https://communities.gainsight.com On the Forum you can ask questions or take part in discussions. https://communities.gainsight.com/ideas/user-sfdc-object-on-spaces-in-community-27085 Hello, Is it on the roadmap to enable reporting from SFDC objects within Spaces on the Community. The reports are visible from the C360 but we get this message from within the Community:  Tue, 07 Apr 2026 11:56:01 +0200 https://communities.gainsight.com/ideas/allow-layout-customization-in-sections-categories-27480 Like it is possible to customize the layout of the main landing page and custom pages it would be great to be able to customize the user experience in each community section and category. Tue, 07 Apr 2026 11:23:53 +0200 https://communities.gainsight.com/ideas/make-it-possible-that-user-can-change-their-usernames-by-themselves-19453 Some of our users didn’t consider that their usernames would be displayed publicly when they registered. That's why we have received some requests to change their usernames, because they themselves can’t change it. It would be great if it would be possible for users to change their usernames by themselves.  Tue, 07 Apr 2026 10:35:27 +0200 https://communities.gainsight.com/ideas/segment-based-component-visibility-changes-should-take-effect-immediately-30702 When a component's visibility is configured to target specific segments, changes to a user's segment membership can take over an hour to reflect in what they actually see. This delay makes it impractical to build real-time, segment-driven user journeys.For example, we attempted to build an onboarding flow where verified customers are shown a modal on first visit. Upon completion, we update a profile field via the API, which moves the user into a different segment — at which point the modal should no longer appear. However, because visibility changes aren't applied promptly, the user continues to see the modal long after their segment has changed, effectively trapping them in a loop.This is impractical for us for serveral reasons such as:User experience degradation - Users who should be seeing onboarding content, upsell prompts, or role-specific guidance will instead see stale or irrelevant components. This undermines any personalisation effort and creates a confusing experience. Operational reliability - If we cannot trust segment targeting to update within a reasonable timeframe, it limits the value of segmentation as a feature entirely. We cannot build automated workflows or time-sensitive processes on top of a mechanism with an unpredictable multi-hour delay. Compliance and access control - Depending on the content being served, prolonged access to the wrong segment's components could have implications for data handling obligations, particularly if customer-specific documentation, pricing, or account information is exposed to non-customers.Reducing this propagation time — ideally to near-instant — would unlock segment-based visibility as a tool for building responsive, self-resolving user experiences such as onboarding flows, first-run wizards, and conditional prompts. Tue, 07 Apr 2026 09:53:06 +0200 https://communities.gainsight.com/customer-communities-cc-17/error-when-moderating-topic-from-overview-in-control-30671 Hi,We created a role for employees that would only give the “Forum moderation” permission so they can access the content tab in control. When clicking a topic in the overview list they see the error message “Something went wrong, please try again” if the employee has this role. Even though the error pops up everything seems to be working and loads as expected and the user can take any action they want to on the conversation. Is this just a bug or is there something else going on here? Thanks! Customer Communities (CC) Tue, 07 Apr 2026 09:16:46 +0200 https://communities.gainsight.com/customer-communities-cc-17/400-auth-error-on-api-30674 The OAuth API key I’ve been using for a long time, is suddenly getting a 400 error. If I create a new API key it works just fine. What happened and how can I prevent that in the future, because I have a lot of things connected to that key that I now need to update.  Customer Communities (CC) Tue, 07 Apr 2026 09:14:21 +0200 https://communities.gainsight.com/ideas/loosen-csrf-token-time-29345 When users want to reply to topics, they often open multiple topics in different tabs, but because there the CSRF token has a limited time they receive errors when they try to post. When the error 'Something went wrong’ happens, users lose the post they have typed and they need to do it again. That doesn't motivate people to help others.I understand the CSRF token is for security, but the way it works now it feels more like it's punishing users for using the platform in a natural way.Could the length of the CSRF be loosend or is there another option to reduce those erros? Or at least make sure the user doesn't lose their typed message when this error happens. Tue, 07 Apr 2026 08:21:07 +0200 https://communities.gainsight.com/product-updates/gainsight-connects-its-platform-with-mcp-30696  Gainsight’s MCP Servers for both Staircase AI and Gainsight CS are redefining how teams use AI by bringing real customer context and action directly into the tools you already use every day.AI is quickly becoming part of daily workflows. But most AI tools don’t actually understand your customers. They only know what you type into the prompt.With MCP, that changes.MCP connects your AI tools to live customer intelligence from Staircase AI and Gainsight CS so every answer, recommendation, and action is grounded in what’s actually happening across your accounts. What is MCP?MCP stands for Model Context Protocol — an open standard that allows AI tools to securely connect to external systems in real time.Instead of copying notes, uploading files, or piecing together context, your AI can now query live customer data and take action directly within your workflow.That means:Answers reflect real customer interactions, not static inputs Insights are backed by actual signals like sentiment, risk, and engagement Actions can be taken instantly, without leaving your AI tool, both in your LLM and with write back to Gainsight CS Explore Gainsight MCP Staircase AI + Gainsight CS: Intelligence and Action, TogetherGainsight MCP brings together two critical layers: Staircase AI MCP (Available Now)Connects AI tools to real-time customer signals from conversations, including sentiment, risks, relationships, and expansion opportunities. Gainsight CS MCP (Early Preview)Connects Gainsight CS data and action into MCP, allowing you to bring customer context into LLM conversations, update records or manage CTAs, and execute workflows directly from your AI tool. This is currently in early preview and will be available to all customers on April 25th, 2026 with our Quarterly Release. What This Means for Your TeamGainsight MCP unlocks a new way of working:Customer-Aware AI: Every LLM output is grounded in live account context,  not guesswork. From Insight to Action: Move seamlessly from understanding a situation to taking action, without switching tools. Built for Humans and Agents: Whether it’s a CSM prepping for a call or an automated workflow running in the background, MCP delivers the context needed to do the job right. Secure and Permission-Aware: MCP respects Gainsight’s existing permissions and governance models, so users only see what they’re authorized to access. Real Workflows. Real Impact.  Teams can use MCP to: Prepare for Meetings in Seconds: Generate a full account brief with risks, wins, and stakeholder context before every call. Streamline Handoffs: Instantly create onboarding summaries for new account owners. Prioritize What Matters: Ask your AI what needs attention this week and get a clear, prioritized view across your portfolio. Clean Up and Prioritize CTAs: Quickly identify stale, duplicate, or already-completed CTAs by cross-referencing Timeline activity, so you can focus on what actually needs action. Stay Ahead of Renewals: Generate a real-time renewal view with ARR, health, and risk indicators so you know exactly where to focus before renewal conversations begin. Explore MCP Use Cases Getting Started with Gainsight MCP for StaircaseIf you’re a Staircase customer, get started today using the resources below: Gainsight MCP for Staircase Setup Instructions Security and Compliance Overview  Gainsight MCP for ST Release Notes MCP Use Case Library  Built for the Way Teams WorkAI is reshaping how teams work. The question isn’t whether you use AI, it’s whether it understands your customers and can act on that understanding. Gainsight MCP brings both together, so your teams and your AI can move faster with confidence.Read the full announcement here to learn more.  Mon, 06 Apr 2026 21:35:49 +0200 https://communities.gainsight.com/ideas/cs-make-the-native-slack-connector-available-to-rules-engine-29941 A while back Gainsight released a native Slack connector but only made it available for use in Advanced Programs. This means that if I want to send a Slack message from Gainsight I either have to use AP (which is extreme overkill when the use case isn’t tied to an email or survey) or I have to create/maintain a custom Slack application, Custom Connector, and JSON coding in External Actions for this purpose, which requires a whole separate set of skills.Why isn’t the native connector available to Rules Engine?  There are innumerable use cases where this would be valuable. Mon, 06 Apr 2026 19:41:13 +0200 https://communities.gainsight.com/ideas/replace-default-initial-avatars-with-auto-assigned-profile-icons-30700 Instead of showing the default “first letter” avatar, provide a library of pre-sized profile icons that users can choose from—and automatically assign one to new users at signup.The current default feels impersonal and makes communities look inactive or unfinished. A simple icon system would instantly make the community feel more vibrant and human.Suggested approach:* Add a selectable avatar library (clean, pre-sized images)* Auto-assign a random icon to new users* Allow users to change it anytimeImpact:* Better first impressions* Stronger sense of identity* More engaging discussion threadsSmall change, big UX win. Mon, 06 Apr 2026 19:25:18 +0200 https://communities.gainsight.com/all-about-pulse-8/is-pulse-right-for-our-team-30695 Our member-based (non-profit) organization just created a Member Success team that concentrates on engagement, member retention, and concierge service. It also is the center of our AI development for our entire team. Would PULSE do us good to attend? Trying to create an argument for business justification.  All About Pulse Mon, 06 Apr 2026 18:52:01 +0200 https://communities.gainsight.com/ideas/key-definitions-should-support-all-major-gainsight-standard-objects-as-well-as-custom-objects-30699 Please make this as an enhancement request: Key Definitions should support all major Gainsight standard objects as well as custom objects. If this isn’t already planned, we’d appreciate it being added to the Gainsight roadmap. Mon, 06 Apr 2026 17:48:12 +0200 https://communities.gainsight.com/ideas/cs-enable-copilot-ai-key-definitions-for-scorecard-and-relationships-30658 Copilot Key Definitions currently support a defined set of objects: Company, Call To Action, Task, Success Plans, Activity Timeline, and User Objects.Scorecards are not on that list (although Copilot doesn't appear to know that - unsurprising): What is surprising, however, is that I’ve been told to submit this as an “enhancement request/idea” in the community.How is this not already on the roadmap for Key Definitions!?Key Definitions need to work fully with Scorecard data—not in a limited "basic queries only" capacity, but in a way that reflects how Scorecards are actually used by customers day to day.For that matter, Key Definitions should work with every major Gainsight Standard object, (as well as Custom Objects and Data Designer objects, if those are also not on the roadmap) Key Definitions exist to give Copilot the business context it needs to interpret user questions accurately—translating your organization's data language and logic into consistent, relevant responses.  This should include all major areas where we need to provide said context. Mon, 06 Apr 2026 17:45:26 +0200 https://communities.gainsight.com/ideas/more-email-campaign-themes-30698 I have two different “themes” I use for email campaigns, but as only one is possible I constantly have to update the overarching theme/coding. Allowing for more than one would be SO helpful Mon, 06 Apr 2026 17:34:44 +0200 https://communities.gainsight.com/ideas/get-public-url-before-publishing-21959 It would be fantastic to have a production ready URL before publishing content live. The current preview, includes preview and a few other things that means you can’t reference the URL in other content until pushing the content live. This post provides a workaround, but that is prone to manual error, typos, and a bunch of other issues. Please provide a better way to do this.  Mon, 06 Apr 2026 17:02:39 +0200 https://communities.gainsight.com/ideas/support-more-file-types-for-attachments-25922 We would love to see a few more Attachment file type supported in Community. .md.conf Mon, 06 Apr 2026 16:57:36 +0200 https://communities.gainsight.com/ideas/backend-access-to-product-update-data-insights-25814 Maybe this already an idea, i'm sorry then.I would like to have access in our backend to view data from product updates. This includes the number of registrations, categorized data, names and email addresses, as well as unsubscriptions. Mon, 06 Apr 2026 16:55:05 +0200 https://communities.gainsight.com/ideas/enable-write-with-ai-for-community-members-to-improve-post-quality-30535 The Problem: Currently, Gainsight Admins have access to "Write with AI" in the backend to craft clearer messaging. However, this tool is not available to community members on the front end. Our products are complex, and we frequently see community posts with vague titles, poorly structured questions, or missing technical context. This leads to a longer "time-to-resolution" and puts a higher burden on employees and power users to clarify the intent before they can actually provide a solution.The Proposed Idea: Extend the "Write with AI" functionality to the front-end community composer. This would allow members to: Optimize Titles: Turn "Help with rules" into "Troubleshooting Custom Object Mapping in Rules Engine." Structure Questions: Prompt users to include specific details like product area, error messages, or current configuration. Improve Clarity: Use AI to refine drafts for better readability before posting. The Value: For Members: Increases the likelihood of receiving fast, accurate assistance by providing a clear starting point. For the Community: Reduces "clutter" and makes the community a higher-quality knowledge base for future searches. For Gainsight/Admins: Lowers the manual effort required to "triage" vague questions. Fri, 03 Apr 2026 22:22:58 +0200 https://communities.gainsight.com/ideas/add-border-shadow-options-to-in-app-hub-2-0-themes-30694 We need to be able to add a border or shadow to the 2.0 hub As you can see in this screenshot, when we use our corporate style guide it blends into the app too much. I know other background colors are available, but I can only use white or this light gray. Being able to add a border or shadow would help to differentiate the hub from the background app.An alternative would be the ability to edit CSS or HTML options (like in an engagement).   Fri, 03 Apr 2026 19:46:24 +0200 https://communities.gainsight.com/ideas/search-improvements-additional-sort-and-filter-options-20281 There are a couple of improvements that our community (and our team) would like to see for the search options:Sorting results (eg by date, most liked, etc)  Additional filters (eg solved, date range Sorting resultsBeing able to sort by different factors would make it a lot easier for members to find posts that are useful for them. For example, date and most likes would be really helpful in allowing folks to hone in relevant topics. Both of those sort options are available for comments, so it would make a lot of sense to add them to the search results too.  FiltersThe big one here would be whether a question has been answered. There’s a couple of use cases for this: if you’re a member with a similar question and you only want to see questions with an answer or if you’re a member who wants to help others with questions relating to specific topics (eg if you’re an expert in something/have particular skills and you want to find folks that need help with questions aligned with your knowledge). Other useful filters would be:Author type (eg Member, moderator, user role/ranks) Within a date range (eg last month) Those options would allow members to easily find the content that’s relevant to them.  Fri, 03 Apr 2026 18:30:24 +0200 https://communities.gainsight.com/ideas/cs-remove-or-change-copilot-personalization-agent-dependency-on-gainsight-home-filters-30693 THE PROBLEM:Today, when users ask Copilot (especially in Slack) questions like “my portfolio”, “my companies”, or “my upcoming renewals”, results are strictly scoped by the user’s current Gainsight Home filters — but that dependency is not obvious to end users. This can cause “no results” answers even when relevant accounts exist (example: user has a Renewal Date filter set to “next year,” so end-of-month renewals disappear).  Gainsight docs confirm that portfolio queries rely on filters configured in Gainsight Home., however,end users rarely read documentation messaging like “filters haven’t been set up” in Copilot responses can be interpreted as an admin/config problem even when filters exist — they’re just currently restrictive.  plus, not every customer and/or persona leverages Gainsight Home (think Sales account owners who don’t work in Gainsight as their primary system of record)Enablement shouldn’t be a substitute for intuitive functionality.THE NEED:STRONGLY PREFERRED: When Copilot sees “my portfolio” intent, it should first attempt to resolve “my” using User Lookup fields on the Company object, such as:CSM / Account Owner / TAM  Any org-defined “Owner” lookup to GS User (including custom fields)If a match exists, Copilot uses that ownership assignment to scope results (optionally allowing persona selection like “my renewals as Renewal Manager” vs “my accounts as CSM”).ALTERNATIVE: If that’s completely impossible (which I cannot fathom it is) then at a minimum allow admins to define portfolio ownership logic in Key Definitions, and make the portfolio resolver:Check Key Definitions first Only fall back to GS Home filters if no Key Definition existsKey Definitions are explicitly designed to provide standardized business data/instructions so Copilot responds consistently and contextually. Fri, 03 Apr 2026 16:00:45 +0200 https://communities.gainsight.com/ideas/make-my-porfolio-gs-home-dependency-super-obvious-in-copilot-slack-app-30061 When a user queries Copilot about their portfolio, the thought process does not explicitly state that the results are restricted to the filters currently active on their Home: Copilot - though processAs example, right now I have a filter applied for the renewal date = date next year, so when I ask for my upcoming renewals, even though there is one account active and due at the end of the month, Copilot says that there isn't any: Copilot - responseI love that the response says “It could be because the required filters in GS Home haven't been set up yet” and directs to the documentation, which has been updated to add this caveat discovered during the BetaBut the verbiage used could be open to interpretation (we do have filters set up in Home) and a very low percent of the end users will read the documentation.Could the response and thought process be more clear and “right on their face”?For example, something like:   Check Your Home Filter SettingsMy search results are strictly limited by your current GS Home filters and I can only see data that fits within those rules. To see more results: Please adjust or clear your filters in GS Home   Fri, 03 Apr 2026 15:55:47 +0200 https://communities.gainsight.com/ideas/introduce-currency-as-output-type-in-formula-fields-dd-rules-query-30692 Hi,We need to be able to create formula functions that output currency fields in data designer, rules engine, query…One simple use case: Calculate remaining amount (by subtracting a purchased amount and consumed amount)Outputting currency might sound like an edge case, but it really isn’t. Nothing fancy but really, what is output should not be an integer but a currency field. It seems we can do that within an object, why can’t we in DD, since DD will end up transforming everything to corporate currency anyway. ThanksA Fri, 03 Apr 2026 11:23:10 +0200 https://communities.gainsight.com/product-experience-px-16/tip-of-the-week-adding-an-additional-close-it-got-it-button-to-a-px-dialog-engagement-10796 By default, a user can quickly close a displayed PX Dialog Engagement by using the small “X” close icon in the top right corner (or by clicking the “Esc” keyboard key).  Sometimes the small “X” can be hard to see, so the Engagement author/editor can also change the small “X” close icon to use a different image and even move the location too, so see this previous PX Community Post for more details. A simpler option that does not require CSS editing is to add any custom button in the Engagement, which will accomplish the same thing as the default “X” close icon.    If you add a custom button, the default user experience when clicked is that the current page in your application will refresh.  If you do not want the page refresh to happen, then you can edit the HTML source code of the button to specify the "onclick" property just like the following: <a href="#" onclick="return false;">Close Me, Do Not Refresh My Page</a>  Happy PX-ing! Product Experience (PX) Fri, 03 Apr 2026 06:04:10 +0200 https://communities.gainsight.com/ideas/ctas-and-success-plans-prompt-user-with-option-to-auto-close-parent-when-all-child-entities-are-completed-15653 Having the nested structure of SP, CTA, Task is useful - but it can also be very unwieldy for the end user. More often than not they forget that when they close out their last task in a CTA they have to also close the CTA (Yes, the “quick action” button is there, but only useful when the CTA should be “Closed Success”) and when they complete the last CTA in a Success Plan, they still have to go close the success plan.This results in a very cluttered set of cockpits and an administrative and an enablement nightmare, as well as users saying “Gainsight sure is a click-heavy tool.” (Direct quote) Let’s make this easier shall we?When a user completes the last objective in a Success Plan or the last Task in a CTA, the system should prompt the user giving them the option to auto-close the Success Plan or the CTA, respectively.And when it’s the last Task in the last CTA, carry that option upward to the SP level as well.Sure, having the ability to close CTAs and SPs via Rules Engine is nice, but admins should not have to shoulder the burden of creating and maintain rules to manage such a logical use case that should be programmatically possible within the platform. I’m getting pressure to consider a more admin- and user-friendly platform, and I really don’t want to go that route.  Lets please make this experience easier to manage for all concerned.  Fri, 03 Apr 2026 05:03:21 +0200 https://communities.gainsight.com/customer-communities-cc-17/release-notes-vs-product-updates-30691 Hello! I wanted to see how others are handling this. We have Product Updates for new enhancements, and we include maintenance items (aka bugs) in those posts. However, we often release bug fixes but might not have a Product Update if there are no major new enhancements.  Do you have a separate section or post for bug fixes/release notes/maintenance items?  Customer Communities (CC) Thu, 02 Apr 2026 23:43:42 +0200 https://communities.gainsight.com/customer-communities-cc-17/merge-users-when-they-leave-the-company-30667 I’m receiving multiple requests from users who have left their current employer and would like to remain part of our community.  It would be beneficial to merge their accounts so that all their activity, such as replies, topics, subscriptions, badges, and points remains associated with them.  Is this possible to do in Gainsight? Or do they have to create a net new account, and if this is the case, how can their prior activity be merges into the new account.  Customer Communities (CC) Thu, 02 Apr 2026 22:48:40 +0200 https://communities.gainsight.com/ideas/allow-admins-to-adjust-auto-refresh-frequency-or-activity-threshold-for-ai-cheat-sheet-30689 Issue: Per this document, Gainsight has configured AI Cheat Sheet to auto-refresh every time that 3x or more new timeline activities are identified from the previous refresh. Specifically for organizations where conversation data is too sensitive to be ingested raw into Gainsight (calls, emails, etc), OR for teams supporting large books of business (think 100+ accounts), we are less likely to have 3x activities in near succession. This means cheat sheet goes long durations of time without being automatically refreshed. Especially in the instance of large books of business, it is a pain for users to manually refresh the data, and therefore many users are not adopting this feature.Ask: Instead of Gainsight determining that cheat sheet auto-refreshes when 3x new activities are logged, it might be a win to let admins customize this setting from the Admin panel. As an admin, I would prefer to be able to select from the below options, meaning if you give us both, admins can pick A or B for their instanceAutomatically refresh AI cheat sheet every X days as long as 1+ new activity is logged Automatically refresh AI cheat sheet when X new activities are logged.Either of these would give us more flexibility to ensure the cheat sheet is already up to date when our users stumble upon it or choose to review it. Thu, 02 Apr 2026 22:28:57 +0200 https://communities.gainsight.com/ideas/ability-to-add-embeds-and-iframes-21779 We would like the ability to add embeds and iframes that are not included in the list found here.We use forms in our knowledge base (wordpress) and having only one form option is not optimal. Thu, 02 Apr 2026 21:55:41 +0200 https://communities.gainsight.com/ideas/seo-allow-editing-the-heading-1-and-title-separately-topics-21915 We would like to have the possibility to edit the meta title separately from the topic title.In the SEO world the lenght of the title is restricted but the heading 1 can be longer, so being able to edit them separately would give us a bit more room in optimizing.  @timcavey suggested earlier that editing meta descriptions should be editable → this idea is for the same purpose but we’d also like to be able to edit the title and the heading.   Thu, 02 Apr 2026 21:54:42 +0200 https://communities.gainsight.com/ideas/ability-to-merge-2-accounts-into-1-from-control-21203 @Julian I’d mentioned this to you I believe before but reading into other existing community topics I feel this warrants gathering upvotes from other users to evaluate the need.There are multiple use cases for such a feature:Authentication methods conflict resulting in a same person having 2 accounts, example:  (Which also happens to be a question around merging accounts). A community manager/ staff at community company leaving resulting in lost mentions and need to explain the situation to members example:  In both cases merging/ consolidating the activity of both users into one single account makes more sense then other options, enabling case 1 users not to loose any activity/ pipoints/ contacts/ subscriptions etc… and in case 2 all community members have consistency and continuity on the platform and the current community manager to have no loss of information or explanations to make… Finally perhaps less common but an interesting case for B2B companies:A person changes company and their SSO login tied to our App which requires the use of their professional email address, is therefore no longer valid and we need to be able to manually fix this as they’ve created a new account for themselves. We want our community to act as a career long partner and not being able to honour this would be disappointing! Thu, 02 Apr 2026 20:35:09 +0200 https://communities.gainsight.com/ideas/shared-email-template-folder-organization-30690 Currently Shared Templates through GS Home must exist in a folder called “Shared Templates”. It would make sense for users to be able to create more folder structure within Shared Templates to better organize what they are sharing. Thu, 02 Apr 2026 20:08:44 +0200 https://communities.gainsight.com/ideas/changing-ai-models-30688 Some customers have restrictions on which AI providers their organization is allowed to use. Today there is no ability for a customer to select which AI model provider powers the AI features in their instance. If we could create an administrative setting that allows customers to choose which AI models power their instance it would open up more adoption opportunities. As of today some customers cannot use our AI features since they may not be approved to use OpenAI. Thu, 02 Apr 2026 19:25:51 +0200 https://communities.gainsight.com/customer-communities-cc-17/make-end-times-optional-on-event-listings-30680 When creating event listings in Gainsight CC, end time is currently a required field. For many use cases this works fine, but it creates friction for in-person, multi-day events like conferences, summits, happy hours, etc. where a specific end time isn't always known or relevant.The ask: make end time an optional field on events, similar to how some calendar tools allow you to create all-day or open-ended entries.Why this matters:- Multi-day conferences often don't have a set end time per day, or the event itself spans several days without a meaningful "end" to log- Forcing an end time leads to workarounds like entering a placeholder time (e.g., 11:59 PM), which is confusing for usersThe ideal behavior would be: if no end time is entered, the event simply displays with a start date/time only.   Customer Communities (CC) Thu, 02 Apr 2026 18:00:14 +0200 https://communities.gainsight.com/meetings-office-hours-3/thursday-us-admin-office-hours-cs-platform-apr-2-2026-11am-pt-12pm-mt-1pm-ct-2pm-et-pre-session-thread-30685 Hello everyone!This thread is for today’s Thursday Admin Office Hours session, Thursday, April 2, 2026 at 11am PT / 12pm MT / 1pm CT / 2pm 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, April 2, 2026 at  11am PT / 12pm MT / 1pm CT / 2pm 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 Thu, 02 Apr 2026 17:10:00 +0200 https://communities.gainsight.com/product-experience-px-16/qualification-scope-for-completing-engagement-one-time-30686 I think this is right, but want to double check. Use case: a welcome message for a Beta program. I want each user to complete the engagement once Interval set up is designed to show it up 3 times in the event they do not complete it on first visit close their browser / click close button (it is hidden with css, but still there) only see it one per day, but they’d see it a second and third time on other days they log-in if they haven’t yet completed it On completion quit = they don’t see it again, yes?     Product Experience (PX) Thu, 02 Apr 2026 17:08:34 +0200 https://communities.gainsight.com/customer-communities-cc-17/why-does-it-take-so-long-for-the-email-stats-to-populate-30657 Whenever I send out my monthly email to my Online Community, it takes FOREVER for the stats to populate and it is FRUSTRATING. Especially when it shows it has been sent to 0 people for an extended period of time and I wonder if it did or did not successfully send to hundreds of people. Does this happen to other people? This doesn’t seem common across other email tools.   Customer Communities (CC) Thu, 02 Apr 2026 16:45:28 +0200 https://communities.gainsight.com/ideas/update-the-email-stats-dashboard-more-frequently-or-immediately-30687 Please see my conversation for context but the stats in the email campaign tool take THREE HOURS to populate which is far too long. They make it seem like your emails didn’t even send!   Thu, 02 Apr 2026 16:45:14 +0200 https://communities.gainsight.com/ideas/ai-cheat-sheet-for-gainsight-home-portfolio-summary-30540 AI Cheat Sheet has proven beneficial for many customers in its current state where it lives on the C/R360. However, as teams are continuing to look for efficiency gains using AI, it seems like a missed opportunity for Gainsight to not roll Cheat Sheet up to a portfolio-level/book-of-business summary. My vision for this would be the following:Gainsight Home AI Cheat Sheet Widget - using the same filters applied to the user’s Home page, AI Cheat Sheet would refresh with a portfolio-level summary, surfacing the most critical, need-to-know information for a user daily right on their home page. As a CSM, I might want to know the top 5 biggest risks across my book, renewals upcoming this fiscal quarter, upsell opportunities in flight, calls I have upcoming, action items I have coming due, and any key contact changes from my book. This would be useful to ICs, as well as to leaders for an AI-powered summary of where they should focus their time. AI Cheat Sheet <> Copilot parity - if cheat sheet is able to use Copilot data sources & training data (key definitions) for additional context, portfolio summaries would be further improved. We could give more insight into what risk looks like for each account, how to prioritize results, etc. so that a portfolio-level cheat sheet wouldn’t be too big to be useful.I’d argue that much of what was recommended in the below idea post should be completed before or in tandem with a portfolio-level summary - for this feature to be truly valuable, we need more flexibility to train the AI to our specific business models. If you’re also interested in portfolio-level summaries on Gainsight Home, I recommend upvoting this post as well.   Thu, 02 Apr 2026 16:43:49 +0200 https://communities.gainsight.com/ideas/allow-staircase-to-write-ai-follow-up-to-different-activity-types-30666 Current Gap:We have a Gainsight health score measure which looks at whether a Business Review has been conducted for a customer. We also use the AI Follow-Up feature from Staircase to automate timeline entries with transcribed meeting summaries from customer meetings happening MS Teams. However, when these AI follow ups are logged from Staircase to Gainsight, they are always classified as a “Meeting” activity type. This means that in order for an automated meeting from Staircase logged to GS timeline to “count” against the scorecard measure, a CSM has to remember to go into Timeline and update the activity type. Maybe they’ll remember to do that, maybe they won’t. And it will affect the customer’s health score if they don’t.Staircase knows and is already detecting when a business review has occurred.As an admin, I don’t have the ability to configure or map this any other way. Proposed Solution:Instead, we’d like to be able to map different conversations detected by Staircase to different timeline activity types in Gainsight. For example, we’d like to be able to map lifecycle events detected by Staircase into different timeline activity types, like:Business Reviews Commercial conversations/renewals Kick-Off calls Thu, 02 Apr 2026 16:41:43 +0200 https://communities.gainsight.com/ideas/cs-copilot-nest-related-timeline-entries-within-the-response-rather-than-bundled-at-the-bottom-30672 When you have a complex, multi-account prompts with a lengthy response, having all the related records linked in a big bundle at the bottom of the response is a massive pain to try and go through each to see what’s related to which part of the response.  That may have been ok for making simple, single-account prompts in the earlier days of AI, but that is not going to cut it anymore.Most advanced AI tools are nesting the related links next to the relevant content, making it far easier to consult the source data: This is just one of the many must-haves improvements sorely needed in Copilot, if it indeed is here to stay. Thu, 02 Apr 2026 16:39:55 +0200 https://communities.gainsight.com/ideas/share-instagram-x-posts-in-threads-articles-25516 Hi, It would be great if we could embed Social Media Post/Content e.g. from X/Twitter and Instagram in articles/posts. Its currently only possible on the homepage with the HTML widget. Thu, 02 Apr 2026 14:09:44 +0200 https://communities.gainsight.com/ideas/feature-ability-to-search-within-attachments-30684 Modern search engine usually have the ability to search within attachments, but I do not think it is the case for the search of GS. If a post within the community has an attachment, the search engine should be able to search the terms within the attachment.This would bring a real added -value, helping users find the information they're looking for. Thu, 02 Apr 2026 14:09:28 +0200 https://communities.gainsight.com/ideas/improvement-of-search-page-24090 The search engine which users can use can be improved. 1: The results when searching show really old topics first. They are not the most relevant anymore.One improvement would be if the articles in our Knowledge base (related to the search) are always shown first. 2: Make it possible to filter the search results: For example: 'last month, "this week" etcetera. 3: Make it possible to search within specific sub boards and even specific topics.   Thu, 02 Apr 2026 13:36:27 +0200 https://communities.gainsight.com/ideas/searching-within-a-topic-22253 this idea came to me when doing one searches for knowledge and applies to big topics where long discussions are going on packed with usefull information.What I run into is that with product launches, for example, there is enormous attention and often major topics arise around this product. Customers share their experiences, ask questions and the community is buzzing.Where things become challenging is after a few pages where users start repeating the same questions, answers are lost in the bulk and the topic becomes too cumbersome to share knowledge and experiences. For example, this is one our biggest topics: KPN introduceert KPN TV+ And this is the 115 (!) page thread where I found all the info I needed in my quest for detailed info: Swedespeed forumThe result not being able to search is that often useful information cannot be found, for example to quote and help others. New topics will be created with already answered questions and information will be scattered.My proposal is to allow users to search within topics themselves. To discover valuable information and give them the opportunity to respond to it. The community can stay on topic better and the quality of the content will improve with less moderation. I'd love to here how your thougths are on this subject.  Thu, 02 Apr 2026 13:18:16 +0200 https://communities.gainsight.com/customer-communities-cc-17/can-we-see-how-many-people-subscribed-to-a-topics-post-30682 Hi all!We have started a post in our community which we will continuously update with new information about product releases on a specific area. We are telling people that if they want to receive updates once we post something new that they should subscribe to that topic/post. But can I as an admin somehow see how many people actually subscribed to the post?  Customer Communities (CC) Thu, 02 Apr 2026 12:22:20 +0200 https://communities.gainsight.com/ideas/support-iso-8601-date-format-and-others-in-jo-emails-embedded-reports-date-fields-30639 I’m working on a digital engagement journey (JO) which contains an embedded report in an email with a report that contains date fields.Everything’s fine when building. It displays per our locale preferences. And come email testing time. The date is displayed in US format in the email: mm/DD/yyyy. Needless to say that:The US format is NOT universal (it is used by a vast minority of countries) dd/MM/yyyy seems to be used across the majority of countries yyyy/MM/dd (and variants with hyphens) is the most universally understandable format, and happens to be, in its hyphenated format, the INTERNATIONAL STANDARD (ISO 8601) The US format is problematic whenever the day (dd) ranges from calendar day 1-12 (which can be confused with the month (mm)). How do you know what day and month the following date really is: 03/04/2026 ? Is it the 3rd of April or the 4th of March? So we have a product that forces the date format of a minority into reports that are embedded in JO emails. I am puzzled by the approach to default to a non-universal format.But more importantly, the product needs to be upgraded to support the majority of this planet.Allow us to choose date formatting in Reports that are embedded in emails. This is not a nice to have. It is a must have to communicate effectively with our customers, wherever they are, and without imposing a confusing date format onto them. If that cannot be done, the default MUST be the international standard. Not the minority format.  Thu, 02 Apr 2026 11:19:01 +0200 https://communities.gainsight.com/customer-communities-cc-17/experiences-with-cc-and-salesforce-integration-30678 Hi all!We are now implementing Salesforce worldwide as our CRM and we are considering the integration between Gainsight CC and Salesforce for:Giving our sales people more insight on the customer engagement in the Community. What are they saying, topics they engage with etc.  Enriching GS with more customer data, to also segment beter in the future. Do any of you have the integration running and what is your experience with it. And can you perhaps also share a bit on what information can be found in SF and how this would look like (for sales people)  Customer Communities (CC) Thu, 02 Apr 2026 11:09:43 +0200 https://communities.gainsight.com/カスタマーサクセス-cs-420/スコアカードウィジェットに表示されないレコードの条件-30683 スコアカードウィジェットに表示されないR360レコードが発生しています。どういう条件の場合表示されないでしょうか？（スコアリングのルールエンジンが失敗している等） カスタマーサクセス（CS） Thu, 02 Apr 2026 09:50:50 +0200 https://communities.gainsight.com/カスタマーサクセス-cs-420/r360のスペースにロゴを表示したい-30681 スペースに顧客のロゴを設定したいです。C360にロゴウィジェットを表示して画像を登録しても、どこにも表示されません。また、R360のspaceにロゴウィジェットを追加しようとしたら、下記エラーが出て追加できません。レポートは30個以上追加しており、レポートはまだ追加できるのですが… ▼R360：space設定画面  カスタマーサクセス（CS） Thu, 02 Apr 2026 09:37:10 +0200 https://communities.gainsight.com/staircase-ai-by-gainsight-302/expansion-analysis-to-regenerate-every-week-30262 Hi Team,The AI Expansion Analysis is generated by identifying potential expansion opportunities through the analysis of customer communications and surfacing actionable insights. AI expansion analysis featureBut, here is a request to the expansion analysis to regenerate every week, giving them an up-to-date picture of what’s going well in the account and where/how we can upsell. Is that possible? Staircase AI by Gainsight Wed, 01 Apr 2026 22:12:39 +0200 https://communities.gainsight.com/all-about-pulse-8/thinking-about-coming-to-pulse-in-may-30024 Hi All! I am a community manager and am considering attending the next Pulse conference in May. Wondering if there are any materials or tracks that will targeted for community management at this event. Would love to connect with others in the community space, and think this could be a great opportunity!  All About Pulse Wed, 01 Apr 2026 18:22:05 +0200 https://communities.gainsight.com/customer-communities-cc-17/community-mcp-30601 Will the community be getting an MCP to connect with other systems soon? Customer Communities (CC) Wed, 01 Apr 2026 18:04:16 +0200 https://communities.gainsight.com/staircase-391/staircase-ai-インサイト活用のための-15-のユースケース-30679 プロンプトをコピペするだけ！皆さんも今から始められる 15 の Staircase 活用事例 ミーティング準備1. 60 秒でミーティング準備すべての商談に万全の準備で臨む ／ 節約時間：15〜30 分AI にブリーフィングを依頼するだけ。ヘルスデータ、最近の懸念点、成功事例、ステークホルダーの状況を取得し、すぐに使えるミーティングブリーフにトーキングポイントと共にまとめてくれる。  試してみてください（プロンプト例）明日、 取引先名]とミーティングがあります。Staircaseに以下の情報を照会してください：- 現在のアカウントヘルスとセンチメント- 最近の懸念事項やリスク- 最近の成果やポジティブな出来事- 主要ステークホルダーのエンゲージメント 以下の内容でミーティングブリーフを作成してください：- 事前に把握すべきトップ3の情報- 避けるべきポイント- おすすめのトーキングポイント  得られる成果ヘルス概要、主要リスク、参照すべき成果、推奨会話フローをカバーする、構造化された 1 ページのブリーフィング。 2. QBR アウトラインビルダー前四半期のエビデンスに基づいてQBRを構成する ／ 節約時間：45〜90 分AI にアウトライン作成を依頼するだけ。パフォーマンストレンド、更新見通し、ステークホルダーの変化、リスク、拡張シグナルを取得し、洗練されたエグゼクティブ向け QBR フレームワークにまとめてくれる。  試してみてください（プロンプト例）e取引先名]のQBRを準備しています。Staircaseで過去四半期のアクティビティを照会し、以下をカバーするQBRアウトラインを作成してください：- 達成した成果とマイルストーン- 課題とその対処方法- 今後の優先事項と成功指標- 拡張機会 関連する箇所には具体的なエビデンスを含めてください。  得られる成果アカウントコミュニケーションのエビデンスを含む構造化 QBR アウトライン。スライドにすぐ転用可能。 3. AE 向けプレコール調査CSMへの問い合わせ不要でアカウント情報を自己完結 ／ 節約時間：15〜30 分AI にコールブリーフを依頼するだけ。関係履歴、センチメントトレンド、未解決リスク、プロダクト導入シグナル、拡張機会が構造化されて、自信を持った商談に臨める。  試してみてください（プロンプト例）�取引先名]との利用拡張に関する商談準備をしているAEです。Staircaseに以下を照会してください：- 現在の関係ヘルスと満足度- 最近のプロダクトフィードバックや機能リクエスト- 主要ステークホルダーと最近の議題- 拡張シグナルや成長指標 トーキングポイント付きのプレコールチートシートを作成してください。  得られる成果関係コンテキスト、最近のフィードバック、拡張角度を含むセールス向けチートシート。 アカウントヘルス4. リスクエスカレーションワークフローシグナル発生時に迅速に全リスクコンテキストを把握 ／ 節約時間：1〜2 時間AI にリスク評価を依頼するだけ。センチメントの変化、ステークホルダーの変動、未解決の問題、更新リスクを取得し、推奨アクション付きの明確なエスカレーション概要にまとめてくれる。  試してみてください（プロンプト例）�取引先名]がリスクフラグを立てられました。Staircaseで詳細なリスク評価を照会してください：- どのようなリスクシグナルが存在するか？- センチメントの変化はいつ始まったか？- 関与しているステークホルダーは？- これまでに取られたアクションは？- 今すぐ何をすべきか？  得られる成果状況の経緯タイムラインと推奨対応プランを含むリスク概要。 オンボーディング＆引き継ぎ5. シームレスなアカウント引き継ぎ何時間もかけずに新規アカウントの全コンテキストを把握 ／ 節約時間：2〜4 時間包括的なオンボーディングブリーフを依頼するだけ。AI が何ヶ月ものコミュニケーション履歴を引き継ぎドキュメントに統合してくれる。ステークホルダーのダイナミクス、未解決の問題、最初にすべきアクションも含む。  試してみてください（プロンプト例）同僚から]取引先名]を引き継ぎます。Staircaseで包括的なアカウント情報を照会し、以下をカバーするオンボーディングブリーフィングを作成してください：- 主要ステークホルダーとその関係性- 最近の履歴（成果と課題）- 現在の優先事項と懸念事項- 注意すべきレッドフラグ- 最初の30日間で推奨するアクション  得られる成果誰が重要人物で、何を気にしていて、どこにリスクがあるかを含む、何ヶ月もの関係コンテキストを捉えた構造化オンボーディングブリーフィング。 6. 新入社員向けアカウントブリーフィングパック数週間ではなく数時間で全担当アカウントを把握 ／ 節約時間：1〜2 週間のランプアップAI に新入社員向けブリーフィングパックの生成を依頼するだけ。アカウント履歴、ステークホルダー関係、目標、リスク、更新タイムライン、成長シグナルをコンパイルし、ランプアップ時間を短縮する構造化された概要を作成してくれる。  試してみてください（プロンプト例）以下のアカウントを引き継ぐ新しいCSMのオンボーディングをしています：�取引先1]、�取引先2]、�取引先3]。各アカウントについてStaircaseを照会し、以下をカバーするブリーフを作成してください：- アカウントヘルスとセンチメントサマリー- 主要ステークホルダーとエンゲージメント- 新しいCSMが知っておくべきトップ3- 現在のリスクや懸念事項- 推奨する最初のアクション  得られる成果全ポートフォリオのブリーフィングパック。数週間の同席で把握していたことが Day 1 前に手に入る。 アウトリーチ7. コンテキストに基づいたメール作成実際のアカウントコンテキストに基づいたパーソナライズされたアウトリーチ ／ 節約時間：10〜20 分誰に何のために書くかを AI に伝えるだけ。最近のコンテキストを取得し、実際の会話を参照して実際の優先事項を認識したパーソナライズされたメールをドラフトしてくれる。  試してみてください（プロンプト例）�取引先名]の�ステークホルダー名]に再接触したい。しばらく連絡が取れていません。Staircaseで最近のアクティビティとコンテキストを照会し、以下の条件でパーソナライズされたメールをドラフトしてください：- 最近のコミュニケーションからの具体的な内容を参照する- 相手の優先事項や課題を認識する- 再接続する明確な価値を提供する- セールス的でなく、会話調で書く  得られる成果実際のアカウントコンテキストに基づいたすぐに送れるメール。テンプレートではなく、気にかけていることが伝わるメッセージ。 ポートフォリオ＆レポーティング8. 週次ポートフォリオトリアージ今週注意が必要なアカウントの優先順位付きビュー ／ 節約時間：30〜60 分/週優先順位付きのポートフォリオビューを依頼するだけ。AI が全アカウントのリスクシグナル、エンゲージメントの低下、機会をスキャンし、具体的な推奨アクションと共に緊急度でランク付けしてくれる。  試してみてください（プロンプト例）ポートフォリオ全体のトップ懸念事項は何ですか？リスクシグナルがあるアカウントについて教えてください：- シグナルの内容- 緊急度- 今週すべきアクション 緊急度で優先順位付けしてください。  得られる成果なぜ注意が必要で何をすべきかの具体的なコンテキスト付き、注意が必要なアカウントの優先リスト。1 分以内で週次ゲームプランが完成。 9. エグゼクティブ向けアカウントブリーフィングCSM 不要でリーダーシップ向けのオンデマンドアカウントインテリジェンス ／ 節約時間：20〜45 分エグゼクティブブリーフィングを依頼するだけ。AI がヘルスデータ、リスク、機会、最近のアクティビティをエグゼクティブ向けにフォーマットして取得してくれる。簡潔で戦略的、意思決定に即使える。  試してみてください（プロンプト例）エグゼクティブブリーフィング用に�取引先名]のヘルス、リスク、機会をサマリーにしてください。以下を含めてください：- ヘルスステータスとトレンド- 過去四半期の主な成果- 現在のリスクや懸念事項- 戦略的機会- 推奨エグゼクティブトーキングポイント  得られる成果ヘルストレンド、主要リスク、戦略的トーキングポイントを含む1ページのエグゼクティブブリーフィング。CSM作成のブリーフと同品質がオンデマンドで。 10. ポートフォリオヘルスレポートデータ集約作業なしで週次ヘルス統合 ／ 節約時間：30〜60 分AI に週次ポートフォリオヘルスサマリーを依頼するだけ。アカウントヘルストレンド、センチメントシフト、新興リスク、拡張シグナルを分析し、明確なエグゼクティブ向け統合を数秒で提供してくれる。  試してみてください（プロンプト例）チャーンリスク指標があるアカウントはどれですか？重症度でグループ分けし、各アカウントについて以下を含めてください：- 主なリスクシグナル- シグナルが継続している期間- 推奨アクション- 更新日（わかる場合）  得られる成果特定のシグナルと推奨アクション付きの重症度別リスクレポート。リーダーシップへの共有準備完了。 更新11. 更新リスク評価すべての更新商談に自信と準備を持って臨む ／ 節約時間：30〜60 分更新準備ドキュメントを依頼するだけ。AI が関係全体の軌跡をレビューし、バリューナラティブ、リスク軽減、拡張角度を含む更新対応ブリーフに構造化してくれる。  試してみてください（プロンプト例）�取引先名]の更新商談の準備を手伝ってください。Staircaseに以下を照会してください：- 関係ヘルスサマリーとトレンド- 提供した価値（成果とマイルストーン）- 更新前に対処すべき懸念事項- 拡張機会- リスク要因（競合他社の言及、予算懸念、ステークホルダーの変化） 各エリアのトーキングポイント付き更新準備ドキュメントを作成してください。  得られる成果ヘルストレンド、バリューナラティブ、リスク軽減プラン、拡張機会を含む包括的な更新プレイブック。 12. 更新のためのバリュードキュメンテーション更新商談のためのエビデンスに裏付けされたバリューナラティブ ／ 節約時間：45〜90 分AI にバリューサマリーの生成を依頼するだけ。文書化された成果、導入トレンド、ステークホルダーのフィードバック、測定可能なインパクトをコンパイルし、明確でエビデンスに裏付けされた更新ナラティブにまとめてくれる。  試してみてください（プロンプト例）�取引先名]の更新のためのバリューナラティブを作成してください。過去12ヶ月のStaircaseを照会し、以下を見つけてください：- 顧客が認めた具体的な成果やマイルストーン- ステークホルダーからのポジティブなフィードバックや引用- 解決を支援した問題- 利用やエンゲージメントの成長 顧客と共有できる「提供した価値」サマリーとしてフォーマットしてください。  得られる成果更新商談のための、具体的な成果、顧客の言葉、アウトカムを含むエビデンスに裏付けされたバリューナラティブ。 インテリジェンス13. ステークホルダーマッピング誰が重要で、何を気にしていて、どれだけエンゲージされているかを把握 ／ 節約時間：20〜40 分AI にアカウントのマッピングを依頼するだけ。主要ステークホルダー、関係の強さ、エンゲージメントパターン、影響力のダイナミクスを表示し、カバレッジギャップとシングルスレッドリスクを強調してくれる。  試してみてください（プロンプト例）�取引先名]の主要ステークホルダーは誰ですか？各人について以下を教えてください：- 役職と影響力レベル- 最終エンゲージメント日- 最近議論したトピック- センチメントトレンド  得られる成果誰がアクティブで、誰が沈黙し、各人にどうアプローチするかを示すステークホルダーインテリジェンスブリーフ。 14. 競合インテリジェンスチェック脅威になる前に競合他社への言及を早期発見 ／ 節約時間：15〜30 分AI に競合リスクの評価を依頼するだけ。競合他社の参照、センチメントシフト、価格議論、置き換えシグナルを表示し、競合圧力への早期可視性を提供してくれる。  試してみてください（プロンプト例）�取引先名]は最近競合他社について言及していましたか？もしそうであれば：- どの競合他社がどのような文脈で- 誰がいつ持ち出したか- その時のセンチメント- どう対応すべきか  得られる成果競合他社を誰が、なぜ言及したかと推奨するカウンターポジショニングを示す競合インテリジェンスブリーフ。 15. 顧客フィードバックサマリー数時間の手動調査なしに顧客シグナルを把握 ／ 節約時間：1〜3 時間AI にバリューサマリーの生成を依頼するだけ。文書化された成果、導入トレンド、ステークホルダーのフィードバック、測定可能なインパクトをコンパイルし、明確でエビデンスに裏付けされたナラティブにまとめてくれる。  試してみてください（プロンプト例）顧客は�トピック/機能]についてどのようなことを言っていますか？フィードバックパターンを統合してください：- 共通するリクエストや不満- 言及したアカウント- 全体的なセンチメント- 具体的な引用やエビデンス  得られる成果実際のコミュニケーションデータに基づいた、具体的なアカウント、実際の引用、センチメントトレンドを含む顧客の意見の構造化サマリー。  皆さんは普段どのように活用されていますか？これ以外のユースケースもぜひ共有してください！ Staircase Wed, 01 Apr 2026 16:36:13 +0200 https://communities.gainsight.com/product-updates/skilljar-by-gainsight-more-efficient-visibility-settings-ilt-event-creation-30673 This update introduces bulk actions for both visibility settings and ILT event creation, cutting down on manual work for admins managing large audiences and busy training calendars.  ️ Filter Visibility by Group CategoryManaging content visibility across dozens of groups just got an upgrade.You can now use Group Category as a filter when setting Group Visibility for Courses, Paths, Plans, and Pages. Instead of manually selecting each group one by one, simply filter by category and apply visibility settings to all groups in that category at once.This is especially useful if you manage large numbers of groups organized by segment, region, or account type. This also reduces the manual effort when rolling out content to these large, segmented audiences. How it Works:Filter by Group Category when configuring visibility on Courses, Paths, Plans, and Pages. This dropdown filter is available directly within your existing visibility settings Apply visibility settings to all groups within a category in bulk Looking to learn more about visibility settings? Visit our Help CenterOverride default visibility setting to include group category visibility  Learn More   Bulk Create ILT Events via CSV UploadAnother time saver for Skilljar admins, you can now bulk create ILT events by uploading a CSV file directly from your dashboard without API, developer support, or manual entry required. Simply prepare your event data in a spreadsheet and upload it all at once.This is valuable for organizations who plan events in bulk cycles (think: hundreds of events scheduled twice a year). Previously, this meant tedious one-by-one creation in the dashboard or a technical implementation, neither ideal for teams without dedicated developer resources. How it Works:Import events by uploading a CSV to create multiple ILT/VILT events in one action. This setting is available in your Live Training page in the Skilljar dashboard Drag your CSV file into the Skilljar dashboard to import events, use our CSV template to ensure successful upload. This template is linked within the event import settingImport events by visiting your Live Training page in the Skilljar Dashboard Format your CSV using our template for successful upload   Learn More Wed, 01 Apr 2026 16:32:18 +0200 https://communities.gainsight.com/all-about-pulse-8/curious-what-pulse-2026-has-in-store-30604 Hello all,Have you had a chance to check out this year’s Pulse theme yet?Okay, if you haven’t… you’re seriously missing out  Pulse 2026 is here: Explore. Learn. Lead.…and we’re going full Lost Ruins Expedition mode Think ancient Mayan temples, fascinating civilizations, and stories just waiting to be uncovered.It’s giving curious explorer energy and I’m here for it!   Step into the World of Pulse here   All About Pulse Wed, 01 Apr 2026 16:31:08 +0200 https://communities.gainsight.com/customer-communities-cc-17/are-notifications-sent-to-users-once-a-post-is-marked-as-not-spam-30675 I recently treated a post that was automatically marked as spam (I did not receive a notification which is a shame), and marked it as not spam, and did not receive any notifications. I am normally receiving notifications for all posts as I am subscribed to all categories.Are notifications sent to users once a post is marked as "not spam"? Customer Communities (CC) Wed, 01 Apr 2026 14:09:21 +0200 https://communities.gainsight.com/ideas/cta-reporting-and-cockpit-inline-editing-for-custom-fields-25842 We currently are using CTAs to log CSM Sentiment Risks. On these CTAs we have a number of custom fields - drop-downs, strings, textboxes - to facilitate updating the status of the risk, indicate they have asks for other teams, and so on. These fields are used in managerial reporting to update the business on risks. The CSMs and their managers would have an easier time triaging and updating these CTAs if it was possible to have the custom fields be editable in-line in reporting and the Cockpit (Cockpit doesn’t even allow custom fields to be added to Views). However, I cannot add in-line editability to CTA fields in reports.See screenshot below where the custom CTA fields are in-eligible. The eligible fields are all Company-level fields added to a report on the CTA object. While I understand that Call to Action is a system field, it seems that there is a clear use case for being able to edit custom fields that are included in CTA layouts in reporting. We already field complaints on CTA maintenance taking too many clicks. It seems reasonable to be able to update these kind of fields in a tabular view similar to, say, a Scorecard Mass Edit widget. Wed, 01 Apr 2026 14:02:46 +0200 https://communities.gainsight.com/ideas/upvoted-ideas-30676 Hi team,It would be great if we could have an option to filter the ideas that we have upvoted in the community.  Wed, 01 Apr 2026 11:05:27 +0200 https://communities.gainsight.com/customer-communities-cc-17/claude-cowork-30647 Has anyone built anything for the community and Claude cowork? I’m hoping to get some of my Asana tasks to automate creating posts in the community for me.  Customer Communities (CC) Wed, 01 Apr 2026 07:42:49 +0200 https://communities.gainsight.com/カスタマーサクセス-cs-420/登録のないユーザーにサーベイを送る-30638 Gainsightに登録のないメールアドレス宛にサーベイを送信する方法はありますか。Company や Relationshipもブランクです。関連トピックでは解決できませんでした カスタマーサクセス（CS） Wed, 01 Apr 2026 02:59:59 +0200 https://communities.gainsight.com/staircase-ai-by-gainsight-302/staircase-ai-executive-dashboard-30643 Is there a way when accessing Staircase you can pick what Executive Dashboard loads when you login vs having to go from the system default to select the dashboard you personalized? Staircase AI by Gainsight Tue, 31 Mar 2026 20:33:34 +0200 https://communities.gainsight.com/ideas/auto-populate-ai-follow-up-action-items-task-assignee-as-organizer-28324 Customer NICE CXone has a requirement. For activities synched through AI Followup, in the AI Action Items, when adding a Task, the CSM has to manually set the Assignee.Instead if the system could auto populate the Task owner with the meeting organizer’s name as the default in the Assignee field, that would be apt. CC: ​@marionmungcal  Tue, 31 Mar 2026 20:26:35 +0200 https://communities.gainsight.com/ideas/passkey-support-for-community-member-accounts-30670 We’d love to see passkeys as an option for members when they register for our community. As cybersecurity company, our members are particularly vocal about being able to use passkeys to authenticate and consider them table stakes for any website or application. Tue, 31 Mar 2026 20:20:40 +0200 https://communities.gainsight.com/ideas/add-a-user-profile-field-that-can-be-tagged-at-within-a-post-or-comment-30669 I run a “community champion” program within the Varicent community. Because our champions are high-level product experts with a wide range of specialties across our products/features, I’d like to easily @ tag specific champions based on their specialized knowledge. This would be made much easier if there was a user profile field that could be @ tagged within a post or comment. Adding structured, opt‑in skill and experience tags (e.g., plan complexity, reporting, data/integrations, scalability, governance, migrations, etc.) would make it much easier to reach out directly to Champions with relevant expertise—supporting peer collaboration.I initially thought this would be possible by creating experience-based user segments, but as far as I can tell, segments cannot be tagged within. a post or comment. I suppose adding this requested functionality to User Segments would also fit my intended user-case. If there is already an alternative way to achieve my intended result, please let me know!  Tue, 31 Mar 2026 19:58:58 +0200 https://communities.gainsight.com/ideas/remove-please-reach-out-to-your-gainsight-administrator-to-request-access-30668 Can we please remove all references to “Please reach out to your Gainsight Administrator to request access.” in the platform?  And/or give us the ability to customize the message?!This generates unnecessary noise for admins, especially when fields or features are intentionally locked down.   Tue, 31 Mar 2026 19:50:13 +0200 https://communities.gainsight.com/ideas/allow-real-time-rule-events-based-on-custom-objects-16510 I have a use case where we have a custom, low-volume object called Value Case which we use to track customer-reported ROI. We have a stage-like dropdown field on this object, and we need to keep track of each record’s stage movement. For example, if a record is saved on creation in Stage 1, and later the record is modified to Stage 2, we need to be able to see which date the record moved from Stage 1 to Stage 2. However, we anticipate there being several fringe cases or human errors that cause Stage 1 to move to Stage 2 and back to Stage 1, OR for Stage 1 to move to Stage 3 accidentally, when it should move to Stage 2. We want to use Real-Time Rules to capture the movement in (close to) realtime to store this movement in a custom object called Value Case Revision Dates. Given the current limitations on realtime rules, we are only able to configure these rules using limited Internal Events as the trigger: Company, Call to Action, CS Task, Relationship, and Relationship Type. For Real-Time rules to truly be impactful for our organization, we would need the ability to run them based on custom object events.  Tue, 31 Mar 2026 18:31:19 +0200 https://communities.gainsight.com/meetings-office-hours-3/tuesday-us-admin-office-hours-cs-platform-mar-31-2026-1pm-pt-2pm-mt-3pm-ct-4pm-et-pre-session-thread-30664 Hello everyone!This thread is for today’s Tuesday US Admin Office Hours session, Tuesday, March 31, 2026 at 1pm PT / 2pm MT / 3pm CT / 4pm 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):Tuesday, March 31, 2026 at 1pm PT / 2pm MT / 3pm CT / 4pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/91309361364?pwd=PvFiHJ5a1urGo5Lj9IJiBQ7Qi5UUmE.1&jst=2 Meeting ID: 913 0936 1364Passcode: 292293 For dial-in info by your location, find your local number: https://gainsight.zoom.us/u/ac3pr3Vfwk Meetings & Office Hours Tue, 31 Mar 2026 18:13:01 +0200 https://communities.gainsight.com/ideas/allow-bulk-upload-of-single-day-live-training-events-30665 Hello, Skilljar team. My company runs the same vILT 5 times per week practically every week, to cover ~350 learners per month. It would be extremely helpful to be able to create these events in Skilljar in bulk via CSV for the year as opposed to cloning individual events in the UI.  Tue, 31 Mar 2026 17:58:09 +0200 https://communities.gainsight.com/ideas/add-the-ability-to-create-contact-records-from-a-timeline-entry-24996 It would be great if I could add a new contact from Timeline entries. The contact I am trying to add as an external attendee doesn't exist so now I need to go back to people, add them, then try again (less likely to do that). If I could be prompted to add the contact, fill in any fields required and hit save, then continue doing my timeline entry, it could help ensure proper record keeping   Tue, 31 Mar 2026 16:56:23 +0200 https://communities.gainsight.com/ideas/people-maps-on-r360-15026 Instead of creating a sub-hierarchy map at Company Level it would be good to have the dedicate people map available at the relationship level  Link to the discussion   Tue, 31 Mar 2026 16:43:32 +0200 https://communities.gainsight.com/ideas/2-way-jira-integration-21033 Our product team is looking for 2-way integration with Jira to be able to use the Ideation module effectively with our existing internal Jira product development process. As a minimum, we would like to be able to update the status in our community from Jira.  Tue, 31 Mar 2026 15:38:40 +0200 https://communities.gainsight.com/exports-45/idea-export-30663 The Idea Export provides a focused look at ideation data within your community. This export is part of the Exports V2 framework, ensuring data consistency with the CC Data Lake and providing a granular view of how ideas are moving through their lifecycle.As a reminder, all Community Export V2 data and Dashboard metrics are processed in UTC. Idea Export SchemaThe Idea Export captures essential information about each idea, its current status, and community engagement through votes. Below is the data schema for the primary fields found in the Idea Export:  Field Name Definition Idea ID Unique identifier that identifies the topic within Ideas. Topic public ID Unique identifier that identifies the topic platform-wide. Idea title The headline or summary name of the idea. Idea votes The total count of community votes received by the idea. Idea submitted date (UTC) The date and time when the idea was first posted (always in UTC). Idea status Label indicating the stage of an idea. Idea status last changed date (UTC) The date and time when the idea's status was most recently updated. Idea public URL The direct link to the idea on the community frontend. Idea product areas The specific product area assigned to the idea. Idea public tags Collection of public tags assigned. Idea assigned to Username of the moderator currently responsible for the idea. Category name The name of the community category where the idea resides. Last activity date The date of the most recent interaction (reply, vote, or edit) on the idea. Exports Tue, 31 Mar 2026 15:27:59 +0200 https://communities.gainsight.com/cc-data-lake-and-data-connectors-users-368/new-attribute-added-to-rank-data-object-30662  We have added a new attribute, display_name, to the rank data object. Difference Between name and display_name:- name attribute contains the title of the rank used for management purposes.- display_name attribute contains user-friendly label for the rank that is publicly visible.  CC Data Lake and Data Connectors Users Tue, 31 Mar 2026 14:29:17 +0200 https://communities.gainsight.com/dashboards-46/everything-you-need-to-get-started-with-analytics-and-reporting-18912 Do you want to learn about Analytics and Reporting, but don't know where to start? Well then you have found the right place! :) Attached to this document you can find a guide which walks you through all the different options and best practices when it comes to Analytics and Reporting. We have included a number of additional tips, so if you want you can also take it to the next level! Any questions around this? Struggling with setting up your reporting? Feel free to ask us and we will help you out! Dashboards Tue, 31 Mar 2026 12:58:19 +0200 https://communities.gainsight.com/customer-communities-cc-17/insided-by-gainsight-is-now-soc2-certified-22323 We proudly announce that inSided by Gainsight is now SOC2 Type 2 certified, the gold standard for information security compliance. This certification confirms that we have implemented the necessary controls and processes to protect our customers' and users' data and maintain their information's confidentiality, integrity, and availability. What is SOC2 Type 2 certification?SOC2 (Service Organization Control) is a set of auditing standards developed by the American Institute of Certified Public Accountants (AICPA) to assess customer data's security, availability, processing integrity, confidentiality, and privacy. SOC2 Type 2 certification requires a comprehensive evaluation of our systems and processes by an independent auditor over a time period, typically six months to a year. This certification confirms that we have implemented and adhered to rigorous security controls and procedures. Why is SOC2 Type 2 certification important?With the increasing number of data breaches and cyber threats, customers are becoming more concerned about the security of their data. SOC2 Type 2 certification assures that our product meets industry best practices and compliance requirements. It also demonstrates our commitment to maintaining the highest level of security and protecting our customers' data. How does SOC2 Type 2 certification benefit our customers and users?By choosing our SOC2 Type 2 certified product, our customers and the users of our communities can be confident that a comprehensive set of security controls and procedures protects their data. This certification also helps our customers meet their own regulatory and compliance requirements. It assures its customers that their data is secure. Our SOC2 Type 2 certified product provides the highest assurance for our customers' data security. By choosing our product, our customers can focus on their business knowing that their data is protected by industry-leading security controls and processes.  Customer Communities (CC) Tue, 31 Mar 2026 12:24:04 +0200 https://communities.gainsight.com/ideas/allow-updates-to-the-action-execution-schedule-within-programs-30600 Having the ability to update the ‘Action Execution Schedule’ on a program that was published would allow admins to fine tune their programs instead of having to clone / re-create them. For example, if a program is published and has a schedule to send emails Monday - Friday, but they realize that emails at the beginning or the end of the week tend to get overlooked or missed more often, being able to remove that day from the schedule would be helpful. Instead with the current setup, they have to clone or re-create the program all together just to make that adjustment.I do believe this would be a welcome update to the edit capability within JO! Tue, 31 Mar 2026 11:59:09 +0200 https://communities.gainsight.com/seo-36/meta-title-and-meta-description-19116 In our platform the meta title and description are referred to as SEO Title and SEO Description The SEO title is displayed on your browser tab and tells you what page you're on. SEO titles and descriptions are also read by search engine robots and seen by users searching the web. You can change these settings for (parent) category pages and the homepage:   Default value By default our platform uses the category title and description that you use for the SEO Title and Description as you can see in the screenshot below: SEO Title and Description inherit the category title and description as a default valueIf you make changes to a category title and description after the SEO Title and SEO Description have been set you will need to update the SEO Title and SEO Description manually.    How to change SEO settings for a (parent) category page Go to Control → Platform → Community or Knowledge Base Select the (parent) category which you want to edit Click SEO settings to reveal the SEO Title and SEO Description Make your changes and click Save   How to change SEO settings your homepage Go to Control → Customization → Site identity Find the SEO Title and SEO Description field and make your changes Click Save changes   Note: If you make changes to a category title and description after the SEO Title and SEO Description have been set you will need to update the SEO Title and SEO Description manually.   SEO Tue, 31 Mar 2026 11:04:36 +0200 https://communities.gainsight.com/カスタマーサクセス-cs-420/連携先のデータをnullで上書きする-30661 2026/4/3(金) のオフィスアワーでお伺いしたく、事前にご連絡いたします！お聞きしたいこと Gainsight⇒Hubspotでデータを連携する際に、フィールドをnullで上書きする方法を知りたいです 背景 日次でGainsight⇒Hubspot、Hubspot⇒Gainsightのデータ連携を行っています 値を持った状態のフィールドをGainsight上で値なし（--）に変更し、Hubspotに連携したところ、nullで上書きされず、Hubspotで持っていた古い値が生きていてGainsightに戻ってきました グローバルサポートに確認したところ、nullで上書きするには以下しかないと回答がありました： Gainsight上でデータなし（--）は厳密にはnullではないため、nullで上書きする用に対象フィールドの個数分のカスタムフィールドをルールで作成して、criteriaや分岐でそれらを制御する 連携するフィールドは数が多いので、サポートの回答通りの運用は、保守の観点からも現実的ではないかなと思います、、、もしnullのフィールドも連携できる他の方法があるなら、お伺いしたいです。よろしくお願いいたします。 カスタマーサクセス（CS） Tue, 31 Mar 2026 10:21:29 +0200 https://communities.gainsight.com/ideas/date-field-gainsight-survey-1903 I'd like to be able to have a recipient answer a survey question with a date. i.e. The question is "can you give us an estimated target completion date?". I'd like to be able to collect a date object from that response so I can trigger time-centric CTAs. I'm collecting a text field now that at least gets me the info but if I could collect a date field I think I could take it a step further. Tue, 31 Mar 2026 08:14:51 +0200 https://communities.gainsight.com/ideas/consolidate-all-email-subscriptions-preferences-in-profile-settings-26476 A user reached out to me said he’s not receiving email updates from our community. In replying to him, I realized that the places he should check his settings are fragmented. Most settings are under profile settings, but not all Product Update subscriptions are completely separate Event Notification subscriptions are completely separate  Each Forum Subscription is separate on the forum category pageThis idea is holistic feedback that it should be possible to manage all of these in one profile settings page. Within that is probably two core ideas: Product Update and Event subscriptions (#2 and #3 above, as well as any others I may be missing) should be added to profile settings (#1 above) and changes to subscriptions should be bidirectional (if you unsubscribe on one page, the setting updates in the other like with unsubscribe variables)   Forum Subscriptions should also be able to edited from profile settings. Perhaps a multi-select drop down of the available forums and which they want to subscribe to, similar to the pick list within the Dynamic Content Widget.  Mon, 30 Mar 2026 21:31:42 +0200 https://communities.gainsight.com/product-updates/gainsight-cc-ai-features-upgraded-to-gpt-5-30660 We've upgraded the AI powering Customer Communities to GPT-5, OpenAI's latest and most capable model. As part of OpenAI's model lifecycle, the previous model (4o) has been deprecated and this upgrade ensures all AI features continue running on a supported, high-performance foundation. The update applies automatically across all communities, no configuration changes needed.What's improvedEvery AI feature in Customer Communities now runs on a smarter, faster foundation:Moderation AI Agent — faster, more accurate detection of spam, NSFW content, and policy violations Write with AI — sharper writing suggestions with faster response times AI Translation — higher quality translations across all supported languages with significantly reduced latency AI Recap & Summaries — cleaner, more structured summaries to help moderators triage activity faster Write with AI for Email Campaigns — better campaign draft quality with faster generationWhat you need to do to implement the upgradeNothing. The upgrade is applied automatically across all communities.Our request to youIf you notice any significant changes to your Customer Communities AI functionality or if you have a question for our team, please drop a comment below!   Mon, 30 Mar 2026 21:28:22 +0200 https://communities.gainsight.com/ideas/add-smart-trackers-to-gong-integration-logging-to-timeline-15553 Gong recently released Smart Trackers, however these are not currently available in the Gong integration into the timeline. I am requesting that Smart Trackers are pulled into the timeline entry much like the keyword trackers are today. Mon, 30 Mar 2026 20:31:14 +0200 https://communities.gainsight.com/customer-success-cs-15/cs-newsletter-march-2026-30611  Customer Success March 2026 The latest insights from across the Gainsight community are here. Keep reading to take a closer look at recent Copilot updates, new flexibility in Journey Orchestrator, ways to improve how your team works with AI, and a few opportunities to sharpen your skills with upcoming training and events.Let’s dive in! Empower Your Teams with Copilot InsightsCSMs are managing more than ever, which leaves less time for the conversations that actually move customers forward. That’s where Copilot comes in. It’s built directly into Gainsight and gives teams quick, contextual answers about customers, product functionality, and CS best practices—and it’s only gotten more useful over the past few releases:More complete answers: Copilot now pulls from Scorecards, Success Plans, and Cockpit—not just Timeline—so responses reflect the full customer picture. Aligned to your business: Define key terms like “at risk” and reuse proven prompts with the Prompt Library, so Copilot's responses stay consistent with how your team operates. Visibility into usage: Track adoption and identify where teams may need more guidance. Embedded in your workflow: Access Copilot directly in C360 to get insights relevant to that customer, and instantly email them to others, without switching screens.We’re also expanding how Copilot fits into your broader workflow. With the recent on-demand release, you can now access it as an external API. If you're interested, just submit a support ticket. Otherwise, it'll be generally available in April.For more information, refer to the Copilot API Documentation article or this best practices article.  More Flexibility to Edit Journey Orchestrator ProgramsJourney Orchestrator helps CS teams automate onboarding, adoption nudges, risk outreach, and more without relying on manual effort. But making changes to live programs hasn’t always been easy. That’s changing with a few key enhancements from recent releases:Preview and test programs before you launch: See how participants will move through a program and test drafts with up to 30 real participants. Add or skip steps in active programs: Insert new steps, skip steps without disrupting the flow, and adjust delays or logic without cloning or breaking reporting.This is available as part of our on-demand release. Please submit a support ticket to enable. For more information, refer to the Edit an Advanced Program article. Use (and Audit) Copilot's Key Definitions to Improve ResponsesIf you’re looking to get more consistent, reliable answers from Copilot, it’s worth starting with your Key Definitions, which shape how Copilot understands your business and determines what data it pulls into its responses. We introduced 13 default definitions in November, but they might not reflect how your team and organization actually operates. Taking a few minutes to review and adjust them can make a noticeable difference, and checking back in over time helps ensure they stay aligned as your processes evolve. Use # to Tag Company Names in Your Copilot PromptsWhen you’re asking Copilot about a specific account, using # helps make sure you’re pointing to the right one. It brings up a quick company selector so you can choose the exact record instead of relying on name matching. It’s a simple step, but it helps keep responses accurate and avoids any confusion. Use CTAs in Your JO Programs to Bridge Digital and Human TouchpointsAutomated emails and touchpoints are great for scale, but the best programs know when to hand things off to a real person. Adding a Create CTA step to your JO program lets you automatically surface a follow-up task in Cockpit when a participant hits a key moment, such as a non-response after two nudges or a negative survey score. This helps ensure that critical signals don’t get missed and that the right person can step in at the right time to move things forward. For more Gainsight CS best practices, visit our community.   Read the Full Story Improving Scorecard Accuracy with DataDough Courtot recently raised an important question around validating customer health score accuracy using quantitative analytics — and it’s already sparked responses from other customers.How do you move beyond gut feel and actually test whether your health score is predictive and effective?If you’ve worked on refining or validating your scoring model, this is a great discussion to explore different approaches and ideas from peers.Join the Conversation CS March 2026 Feature UpdatesShayeri Sen shared the latest March 2026 On-Demand Features Release Notes for Gainsight CS, now available for EU and US customers.This release includes updates to Copilot API documentation, enhancements to Journey Orchestrator program editing, and improvements to Survey Properties.Check Them Out New Experienced Admin VILTs Launching in April New Experienced Admin VILTs are launching this April, designed to help Gainsight Admins build deeper expertise through hands-on, real-world learning.These sessions will cover key areas like data preparation, designing dynamic programs in Journey Orchestrator, and building end-to-end workflows to reduce risk and churn. Each session focuses on practical techniques you can apply directly to improve efficiency and drive better outcomes.If you’re looking to strengthen your admin skills and work more effectively with Gainsight, these sessions are a great opportunity to learn and apply advanced concepts.Admin Experiential - Mastering Data Preparation Admin Experiential - Design, Build, and Refine Dynamic Programs Admin Experiential - Configure Processes to Reduce Risk and Churn Pulse Academy Live – May 26 Join Pulse Academy Live on May 26 for a full day of in-person training and peer learning ahead of the Pulse conference.Featuring sessions for advanced Admins and CS end users, including the Admin 200: Advanced Series, this is your opportunity to sharpen your skills and learn from real-world use cases.Learn More and Reserve Your Spot H1 FY27 Roadmap Webinar: The Road Ahead for Customer SuccessApril 8, 2026 | 8:00 AM PSTThe tech landscape is evolving fast—and Customer Success is evolving with it. Join us for an inside look at where we are today and the bold bets shaping the future of CS.What you’ll learn:How Gainsight CS is driving stronger sales alignment and expansion impact How Staircase is enabling smarter, more prescriptive AI-driven workflows How Atlas Agents are scaling engagement across long-tail customersDiscover how AI agents, smarter signals, and scalable execution are transforming how CS teams operate.Save Your Spot Webinar Recording Now Available: A Day in the Life of a CSMIn this session, Elliot Hullverson shared how he uses Gainsight to stay focused and drive outcomes across his book of business, starting with Gainsight Home as his central workspace. He demonstrated how tools like Copilot, Timeline, Success Plans, and Staircase AI help streamline workflows, improve collaboration, and surface actionable insights.A key takeaway was the importance of strong data inputs for effective AI outputs and using AI as an iterative tool to enhance productivity and decision-making.Watch the Recording   Customer Success (CS) Mon, 30 Mar 2026 18:12:57 +0200 https://communities.gainsight.com/ideas/prevent-inactive-users-to-be-available-as-internal-attendees-12051 Hi Team, Posting this request on behalf of customer. Currently we are allowed to search inactive users and we are able to add them as internal attendees to activities.Currently we are searching whether the user type is internal or not and are not having any additional filter while displaying the internal attendees.We have below feedback from one of our customers and wants to restrict the search to display only active users.Feedback from customer:While I see the logic in including inactive users who may be relevant, the execution of this is flawed. The correct behavior would be to prevent adding these inactive users to any new activities or journeys once they are inactive.Currently, the system allows the same activities for active and inactive thereby making no differentiation. It causes more harm than good. I have processes going to users who are no longer with the company and we only find out once the harm is done. Mon, 30 Mar 2026 16:57:13 +0200 https://communities.gainsight.com/product-updates/gainsight-cc-gain-deeper-visibility-into-subscription-data-with-new-out-of-the-box-dashboards-open-beta-30477 Gain deeper visibility into community engagement with two new out-of-the-box Community Dashboards.The new Subscription Trends and Subscription Status dashboards (Open Beta) give you powerful insights into how members subscribe, engage, and interact across your Community.This means you can monitor growth patterns, evaluate engagement distribution, and make data-driven decisions to optimize your Community strategy.Here’s What’s NewSubscription Trends Dashboard (Open Beta)Track how subscriptions evolve over time and uncover engagement momentum across your Community.Subscription Status Dashboard (Open Beta)Get a snapshot of active subscriptions and distribution across categories.​​​​​​Time-based subscription analytics Identify spikes, drops, and unsubscribe patterns with historical trend visibility.Category-level insights Understand which topics or categories drive the most engagement.Out-of-the-box configuration No custom setup required — dashboards are ready to use in the New Dashboards (BETA) area. Available in ControlTo access the new dashboards:Log in to Customer Communities ControlNavigate to Analytics > New Dashboards (BETA)These dashboards are available in Open Beta as part of the existing out-of-the-box Community reporting experience. Dashboard HighlightsSubscription Trends DashboardUse this dashboard to: • Monitor subscription growth trends over time • Identify spikes or drops in new subscriptions • Track unsubscribe patterns • Analyze engagement momentum across categories or topics • Support strategic decisions with historical data insightsFor more information, refer to the Subscription Trends Dashboard article.Subscription Status DashboardUse this dashboard to: • View total active subscriptions • Identify subscription distribution across categories • Understand which areas drive the most engagement • Detect low-performing categories or topicsFor more information, refer to the Subscription Status Dashboard article. Important InformationThese dashboards are available only for SSO-enabled communities.If you have both CS and CC:Community users with a Viewer_Analytics license in CS can view dashboards. Users with lower license tiers must request an upgrade from their CS admin.Thank you to ​@CommunityKaila, ​@aluciani, ​@Christa Brown, and ​@bdrivas for their ideas in the community that led to these dashboards.   Link to each idea: Subscription Data, Subscriptions to a Category, Subscription Status, and Subscribers by Forum.  Check out the Release Notes for more information. Have a question for our team? Drop a comment below!  Mon, 30 Mar 2026 16:31:03 +0200 https://communities.gainsight.com/ideas/notification-to-approve-a-post-20837 I find it odd that there are no email notifications when you need to approve a new post or response. We will be moderating all posts to start with but it means we’re going to have to have the control panel up and watching the pending queue constantly. Please can we get an email notification to alert us to log in? Mon, 30 Mar 2026 16:19:49 +0200 https://communities.gainsight.com/ideas/please-fix-the-broken-links-from-ideas-portal-when-copied-and-pasted-30656 I really cannot believe that the links from the ideas portal (when you copy them from the browser) break when copied and pasted and instead of having dashes (-) they are replaced with %2D. This has been an apparently known issue for years and it just feels crazy that it hasn’t been fixed yet. Do other people have this? Link in browser: Link when pasted: I then have to manually replace the errors if I want that link to work or use a find and replace. I don’t understand. Very weird, very crazy.  Mon, 30 Mar 2026 15:47:51 +0200 https://communities.gainsight.com/customer-communities-cc-17/allow-an-article-to-be-tied-to-multiple-categories-30259 We would like to be able to have one Article in Community tied to multiple categories.For example, if we have one document about Topic A we’d like to be able to say that document should show in Product 1, category 1; Product 2, category 1.Currently to have the same content in both places means we have to duplicate content, which makes management of content (to keep everything current) a nightmare.Please let me know if I need to clarify this idea further. Customer Communities (CC) Mon, 30 Mar 2026 15:40:20 +0200 https://communities.gainsight.com/ideas/make-quotes-link-back-to-the-original-post-27478 The quote functionality on communities is rather basic. Would it be possible to improve it with some link capabilities? So that when you quote someone, you can click a part of the quote to go directly to the reply the quote came from? This would be very helpful in long topics where a user might quote something from a few pages back. Or when someone wants to quote a reply from a different topic altogether. Mon, 30 Mar 2026 15:38:01 +0200 https://communities.gainsight.com/ideas/adding-updated-date-to-posts-for-better-tracking-24366 Hi Gamechangers,I hope this message finds you well. I'd like to propose a small yet impactful feature that could enhance our community's experience. It's about adding an 'Updated Date' to each community post, alongside the existing 'Created Date'.In our line of work, keeping content current is crucial, especially for resources like release notes that are periodically updated. An 'Updated Date' would not only help our community members quickly identify the most recent content but could also improve the relevancy of search results.This feature would be particularly beneficial for us as we strive to provide our community with the most up-to-date information, ensuring they have access to the latest changes and updates.Thank you for considering this addition. It's a step towards making our community more informed and our content more accessible.Warm regards,Grzegorz Mon, 30 Mar 2026 15:36:02 +0200 https://communities.gainsight.com/ideas/change-the-publish-date-of-topics-19716 On our community, we sometimes write and publish a huge amount of new topics. These are temporally hidden behind a invisible category, written, reviewed and finally the whole category will be published for all users. Our latest example of this is the Formula 1 category, where my colleague Michael did a lot of work.On our Community we also have a 'latest topics' selection. Many users use this to reply to the latest topics. The topics in the new category are written a few days ago. Because of this they will not show in the selection of latest topics. That is why we want to adjust the publish date of any topic to mark them as 'new'.This way we can indirectly influence the latest topics and increase the user flow to topics we want.A workaround is to make the topics on the date we want it our content to become 'live'. Tough this is quite a huge job containing a large amount of copy and pasting, recreating tags, assigning topic, deleting the old topics etc etc.Wordpress.org has the option to do this when logged into the back-end. I'll add an image below to show what i mean. Mon, 30 Mar 2026 15:34:02 +0200 https://communities.gainsight.com/ideas/control-mark-as-unread-19705 When you filter 'Status: new reply' and you open a topic accidentally, the topic is removed from this filter. I'd like to be able to mark such topics as unread. Mon, 30 Mar 2026 15:30:53 +0200 https://communities.gainsight.com/customer-communities-cc-17/how-are-the-total-views-for-a-post-calculated-30485 It is clearly not solely based on the amount of time a page was loaded/refreshed.Is it unique views per user? Per session?  Customer Communities (CC) Mon, 30 Mar 2026 15:07:19 +0200 https://communities.gainsight.com/ideas/assign-points-or-badges-to-users-individually-or-in-batch-from-control-21345 I keep seeing multiple questions about adding points to people that meet a certain criteria, and exploring the route of finding that criteria and then assigning points from the API seems a bit much for most. While it is relatively easy to filter out the group that you are targeting from Control… Hence, a simple workaround would be to allow the assigning of extra points (or badges) to individual or batches of users from Control. Mon, 30 Mar 2026 12:30:38 +0200 https://communities.gainsight.com/ideas/send-email-campaigns-to-event-rsvp-lists-22825 It would be great to send email campaigns based on those who have RSVP’d an event.I don’t know if anyone can maybe suggest a way of doing this already, but I’m not sure from what I’ve looked at.Thanks very much.@olimarrio  Mon, 30 Mar 2026 12:30:06 +0200 https://communities.gainsight.com/ideas/expanded-permissions-for-the-profile-module-or-showing-hiding-profile-fields-21278 Background: In summary, when your community setting is Public, any profile field with Public visibility is available to unregistered users. Unlike most other modules in the platform, there’s not the ability to show permissions for different types of user roles. If you’re community is public, the profile module (and all community member profiles) are exposed for SEO, etc. Impact: This is problematic for protecting the information of community users. As @Blastoise186 said in that question, any public profile fields could be scraped by malicious users: a malicious user scraping the entire community and mining out all that personal informationBut it’s also a major blocker for communities (like mine) that want to expand the use of profile fields and encourage their users to share relevant information. It’s also likely a blocker for even sharing company name: many users may not want their posts publicly visible and associated with their company name. They may be okay with that in the community, but not for anyone who googles them. Use Cases: Building a community network with visible profile fields and information for building your own niche network / directory. Additional information will help build peer-to-peer connection and promote more informed dialogue between users. A few simple use cases:linking to someone’s linkedin profile for adding them to your network. sharing your community URL (like here on Inspired), but keeping that private to unregistered users. Solutions: Permissions for the profile module like for the Ideation moduleIdeation permissions availableMiddle ground option for Profile fields between Public and Private allows it to be visible to registered users and up blocks it from unregistered users and search engines   Mon, 30 Mar 2026 12:27:23 +0200 https://communities.gainsight.com/ideas/who-s-online-on-the-forum-19379 Our users would like to know who is online on the forum: "How do I know who’s online? I don’t see anything in profile settings or a green badge under my avatar." "One more missing forum basics information." Mon, 30 Mar 2026 12:25:58 +0200 https://communities.gainsight.com/ideas/allow-users-to-search-for-members-based-on-public-profile-fields-19979 This allows a member to find another member based on info they’ve outlined in their profile.  Mon, 30 Mar 2026 11:54:18 +0200 https://communities.gainsight.com/ideas/the-average-amount-of-time-between-the-creation-of-a-topic-and-it-s-first-reply-by-a-mod-19438 Hi all, I’m trying to find out a certain statistic, but it's currently impossible within the exports/dashboards. Idea: I want the average amount of time between the creation of a topic, and it’s first reply by a mod. As a Community manager or manager I think it's quite usefull to know how long it takes for mods to first respond on a topic (SLA).  To me it doesn't sound to difficult to build within Exports or even better in the Dashboards, but what do I know… Does anyone else think this would be a handy feature/statistic? Mon, 30 Mar 2026 11:37:10 +0200