます。 取引先以外のレコード（Opportunity / Case / カスタムオブジェクトなど）にC360を出す3-1. Account Mapping を設定する Salesforce の 設定 > インストール済みパッケージ を開きます。 Gainsight Customer Success パッケージ の 設定 を押します。 Mapping を開き、Account タブを選びます。 Add を押します。 Object Name に対象オブジェクト名を入れます。（ex.Opportunity／Case） Field Name に、そのオブジェクト上の Account ID フィールドを指定します。 Save Mappings を押します。   これで、その Salesforce オブジェクト上でも、該当 Account の C360 を出せるようになります。 おすすめ設定パターンパターンA: まずはシンプルに表示されるか検証する最初の検証なら、次の設定が一番シンプルです。 Layout Type = C360 Section to Render = All Sections 向いているケース まずは「Salesforce上でC360が動くか」を確認したい どのタブを残すべきか、まだ運用が固まっていない   パターンB: 営業向けに最低限だけ見せたい次のように、必要タブだけ絞るのが実運用ではおすすめです。 例: SUMMARY;TIMELINE 例: COCKPIT;TIMELINE 向いているケース: Salesforce 利用者に必要最小限だけ見せたい 画面を軽くしたい CSM向けのフルC360と、Sales向けの簡易表示を分けたい  公式ドキュメント / ヘルプConfigure Gainsight Lightning Web Components for Salesforce — C360 を Salesforce に埋め込む中心ドキュメントです。LWC の前提条件、配置方法、表示オプションがまとまっています。 Install and Configure Gainsight Customer Success in Salesforce — パッケージ導入、ライセンス、Permission Set、テナント設定、Mapping の公式手順です。 Permissions for Viewer Group in Gainsight NXT — 閲覧専用ユーザー向けのアクセス制御。 Enable Lightning Web Security in an Org — Salesforce 側の LWS 有効化手順です。Gainsight の公式記事からも参照されています。  以上でSalesforceとGainsightの連携設定はすべて完了ですデータ連携から画面埋め込みまで一通り設定できると、SalesforceのAccount画面を開くだけでGainsightの顧客情報をすぐ確認できるようになります。CSMの日々の業務効率UPだけでなく、営業とCSMの活動を線でつながることになり、連動性もぐっと上げることが実現できます！ぜひやってみてください！ 様々なツールのデータ連携と活用 Wed, 14 Oct 2026 09:22:50 +0200 https://communities.gainsight.com/その他-415/gainsight-csの権限管理と優先順位-31930 全社でGainsightを使って運用する際、支店や部署、役割に応じて権限範囲を制御したいケースがありますよね。Gainsightの権限設定では、�データ権限]メニュー、�権限バンドル]メニューと複数の「権限」に関するメニューがあります。この記事では、Companyオブジェクトを例に、3つの権限設定の役割の違いと、Permission Bundleの中にあるAccess PermissionsとFLPの違い、そして複数の権限を設定した場合の適用優先度を整理します。 先に結論：権限メニューの役割分担 1. データ権限とは 2. 権限バンドルとは 3. Access PermissionsとFLPの違い 4. Field-Level Permissions（FLP）の詳細 5. 具体例：Companyの場合 6. 権限の適用優先度 7. 権限の切り分けチェックリスト  先に結論：権限メニューの役割分担「どのレコードを見られるか」「どの機能を使えるか」「どの項目を編集できるか」を、それぞれ別の設定で制御します。設定 主に決めること 例（Company） データ権限 どのレコードにアクセスできるか 東京支店グループのメンバーは、 「担当部署：東京G」のCompanyだけ表示する 権限バンドル └①Access Permissions どの機能・画面を利用できるか CSMメンバーは、 C360やCockpitを利用できるようにする 権限バンドル └②Field-Level Permissions オブジェクト内の各フィールドを、編集可能・閲覧のみ・非表示のどれにするか 特定メンバーは、 CompanyのStatusは閲覧のみ、ARRは非表示にする  つまり、データ権限はオブジェクト単位で誰がどのレコードにアクセスできるかを制御し、権限バンドルで機能の利用有無を制御します。また、権限バンドルには、①Access Permissionsと②Field-Level Permissionsがあり、②はフィールドレベルで修正・閲覧・非表示が制御できる一番細かい単位の権限設定です。 ②Field-Level Permissionsは、以下の注意点があります。・標準では非搭載となり、利用するためにはサポートへ有効化への依頼が必要です。・本設定を有効にすると、JOや管理系の設定メニューにSuper-Adminしかアクセスできなくなってしまいます。　→管理メニューは制御したいが、JOは許可したい。などができなくなりますので、まずはデータ権限と権限バンドル（①）でやりたいことが実現できるかを検討ください。   1. データ権限とはデータ権限は、「どのデータ（レコード）にアクセスできるか」の範囲を制限する機能です。ユーザー（またはユーザーグループ）側の条件と、リソース側の条件を組み合わせて、アクセスできる範囲を絞り込みます。たとえば、次のような条件を設定できます。ログインユーザーが所属するグループ ユーザー属性や拠点 CompanyなどのOwner Companyなどに登録されたグループや拠点ユーザー側の条件をCriteria、リソース側の条件をAdviceとして設定します。Company、Relationship、Success Planなど、対象オブジェクトごとに設定でき、親オブジェクトから子オブジェクトへ継承されるアクセスも考慮されます。 例）「部署名」が「東京第一支店」のユーザーの場合、カンパニーオブジェクトの「Tier」フィールドが「Tier1」の会社レコードの閲覧・修正が可能 「閲覧／修正」権限となり、「閲覧のみ」の設定はできません。  🧩 2. 権限バンドルとは権限バンドルは、ユーザーやユーザーグループに、利用できる機能や権限をまとめて付与する仕組みです。Access Permissions：ユーザーが利用できる機能やデータを決める Field-Level Permissions：オブジェクト内の各フィールドの閲覧・編集・非表示を決める設定後は、「Assign Users」のステップで、手動またはルール（条件）によってバンドルにユーザーを割り当てます。権限バンドルの基本ルールデフォルトでは、ユーザーはどのページにもアクセスできません。バンドルで許可されたページだけが利用できます。 アクセスできないページは、グローバルナビゲーションバーで検索しても表示されません。 1人のユーザーに複数のバンドルを付与した場合、すべてのバンドルの権限の和集合が適用されます。 管理者向けのDEFAULT_ADMIN_BUNDLE、Viewerライセンス向けのVIEW_GROUPなどは、標準で用意されています。   3. 権限バンドル（①Access Permissionsと②Field-Level Permissionsの違い）Access Permissionsは「機能・画面を使えるか」、Field-Level Permissionsは「フィールドを編集できるか」を決める設定です。比較項目 Access Permissions Field-Level Permissions 制御する単位 ページ・機能・操作 オブジェクト内のフィールド 設定できる内容 チェックボックスによる利用可否 Edit／Read／Hideの3種類 設定例 Cockpitを開ける、CTAを作成・削除できる CTAやCompanyの特定フィールドをReadにする 利用の前提 常に利用可能 ・サポートへの申請による有効化が必要 ・ONにするとJOや管理メニューは 　Super Admin以外非表示となる  ＜Access Permissionsで設定できること＞ConfigureをクリックするとAccess Permissionsの設定画面が開き、バンドルに含めたいモジュールや機能にチェックを入れます。主な種類は次のとおりです。 種類 設定できること Navigation Permissions Gainsight内のページ・サブページを表示できるか。親ページにチェックを入れても、配下のページには自動でチェックが入らないため、必要なページを個別に選ぶ Survey Permissions サーベイの設計（Design）、配信（Distribute）、分析（Analyze）、管理（Admin） Email Template Permissions メールテンプレートの設計（Design）、管理（Admin） Program Permissions プログラムの設計（Design）、配信（Distribute）、分析（Analyze）、管理（Admin） Productivity and Workflow Cockpitのリストビューで、詳細フィルターを使ったビューの作成・編集、カラムの追加、CTAのエクスポートを許可するか Cockpit／Success Planの操作権限 CTAの作成・削除・Playbookの適用、Success Planの作成・削除・テンプレートの適用・共有  このようにAccess Permissionsは、「CTAを作成できるか」「Success Planを共有できるか」といった機能・操作の単位で許可を決めます。＜Field-Level Permissionsで設定できること＞Field-Level Permissionsは、使える機能の中で、オブジェクトのどのフィールドを編集・閲覧・非表示にするかを決めます。Access Permissionsで機能の利用を許可したあとに、さらにフィールド単位で細かく制限するための設定です。Field-Level Permissionsの注意点有効化するためにはサポート依頼が必要です。 テナントでFLPが有効になると、すべての管理画面にアクセスできるのはSuper Adminのみになります。Super Admin以外のユーザーは、Journey Orchestratorや管理（Administration）関連のページにアクセスできなくなります。 Hideにしたフィールドを使ったフィルターは、ビューが空になったり、権限エラーが表示されたりします。 CTAをクローズする際に必須フィールドがHideになっていると、CSMはCTAをクローズできません。 FLPは、外部コラボレーター・内部コラボレーターには適用されません。※前述した通り、まずはデータ権限と権限バンドル（①Access Permissions）でやりたいことが実現できるかを検討ください。たとえばCTAの場合は、次のように役割が分かれます。Access Permissions：CTAを作成できるか、削除できるか、エクスポートできるか Field-Level Permissions：CTAオブジェクトの特定のフィールドを、編集できるか、閲覧のみか、非表示か  5. 具体例：Companyの場合やりたいことに応じて、使う設定が変わります。ケース やりたいこと 使う設定 A グループ内のCompanyだけ閲覧できるようにする データ権限 B CSMがC360やCockpitを使えるようにする 権限バンドル （①Access Permissions） C CompanyのStatusは閲覧のみ、ARRは非表示にする 権限バンドル （②Field-Level Permissions） D 同じグループのメンバーは閲覧のみ、担当CSM本人だけ編集させる 実現できない   🧮 6. 権限の適用優先度優先度は1本の順位表ではなく、3つの段階に分けて考えると理解しやすくなります。6-1. データ権限内のルール同じユーザーに複数のルールが該当する場合、アクセス範囲は基本的に和集合になります。ルール同士が足し合わされ、最も広いアクセスが有効になります。Success Planのデータ権限の「Sharing Rules」画面にも、ルールの優先順位を設定する項目はありません。ルールA ルールB 最終結果 CompanyのA〜Cにアクセス CompanyのD〜Fにアクセス A〜Fにアクセスできる Owner条件でアクセス グループ条件でアクセス どちらかの条件に該当するレコードにアクセスできる 狭い範囲のルール 広い範囲のルール 広い範囲が有効になる  また、親オブジェクトからの継承や、複数のデータ権限ソースがある場合も、権限が合算され、より高いアクセスが適用されることがあります。 6-2. 複数の権限バンドル同じユーザーに複数の権限バンドルが付与されている場合、ユーザーはすべてのバンドルの権限の和集合を取得します。Access Permissions：バンドルAでページA・B・C、バンドルBでページC・D・Eが許可されていれば、ユーザーはA〜Eのすべてのページを利用できます。 Field-Level Permissions：複数のバンドルで同じフィールドに異なる権限が設定されている場合は、次の表のとおり、制限の弱い権限が適用されます。バンドルA（CompanyのStatus） バンドルB（CompanyのStatus） 最終結果 Read Edit Edit Hide Read Read Hide Edit Edit  意図しないバンドルが重複していると、制限したつもりのフィールドが編集できてしまうことがあるため注意しましょう。6-3. データ権限とField-Level Permissionsの組み合わせデータ権限とField-Level Permissionsを組み合わせた場合は、制限の強い方が適用されます。どちらか一方でHideになっていれば、そのフィールドは非表示です。データ権限 権限バンドル （Field-Level Permissions） 実際の動作 レコードアクセスあり Edit 対象フィールドを編集できる レコードアクセスあり Read レコードは見えるが、対象フィールドは編集できない レコードアクセスあり Hide 対象フィールドは表示されない レコードアクセスなし Edit レコード自体にアクセスできないため、編集できない     7. 権限の切り分けチェックリストうまく動かないときは、次の順番で確認すると原因を切り分けやすくなります。そのユーザーは、対象の機能・画面を利用できるか？ → 権限バンドルのAccess Permissions（Navigation Permissionsなど）とライセンスタイプを確認する 対象のCompanyレコードにアクセスできるか？ → データ権限のCriteriaとAdviceを確認する 対象フィールドを編集・閲覧できるか？ → 権限バンドルのFLPで、対象オブジェクトのEdit／Read／Hideを確認する 複数のバンドルやルールが重複していないか？ → 意図しないEdit権限や、広すぎるデータ権限が残っていないか確認する  まとめデータ権限は、レコード単位のアクセス範囲を制御します。レコードごとにReadとWriteを分けることはできません。 権限バンドルには、Access Permissions（ページ・機能・操作）とField-Level Permissions（フィールド）の2つの設定があります。 Access Permissionsは「CTAを作成できるか」「Success Planを共有できるか」など、機能・操作の単位で許可を決めます。 Field-Level Permissionsは、Company、CTA、CS Task、CTA_Groupなどオブジェクト単位で対象を選び、フィールドごとにEdit／Read／Hideを設定します。 Field-Level Permissionsはデフォルトでは有効ではなく、利用にはサポートへの申請が必要です。（注意点もあるので先述内容を把握の上まずは標準の権限で運用可能かご検討ください。） 複数のバンドルでは、Access Permissionsは和集合になり、FLPは制限の弱い権限が適用されます。 データ権限とFLPの組み合わせでは、制限の強い方が適用されます。 「担当CSMだけ編集、同じグループは閲覧のみ」のように、レコードごとに編集可否を分ける設定はできません。役割分担を押さえておけば、権限まわりの設計や、トラブル時の切り分けがぐっとスムーズになりますね！ 参考ドキュメントPermission Bundles - Gainsight Field-Level Permissions Admin Guide - Gainsight Data Permissions - Gainsight その他 Wed, 14 Oct 2026 09:18:23 +0200 https://communities.gainsight.com/general-information-26/overview-of-latest-product-releases-and-knowledge-base-updates-25164 Stay Updated! Subscribe to this article to receive the latest updates on product releases and knowledge base articles. This article contains detailed tables listing the latest product releases and recent updates in the knowledge base articles.Note: This article contains information for the current and previous quarters. Data for the quarter before the last is removed at the start of a new quarter. For instance, information for Q3 2026 and Q2 2026 is currently available. When Q4 2026 starts, Q2 2026 data will be removed.Latest Product Release Q3 2026 (August - October) Q2 2026 (May - July) Knowledge Base Updates Q3 2026 (August - October) Q2 2026 (May - July) Latest Product ReleaseThis table lists the new features and enhancements launched in Customer Communities.Q3 2026 (August - October) New Feature / Enhancement Release Date Forethought AI Agent for Enhanced Community Search nGA] October 14, 2026 Manage Content and Ideas with CC MCP Write Tools October 14, 2026 Export Total Gamification Points for Each User October 07, 2026 Configure Multiple SSO Methods for End Users September 25, 2026 Protect Your Community with Automatic Image Moderation September 25, 2026 Build and Preview Community Widgets Locally with the Developer Studio CLI September 24, 2026 Assign Community Roles Automatically from CS Data September 24, 2026 Map Community Profile Fields to CS Data in Fewer Steps September 24, 2026 Customize Content Types Counted in the Self-Service Score September 24, 2026 Translate Category Titles Across All Enabled Languages September 24, 2026 Read Community User Data in the Browser with the Web SDK September 24, 2026 Expand Category Depth Up to Five Levels in Community and Knowledge Base September 17, 2026 Export And Import Phrases in Bulk September 01, 2026 View Moderation Activity in the New Moderation Dashboard August 19, 2026 Improve Content Discoverability with AI-Assisted Tagging August 19, 2026 Export Personal Data Directly from Your Community Profile August 13, 2026 Q2 2026 (May - July) New Feature / Enhancement Release Date View Accurate All-Time Vote Counts in Idea Export v2 July 31, 2026 Out-of-the-Box Community Dashboards Are Now Generally Available July 31, 2026 Explore Deeper Community Insights with Enhanced Out-of-the-Box Dashboards July 31, 2026 Map More CS Objects in Profile Field Mapping July 31, 2026 Widget Visibility Renamed to Personalization With Refreshed Audience Options July 29, 2026 Engage in Richer Conversations With Threaded Replies July 29, 2026 Store Plain-Text Configuration Values Alongside Secrets in Developer Studio July 29, 2026 Find Answers Instantly with AI-Powered Search (General Availability) July 22, 2026 Track Search Performance with the Search Analytics Dashboard (General Availability) July 22, 2026 Add Suggested Questions to Your Community Search Banner July 22, 2026 View Community Engagement Data in Champion July 21, 2026 Apply Custom Layouts to Any Community Page June 16, 2026 Customize Page Layouts Per Language Variant June 16, 2026 Expose Topic Pages to Search Engines Using Sitemap Index June 16, 2026 Rename Languages in the Community June 16, 2026 Map Community Profile Fields to Skilljar June 16, 2026 Control What API Connectors Return to the Front End June 16, 2026 Interact with Community Data Through the Gainsight Community MCP CBeta] May 27, 2026 Forethought AI Agent for Enhanced May 27, 2026 Screen New User Profiles with AI-Powered Moderation May 13, 2026 Track AI Answer Engagement in Search Analytics May 13, 2026 Hyperlink Images in the Rich Text Editor May 13, 2026  Knowledge Base UpdatesThis table lists the newly published and updated articles in the knowledge base.New Article: New knowledge base articles explaining new feature launch.  Update Article: Existing knowledge base articles which have undergone significant changes or are impacted by a product release enhancement.Q3 2026 (August - October) Article Title Published Date / Last Updated On New Article / Updated Article Forethought AI Agent in Customer Communities October 14, 2026 No Update Use CC MCP Write Tools October 14, 2026 New User & Activity Exports in Exports v2 User, Logins, and Moderation October 07, 2026 Update Configure Multiple SSO Methods of the Same Protocol September 25, 2026 New Configure Category Localization for Multi-Language Communities September 24, 2026 New Configure CS-Based Role Assignment September 24, 2026 New Configure User Profile Field Mapping September 24, 2026 Update Self-Service Dashboard September 24, 2026 Update Configure Community Section September 17, 2026 No Update How to Export and Import Phrases September 01, 2026 New Moderation Dashboard August 19, 2026 New  Enable and Use AI Tags August 19, 2026 New Manage Your Profile and Account Settings August 13, 2026 New Q2 2026 (May - July) Article Title Published Date / Last Updated On New Article / Updated Article Audience Dashboard August 18, 2025 No Update Content Dashboard August 18, 2025 No Update Engagement Dashboard August 18, 2025 No Update Product Feedback Dashboard August 18, 2025 No Update Q&A Dashboard August 18, 2025 No Update Self-Service Dashboard August 18, 2025 No Update User Dashboard August 18, 2025 No Update Subscription Status Dashboard March 03, 2026 No Update Subscription Trends Dashboard March 03, 2026 No Update Audience Dashboard KPIs – Query Reference for CC Data Lake August 18, 2025 No Update Content Dashboard KPIs – Query Reference for CC Data Lake August 18, 2025 No Update Engagement Dashboard KPIs – Query Reference for CC Data Lake August 18, 2025 No Update Q&A Dashboard KPIs – Query Reference for CC Data Lake August 18, 2025 No Update Self-Service Dashboard KPIs – Query Reference for CC Data Lake August 18, 2025 No Update User Dashboard KPIs – Query Reference for CC Data Lake August 18, 2025 No Update Moderate Threaded Replies in Customer Communities July 29, 2026 New Widget Visibility July 29, 2026 Update AI Answers in Customer Communities July 22, 2026 Update Search Analytics Dashboard July 22, 2026 Update Customer Communities and Champion Integration July 21, 2026 New Getting started with the homepage June 16, 2026 Update Create a Localized Homepage June 16, 2026 Update Configure Language Settings June 16, 2026 Update Configure CC-to-Skilljar Field Mapping June 16, 2026 New Forethought AI Agent in Customer Communities May 27, 2026 New Set up Gainsight CC MCP May 27, 2026 New Configure User Profile Moderation May 13, 2026 New Search Analytics Dashboard (BETA) May 13, 2026 Update   General information Wed, 14 Oct 2026 09:07:42 +0200 https://communities.gainsight.com/ideas/add-a-summary-ribbon-to-administration-data-designer-31749 The summary ribbon in the Rule admin page was a great convenience feature for quickly getting a handle on how your overall Rule activity was doing. I’d like to suggest that adding the same element to the Data Designer page would be similarly awesome. (Sandbox screenshot, for the record - my production environments do NOT look like this I promise.) With Data Designs becoming a more prominent component of other core features, like JO, being able to quickly check the health and status of your overall DD activity has become a bigger deal. Previously, I might’ve run 5 or 6 core Data Designs to feed reporting or as a source for Rules - easy enough to scroll down the list and check execution logs. These days, I find the list too long to easily run those visual checks through a tabular view. This is especially true when there’s been a service incident of some kind (ie: SFDC outage). We have pretty convenient ways to review the last few days of Connector and Rule runs, but nothing quite as nice for Data Designer. Early Christmas present to the admins? Pleeeease?  Tue, 13 Oct 2026 22:25:03 +0200 https://communities.gainsight.com/ideas/copilot-prompt-library-folders-tags-29693 Like the Prompt Library.  Would love to have folders or some ability to organize them similar to how the Gainsight Suggestions prompts are broken down.  Otherwise, feels like this will get unwieldy pretty quickly. ​@Ritika Jindal  Tue, 13 Oct 2026 22:22:56 +0200 https://communities.gainsight.com/ideas/copilot-prompt-library-admin-suggestions-sort-by-most-used-31910 Would be great to have Copilot be able to sort your admin suggestions prompt library by most popular so that team members could quickly see how others are using Copilot.  If that’s not possible, maybe a separate tab with “Recent Uses” or something like that to combine all the prompts? Tue, 13 Oct 2026 22:18:09 +0200 https://communities.gainsight.com/ideas/remove-none-option-in-the-dropdown-field-12408 Hi Team, Is it possible to remove the none, Option from a dropdown field   Tue, 13 Oct 2026 21:35:59 +0200 https://communities.gainsight.com/meetings-office-hours-3/thurs-us-admin-office-hrs-time-change-cs-platform-oct-1-2026-12pm-pt-1pm-mt-2pm-ct-3pm-et-pre-session-thread-31868 NOTE:  TODAY’S SESSION WILL START 1 HOUR LATER THAN USUAL due to scheduling conflct.Hello everyone!This thread is for today’s upcoming Thursday Admin Office Hours session, Thursday, October 1, 2026 at 12pm PT / 1pm MT / 2pm CT / 3pm ET.Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!Conference Details (Zoom):Thursday, October 1, 2026 at  12pm PT / 1pm MT / 2pm CT / 3pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/97839906826?pwd=88gXZ7tmsZEX1V6sFoRB6cYPp8Uz28.1&jst=2 Meeting ID: 978 3990 6826Passcode: 774757 For dial-in info by your location, find your local number: https://gainsight.zoom.us/u/arU8WZ269 Meetings & Office Hours Tue, 13 Oct 2026 20:53:34 +0200 https://communities.gainsight.com/ideas/automatically-hyperlink-person-records-to-p360-in-reporting-31950 Please enable automatic hyperlinks to P360 profiles in reports, consistent with navigation to C360 and R360 through Company and Relationship fields.Requested enhancement: When a report includes a Person reference or a Name field accessed through a Person lookup, automatically hyperlink it to the corresponding P360 profile without requiring a custom URL field or formula.Use case and benefit: CSMs reviewing user login or engagement reports could click a person’s name to see their activity history and broader context in P360. This would reduce manual searches, simplify report configuration, and make navigation consistent across Company, Relationship, and Person records. Tue, 13 Oct 2026 20:20:26 +0200 https://communities.gainsight.com/ideas/create-new-contacts-in-sfdc-20071 We would like to see the Salesforce Integration be able to create net new contacts in SFDC along with the Community Member object and associated activity as opposed to just looking for contacts that already exist in SFDC. As we look at what reporting we’ll want to pull in SFDC down the road, the lack of this is creating a lot of work for our teams to come up with a custom solution, which we must then support. Tue, 13 Oct 2026 20:08:44 +0200 https://communities.gainsight.com/product-experience-px-16/gainsight-px-enhance-conversational-analytics-with-px-mcp-version-1-1-31803 Gainsight PX MCP version 1.1 introduces an optimized toolset and a new text-to-query capability, giving you more flexible, conversational access to your PX analytics.Here's What's NewText-to-query across your analytics suiteAsk natural-language questions across Query Builder, Engagement Analytics (In-App Guides, Dialogs and Sliders, and Email), Survey and In-App Hub analytics, Audience Explorer, Account Explorer, and beyond, using supported AI tools like ChatGPT and Claude.More flexible data explorationPX MCP version 1.1 supports more sophisticated grouping, pagination, and CSV downloads, so you can dig deeper into your PX data without needing to build a custom report first.Built-in PII protectionPX MCP honors the PII restrictions already configured in PX. If you'd like PII (email, first name, last name, and more) to stay visible in the PX UI but excluded from MCP responses, reach out to Gainsight PX Support.Who This Is ForProduct Managers who want quick answers on feature adoption, account health, or engagement performance without waiting on a report CS and Product Ops teams tracking account-level product scores, stickiness, and active user coverage across a portfolio Anyone building dashboards or analyses who wants to skip manual query building and just ask for what they need in plain EnglishSee It In ActionHere's what you can ask PX MCP version 1.1 today:"Identify the top 10 features used by accounts that have used [feature or module name] more than 30 times in the last seven days." "Show me the list of accounts along with their Product Score, Active Users, Active User Coverage, and Stickiness, which have a Product Score greater than 50." "Provide a complete interaction breakdown of [Dialog name] in the last 30 days: how many views and CTA clicks did it receive?" "Show me the list of users who have responded three or more stars to any rating survey in the last 30 days in product X." "Create a dashboard visualization of the top 10 features used in the last seven days, with each feature displayed as a timeline widget."How to Get AccessClaude: Each user needs to refresh the tool list, or disconnect and reconnect the app ChatGPT: The admin needs to refresh the app Once refreshed, verify that 16 PX MCP tools are available Check out the PX MCP Server Integration Overview and the Release Notes for more details. Product Experience (PX) Tue, 13 Oct 2026 18:33:43 +0200 https://communities.gainsight.com/customer-communities-cc-17/server-side-primary-role-authorization-for-connectors-31929 We are building custom Community widgets with role-based visibility. Our widgets check the viewer’s Primary Role before loading their content modules, but we also need server-side authorization to prevent unauthorized users from calling the connectors directly.Does Developer Studio support a server-enforced Primary Role allowlist per connector, rejecting unauthorized requests before the upstream API call? The documented template user context exposes identity but not Primary Role. Is there a supported authorization mechanism or conditional authorization step for composite connectors?Separately, does segment-based Widget Visibility prevent custom-widget scripts from loading and init()from running, or does it only hide the widget? Customer Communities (CC) Tue, 13 Oct 2026 15:28:00 +0200 https://communities.gainsight.com/customer-insights-and-best-practices-349/how-do-cs-teams-handle-their-first-hire-in-a-country-where-they-don-t-have-an-entity-31917 I’m interested in how CS teams have handled this when expanding into a new region. Say you want a CSM based in another country because you’re starting to build a customer base there, but the company doesn’t have a local entity yet. A contractor might work for some roles, although it seems less suitable when the person is really joining the team as a normal full-time employee.I’ve also been looking at the employer of record route, specifically Globalization Partners, as a way of handling the local employment side without opening an entity straight away.I’m particularly interested in whether using an EOR changes anything meaningful for the CSM or their manager, or whether it mostly sits in the background while the employee works like everyone else on the team.For anyone who has scaled a CS team internationally, how did you approach the first few hires? Customer Insights and Best Practices Tue, 13 Oct 2026 15:27:22 +0200 https://communities.gainsight.com/ideas/cta-analysis-in-other-parts-of-product-31949 Posting on behalf of a customer We have CTA analysis on engagements but we are unable to take advantage of the users who have interacted with the CTA’s, there is no current way other than extracting the report and using them to trigger followup engagements but since the guide/dialog usually stays active the audience list needs to be updated regularly. Can we please pick this up in future releases? Tue, 13 Oct 2026 14:15:41 +0200 https://communities.gainsight.com/ce-skilljar-by-gainsight-18/skilljar-authentication-for-multiple-skilljar-domains-31907 Hello All,We have once skilljar domain active and connected to CC. The SSO is in place and user management is with CC.We are in the process of creating a second Domain. How would hte SSO be set up in this instance?I can only include one domain in the CC<> Skilljar integration. Any help is much appreciated. CE & Skilljar by Gainsight Tue, 13 Oct 2026 13:45:08 +0200 https://communities.gainsight.com/イベント-オフィスアワー-471/10-16-金-オフィスアワー開催のお知らせと概要-31948 皆様こんにちは。Gainsightの宮地です！10/16（金）のオフィスアワーのお知らせです今回のテーマは「アカウントセキュリティの強化」と「Gainsightの最新情報の受け取り方」です。Q&Aの時間も設けますので、ぜひお気軽にご参加ください。  開催概要日時：10月16日（金）12:00〜13:00 開催方法：Zoom タイトル：セキュリティ強化のお願いと設定方法＆Gainsight最新情報の取得方法について Zoom URL：https://gainsight.zoom.us/j/98855159975?pwd=wIm589Z2Sy9r9EXde2l1Dy9fprUAgm.1&jst=2  ◼️当日の主な内容1. アカウントセキュリティ強化のお願いと設定方法昨今、AIを利用したサイバー攻撃による、SaaSを標的とした情報漏洩やアカウント乗っ取りに関するニュースが増えています。つきましては、改めてGainsightを安心にご利用いただくためのセキュリティ強化のお願いに関してお話させていただきます。こちらのお知らせも併せてご参照くださいアカウントセキュリティ強化のお願い：SSO連携のご推奨と管理者アカウントの棚卸し2. Gainsight最新情報の取得方法今後みなさまに様々な情報をいち早く・わかりやすくお届けするため、「Gainsight JAPANコミュニティ」を刷新いたしましたユーザー様同士の情報共有や、Gainsightからの最新情報など、必要な情報を確実に受け取るための設定方法をご案内します。新JAPANコミュニティの紹介 効率的な情報確認フロー（推奨の通知設定など）  こんな方におすすめGainsight管理者の方 Gainsightの最新情報やTipsを効率よく受け取りたい方 JAPANコミュニティを今まであまり活用されていない方 それでは、皆様のご参加をお待ちしております！ イベント・オフィスアワー Tue, 13 Oct 2026 11:26:37 +0200 https://communities.gainsight.com/all-about-pulse-8/reddit-vs-community-why-sonos-stopped-choosing-31882 Hey everyone My session title has a "vs." in it and I'm going to spend 45 minutes explaining why I've never actually had to choose.I look after both sides of that title at Sonos: r/sonos, where the moderators invited us in a few years back, and our owned Community Forums. Similar customers, same products, very different jobs. That became painfully obvious during our 2024 app launch, when Reddit set the temperature within hours and the Forums ended up holding the record. What I'll be covering: Rented land vs. owned land and what each one is actually good at🧑‍ Why u/KeithFromSonos works where a brand account wouldn't (and what it costs) What a rough patch taught us about showing up, including when your CEO posts on Reddit under his own name The handoff: Reddit surfaces the issue, the Forums document the fix, search and AI send people back to it Measuring each channel on its own job and reporting them together If you've ever been asked "why do we need a forum when everyone's already on Reddit?", this one's for you.  Session: Reddit vs. Community: Why Sonos Stopped Choosing Winning with Digital CS track, Monday 19 October, 15:45See you in London! P.S. Where do your customers talk about you most right now? Third party platforms, your owned community, or both? I'm polling the room on this one so consider this a head start. All About Pulse Tue, 13 Oct 2026 10:36:56 +0200 https://communities.gainsight.com/ideas/front-end-moderation-by-users-19265 Hi all, We would like to be able to allow specific users (superusers and other top users) the opportunity to assist us with content maintenance on the front end of the community (not in control). For instance a basic level: Moving topics and posts from board A to board B - for instance from the Ask a Question- to a more relevant board. Add public tags to topics - this will help with overall SEO Merge topics and posts - this is particularly helpful if we have a number of new topics started during an outage. In addition, some trusted users can help with slightly more advanced moderation: Trash topics and posts (spam) Edit posts (profanity) Add/remove question mark and Mark as Answer Lock topics - particularly helpful if the community doesn't have a lot of staff coverage during weekends/evenings, and there's a hot topic getting out of hand. At the absolute top, we'd have long term community friends help with actual content management: Mod tags Post fields internal labels These moderation options can be part of an incentive for superusers: you will be able to help with moderation. Of course community staff should be able to immediately revoke someones moderation rights in case they abuse it. What do you think? could this be useful for your own community? :) Best, Ditte Tue, 13 Oct 2026 10:28:20 +0200 https://communities.gainsight.com/ce-skilljar-準備中-390/skilljerの管理画面-ダッシュボード-をssoログインする方法-microsoft-entraid-31947  Skilljarの管理画面（Skilljar Dashboard）にログインする管理者のアカウントを、社内のID基盤で一元管理したい。セキュリティ要件でMFAを必須にしたい。そんなご要望はありませんか？この記事では、Skilljar DashboardにMicrosoft Entra IDのSAML 2.0 SSOでログインするための設定手順を解説します。対象はDashboardを操作する管理者の方々です。受講者（エンドユーザー）のSSO設定とは別の設定になりますのでご注意ください。はじめに：重要な注意点Dashboard管理者向けSSOの認証方式はSAML 2.0です。Microsoft Entra IDのギャラリーにある既成の「Skilljar」アプリはトレーニングサイト向けなので、Dashboard管理者向けSSOには使えません。必ずカスタムSAMLアプリを作成してください。Supportとのやりとりが必要です。Dashboard用のSP情報はGainsightのサポートを通じてSkilljar側から提供されます。それを受け取ってから、Microsoft Entra ID側の設定を完成させます。Skilljar Starterパッケージは、本記事のDashboard SSOの対象外です。契約プランや利用可否が不明な場合は、先にCS担当までご確認ください。なお、本設定後、今後SSOで招待されたDashboardユーザーは、Skilljarのユーザー名・パスワードではなく、IdP（Microsoft Entra ID）経由でログインします。 設定の全体像 事前に準備するもの Step 1：Dashboard用のカスタムSAMLアプリを作成する Step 2：IdP情報をSkilljar Supportへ送る Step 3：SkilljarからSP情報を受け取る Step 4：Microsoft Entra IDにSP情報を登録する Step 5：NameIDとSAMLクレームを設定する Step 6：ユーザーまたはグループを割り当てる Step 7：DashboardユーザーをSSO認証で招待する Step 8：MFAを必須化する Step 9：本番ユーザーへ案内する よくあるエラーと確認箇所 まとめ 🧭 設定の全体像Microsoft Entra ID側とSkilljar側の作業を、次の順番で進めます。Step 担当 実施内容 1 Entra管理者 Dashboard専用のカスタムSAML Enterprise Applicationを作成 2 Skilljar管理者／Entra管理者 IdP Metadata XMLと属性名を Supportへチケットを起票して送付 3 Gainsight Support Skilljar側にDashboard SSOを設定し、SP情報を返却 4 Entra管理者 SP Entity ID、ACS URLなどをMicrosoft Entra IDへ登録 5 Entra管理者 NameIDとSAMLクレームを設定 6 Entra管理者 対象ユーザーまたはグループをアプリへ割り当て 7 Skilljar管理者 DashboardユーザーをSSO認証で招待し、ロールを付与 8 Entra管理者／セキュリティ担当 Conditional AccessでMFAを適用 9 Skilljar管理者 本番ユーザーへ案内   🧰 事前に準備するもの作業を始める前に、次の権限と情報をそろえておきましょう。Skilljar（管理画面）の管理者権限 Microsoft Entra IDでEnterprise Applicationを作成・管理できる権限 Skilljar Dashboardに登録する管理者ユーザーのメールアドレスの一覧 既存のログイン方法でSkilljarにアクセスできる管理者（少なくとも1名） Skilljarの組織名とDashboard URLメールアドレスの一致に注意：SAMLのNameIDと、Skilljar Dashboardユーザーに登録したメールアドレスは同じ値にしてください。たとえばEntra IDから user.mail を送信する場合、その値とSkilljarに登録したメールアドレスが一致している必要があります。   Step 1：Dashboard用のカスタムSAMLアプリを作成するMicrosoft Entra IDで、Dashboard専用のカスタムSAMLアプリ（Non-gallery）を作成します。Microsoft Entra admin centerにサインインします。 左側のメニューから Entra ID > エンタープライズアプリ を開きます。 新しいアプリケーション を選択し、続けて 独自のアプリケーションの作成 を選択します。     アプリ名を入力します。例：Skilljar Dashboard SSO - 会社名 「アプリケーションでどのような操作を行いたいですか?」では、「ギャラリーに見つからないその他のアプリケーションを統合します (ギャラリー以外)」を選択します 作成を選択します。   作成したアプリの シングルサインオンの設定 を開き、方式として SAML を選択します。   ギャラリーにある既成のSkilljarアプリは、トレーニングサイト向けです。Dashboard管理者のSSOでは動作しないため、必ず上記方法で、Dashboard専用のカスタムアプリを使用してください。   Step 2：IdP情報をSkilljar Supportへ送るFederation Metadata XMLとSAML Assertionの属性名を添えて、Dashboard管理者向けSAML SSOの設定を依頼します。Skilljar SupportまたはCustomer Successへ、Microsoft Entra IDのIdP情報を提出します。最も簡単なのは、Federation Metadata XMLをダウンロードして送る方法です。作成したEnterprise Applicationで Single sign-on > SAML を開きます。 基本的な SAML 構成の識別子 (エンティティ ID)と、応答 URLに仮の値を入力して保存します。 ・識別子：https://example.com/placeholder ・応答 URL：https://example.com/placeholder/acs ※のちほどサポートから SP 情報が届いたら、①の仮の値を必ず本物に置き換えます 続いて、「②属性とクレーム（Attributes & Claims）」の 編集 を選択します。   一意のユーザー識別子 (名前 ID)を選択し、ソース属性を user.mail に変更します。   新しいクレームの追加 から、次の3つのクレームを追加します。「名前空間」は空のままにします。 名前 FirstName：ソース属性 user.givenname 名前 LastName：ソース属性 user.surname 名前 Email：ソース属性 user.mail ※初期状態で入っている givenname などは、削除しなくても構いません。 SAML証明書 セクションの フェデレーション メタデータ XML をダウンロードします。   サポートへチケット起票します。以下の情報とともに、ダウンロードしたXMLファイルを添付するのを忘れないようにしてください。 件名：Skilljar Dashboard管理者向けSAML SSO設定のご依頼Skilljar サポートチーム 御中Skilljar Dashboardの管理者向けに、SAML 2.0 SSOの設定をお願いしたく、ご連絡いたしました。IdP：Microsoft Entra IDSkilljar組織名：U組織名]（※1.確認方法は下記参照）本依頼はSkilljar Dashboardの管理者向けです。既存の受講者向け（トレーニングサイト）のSSO設定は変更しないでください。Microsoft Entra IDのフェデレーション メタデータXMLを添付します。SAML Assertionの属性名：- First name：FirstName- Last name：LastName- Email：Emailつきましては、Dashboard SSOの接続設定と、Skilljar Dashboard用のSPメタデータのご提供をお願いいたします。- SP Entity ID- Assertion Consumer Service URL- SSO専用のログインURL- 必要なログアウトURLまたは証明書の設定よろしくお願いいたします。 Subject: Request to Configure SAML SSO for Skilljar Dashboard AdministratorsHello Skilljar Support Team,We would like to configure SAML 2.0 SSO for our Skilljar Dashboard administrators.IdP: Microsoft Entra IDSkilljar organization: Organization name]Dashboard URL: �Dashboard URL]This request is for Skilljar Dashboard administrators only. Our existing learner/training-site SSO configuration should remain unchanged.Attached is the Microsoft Entra ID Federation Metadata XML downloaded from `SAML Certificates` > `Federation Metadata XML`.The XML contains the IdP Entity ID, IdP SingleSignOnService URL, IdP SingleLogoutService URL, and signing certificate.SAML assertion attributes:- First name: FirstName- Last name: LastName- Email: Email- NameID: user.userprincipalnamePlease provide the Skilljar Dashboard SP Metadata, including:- SP Entity ID- Assertion Consumer Service URL- SSO-specific login URL- Any required logout URL or certificate settings. （※1）組織名の確認方法 SkilljarのdOrganization] - �Settings]の「Oeganization Name」に記載されている名称です。      Step 3：SkilljarからSP情報を受け取る設定が完了すると、サポートからSkilljar Dashboard用のSP情報が提供されます。通常、次の情報が含まれます。SP Entity ID Assertion Consumer Service（ACS）URL SP x509 Certificate（必要な場合） NameID Format Dashboard専用のSSO Login URL Single Logout URL（設定する場合）公式ドキュメント上、Skilljar Dashboard向けのNameID Formatは次の値です。urn:oasis:namesSAML:1.1:nameid-format:emailAddressSkilljarは、SAML Response内のAssertionに署名することを要求しています。Microsoft Entra ID側の署名設定が有効になっていることを確認しましょう。   Step 4：Microsoft Entra IDにSP情報を登録するSkilljarから受け取った情報を、Basic SAML Configurationに入力します。Microsoft Entra admin centerで、作成したエンタープライズ アプリを開きます。 シングル サインオン > SAML を開きます。 ❶基本的な SAML 構成の編集アイコンを選択します。 下表のとおり、Skilljarから受け取った値を入力します。 保存を選択します。Microsoft Entra IDの項目 入力するSkilljarの値 識別子 (エンティティ ID) Skilljarから受け取ったSP Entity ID 応答 UR (Assertion Consumer Service URL) Skilljarから受け取ったACS URL サインオン URL Skilljarから受け取ったDashboard専用SSO Login URL リレー状態 (省略可能) Skilljarから指定された場合のみ入力 ログアウト URL (省略可能) SkilljarからLogout URLが提供された場合のみ入力 入力時の注意・SP Entity IDとACS URLは、文字列を変更せずそのままコピーしてください。末尾の / の有無も一致させます。・Sign on URLには、トレーニングサイトのURLではなく、Dashboard専用のSSO Login URLを使用します。・SP情報が不明な場合は、推測でURLを作らず、Skilljar Supportへ確認してください。  Step 6：ユーザーまたはグループを割り当てるエンタープライズ アプリに、Dashboard管理者または管理者グループを割り当てます。エンタープライズ アプリを作成しただけでは、すべてのユーザーが利用できるわけではありません。エンタープライズ アプリの ユーザーとグループを開きます。 ユーザーまたはグループの追加 を選択します。   Dashboard管理者、またはDashboard管理者用グループを選択します。 割り当て を選択します。   割り当てたユーザーがアプリを利用できることを確認します。Skilljar Dashboard管理者用のEntraグループを作成し、そのグループをアプリに割り当てる運用がおすすめです。   Step 7：DashboardユーザーをSSO認証で招待するSkilljar側で管理者ユーザーを作成し、認証方式にSSOを指定します。Skilljar Dashboardに、既存の管理者アカウントでサインインします。 左側メニューから Organization > Dashboard Users を開きます。 New User を選択します。 Microsoft Entra IDから送信されるメールアドレスを入力します。 認証方式の選択項目で、今回設定したSAML SSOを選択します。 Dashboardのアクセス権を設定します。全権限が必要な場合は Global Administrator、必要な機能だけに限定する場合は対象のDashboard領域を選択します。 Invite を選択します。今までSkilljarのログインID・パスワードでログインしていたアカウントとは別で同じメールアドレスに対して認証方法をSSOを選択して招待します。その招待メールからのログインではSSOでログインする挙動となります。※旧アカウントは、SSOでのログインが確認出来次第オフにしていただくことを推奨しています。   ️ Step 8：MFAを必須化するDashboardログインへのMFAは、Skilljarではなく、Microsoft Entra IDのConditional Accessで適用します。Microsoft Entra admin centerで作成したアプリを開き、「条件付きアクセス」メニューを開く Skilljar Dashboard用のEnterprise Applicationを対象にしたポリシーを作成します。 対象ユーザーまたはDashboard管理者グループを指定します。 Grantで Require multifactor authentication を選択します。 対象ユーザーと既存のConditional Accessポリシーを確認したうえで、ポリシーを有効化します。   よくあるエラーと確認箇所うまくいかないときは、次の対応表で確認してみましょう。事象 主な確認箇所 Microsoft Entra IDへリダイレクトされない SkilljarのSSO Login URL、SP Entity ID、Entra IDのSign on URL Entra IDで認証後、Skilljarへ戻れない ACS URL（Reply URL）がSkilljarの提示値と完全一致しているか 「This Account is setup for SSO authentication」と表示される SSOで招待されたユーザーが通常のログイン画面から入っていないか。Dashboard専用SSO Login URLを使用 ユーザーが見つからない、または権限がない NameID、Emailクレーム、Skilljar Dashboardユーザーのメールアドレス、Skilljarのロール 「User not assigned」と表示される Entra IDのEnterprise Applicationに、ユーザーまたはグループが割り当てられているか 「Signature validation failed」と表示される SAML Assertionの署名、証明書の有効期限、Skilljarへ送ったMetadata XMLが最新か NameIDが想定と異なる Attributes & ClaimsのUnique User Identifier、NameID Format、メール属性の値 受講者サイトのSSOは動くが、Dashboardに入れない 受講者向けの既成Skilljarアプリを使っていないか。Dashboard用カスタムアプリと、Dashboard用SP情報を使用 MFAが要求されない Conditional Accessの対象アプリ、対象ユーザー、ポリシーの有効状態 切り分けの目安は次のとおりです。初回リダイレクト前に失敗する場合は、SP Entity IDまたはSSO URLを優先して確認します。Entra IDで認証した後に失敗する場合は、ACS URL、Issuer、証明書、ユーザー権限を確認します。  以上で設定が完了です。管理者のログインをSSOとMFAで守れると、運用も安心して任せられそうですね！ 参考ドキュメント Skilljar：Configuring SAML 2.0 Single Sign-On (SSO) for the Skilljar Dashboard Skilljar：Managing and Adding Dashboard Users Microsoft Learn：Customize SAML token claims Microsoft Entra admin center CE/Skilljar（準備中） Tue, 13 Oct 2026 09:38:24 +0200 https://communities.gainsight.com/お知らせ-433/アカウントセキュリティ強化のお願い-sso連携のご推奨と管理者アカウントの棚卸し-31946  いつもGainsightをご利用いただきありがとうございます。昨今、SaaSを標的とした情報漏洩やアカウント乗っ取りに関するニュースが増えています。お客様の大切なデータを守る一助として、今一度、以下の3点についてご確認・ご対応をお願いいたします。 1. SSO連携の有効化SSOは、お客様に取っていただける最も効果的な対策の一つです。SSOにより、次のことが可能になります。個別パスワードの不要化：コミュニティ固有のパスワードがなくなるため、フィッシング・使い回し・漏えいの対象となるパスワードが存在しなくなります。 即時のオフボーディング：IdP側でアカウントを無効化した時点で、アクセスも終了します。 MFAの一元適用：すべての管理者に対し、お客様ご自身のポリシーに基づいてMFAを一元的に適用できます。 ログイン監査：すべてのログインを一か所で確認できます。Customer Communities（CC）のSSOはPlatform SSOを通じて提供されます。Platform SSOを有効化すると、管理者向けのネイティブなパスワードログインを無効化でき、パスワードが第二の入口として残らなくなります。コミュニティがまだPlatform SSOをご利用でない場合は、担当のCSMまたは営業担当までご連絡ください。 SSO連携の優先順位（なりすまし発生時の影響度の観点）  優先順位 SSO連携の対象 なりすまし発生時に悪意を持った人がアクセスできる情報の範囲 備考 1 Gainsight CS ユーザー 権限パーミッションやデータ権限の設定に準ずるが、顧客データ、ヘルススコア、商談関連情報など。 SAML、Googleに対応 2 CC 管理者ユーザー コミュニティ内のエンドユーザーの情報 プロフィール（ユーザー名、メールアドレス＋カスタム属性） 投稿内容 SAML、Googleに対応（Platform SSO経由） Gainsight CSをご利用の場合は、Gainsight CSの認証が自動適用 3 Skilljar 管理者ユーザー Skilljar内のユーザー（受講者）の情報 コース情報 ユーザーの受講履歴 SAMLに対応 4 CC エンドユーザー エンドユーザー本人のプロフィール情報、投稿情報 コミュニティ内で公開設定となっているエンドユーザーの情報 SAML、OpenID、OAuth、Googleに対応 5 Skilljar 受講者ユーザ 受講者本人の情報（受講履歴等） 他の受講者情報は参照できない SAML、OpenID、OAuthに対応 CCもご利用の場合は、CCの認証を適用させることが可能  ※上記は保有する情報量・権限の大きさに基づく目安です。実際の優先順位は、お客様のセキュリティポリシーに合わせてご判断ください。 SSO連携のハードルが高い場合IdPをお持ちでない等でSSOの導入が難しい場合や、時間を要する場合は、以下の実施を推奨します。Gainsight CSのGoogle認証によるログインGoogle Workspaceを運用している場合に限定はされますが、比較的簡単に設定でき、パスワード単体での認証と比べてセキュリティを大きく高められます。 Customer Community：Platform SSO経由のGoogleログインをご利用ください。上記のGoogle認証を設定することで、自動的にCCでも適用されます。 IP制限によるアクセス制限（Gainsight CS）指定したIPアドレスからのみログインできるようにIPアドレスの制限が可能です。設定方法は以下をご参照ください。 Customer Communityの場合、IP制限はコミュニティアプリケーション自体に対するもので、設定にはプロフェッショナルサービスまたはサポートチームの支援が必要です。コミュニティ管理者がご自身で変更できる設定メニューはありません。  2. 不要な管理者アカウントの棚卸しと無効化導入支援・運用支援などの際に、Gainsight社員やパートナー企業のメンバーを管理者ユーザーとして登録されているケースがあるかと思います。これらのアカウントは、お客様側のSSO設定に関わらずログインできる場合があり、ID・パスワードの流出などによるなりすましのリスクとなり得ます。お願いしたいこと現在登録されている管理者アカウントの一覧をご確認ください 支援が終了している担当者、退職・異動された方、利用実態のないアカウントは無効化してください 今後は、支援期間のみ権限を付与し、終了後に無効化する運用をおすすめします 3. 追加のセキュリティ対策あわせて、以下の対応もご実施ください。外部ユーザーおよびAPIアカウントには、必要最小限の権限のみを付与してください（最小権限の原則） パスワードおよびMFAのポリシーを見直してください 上記の見直しは一度で終わらせず、四半期ごとなど定期的に実施してください ご不明点・ご相談について設定手順やSSO連携の進め方についてご不明な点がありましたら、担当のCSM/営業担当までお気軽にご連絡ください。10月16日（金）12:00 のオフィスアワーにて、セキュリティに関する説明会を開催します。上記の対応手順とSSOの設定方法をご説明します。  今後とも、安全にGainsightをご利用いただけるよう支援に努めてまいります。  お知らせ Tue, 13 Oct 2026 08:59:56 +0200 https://communities.gainsight.com/その他-415/r360の活用イメージ-27080 ご契約時に「ビジネスモデラー」という機能を入れていただくと、階層（リレーションシップ）でお客様を管理することができます。「ん…？階層？？」ということで、ここではビジネスモデラーという機能を使ってGainsightで実現できる階層管理についてご紹介します。 リレーションシップを使うことで実現できるユースケースマルチプロダクトで製品を提供しているときに、製品Aの活動と製品Bの活動を別々に管理したい。 でも会社全体としてはそれぞれでどのような活動をしているのか把握できるようにしたい。 複数部門に対してのそれぞれサクセスプランを作ってお客様を支援したい。 ＋会社全体として横断したサクセスプランを作りたいなどなど。会社全体としての状態を把握したりアクションしていくことと、各製品や導入部門ごとに見たい/管理したい部門が違う場合などに活躍する機能です！CTOの方に会いに行ったら実は先週他のメンバーが訪問してたのを知らなかった！ということがなくなります。 カンパニー（C360）とリレーションシップ（R360）の構成図全体のイメージはこんな感じ。ネクサソフトさんという企業に対して2つの製品（製品Aと製品B）、1つの導入プロジェクト、マーケ部門に導入いただいていてそれぞれで担当CSMが異なる、見るものや活動が異なるというケースがある場合このような構成になります：一つずつご説明していきます。リレーションシップタイプリレーションシップにはタイプを設定し、リレーションシップを定義するためのテンプレートを作ることができます。例えば今回の例ですと、管理したいものが製品、サービス、利用部門と異なり、管理するデータ、ヘルススコア、CTAなどの要件が全く異なってきます。そのため、3つのリレーションシップタイプを作成することで、それぞれで管理すると良い情報を効率よく提供することができるようになります。各リレーションシップの中身ここはC360と同様にレイアウトを自由に作成することが可能です。それぞれ要件に応じたヘルススコア、CTA、サクセスプランなどを作っていくことができます。R360のヘルススコアサンプル︎もちろんそれぞれのリレーションシップ毎にタイムラインも書いていきます︎ C360はどのように見えるのか？カンパニーレベルでは全包囲で情報を得たいので、それらの情報がC360には集まってきます。例えば全製品の合計ARR、全体に対してのNPS状況、導入製品を跨いだサクセスプランの管理　など C360のヘルススコアサンプル：例えばこのような形で提供製品の状態をパッと見て分かるスコアを作るとか︎製品A、B、カンパニーに対しての活動がタイムラインでパッと見えるようになります︎もちろんCTAやサクセスプランも同様に、カンパニー全体のCTAかある製品のCTAかがパッとわかります。 カンパニーレベルで管理して見ていきたい、各製品を横断した内容とそれぞれの製品やサービスに対して固有で見ていきたい内容それらを管理できるのがC360とR360です！リレーションシップを活用した「階層」でのお客様支援のイメージ伝わったら嬉しいです！ その他 Tue, 13 Oct 2026 07:36:03 +0200 https://communities.gainsight.com/customer-communities-cc-17/how-are-you-translating-custom-html-widgets-31945 My team and I are investigating localization options in the community platform, given our organization’s expansion into Europe and Asia.We heavily use Custom HTML widgets throughout our platform, and are looking into translation options. From my understanding, the OOTB platform translation feature and the paid AI translation feature don’t apply to Custom widgets. We are looking for scalable alternatives to manually translating each Custom HTML widget for each language experience. How are your teams translating your Custom HTML widgets? Are you using any third-party vendors? Customer Communities (CC) Mon, 12 Oct 2026 19:53:25 +0200 https://communities.gainsight.com/product-updates/gainsight-cs-june-2026-on-demand-release-31082 We shipped another on-demand release for Gainsight CS, and this one’s focused on making Gainsight CS MCP more powerful, the Spaces experience intuitive, and Timeline activity more connected to every customer’s goals.Please note: MCP enhancements notated below have been enabled for all customers and a support ticket is not needed, Spaces and Timeline enhancements remain On-Demand. Please contact support to enable the Spaces and Timeline features.Let’s dive in. MCP: Deeper Customer Context, Right Where You Need It Gainsight CS MCP already connects your Gainsight data to the LLMs your team uses every day. This release goes further by making that data easier to query, more personalized, and faster to act on.Here’s what’s new:Query using reports you have already built: Your reports now serve as a knowledge layer inside MCP, with custom fields, terminology, and permissions already applied. You can also now modify report logic by adding fields, applying new filters, or removing ones that do not apply. Pull your portfolio instantly: When you reference "my portfolio," MCP reads the company and relationship filters you have already configured and applies them automatically.  Find key contacts fast: Ask "Who are the key contacts at kcompany]?" and MCP retrieves contact details from both Company Person and Relationship Person objects. You can refine by role, title, or other attributes too. For more information on how to set up Gainsight CS MCP, refer to the Set Up Gainsight CS MCP Server Integration article.Spaces: Easier to Navigate, Easier to Invite CSMs can now reorder tabs in the CSM Reports widget to keep their most-used reports within easy reach. And before any Spaces invitation goes out, admins can now send a test email to confirm that content, formatting, and tokens all look exactly right. For teams managing a high volume of Spaces invitations, catching a broken token before it reaches a customer matters. Timeline: Activity Connected to Success Plans CSMs log a lot in Timeline, but that activity has traditionally lived separately from the Success Plans where customer goals actually sit. This update connects the two.Now, admins can enable Success Plan association for Companies and Relationship types individually, or use Enable for All to activate it across the board in a single action. Once on, CSMs can search and link relevant Success Plans by name, type, status, or owner directly from the Associated Records section in Timeline. Admins can also customize which fields are searchable and what filter criteria apply to match how your team works.Over time, this builds a much richer picture of how your team's day-to-day engagement is moving customers toward their goals, which is exactly the narrative you want when renewal conversations come around.For more information on how to configure associated records, refer to the Configure Associated Records to Timeline article. Want to learn more? Check out the full on-demand release notes or head over to the Gainsight Community to ask questions, share feedback, and see how others are using Gainsight. Mon, 12 Oct 2026 15:58:24 +0200 https://communities.gainsight.com/ideas/issue-points-and-badges-via-mcp-31278 One of the challenges we face in our community is relying on other tools to issue points and badges related to activities outside of the community. I would like to have the ability to issue points and badges in a simple and flexible via the CC MCP.This skill will save hours of work. Mon, 12 Oct 2026 15:22:45 +0200 https://communities.gainsight.com/ユーザー向け-ここから始めてみよう-270/ip制限の設定-31943 ユーザーのログインの利便性だけでなく、セキュリティの観点でもSSO基盤（IdP）との連携を強く推奨しますが、短期的に難しい場合の対策として、IP制限をご活用いただけます。こちらの記事では、IP制限の方法を解説します。 ヘルプサイトのこちらの手順もご参照ください。 設定場所は、�管理] - �General] - �Security] です。 Applicatin IPsタブの「+New」ボタンより、許可するIPアドレスのレンジを入力します（CIDR表記）。＊IPアドレスを一つでも追加すると、それ以外のIPアドレスからはログインできなくなるので実施のタイミングなどご注意ください。CIDRの/24などの表記で幅を持った設定の仕方も可能ですので、必要に応じてご活用ください。  ユーザーのIPアドレスがわからないという場合指定するIPアドレスはGaisight CSのレポートを使って調べることが可能です1.eレポート]メニューで「レポートを作成」ボタンを押す2.画面左上のオブジェクト検索画面で「ユーザーログイン履歴」を指定する3.ショーミーに、ログイン時間・ユーザーメール・ソースIPアドレスを指定する4.レポートを集計すると、画面上にログインしたユーザーメールアドレスとソースIPアドレスが確認できます     ユーザー向け：ここから始めてみよう！_ Mon, 12 Oct 2026 15:10:25 +0200 https://communities.gainsight.com/customer-communities-cc-17/api-access-to-rank-definitions-and-progression-rules-31928 I’m building a custom gamification widget for our community. It should show the signed-in member’s current rank, total points, next attainable rank, and progress towards that rank, including the needed points or other requirements (like “2 more solutions”).I can retrieve the current rank through the Web SDK and total points through `GET /gamification/leaderboard/user/{id}?period=all_time`. However, I haven’t found a documented API for retrieving the complete rank configuration.Is there a supported read-only API endpoint or export that provides:Rank IDs and public display names Rank priority/order Minimum requirements, including points and activity thresholds “Any of” / “All of” role restrictionsIf available, which authentication, permissions, or additional product features are required? Also, does the “Minimum points earned” rank condition use the same total returned by the all-time leaderboard endpoint?The goal is to keep the widget aligned with the configuration in Control without maintaining a duplicate set of rank rules manually. Customer Communities (CC) Mon, 12 Oct 2026 15:00:14 +0200 https://communities.gainsight.com/customer-communities-cc-17/how-are-you-handling-ideation-29337 Hey Community - I’d like to get some examples of how other communities are handling ideation. I’m looking for details - IE integrations, timelines for responses, etc. I’m working with our products team to do a phased approach, but I’d love to show them how others are handling this. I’ll share a couple examples of ways I’ve done this in the past.Current Company:We’re looking to roll our phased feature requests. We use Jira for our feature request process. Right now only employees can open FRs. Customer success managers add their customers to the tickets in Jira, which gives some insights into votes. Customers can’t see Jira. When we release a new version, we say how many FRs we implemented, but there’s no place for all customers to see a full list - they are only notified of the ones they’ve been added to. What I’d like to do next:Phase 1 - Link Jira and Gainsight so that we are pushing ideas/feature requests back into the community. The 1st phase will just be surfacing the ideas that are implemented with each release. So we’d have a status of “released” and the community could see exactly what was requested and released.Phase 2 - Continue surfacing all implemented ideas (released). Add any ideas we’ve committed to (planned) for the next release. This will give customers some insight into what’s coming in the next release. We currently do roadmaps through CSMs/products with individual customers. Hoping to do more group roadmaps as well.Phase 3 - Continue phase 1 and 2 and add ideas that are under consideration, so customers can add their feedback to ideas that are in discovery.Eventually I’d like to have all ideas managed in the community, but we’re a ways out. This is kind of what I think I can get our product managers to commit to in the near future. In the past, this was a successful way we handled it:All ideas were posted in the community and they were pushed to Aha. The ones that were under consideration (or more committed) were pushed to Jira for sprints.Any customer or employee could create an idea.Our support team leads had a weekly 1 hour meeting where they reviewed new ideas. They could offer current functionality workarounds or let customers know if the product already met their need, even if in another way. Once a month, I had a meeting with the relevant product managers where they responded to and set the status of ideas. I had a list that I brought to them (managed with tags) based on popularity, urgency, or areas I knew we were planning to work around. They had the ability to do this any time on their own, but I found I needed a regular check in to keep things going.We were SAAS, so with each release, we would mark ideas as released, then move others to in development, or planned, or under consideration. It worked, but it was time consuming. We didn’t have parameters around number of votes to warrant a status, etc. although I’ve heard of other people doing that. We implemented tons of customer ideas, but really only amounted to 10-15% of the ideas in the community because it really took off. Everything from “save me 2 clicks here” to “completely redesign this form.” Overall it was really positive. I’d love to hear what other teams are doing!  Customer Communities (CC) Mon, 12 Oct 2026 13:11:14 +0200 https://communities.gainsight.com/staircase-ai-by-gainsight-302/staircase-insights-by-tier-a-quick-guide-to-getting-the-true-state-of-your-customers-31927 TLDR: A few rules on your Insights make them fit each tier, so your team chases what matters and your dashboards, notifications and data pulls show the true state of your customers. Roughly 30 minutes of admin setup for a few insights across three tiers.Where it lives. Settings > Configurations > Insights ("Customize your insights"). You need the organization settings permission.1. Set the default. Expand an insight. No renewal discussion starts with a "Warning period (days)" of 90. Under "Enabled for", use "Add filter" to scope which accounts it applies to.2. Add a rule per tier. Under "Configure rules", use the round add button, then "Add condition" to pick fields such as Tier, Journey, Revenue or any CRM custom field, and set that rule's number. Example: Tier 1 gets 120 days, Tier 3 gets 60. The first matching rule wins, so drag the most specific rule to the top.3. Show it on your dashboard. In Executive dashboard, choose Edit board, then Cards, then Add card, and filter the card on the insight, plus any tier or segment you want it scoped to.4. Repeat for QBRs. No QBR uses a "Look-back window (days)" (default 120). Give long-tail accounts a longer window than strategic ones.Tune these first.No renewal discussion: warning period by tier. It ties straight to revenue, and one default treats a $1K renewal like a $1M one. Account dark and No Reach-out: silence period by tier. These fire the most, and a quiet tail account is not the same signal as a quiet strategic one. No QBR: look-back window by tier. Long-tail accounts rarely need the cadence your strategic accounts do. Then Stakeholder not engaged and No meetings with account, once the first three feel right.One catch. Saving recalculates your insights right away, and newly opened insights can send notifications if you have them setup for those insights to deliver to your teams and channels. Make changes in a quiet window.Why bother. With Staircase, a small amount of tuning has a large impact on accuracy and value for your teams. The same tuned insights feed the reports, notifications and data you pull out of Staircase, so everything downstream reflects each account's real state.Questions or a setup that does not fit? Reply here and we can see if it is possible or a feature request.  Staircase AI by Gainsight Fri, 09 Oct 2026 19:43:35 +0200 https://communities.gainsight.com/training-certification-4/new-in-gainsight-university-gainsight-security-basics-learning-path-31926 We’re excited to launch the new Gainsight Security Basics learning path on Gainsight University! This self-paced path is designed to give Customer Success admins the foundational skills to secure their Gainsight environment, protect integrations, and support data privacy compliance.Here’s what’s included: Security FundamentalsLearn the essential security concepts behind Gainsight, from authentication and SSO to tokens, OAuth, and user lifecycle management. Gainsight CS Security ConfigurationSecure your Gainsight CS environment by configuring authentication, managing access controls, and monitoring login activity to protect sensitive data and stay compliant. API and Integration SecurityChoose the right authentication method, configure OAuth and MCP with least-privilege access, and spot misconfigurations before they expose data. Data PrivacyUnderstand which privacy regulations apply to your organization, how customer data moves through Gainsight’s AI features, and the key security considerations for each Gainsight platform. Why Take This Path?Protect your org with confidence: Walk away knowing the four areas of admin security responsibility and how to act on each one. Catch risks early: Learn to spot misconfigurations and access gaps before they become data exposure issues. Show what you know: Finish by passing the Gainsight Security Basics Skills Badge Exam to earn your badge. Ready to get started? Enroll today! Enroll Now on Gainsight University Training & Certification Fri, 09 Oct 2026 18:55:40 +0200 https://communities.gainsight.com/customer-communities-cc-17/custom-code-dark-mode-31722 Has anyone custom coded their community to have a Dark Mode? I was thinking about trying to tackle this with the help of Claude. I wanted to ask here first to see if anyone has completed this and how they accomplished it. Customer Communities (CC) Fri, 09 Oct 2026 18:17:08 +0200 https://communities.gainsight.com/ideas/admin-notification-for-expired-any-issue-with-active-integrations-31924 Hi there! I’m not in my integrations page every day as an admin and I had no idea my SFDC integration expired. Is it possible to create an automated notification if/when there are any issues with this or any other integration?Not sure if this is a duplicate but placing here, just in case. Fri, 09 Oct 2026 18:11:33 +0200 https://communities.gainsight.com/all-about-pulse-8/expedition-luminate-how-we-built-it-scaled-it-and-made-it-a-gainsight-gamechanger-31918 Join my colleague Alan and I at Pulse this year where we walk you through our process to build Luminate.When Ideagen scaled rapidly, we also inherited a sprawling map to navigate: different platforms, different user bases, different data scattered all over the business, with no clear route through any of it. In this session we'll share the expedition we went on to make sense of it all, from the "monster of a task" we were handed, to the vision behind Ideagen Luminate, to the moment it was crowned a 2025 Gainsight Gamechanger. We'll also share where the map leads next.Key takeaways:Our top 5 recommendations for boosting engagement and adoption across your own digital customer hub Why Gainsight CC can act as the spine of your digital customer hub, even when your e-learning lives in a third party tool, and how APIs make that integration work How we're scaling our AI tooling across the platform, from rapid response content creation to automating release notes and community content What's next on our roadmap: getting into pre-sales conversations, upskilling CSMs, and generating revenue from community engagementHope to see you there! All About Pulse Fri, 09 Oct 2026 16:30:52 +0200 https://communities.gainsight.com/all-about-pulse-8/so-many-ideas-so-many-products-see-you-at-pulse-europe-in-london-31902 Hello everyone!​@samanthahamlet and I’m going to be at Pulse Europe and we are so excited to meet you all there!We are also gonna be presenting on something that we have been working on, to improve the experience in our own community here!Ideas are some of the most valuable things a community gives you. Doing it right across more than 1 product takes many teams, a fresh look at how everything runs, and plenty of time in the weeds.Sam and I’ll shed some light on how we've been building our ideation process at Gainsight Community: the parts that worked, the parts that broke, and what shifted once we started scaling it beyond one product.Session: So Many Ideas, So Many Products: How Do You Scale Ideation?Where: Pulse Europe, The Brewery, LondonWhen: October 20th, If ideas are on your community's plate too, come find us. We'd love to have you in the room!   All About Pulse Fri, 09 Oct 2026 16:20:36 +0200 https://communities.gainsight.com/customer-success-cs-15/looking-for-advice-on-flexible-side-support-for-small-cs-related-ops-tasks-us-based-31707 Hi everyone,I’m helping a small team explore light, flexible monthly support for basic business/ops tasks (nothing full-time — more of a recurring side arrangement). They’re looking for someone based in the U.S. who might already be in the CS/ops space and open to occasional help.Before I share any details, I’d love to hear from the community:Has anyone here taken on small, recurring side support for early-stage or small teams while staying in CS/ops roles? Any tips on structuring these kinds of arrangements so they stay sustainable and professional?Happy to share more context via DM if useful, or point people toward the right contact if it feels like a fit. Thanks in advance for any thoughts! Customer Success (CS) Fri, 09 Oct 2026 15:44:28 +0200 https://communities.gainsight.com/ideas/more-than-one-event-type-in-community-31916 Hello,Currently, Gainsight Community only allows one event type to be assigned to an event. This limits our ability to categorize events effectively and makes it harder for members to find training relevant to their needs. Requested EnhancementAllow Community admins to assign multiple event types or tags to a single event, enabling members to discover and filter events across multiple categories. Example Use CaseWe offer product training across multiple regions. Ideally, we would like to categorize each event by both:Region: North America, EMEA, APAC Product: Explore, Analyze, Mira Studio, etc.For example, a customer looking for Explore training in EMEA should be able to filter events by both Explore and EMEA to find relevant sessions. Business ValueImproved event discovery: Members can quickly find training relevant to their product and region. Better customer experience: Reduces the effort required to navigate a large global training calendar. Increased event participation: Makes relevant training easier to discover, potentially improving registrations and attendance. Scalability: Supports communities offering multiple event programs across products, regions, languages, and audiences.Desired OutcomeEnable admins to assign multiple categories to each event and allow members to filter events using more than one category simultaneously. Fri, 09 Oct 2026 15:25:57 +0200 https://communities.gainsight.com/meetings-office-hours-3/relationship-resolution-office-hours-october-14th-at-8-30ampst-11-30am-est-31915 Hi all,Our Product Manager, ​@ChiragJ, will be hosting Office Hours for Relationship Resolution on Wednesday, October 14th at 8:30 AM PST / 11:30 AM EST.Feel free to join with any questions or if you need help with anything related to Relationship Resolution. If you’d like to attend, please comment below, and we’ll send you the invite. We’re also including the join details below in case you decide to join on the day of.Meeting Details:https://gainsight.zoom.us/j/91270536215?pwd=nwXeaO4QSI7KLa3doA1E5dTROQP3SD.1&jst=2Meeting ID: 912 7053 6215 Passcode: 752805Resources to review ahead of Office Hours:Relationship Resolution Article Relationship Resolution Enablement Guide VideoWe look forward to seeing you there!  Meetings & Office Hours Fri, 09 Oct 2026 00:11:58 +0200 https://communities.gainsight.com/customer-success-cs-15/best-way-to-dynamically-exclude-survey-respondents-from-a-journey-orchestrator-reminder-send-31884 New to gainsight here so still learning some of the ropes but wanted to ask for some help on automation.We're running a reminder email program in Journey Orchestrator for a survey campaign. Each recipient gets a Typeform link with a unique trackid embedded as a tokenized field, so we can tie a submission back to the original recipient.The problem: people who've already completed the survey are still getting the reminder, because there's currently no automated way to pull them out of the next send before it goes.What I'd like to build: when someone submits the Typeform, that updates a field in Gainsight against that trackid/identifier that then says they did the survey. I’d use that field in an evaluation step to then exclude those from the send of the reminder email a week later. I know the Program-level Exclusion List is CSV-upload only, so that's not a fit for something that needs to update continuously. Would love to hear if anyone's done a Typeform (or similar external form) → Gainsight integration like this and has lessons learned. Customer Success (CS) Thu, 08 Oct 2026 22:05:09 +0200 https://communities.gainsight.com/customer-success-cs-15/automate-the-boring-stuff-in-gainsight-the-admin-cli-open-source-claude-code-plugin-31886 Not sure what the Gainsight CS Admin CLI tool is? Just a fancy way to have an LLM build rules for you? You can ask it to build a rule – I tried once and it wasn’t for me. But building rules via LLM is the least interesting application of this tool from what I have found.It's a command line: a set of precise commands that read and change your tenant's configuration, and that do exactly what they're told. Even things you’ve wanted to tell the tool for years in the UI and can’t: search everything at once, repeat the same change across a hundred assets, and show you connections you'd otherwise have to click through a dozen screens to find. It's the idea behind Al Sweigart's Automate the Boring Stuff with Python: the tedious parts of the job are exactly the parts a computer should do.So I built a plugin that points that idea at Gainsight admin work. The mental model is three layers:The CLI is the hands. Precise commands, no judgment. Claude Code is the brain. It reads your question and decides which commands to run. The plugin is the playbook and the guardrails. It holds proven workflows for common admin jobs, plus safety checks that keep the brain from surprising you.The Admin CLI@gainsight/gs-admin-cliis Gainsight's official Admin CLI. It covers rules, Journey Orchestrator, Data Management, Data Designer, connectors, scorecards, reports and queries, about 190 commands in all. Installing it takes three commands:npm install -g @gainsight/gs-admin-cligs-admin login --base-url https://YOUR_TENANT.gainsightcloud.comgs-admin whoamiYou'll need Gainsight super admin access and an OAuth app set up in your tenant. Gainsight's Configure Admin CLI guide is the authority on the CLI itself. Never opened a terminal? The setup section of the repo's README starts from zero, on Windows or Mac.Not a Claude Code user? The same repo has a searchable reference for every CLI command (gs-admin-cli-docs, an unofficial community project; see the note at the end). The plugin: gs-superadmin It starts by building you a local knowledge base of your tenant: every* (*as supported by the CLI) rule, journey, report, connector, Data Designer and scorecard, documented as files on your machine. Everything below answers from it. (On API billing? Setup documents 25 assets per run by default, and you can adjust that, so spend stays predictable.)Three things it does that I couldn't do in the UI:1. Sweep the whole tenant for a Salesforce object, field, or connection. Name it, and you get every rule, journey, report, connector job, Data Designer and scorecard that touches it, down to how: a filter, a write target, a mapped field, a report column. If you spent late 2025 trying to work out everything that touched your Salesforce connection, you already know why this matters. It wouldn't have prevented anything, but it would have turned days of clicking into one report during cleanup. The closest thing in the UI, Analyzer, gives you glimpses. This report also puts Gainsight's own dependency check side by side with its sweep, so you can see what each one caught. It's only as complete as the knowledge base behind it, and every report says what it couldn't see.2. Search every Journey Orchestrator email for a phrase. Last year's promo, a retired product name, a departed CSM's signature: you get every template that mentions it and the programs that send each one, without opening templates one by one.3. Bring names in line with your naming convention. It audits every rule name against your standard, proposes fixes, and renames only the exact list you approve.The guardrails. Reads run freely. Anything the CLI marks as a change stops and asks you first, naming the tenant and flagging production, and every approved change is logged to a local journal. It asks; it never blocks, so your judgment at the prompt is the real gate. That matches Gainsight's own advice to start read-only.  Try It! Once the CLI is logged in, install the plugin from a terminal:claude plugin marketplace add BradleyDB/gs-admin-cli-docsclaude plugin install gs-superadmin@gs-admin-cli-docs(Using the Claude desktop app? It's a few clicks under + → Plugins; the README has the steps, plus how to turn on auto-update so fixes reach you.)Then open Claude Code in a new, empty folder and run /gs-superadmin:setup.Start on a sandbox. Let setup document a batch, then just ask: "What depends on the ARR field on Company?" It's read-only, and it's the quickest way to see what this can do.If it saves you an afternoon, a on the repo helps other admins find it.Feedback: questions and ideas → the comments here (I'm watching them). Plugin bugs → GitHub Issues. CLI bugs → Gainsight support; /gs-superadmin:report-bug writes one up for you. Unofficial community project. gs-superadmin and the gs-admin-cli-docs repo are not affiliated with, endorsed by, or supported by Gainsight, Inc. "Gainsight", gs-admin, and @gainsight/gs-admin-cli are products and/or trademarks of Gainsight, Inc., named here only to describe what this project works with. The plugin does nothing on its own: it works through the CLI that you install, license, and authenticate.Support. One maintainer, built on my own time, best effort, no SLA.Accuracy. To the best of my knowledge, this post was accurate at the time of writing (Oct 5 2026) against @gainsight/gs-admin-cli 1.0.10 and gs-superadmin v0.43.3. Because this wasn't built or endorsed by Gainsight, a later CLI update could change how the plugin behaves. The repo is kept current. For the latest on the CLI itself, see support.gainsight.com. Customer Success (CS) Thu, 08 Oct 2026 19:28:16 +0200 https://communities.gainsight.com/integrations-54/set-up-gainsight-cc-mcp-beta-31009 This article helps Admins and Community Managers set up and configure Gainsight Community MCP in Claude.Overview Prerequisites Limitations Enable MCP in Customer Community Configure Gainsight Community MCP in Claude Tools Available in Gainsight Community MCP Admin Tool Search Tool Analytics Tool Overview Gainsight Community MCP is a connector that lets you interact with your community data through AI assistants such as Claude. Model Context Protocol (MCP) is a standardized way for AI assistants to connect to external tools and data sources. Once connected, you can ask questions in natural language and get answers drawn directly from your community.Setting up the Gainsight Community MCP involves two parts:Admin Setup: An admin enables Community MCP for the community from Control. This is a one-time configuration step. User Connection: Each user connects from their AI client, such as Claude, using their community credentials. The tools available to each user depend on their community role and permissions.The scope of tools available depends on your community role. When you connect, the connector authenticates you against your community and displays only the tools that match your role. The tools are organized across three areas:Search Tools: Find community content such as posts, topics, and discussions. Analytics Tools: Query community performance metrics and dashboard KPIs. Admin Tools (Read-only): Review community state such as moderation queues, recognition data, user information, community structure, and idea workflows.The AI assistant selects the appropriate tools based on the prompts. Since the available tools depend on the community role assigned to each user, reviewing tool access helps determine what types of questions to ask and what data to expect.Search to find content Analytics to understand trends Admin to see what needs your attention.PrerequisitesBefore you begin, ensure the following requirements are met:You must have an Admin, Community Manager, or a Moderator role in your Gainsight Customer Community to enable the Community MCP server in Control. The community must have at least one authentication method configured (SAML, OIDC, OAuth2, Google SSO, or local username and password). Users who will connect must have an active account in the community with a valid role assignment. Users must have access to an AI client that supports MCP connectors, such as Claude. If your organization restricts outbound network traffic, ensure that your AI client can reach the Gainsight Community MCP server at https://mcp.insided.com/mcp. Refer to your AI client's documentation for the current IP range list.Limitations The following limitations apply to the Gainsight Community MCP:Admin tools are read-only. You cannot modify community data through the MCP connector. After you turn on or turn off the Community MCP toggle, it may take some time for the change to take effect. You can connect only one community at a time.Enable MCP in Customer Community Admins must turn on the Community MCP Server toggle in Control before users can connect from their AI clients. This is a one-time setup step.To enable Community MCP:Log in to Control. Navigate to AI > AI Settings. The AI Settings page appears. Scroll down to Features and turn on the Community MCP toggle.   Note: After you turn on the toggle, it may take some time for the change to take effect. Configure Gainsight Community MCP in Claude Once Community MCP is enabled in control, admins need to set up the configuration in AI Assistant.The connector uses dynamic client registration with PKCE, so no OAuth client credentials, authorization URLs, or callback allowlists are required at any point.The following steps describe the connection flow using Claude as an example. To configure Gainsight Community MCP in Claude:Log in to Claude. Navigate to Customize > Connectors. The Connectors page appears. Click the Plus icon. Select Add Custom Connector. The Add Custom Connector dialog appears.   In the Name textfield, enter the name to identify the connector. For example Gainsight Community MCP. In the Remote MCP URL textfield, enter the MCP URL https://mcp.insided.com/mcp   Note: No OAuth client credentials are required. Click Add. The MCP connector is now added in Claude.   Click Connect. The Select Your Community page appears. In the Community URL textfield, enter your valid community URL. For example, if your community URL is https://community.acme.com, enter community.acme.com   Click Continue. The community Login page appears.   Enter the following details: Username: Enter a valid user name. Password: Enter your community password. Click LOG IN. The Authorize Application dialog appears. Click Approve. The Login is successful. The permissions displayed depend on your role in the community.The following table describes the permissions displayed for each role level: Role Permissions Displayed All users View your profile information, Search community content, View your email address Admins and Community Managers All user permissions, plus: View community analytics Admins All user permissions, plus: View community analytics, Manage community settings Moderators All user permissions, Manage Community settings  You are redirected back to Claude. The connector now shows as connected with a list of available tools based on your role.  Tools Available in Gainsight Community MCP The Gainsight Community MCP provides a set of tools organized across three areas:Admin Search AnalyticsThe tools available to you depend on your community role and the scopes granted during the connection flow.The following table summarizes the scopes and tools available for each role:  Role Scopes Granted Tools Visible Admins mcp:search, mcp:analytics, mcp:admin All search, analytics, and admin tools Community Manager mcp:search, mcp:analytics, mcp:admin All search, analytics, and admin tools Moderator mcp:search, mcp:admin Search and admin tools Registered user, Super-user mcp:search Search tools only  Admin ToolThe Admin Tool gives community admins a conversational way to review community state. It includes four read-only tools that surface information without modifying any community data.The following table describes each Admin tool and the types of queries it supports:  Tool What You Can Ask Moderation Overview Surface the moderation queue state, including trashed content and content with moderation labels. Recognition Overview Read leaderboards (all-time and weekly), available badges, an individual user's leaderboard position, and points history. User Overview Look up users by ID or field (email, username) and view their current role assignments. Community Structure Navigate the category tree, view content per category, and check visible topic counts.  The following scenario demonstrates how the Admin tools work together in a single conversation:Prompt: What needs my attention today, and who should I celebrate this week?Result: The Moderation Overview surfaces content that has been trashed and content with active moderation labels, and the Recognition Overview returns this week's top point earners so you can recognize them publicly. Search ToolThe Search Tool allows you to query community posts, topics, and indexed content through the MCP connector. The AI assistant retrieves this data and uses its own capabilities to generate insights such as sentiment analysis across discussions, activity dashboards, member engagement breakdowns, and classification of search results by type.Example prompts:What were the most discussed topics this month? Run a sentiment analysis on posts from the last 30 days. Classify recent search results by type (questions, complaints, feature requests). What were the most recent topics in the community?Analytics ToolThe Analytics Tool allows admins and Community Managers to query community analytics data conversationally through the AI assistant. Previously, reviewing community KPIs required navigating to individual dashboards and manually comparing metrics across time periods.The following table describes the insight areas available through the Analytics Tool:  Insight Area What You Can Learn Community Health Overall community performance with period-over-period comparison across users, content, traffic, Q&A, and gamification. User Insights Individual user profiles and activity details. User Trends Registration trends, leaderboards, role breakdowns, active and churned user lists, and subscription activity. Content Performance Topic and reply analytics, Q&A metrics, response times, helpfulness ratings, and content gaps such as unanswered questions. Audience Traffic Pageview trends, visitor segments (contributors, reactors, viewers), and breakdowns by section or content type. Product Ideas Idea pipeline status, top-voted ideas, and delivered ideas.  Example prompts:How is the community performing this quarter compared to last quarter? How many new users joined in the last 30 days? Which categories have the most unanswered questions? Who are the top contributors this month?Note: The AI assistant retrieves data that matches the KPIs visible in your community dashboards. The accuracy of the results depends on the quality and completeness of the data in your community. Integrations Thu, 08 Oct 2026 19:26:32 +0200 https://communities.gainsight.com/product-updates/skilljar-by-gainsight-ai-tutor-is-now-generally-available-31911 A learner gets stuck halfway through a course. The answer they need is in a video they watched earlier or somewhere in the five lessons they’ve taken. Until now, that meant rewatching, guessing, or leaving the lesson to find help elsewhere. That's the gap AI Tutor closes: learners who disengage when they can't get timely help, and Support and Education teams buried in repetitive questions.Today, AI Tutor is Generally Available on all Skilljar packages at no additional cost, and it ships with two enhancements: it understands your Wistia videos, and it knows where each learner stands in their learning path. This follows earlier updates that added SCORM and PDF support and a Claude Sonnet 4.6 model option. AI Tutor is a key part of our investment in agentic learning, where help is proactive, personalized, and built into the learner's experience.  What's New  Wistia Video SupportAnswers from video content: AI Tutor reads Wistia captions and uses what's said in your videos to answer learner questions, just as it does for native lessons, SCORM packages, and PDFs. Video-only lessons covered: AI Tutor now appears in lessons whose only content is a Wistia video. Your existing library included: Once you connect Wistia, videos already in your courses are processed automatically. New videos are processed after publishing. Multilingual captions: AI Tutor uses English captions when available, otherwise the first available language. Learning Path AwarenessWith Learning Paths now supported, learners can ask AI Tutor questions like:"How far am I?": Learners see how much they've completed, such as course 2 of 5. Progress answers come straight from the learner's actual completion records, so AI Tutor won't guess or round a learner's progress up. "What's next?" and "What's coming up?": AI Tutor points to the next unfinished course and lists what's ahead. "Should I review anything first?": For ordered paths, AI Tutor points learners back to earlier courses. Bug Fixes and Reliability ImprovementsWe’ve also patched a number of bug fixes around SCORM reliability. Your SCORM files should now be more accurately processed by the AI Tutor.  How to Get Started First, make sure AI Tutor is enabled on your domain in Domain Settings. Help ArticleWant to see AI Tutor in action? Take our new Gainsight University course to learn how to set it up and get the most out of it in your AcademyWistia Integration:Connect Wistia: Go to dashboard.skilljar.com/integrations/wistia and add your Wistia API token. This page is admin-only and isn't in the dashboard menu, so use the direct link. Your token is validated on save and stored securely. Add captions: Each video needs at least one published caption track. Captions aren't on by default in Wistia, so generate a transcript or upload a caption file there. Check readiness (optional): Open a video in the Assets library to view its AI Tutor card. Click Reindex after updating captions. Learning Paths:Nothing to set up. Learners enrolled in a path get path-aware answers automatically when they open AI Tutor on any lesson page within the path's courses. Help ArticleRelease Notes  Thu, 08 Oct 2026 19:13:09 +0200 https://communities.gainsight.com/customer-communities-cc-17/does-gainsight-have-an-integration-with-lingotek-for-translation-31906 I am curious if gainsight has an integration with lingotek for translation and if anyone uses it.  Customer Communities (CC) Thu, 08 Oct 2026 18:22:37 +0200 https://communities.gainsight.com/ideas/translated-post-link-available-31914 Is there a way that when a document is translated in community that we send a link to that the document and it stays translated? This way the client who doesn't speak english wouldn't have to find the translate button to do the translations. Thu, 08 Oct 2026 17:42:14 +0200 https://communities.gainsight.com/customer-communities-cc-17/custom-widget-profile-completion-questions-and-issues-31797 We built a custom Widget called “Profile Completion” for the o2 Community.The widget:Loads the current user’s profile through a Gainsight connector Calculates completion based on nine equally weighted criteria: eight User Profile Fields personal avatar Displays the completion percentage, username, progress bar, missing fields, explanation text, and a link to the profile settings Supports configurable Builder options for content and display Uses Gainsight Personalization to target users with a Primary Role (through a segment)It looks like this:Questions and IssuesPre-load personalization based on profile completionCurrently, Personalization only filters by a broad segment such as users with a Primary Role. The widget is therefore initialized for all matching users and must load the connector before it can determine whether the profile is complete.Question:Is there a supported way to personalize a Custom Widget based on a calculated or stored profile-completion status before the widget is loaded?Ideally, we would like to have something like:Primary Role = Registered UserAND profile_completion_status = incompleteComplete profiles should not load the widget or execute its connector.Avatar availability as a segmentation attributeThe personal avatar is available in the user API response and we can use it to calculate the completion percentage. However, avatar availability is not available as a User Profile Field filter.Question:Can the presence or absence of a user-uploaded avatar be exposed as a segmentable user attribute?Ideally, the segment should be able to distinguish:avatar exists avatar is missingBirthday empty-state filteringThe Birthday field does not provide an `is empty` filter. The available date filter, such as `More than 0 day ago`, does not reliably identify users who have never entered a birthday.Question:Is there a supported filter for an unset or default Birthday value?Our workaround: The widget treats the platform default value `1-1-1970, 0` as incomplete.Segment logic: OR conditions and exclusionsThe Segment Builder currently allows multiple filters with `AND`, but we could not create the required condition:Field A is emptyOR Field B is emptyOR Field C is emptyWe also could not reliably create a negated version of the existing “all profile fields completed” segment.Questions:Are `OR` conditions supported for User Profile Field filters? Can a segment be defined as the inverse of another segment? Is there a recommended pattern for targeting users who match at least one incomplete-profile condition?Native Style tab for Custom WidgetsThe native Style tab is available for native widgets, but not for our Custom Widget.Questions:Can the native `Style` tab be enabled for Custom Registry Widgets? Is there an official Registry configuration schema for enabling it? If it is not supported, is there a planned roadmap for enabling it for Custom Widgets?We deliberately do not want to recreate the native Style tab with an unsupported custom implementation. Customer Communities (CC) Thu, 08 Oct 2026 17:02:30 +0200 https://communities.gainsight.com/ideas/limit-cta-types-that-can-be-created-by-end-users-27006 It feels this should already exist but I couldn’t find anything via search…I would love the ability to limit the CTA Types which can be created by users (ie not Rules/API). We have different CTA types due to needing different layouts/data collection requirements, but many of these are things that we create via Rules on behalf of the end user. We don’t want the end users creating them themselves via C360 or cockpit, especially true where our desired flow is that the initial entry point (from end user) is another item (such as a low volume object record). It also means the options are long for CSM’s when actually they only need to create from a couple different options. I’d include “Activity” type in one I’d like to hide too, this should only be from Timeline tasks.  Thu, 08 Oct 2026 11:59:31 +0200 https://communities.gainsight.com/ideas/please-include-the-country-of-origin-of-the-account-as-a-consideration-in-the-ai-cheat-sheet-this-will-help-ensure-that-the-ai-models-and-logic-take-geographic-context-into-account-when-processing-account-data-and-generating-insights-31913 Hello Team, As per the current design, the system relies on fetching data by company name. It appears that the current AI cheat sheet does not take the country of origin of the account into consideration, which may be contributing to this discrepancy.To improve the accuracy of results, we recommend that the country of origin of the account be included as a parameter in the AI cheat sheet. Incorporating this geographic context will help ensure that the AI models and logic process account data more accurately and generate more relevant insights.Thank you for considering this enhancement. Please let me know if you need any further details. CC: ​@Ritika Jindal ​@sahiti_g   Thu, 08 Oct 2026 11:38:40 +0200 https://communities.gainsight.com/ideas/add-an-insert-task-type-to-the-rules-engine-15523 This is a bit of a pie-in-the-sky idea, but I think it would be hugely helpful. Have you ever had a rule that you needed to edit, and found that the only way to get the desired outcome is to add a new task to the logic tree? Has that rule ever had a LOT of actions? In the current system, adding tasks inevitably results in a new “end of the line” output. Since Actions are tied to specific output tasks, adding a task means redoing the Actions associated with the old output entirely. What if there were a better way? What if, for instance, we had the ability to create a new type of Task - “insert” - which could be used to insert new field output directly into an existing task? That would be awesome! So long, having to rewrite a bunch of actions, hello early lunch break! I’m aware that there are a TON of fiddly details that would need to get hashed out for this to work properly. You can’t go around just cramming data in to incompatible tasks, how do we know which records get which output values in the inserted data, etc etc. I’m sure smarter people than myself can talk through those limitations and maybe, possibly, find a way to solve for them. There’s also a decent chance that my idea here is fundamentally flawed and I just have to suck it up and rewrite these actions whenever changes come up. Thu, 08 Oct 2026 10:46:08 +0200 https://communities.gainsight.com/meetings-office-hours-3/emea-admin-office-hours-thursday-session-08-10-2026-31912 This thread is for the upcoming EMEA Admin Office Hours for Thursday, Oct 8th, 2026. Time: 1:00 – 2:30 PM UK Time Have questions? Drop them in this thread—we’ll cover them live during the session! Join Zoom Meeting (Note: this is a new link!)https://gainsight.zoom.us/j/94074862515?pwd=DAiixkKZfGaL7va9VNZiEiPiGUA261.1🔢 Meeting ID: 940 7486 2515 Passcode: 333404 One Tap Mobile (US)+17193594580,,94074862515#,,,,*333404#+12532050468,,94074862515#,,,,*333404# Dial-in by your location(US, UK, India, Israel, Canada & more) Find your local number Join via SIP94074862515@zoomcrc.com Join via H.323 US West: 144.195.19.161 US East: 206.247.11.121 India (Mumbai): 115.114.131.7 India (Hyderabad): 115.114.115.7 Netherlands (Amsterdam): 159.124.15.191 Germany: 159.124.47.249 Australia (Sydney): 159.124.104.213 Australia (Melbourne): 159.124.74.212 Brazil: 64.211.144.160 Canada (Toronto): 159.124.168.213 Canada (Vancouver): 159.124.196.25 Japan (Tokyo): 170.114.194.163 Japan (Osaka): 147.124.100.25 Meeting ID: 940 7486 2515 Passcode: 333404Looking forward to seeing you there!—ShivGainsight CSA Meetings & Office Hours Thu, 08 Oct 2026 10:31:15 +0200 https://communities.gainsight.com/ideas/auto-save-for-long-topics-posts-replies-20019 Hello and (nearly) happy new year!An idea - can we get an auto save functionality? A couple of our community’s super users have ‘lost’ their posts because there was a tech issue their end so their beautifully written words and well crafted replies were lost, meaning they had to start again.And when someone loses their whole post, their second attempt is tinged with frustration, alas.Can we explore adding auto saves to posts? Thu, 08 Oct 2026 07:44:57 +0200 https://communities.gainsight.com/新機能-434/お知らせです-gainsight-cs-2026年9月-q3-リリースノートの日本語版が公開されました-31888  チームの皆さまへ Gainsight Q3 9月リリースノート - 日本語版が公開されました!!2026年9月リリースの日本語版をお届けします。主な新機能をご紹介します：  主なハイライト： * �BETA] タイムラインのRelationship Resolution – AIが生成した会議フォローアップや自動取り込みされたメールが、適切なプロダクトレベルのリレーションシップに自動で記録されます。* Copilot、Slack、CS MCPでAsk Staircaseを利用可能 – アカウントに関する質問に対し、顧客のコミュニケーション履歴全体を基にした回答が得られます（Gainsight CSとStaircase AIの併用のお客様向け）。* C360でステークホルダーのエンゲージメントを確認 – 新しいPeople HeatmapとPeople Networkウィジェットで、自社チームと顧客ステークホルダーの関係の強さを確認できます。* C360とP360でステークホルダー単位のインサイトを表示 – 「Stakeholder Not Engaged」や役職変更などのStaircaseシグナルをパーソンレコードで確認でき、カンパニー単位では件数として集計されます。* 低ボリュームカスタムオブジェクトのフォームレイアウト – レコードフォームのフィールド表示、グループ化、ヘルプテキストを設定でき、レポートビルダーからもレイアウトを管理できます。* 共有レポート・ダッシュボードのOTP認証 – OTP認証がリンク共有だけでなく、すべての共有形式に適用されるようになりました。* ジャーニーオーケストレーターの更新 – Evaluateエレメントの複製と、他のプログラムに参加済みの参加者の除外が可能になりました。* CS MCPログとUpdate Sourceフィールド – AIツールの呼び出し履歴を確認でき、CTAやサクセスプランがCopilotとMCPのどちらで作成されたかを把握できます。* AIフォローアップのタイムライン設定 – デフォルトのアクティビティタイプとマージウィンドウを設定でき、Gong.ioやSalesloftの録画にもタイムラインから直接アクセスできます。* C360とGainsightホームのレイアウト設定 – C360とサイドバーでのカンパニーステータスの表示/非表示、Gainsightホームでのサマリーリボンの位置変更が可能です。 詳細については、Gainsightサポートサイトのリリースノートをご参照ください。 新機能 Thu, 08 Oct 2026 05:43:41 +0200 https://communities.gainsight.com/ideas/allow-users-to-edit-their-username-25748 Hey!I want to start by mentioning that we’ve switched our login method to SSO, allowing users to log into the community via our system. Due to this SSO integration, both the username and login email are auto-filled from our system's data. However, sometimes the usernames are inaccurate, and we’d like to give users the ability to update them on their own.The issue is that the "Username" field is not visible in the user profile—it's only accessible in the control area. I’d like to suggest making this field visible in the user profile, so users can update their usernames themselves. Wed, 07 Oct 2026 22:22:09 +0200 https://communities.gainsight.com/ideas/ai-auto-generate-exec-summaries-via-copilot-27146 I had a request from leadership for the ability to have Copilot auto-generate Executive Summaries that can be pushed to Slack channel for accounts in a specific tier on a regular cadence.I tried leveraging the Company Cheat Sheet object, but the layout and unpredictable number of rows per category of the data + the inconsistent population of fields make it near impossible to use that object for any valuable purpose. Wed, 07 Oct 2026 22:01:28 +0200 https://communities.gainsight.com/ideas/gainsight-mcp-let-ask-scorecard-return-more-than-12-weeks-of-health-history-31899 We've been using the Gainsight MCP with Claude for churn post-mortems and renewal prep, and it's been great for pulling CTAs, Timeline and contact data together in one go. One thing keeps tripping us up, though: ask_scorecard only returns a 12-week score history (history_window_weeks: 12 in the response metadata). Why that hurts:Churn post-mortems: we usually run these a few weeks after the churn date, so a big part of or even the whole 12-week window falls after the churn. The trend we actually want to see, the 12 months leading up to it, isn't available. Renewal prep: the 6-month and 3-month risk assessments need the longer trend, not just the last quarter. Measure level: in our tests the per-measure score_history came back with just the latest data point, so we can't see which measure started slipping first (e.g., Adoption vs. Engagement). What would help:A configurable window on ask_scorecard (start/end date, or history_window_weeks up to ~24 months) The same window for measure-level history, not just the overall score Optionally, weekly or monthly aggregation to keep the payload small for longer windows The history is clearly in Gainsight already, so this feels like it's mostly about exposing it through the MCP. Wed, 07 Oct 2026 21:57:37 +0200 https://communities.gainsight.com/ideas/enable-scheduled-send-for-group-send-messages-in-gainsight-31909 Gainsight users would like the ability to schedule Group Send messages directly within Gainsight, similar to the scheduled send functionality available in Outlook and Gmail. This would allow users to compose a message, select a future date and time for delivery, and have Gainsight automatically send it at the scheduled time.Today, users must either send the message immediately or save a draft and create a separate reminder to return later, creating additional manual effort and increasing the risk of missed or delayed communications.Scheduled send would improve efficiency, help ensure outreach is delivered at the most appropriate time, and provide a more seamless communication experience within Gainsight. Wed, 07 Oct 2026 20:58:32 +0200 https://communities.gainsight.com/customer-communities-cc-17/ability-for-users-to-edit-their-own-username-31904 Hi everyone, One of the things that has become an administrative headache for me since launching our community is that users cannot edit their own username. This seems like such a basic feature that Gainsight should have, and it would prevent a lot of unneeded overhead that community teams deal with. There’s an existing idea on this, vote on it!Please consider prioritizing this Gainsight, it is such low hanging fruit and would be a big value add immediately for most teams and this is a gap compared to other leading community products.  Customer Communities (CC) Wed, 07 Oct 2026 18:57:28 +0200 https://communities.gainsight.com/all-about-pulse-8/building-custom-widgets-with-ai-in-cc-31901 Hey everyone,On October 20th at 11:30, I’ll be doing my best to share some tips and tricks for getting started with building custom widgets with AI for your community.This workshop is for anyone who may not have technical development skills or dedicated dev resources in their team (myself included!), but still wants to customize and improve the user experience of their community platform.I’ll share practical guidance and lessons learned, followed by a hands-on workshop where you’ll build your own dynamic widget.Key takeaways:Practical prompting techniques and guides for using AI to generate a widget A basic understanding of dynamic data that can be used (Web SDK, API connectors) A live build of simple widgets A working widget template that you can adapt to your team’s workflowsJoin me! All About Pulse Wed, 07 Oct 2026 17:15:37 +0200 https://communities.gainsight.com/ideas/and-or-options-for-gamification-badges-31905 We often create badges for first posts/replies/answers in various areas/forums of our Community. It would be great to set up a single badge with an and/or option, so if a user posts, replies, OR answers a q in a specific section, they get the bagde. Currently, I need to create 3 separate badges to achieve this goal, which is quite cumbersome, and also results in the user getting multiple of the same badge if they do 2 or 3 of these options (post, reply, answer). Wed, 07 Oct 2026 17:05:36 +0200 https://communities.gainsight.com/ideas/ability-to-delete-moderator-tags-20647 There are pre-set moderator tags in Insided, but currently you cannot delete them from Control. Since our team is setting up a Zap between our Insided instance and Intercom, we need to have only one moderator tag so we needed to reach out to Insided’s support team and wait for them to delete the moderator tags manually for us before we can set up the Zap successfully. Having greater ability to control/manage/delete moderator tags would greatly improve our experience. Thank you! Wed, 07 Oct 2026 16:21:44 +0200 https://communities.gainsight.com/customer-success-cs-15/customer-px-usage-reporting-in-gainsight-shared-spaces-reports-31893 We would like to utilize some of the out of the box reporting available in the Customer PX Usage tab within our Shared Spaces with customers.  I do not see these as availble reports in our reporting tools to even clone to reuse or within the options in Spaces.  Where are these reports located? What Object?  Customer Success (CS) Wed, 07 Oct 2026 16:09:59 +0200 https://communities.gainsight.com/ideas/ability-to-manual-unsubscribe-users-in-customer-communities-backend-27794 In order to help our team maintain legal compliance, we would like to have an option to unsubscribe users from email campaigns in the backend. While users can opt out of these emails, if they’ve already unsubscribed from our company’s marketing emails, by law we cannot send any Lucid campaign emails to them again. If you are encountering the same issue, check out this thread for workaround recommendations:   Wed, 07 Oct 2026 16:05:57 +0200 https://communities.gainsight.com/all-about-pulse-8/join-the-pulse-europe-2026-social-rockstar-contest-31692 Hey everyone  One of our favourite Pulse traditions is back - and this time, we're heading to London! This year, the Social Rockstar Contest is an expedition! Complete all three challenges below on LinkedIn, tag #PulseExplorer2026, and you'll be automatically entered to win a Pulse swag bag and a Social Rockstar badge on your Community profile. Your expedition challenges:A group photo: friends, teammates, new connections — all welcome A keynote moment: what landed, what surprised you, what you're still thinking about Your favourite Pulse moment: the most fun, unexpected, or memorable thing from your time at Pulse Europe 2026 RulesLinkedIn entries only Only posts during the two days of Pulse Europe count.  Entrants must complete all three challenges  - in either one or multiple posts Tag #PulseExplorer2026 in posts You must have a Gainsight Community account to be eligibleGood luck, explorers and we’ll see you in London ️ All About Pulse Wed, 07 Oct 2026 15:59:30 +0200 https://communities.gainsight.com/ideas/need-user-points-and-positive-content-helpfulness-votes-for-the-exported-csvs-20959 Why is User Points (Points earned) and Positive content helpfulness votes not included as Data when exporting to a CSV under any of the export type? It should ideally have been available with User / Topics but it isn’t.How can we have User Points (Points earned) to a CSV or export? How can we have Positive Content Helpfulness votes to a CSV or export?Other fields are available except Points earnedThank you ! Wed, 07 Oct 2026 15:55:38 +0200 https://communities.gainsight.com/customer-communities-cc-17/has-anyone-kept-their-legacy-community-live-during-a-platform-migration-31896 We're migrating to Gainsight Community platform and are considering keeping our current community live during the migration rather than making it read-only. The plan would be to let customers continue posting, communicate that some content may not immediately appear in the new platform, and then run a smaller follow-up migration after go-live to capture anything created during that window.We were curious if anyone here has done something similar.If so, how did it work out? Were there any unexpected challenges or lessons learned that you'd be willing to share? We would love to hear your experiences. Thanks in advance! Customer Communities (CC) Wed, 07 Oct 2026 15:39:35 +0200 https://communities.gainsight.com/product-updates/gainsight-cc-see-every-member-s-gamification-points-in-your-user-export-31903 The User export now includes each member's total gamification points, so you can review engagement alongside your other user details in one file.Here's What's NewNew Gamification Points FieldThe User export includes a new total_gamification_points field showing the cumulative points each user has earned in your community. Compare points with the rest of your member data without pulling a separate report.Getting StartedThe new field is available now in the User export. For more information, refer to the User & Activity Exports in Exports v2 User, Logins, and Moderation article. Check out the Release Notes for more details. Have a question for ​@Aleksandra? Drop a comment below! Wed, 07 Oct 2026 15:28:19 +0200 https://communities.gainsight.com/all-about-pulse-8/presentation-at-pulse-2026-scaling-cs-the-suse-transformation-story-31900 Hi everyone,On 20 October at 12:30 GMT, I will run a breakout session in the Leading Through Change track called: Scaling CS: The SUSE Transformation Story.In this session, I will share how we fundamentally transformed our Customer Success organization at SUSE across people, process and technology to ready our team for scale. My goal is that you leave this session inspired and equipped with valuable insights on: A framework for preparing your CS organization to scale across people, process and technology. How we approached the crucial build, buy and hire decisions along the way. Practical ideas you can apply to your own team, no matter your current level of CS maturity or Gainsight adoption. The high-level changes and specific strategic moves that had the biggest impact on retention and drove our success. Hope to see you there!  All About Pulse Wed, 07 Oct 2026 13:12:27 +0200 https://communities.gainsight.com/customer-success-cs-15/homepage-31897 We have added three new fields as widgets in the R360 layout. The widget boxes look good and are properly aligned when viewed in the full-page layout. However, when viewing the account preview in the half-page layout, the widgets do not align as well and the overall appearance looks inconsistent.Could you please check if there is a way to maintain the same view, spacing, and alignment in the smaller/half-page view as we have in the full-page view?It would be great if we could have a consistent layout across both views.Thank You Customer Success (CS) Wed, 07 Oct 2026 13:08:47 +0200 https://communities.gainsight.com/gainsight-japan-日本コミュニティ-182/旧サイト終了のお知らせ-japanコミュニティが新しくなりました-31878  いつもGainsight JAPANのコミュニティをご活用いただきありがとうございます！この度「Gainsight JAPANコミュニティ」が新たに刷新されました！https://communities.gainsight.com/?lang=ja 画面の右上の言語切り替えで、「日本語」を選択いただければ新しい日本のコミュニティに切り替えされますので、今後こちらでご活用ください！※こちらの旧グループコミュニティに関しては今後廃止予定となります。どうぞよろしくお願いいたします。 Gainsight Japan : 日本コミュニティ Wed, 07 Oct 2026 11:57:02 +0200 https://communities.gainsight.com/customer-communities-cc-17/education-widgets-not-displaying-31864 Good Evening All, I am testing out the education widgets as part of our Skilljar integration. Not long ago new release info was on this topic.We have the Skilljar app installed in CC and it works for the searching. Is there something else I need to do in order to get the content into the community widgets? Customer Communities (CC) Wed, 07 Oct 2026 10:27:48 +0200 https://communities.gainsight.com/ideas/homepage-view-minimize-maximize-r360-view-31898 We have added three new fields as widgets in the R360 layout. The widget boxes look good and are properly aligned when viewed in the full-page layout. However, when viewing the account preview in the half-page layout, the widgets do not align as well and the overall appearance looks inconsistent.Could you please check if there is a way to maintain the same view, spacing, and alignment in the smaller/half-page view as we have in the full-page view?It would be great if we could have a consistent layout across both views.Thank You Wed, 07 Oct 2026 07:22:44 +0200 https://communities.gainsight.com/コミュニティ運営分科会-457/開催報告-gainsight-コミュニティ-コミュニティ運営分科会-01-私たちが目指すコミュニティ運営の未来とは-31887 みなさん、こんにちは！2026年9月18日、Gainsight六本木オフィスにて、コミュニティ運営分科会 #01を開催しました。今回が初開催となる本分科会。 コミュニティをこれから立ち上げたい方、立ち上げたばかりの方、すでに運営に取り組んでいる方など、さまざまなフェーズでコミュニティに携わる皆さんが集まり、各社の悩みや実践を持ち寄りました。コミュニティ運営の悩みを、一社だけの悩みにしないコミュニティ運営に関わっていると、次のような悩みに直面することがあります。何から始めればよいか分からない社内でコミュニティ活動の承認を得ることが難しい参加者が集まっても、継続的な活動につながらない盛り上げることが得意な特定の担当者に依存してしまうコミュニティの成果を、どのように説明すればよいか分からないコミュニティの目的や対象者は異なっていても、こうした悩みは多くの企業に共通しています。一方、それぞれの企業が試行錯誤して得た知見は、担当者や組織の中にとどまり、十分に共有されていないこともあります。そこで本分科会では、各社の成功や失敗、現在進行形の悩みを持ち寄り、コミュニティ運営の実践知として育てていくことを目指します。 私たちが掲げるMission・Vision・Value初回は、この分科会をどのような場にしていきたいかを表すMission・Vision・Valueをご紹介しました。①Missionコミュニティの力が、企業成長につながることを証明する。コミュニティを、単に人が集まる場やイベントを開催する活動で終わらせない。参加者同士のつながりや学び、顧客理解、活用促進、共創など、コミュニティから生まれる力が企業の成長にどのようにつながるのかを、各社の実践を通じて明らかにしていきたいと考えています。②Visionコミュニティ運営の実践知が、企業を越えて循環している。一社の成功や失敗が共有され、その背景や条件がひも解かれる。 別の企業が自社に合った形で試し、その結果を再びこの場に持ち帰る。誰かの経験が次の誰かの実践を前に進め、新たな知見として戻ってくる。そんな循環を目指します。③Value本分科会で大切にするValueは、次の4つです。主役はあなたです！ 　参加者全員が主体的に関わり、一緒に場をつくります。 やってみや〜！ 　最初から完璧な答えを求めず、まずは小さく試し、実践から学びます。 リアルをシェアしよう！ 　成功事例だけでなく、悩みや失敗、ネットには出てこない試行錯誤もオープンに共有します。 コミュニティを科学しよう！ 　成功や失敗の背景をひも解き、言語化・数値化することで、次の実践に生かせる知見へ変えていきます。 エコシステムとしてのコミュニティ当日は、コミュニティが参加者や企業にもたらす価値についても紹介されました。コミュニティは、企業から参加者へ一方向に情報を届けるだけの場ではありません。参加者同士が経験や知見を交換し、互いの実践を前に進める関係が生まれます。そうした関係性の中で生まれる学びやつながりは、参加者だけでなく、企業や事業にどのような価値をもたらすのでしょうか。本分科会では、具体的な実践事例を持ち寄りながら、この問いについても継続的に考えていきます。「それ、誰に聞けばいい？」を持ち寄れるワークショップ後半は、参加者がテーブルに分かれ、それぞれが抱えている悩みや、他社に聞いてみたいことを共有しました。私が参加したのは、コミュニティを立ち上げたばかりの方や、これから立ち上げを検討している方が多いテーブルです。「自社のコミュニティ活動のGOAL、ビジネス効果を考えよう」というテーマから対話を始めましたが、話題は次第に運営現場の具体的な悩みや工夫へと広がっていきました。こんな質問もありました。「最初の投稿をするとき、サクラを立てましたか？」コミュニティを立ち上げても、最初から自然に投稿や会話が生まれるとは限りません。最初の投稿を誰にお願いしたのか。運営側がどこまで会話のきっかけをつくったのか。参加者が投稿しやすい雰囲気を、どう生み出したのか。コミュニティの成果を、社内へどのように説明するのかこうしたことは、コミュニティ運営において実はとても重要ですが、一般的な成功事例だけではなかなか知ることができません。社内に経験者がいなければ、そもそも聞き先がないこともあります。今回のワークショップでは、コミュニティの「中の人」だからこそ生まれるリアルな問いが、次々に交わされ、きれいに整理された成功事例を聞くだけではなく、まだ答えが出ていない悩みや、ほかでは聞きにくい具体的な工夫まで率直に話せたことが、今回のワークショップの大きな価値だったと感じています。まさに、私たちがValueとして掲げる「リアルをシェアしよう！」を、初回から体感できる時間となりました。「共有して終わり」ではなく、次の実践へ今回出てきた問いの中には、すぐに一つの正解を出すことが難しいものも多くあります。コミュニティの目的、対象者、企業文化、運営フェーズによって、適した方法は異なるためです。だからこそ、この分科会では、一つの正解を決めるのではなく、次の循環を大切にしていきます。やってみる ↓リアルな結果を共有する ↓成功・失敗の背景をひも解く ↓次の実践へつなげる今回共有された悩みや問いも、今後の分科会で具体的な事例やテーマとして取り上げ、参加者の皆さんと一緒に深めていきたいと思います。次回に向けて初回を通じて、コミュニティ運営には、立ち上げ、参加促進、継続、KPI、社内説明、属人化など、多くの共通テーマがあることを改めて感じました。また、コミュニティ運営の経験やフェーズが異なっていても、それぞれの立場から共有できる「リアル」があります。これから始める方の素朴な疑問が、実践者にとって運営方法を見直すきっかけになる。 実践者の成功や失敗が、これから始める方の次の一歩につながる。そんな企業横断の学びの循環を、今後も皆さんと一緒につくっていきたいと思います。ご参加いただいた皆さん、ありがとうございました！ 第２回は11月10日(火)16時から開催予定です。次回も、完成された成功事例だけでなく、ぜひ現在進行形の悩みや試行錯誤をお持ち寄りください！幹事：齋藤快、小島良介、高橋和子Gainsight社員サポーター：伊藤勇汰、宮地実里 コミュニティ運営分科会 Wed, 07 Oct 2026 05:59:50 +0200 https://communities.gainsight.com/ai全般-423/gainsight-mcp活用レポート-タイムラインの自動登録をフル活用してみました-31875 やりたかったこと会議の文字起こしを起点に、活動の登録と出席者の紐付けまでをAIに任せることです。先方の出席者が既に担当者として登録されていればそのまま使い、初めての人なら担当者を作ってから紐付けます。 分岐するのは「既存の担当者かどうか」の1か所だけで、新規のときだけ画面操作が入ります。MCP一発では届かない壁壁は「担当者（パーソン）の新規作成」です。現状のGainsight MCPは、活動の作成・更新や担当者の参照はできますが、パーソンを新しく作るツールはありません。そこで、画面でしかできない作業だけをClaude in Chrome（ブラウザ操作）に任せました。 作業 使ったもの 理由 リレーションシップの特定 Gainsight MCP 名前からIDを引ける 活動の登録 Gainsight MCP 活動の作成ツールがある 既存担当者かどうかの確認 Gainsight MCP 担当者の参照ツールがある 担当者の新規作成 Claude in Chrome MCPに作成ツールがなく、R360の「パーソンを追加」画面で操作する 活動の外部出席者への追加 Gainsight MCP 活動の更新ツールで出席者を書き換えられる データの読み書きはMCP、画面でしかできない作業はClaude in Chrome、という使い分けです。サンプル：架空の会議の文字起こし説明用に、架空の定例会の文字起こしを用意しました（社名・人名・アドレスはすべて架空です）。ポイントは、先方に初めて参加した人がいることです。会議：サンプル商事様 定例会（利用状況の振り返り）日時：2026/10/01 15:00-15:30�山田（当社CSM）] 15:00:12本日もよろしくお願いします。今日は初めての方もいらっしゃいますね。t佐藤（サンプル商事 営業企画課長）] 15:00:30はい、情報システム部の鈴木が今回から入ります。�鈴木（サンプル商事 情報システム部）] 15:00:41鈴木です。データ連携まわりを担当します。連絡は suzuki@sample-shoji.example にお願いします。�山田（当社CSM）] 15:03:05先月の利用状況ですが、営業部のログインが2割ほど下がっています。P佐藤（サンプル商事 営業企画課長）] 15:03:40組織変更の影響だと思います。新しいメンバー向けに勉強会をやりたいです。�山田（当社CSM）] 15:28:10では勉強会の日程案を来週中にお送りします。この文字起こしから、活動の件名・日時・内容に加えて、「佐藤さん（既存）」と「鈴木さん（新規）」という出席者の情報が取れます。実際の流れ文字起こしを渡してから、AIは次の4ステップで登録を終えました。文字起こしを整理する：件名・日時・要点・次のアクションと、出席者の名前・所属・メールを取り出す。 活動を登録する（MCP）：リレーションシップを名前から特定し、タイムラインに活動を作成する。内部出席者はここで入れる。 先方出席者を照合し、新規なら作る：リレーションシップの「ご担当者」と照合する。佐藤さんのように既にいればそのまま使う。鈴木さんのように新規なら、Claude in ChromeがR360の「パーソンを追加」画面でメール・姓・名を入力し、既存レコードを検索してから登録する。 外部出席者に追加する（MCP）：登録済みの活動を更新し、外部出席者に先方の担当者を入れる。最後に活動を読み直して、反映されたことを確認する。検証では、新規担当者の登録後に「個人レコードが正常に作成されました」と表示され、活動の外部出席者にもその人が入ったことを確認できました。やってみてわかったこと担当者の照合はメールアドレスが鍵：私たちの環境では「パーソンを追加」の一致条件がメールでした。名前だけで検索すると「〜太郎」のような似た名前が並ぶので、文字起こしや会議の招待からメールを拾えるかどうかで精度が変わります。 画面の選択肢に合わせる：「役割」は決裁者・推進者・構築者などの選択式で、自由には入力できません。文字起こしから役割を推測させるなら、選択肢を先に渡しておくと迷いません。 出席者は「追加」ではなく「置き換え」：MCPで外部出席者を更新すると、渡した一覧で丸ごと置き換わります。先に今の出席者を読み、新しい人を加えた一覧で更新しないと、既存の出席者が消えます。 項目名は活動タイプごとに違う：外部出席者の項目名を英語の表示名で指定したところエラーになり、エラーに出た項目名で指定し直して通りました。 登録前に人が確認する：担当者の登録はお客様の個人情報を扱います。何を登録するかをAIに一度提示させ、人がOKを出してから保存させる運用にしています。まとめこの文章も大体はAIが書いているので、最後に思ったことを書きます。GainSight CSを使っているアドミンはメンバーから、タイムラインを登録する際に登録画面から担当者登録をできるようにしてほしい！！という声を聞いたことあるかと思います。この要望に可能な限り答えられる方法を見つけられたような気がしています。Claudeありきで、今回はタイムラインに限った話でしたが、もし別にこんな使い方できそうというアイデアあれば是非教えてください！！ AI全般 Wed, 07 Oct 2026 02:24:31 +0200 https://communities.gainsight.com/ideas/engagement-priority-by-label-31895 It would be great to be able to prioritize engagements by label, rather than having to assign them individually to a priority group.Example: We have a few recurring engagement types: Training Tuesday (invites users to attend a monthly training webinar), Did You Knows (aka DYK, semi-monthly - nudges users to explore features they haven’t used), Product Updates (a monthly slideshow of newly released/updated features). We use labels religiously on these, and I’d love to be able to prioritize them based on their label.Training Tuesday, DYKs, and Product Updates should always be prioritized lower than Onboarding engagements like new user welcomes, and upsell opportunities, but requiring our GS users to manually add every instance of these recurring engagements to the priority groups is too burdensome.I would love to be able to add groups of engagements to a priority group simply by their Label. Onboarding engagements would be in G1 by default, Product Updates in G2, and DYK and TT in G3, and when a new engagement is created with any of those labels, it should be added to the Priority Group autoamtically. Wed, 07 Oct 2026 01:32:02 +0200 https://communities.gainsight.com/gainsightコミュニティの歩き方-417/gainsightユーザー分科会とは-31894   「Gainsightのユーザー分科会って、何をしているの？」「自分が参加してもいいの？」そんなふうに感じている方もいらっしゃるのではないでしょうか。ユーザー分科会は、Gainsightを使っている方同士が、同じ目的をもつプロとして実践を持ち寄る場ですGainsightのユーザー様の幹事の方が運営されています！これから立ち上げ・挑戦する方から、すでに実施していてさらにスケールさせていく方々までいろんな視点が集まることで+αの気づきや創造のアイディアが生まれます！「参加はしてみたいけど・・」と迷っていらっしゃる方がいたらぜひお気軽にまずは1回参加してみてください 1. ユーザー分科会が目指していること 2. 参加すると得られる3つの価値 3. 5つの分科会をご紹介 4. 開催頻度と、通知を受け取る方法 5. 【補足】アドボカシー特典のご紹介  1. ユーザー分科会が目指していること目指すのは、「日本のCSスタンダード」を、ユーザーのみなさまと共に創ることです。単なるツールの使い方にとどまらず、顧客体験の向上からBtoB事業の成長までを視野に入れて、Gainsightのユーザー同士が実践をもって集まる。ユーザー分科会は、そんな唯一の場所です。同じビジョンをもち、さまざまな経験をもつ方々と、同じ解像度で話せる。それがこのコミュニティの一番の魅力です。   2. 参加すると得られる3つの価値世界との対話（海外トレンド）：世界の先端の動向と、日本の実践を行き来しながら学べます。 自社の方法を高める（事例の共有）：現場の知恵やプレイブックに触れることで、自社の進め方をブラッシュアップできます。 新しい活動（人と情報が集まる）：発信をきっかけに、新しい機会が生まれます。他社の方の取り組みを聞くだけでも発見がありますし、たわいの無い会話からアイディアが生まれます！  🧭 3. 5つの分科会をご紹介 ご自身のミッションに近い分科会から、視野を広げていけます。現在、次の5つの分科会があります。CSリーダー分科会：リーダーの視座で、CS戦略やマネジメントについて語り合います。 AI分科会：次世代のCSモデルを探ります。 CS Ops分科会：データとプロセスに向き合います。 コミュニティ運営分科会：エコシステムの構築を考えます。 デジタルCS分科会：テックタッチとスケールについて学びます。なお、これらの分科会を束ねる「分科会統括 Leaders Group」にてコラボ会など横のつながりもつくっていきます。  4. 開催頻度と、通知を受け取る方法多くの分科会は、2か月に1回のペースで開催しています。開催形式は、テーマによってオンライン・オフラインどちらの場合もあります。無理なく続けやすい頻度ですので、お気軽にのぞいてみてください。開催予定や開催レポートの通知を受け取るには、興味のある分科会のページで画面右上の「サブスクライブ」に登録しておくのがおすすめです。登録しておくと、次回の開催案内や、終了後のレポートの更新を見逃しません。気になる分科会が複数ある場合は、まとめてサブスクライブしておくのがおすすめです。参加できなかった回も通知が届きますので、開催レポートで内容を振り返れます。     5. 【補足】アドボカシー特典のご紹介コミュニティへの貢献は、ポイント獲得プログラム「SHIP」を通じて特典につながります。SHIPは、航海を助け合う仲間のためのポイント獲得プログラムです。分科会での発信や、他のユーザーへの支援も、次のような活動としてポイントの対象になります。獲得したスター数に応じて、ステージがあり、ステージごとにPulseの割引チケットやVIPアクセス、認定資格取得の割引、限定グッズ、アドバイザリーボードやベータプログラムへの参加などの特典があります。シルバー（500〜5,000スター） ゴールド（5,001〜7,500スター） プラチナ（7,501スター以上） ユーザー分科会の雰囲気は、つかんでいただけましたでしょうか。まずは気になる分科会のページをサブスクライブして、次回の開催を楽しみにお待ちください。みなさまとお会いできるのを楽しみにしています！​  Gainsightコミュニティの歩き方 Wed, 07 Oct 2026 01:28:18 +0200 https://communities.gainsight.com/ideas/allow-for-groups-to-be-archived-unarchived-20962 We utilize groups for a lot of things and I’d love to have a way to be able to archive/unarchive a group once a group is no longer needed while still retaining the valuable content in that group should it want to be referenced or resurrected later. You can think of this being similar to how a channel can be archived in Slack.This would do a couple things:it would remove the group from the overall groups list in Destination it would move the group from the main list in Control to some sort of archive list or grouping or indicate the group as archived vs. active it would retain the topics in that group should someone want to reference and also could automatically remove the members that were part of the group and notify them that it has been archived.Some examples for us:we use groups for betas. At the end of the beta, we’d like to be able to archive the group so it no longer appears in our list of groups while still retaining the topics created in that group for reference by our product team should it be needed. Today we have to instead move a bunch of topics to a hidden category, then delete the group and this is all manual work. we may create a group, then find out that it’s not delivering the expected value (e.g. a group for a city/region). It may be helpful to get it off the site, remove and notify the members, and retain the content should the group want to be resurrected again in the futureI’d see this applying to any group type - public, private, or hidden. Tue, 06 Oct 2026 18:11:46 +0200 https://communities.gainsight.com/ideas/sync-gainsight-cc-search-log-data-search-analytics-to-gainsight-cs-via-the-standard-connector-31892 Use Case / Business Goal Customer HENNGE K.K. would like to create reports in Gainsight CS to monitor search behavior, including search count, search keywords, and zero-result searches, categorized by Company and User.This data would help their CSMs identify customer pain points, knowledge gaps, and potential risk signals in real time.Currently, Search Log Data (Search Analytics) from Gainsight CC is not syncing to Gainsight CS and, therefore, cannot be used for reporting purposes.The customer would like to submit an enhancement request to enable Gainsight CC Search Log Data (Search Analytics) to sync to Gainsight CS through the Standard Connector. Tue, 06 Oct 2026 17:29:44 +0200 https://communities.gainsight.com/ce-skilljar-by-gainsight-18/skilljar-time-zone-change-skilljar-impact-31870 Question for ​@Bloftus, ​but I'm posting it here for the public.Our courses currently occur in Pacific Daylight Time / Pacific Standard Time. As of Sunday, November 1, 2026, British Columbia will stop using daylight saving time and adopt the new year-round time zone, Pacific Time (PCT).I know some tools, like Google Calendar, are pushing updates to account for this new time zone. What behavior can we expect from Skilljar’s vILT sessions and calendar view? The calendar view currently automatically shows times in the user’s local time zone. Will it automatically account for the new time zone?I notice our courses are scheduled in America/Vancouver, so maybe that geographic system will account for the new zone?We plan to email our live course attendees for courses occurring in the weeks after the change, but I would also like assurance that the calendar view will be accurate.Thanks! CE & Skilljar by Gainsight Tue, 06 Oct 2026 17:22:56 +0200 https://communities.gainsight.com/customer-communities-cc-17/login-page-with-an-image-31534 Our community is private, is there a way to add a background image to the login page? all ideas, workarounds will be appreciated!   Customer Communities (CC) Tue, 06 Oct 2026 17:12:27 +0200 https://communities.gainsight.com/ideas/add-new-publishers-to-company-intelligence-31891 We would like to expand the available news sources by including additional Academic focused publishers.As many of our customers are academic institutions, access to insights from the sources listed below is critical to ensuring we receive relevant and meaningful signals.Could you please check with the vendor and confirm whether the following publishers can be added as supported news sources for Company Intelligence?Chronicle of Higher EducationTimes Higher EducationInside HigherEd Tue, 06 Oct 2026 16:04:02 +0200 https://communities.gainsight.com/ideas/question-types-for-quizzes-31890 I’m wondering if Skilljar has any plans to introduce new question types to quizzes, such as matching, sorting, or ordering. This would make the native quiz engine much stronger, so we don’t have to bring in outside tools to build our assessments. Tue, 06 Oct 2026 15:50:03 +0200 https://communities.gainsight.com/ideas/scorm-open-in-a-new-window-31889 It would vastly improve the user experience on our academy if SCORM content could open in a new window, rather than just appear inside the lesson frame. This will avoid confusion between the different navigation menus and buttons within Rise eBooks/Storyline videos and Skilljar’s menus/navigation. I have been asking for this feature for years, which many other LMSs offer, but I have not heard any updates. Tue, 06 Oct 2026 15:47:47 +0200 https://communities.gainsight.com/customer-success-cs-15/multiple-case-statements-in-advanced-formula-1291 I am trying to leverage an Advanced Formula in Data Management and where I have successfully used them before for IF-THEN-ELSE type scenarios, does anyone know if you can do IF-THEN-ELSIF-THEN-ELSE type scenarios? I tried  case when (X < Y and X is not null) then 0 else (X > Y and X < Z) then 50 else (X > Z) 100 end That didn't work (neither did removing the brackets) so I'm thinking either my syntax is bad or this is not possible.  Any feedback? Customer Success (CS) Tue, 06 Oct 2026 13:57:46 +0200 https://communities.gainsight.com/customer-communities-cc-17/posting-product-updates-on-community-moderator-seats-31861 We would like to get our product managers posting product updates on community. We have lots of product managers, and giving each one a moderator seat to post a product announcement is expensive.Has anyone had success with using community for product updates, with a large volume of product managers needing access, and let me know if you have any workarounds, for example, an automated feed of product announcements to community.    Customer Communities (CC) Mon, 05 Oct 2026 22:49:22 +0200 https://communities.gainsight.com/ideas/create-goal-from-success-plan-31735 We can associate existing goals to a Success Plan, but we would like end-users to be able to create a goal when looking at the Success Plan - this just helps with the flow rather than having to head to the Goals tab first. Thanks Mon, 05 Oct 2026 21:54:02 +0200 https://communities.gainsight.com/all-about-pulse-8/hands-on-ai-turn-gainsight-staircase-ai-into-a-cs-workflow-engine-workshop-at-pulse-europe-2026-31763 Hi everyone,At Pulse Europe 2026 I'll be running a hands-on workshop called: Hands-On AI: Turn Gainsight & Staircase AI into a CS Workflow EngineOver the past year I've been building out an MCP-connected AI practice at Xceptor - connecting Gainsight CS and Staircase AI as live data sources inside Claude, and turning what started as personal experiments into reusable workflows the whole CS team can run. Think Executive Business Review preparation that used to take half a day, done in minutes with live data from both platforms.In this workshop I'll show you how that works in practice, and more importantly you'll build it yourself.My goal is that you leave with something tangible:An understanding of MCP - what it is and why it's the missing link between your CS platforms and genuinely useful AI. A live demo - a single Claude prompt pulling health scores, CTAs and account context straight from Gainsight in real time. A Skill you've designed yourself - using a worksheet and pre-built template to map your highest-value CS workflow to an AI Skill you can run on Monday morning. A pre-built Skill template to take away - ready to import and adapt for your team.Bring your laptop if you can as there's a stretch goal for anyone who arrives with Gainsight MCP already connected to Claude!Hope to see you there.  All About Pulse Mon, 05 Oct 2026 19:35:24 +0200 https://communities.gainsight.com/all-about-pulse-8/check-out-my-session-at-pulse-europe-2026-the-untitled-leader-31871 hi all ! gearing up for pulse europe VERY shortly….! i’ll be leading a session on tuesday the 20th called “the untitled leader: empowering CSMs to drive change from any seat” so….what’s the so what?→ how do we find those folks in our teams that just have...it→ how do we support them, empower them, and build a structure in our CS teams which aligns this mindset to customer goals? → and also, lest we forget, how does this play with AI as the backdrop?  this, and a lot of other ground, to be covered on tuesday 20th october !  looking forward to seeing folks there at what will be an engaging, conversational, and (hopefully) fun session !  All About Pulse Mon, 05 Oct 2026 19:33:35 +0200