Risk information from Copilot

Yes, this would be a useful prompt on all levels. I’d expect an analysis of multiple data sources in this case:

• Risk elements in Timeline entries (last 90 days)
• Risk CTAs. In our case, manual CTAs are typically more severe than automated ones; the checkbox to escalate them to management and the selection of risk impact (dropdown) would further define severity.
• Red Scorecard or Red Adoption section in Scorecard ==> some configuration might be needed to teach Copilot which elements are more important than others
• Potentially Risk based on Support Cases

I second ​@Jef Vanlaer on all of the above

There’s value at all levels here. I think if the goal is to be conversational and actionable, then for the CSM I can see use cases where in a day they ask for at-risk customers to help plan proactive outreach. 
Ideally, it would be great to see all of the above, as well as any AI Insights identified as risks. If there are any churn language indicators, negative sentiment, etc. Response from Co-Pilot then being able to link to specific TL activities and which comments indicated as negative.

Yes, absolutely! Asking Gainsight Copilot which customers can be super helpful. It gives different teams the insights they need to take action:

• CSMs can quickly spot which accounts need attention and jump in with proactive steps.
• CSM Managers get a clear view of how their team is doing and where coaching might help.
• CS Leaders can use this info to forecast churn and shape broader strategy.

It’s like giving each role the right lens to focus on what matters most.