Skip to main content

    A note on ideation

    Building a Better Ideation Process

    Votes matter. Comments matter. But product decisions are rarely as simple as "top voted idea wins."
    See how your voice really shapes what we build.

    Learn More ›

    Idea Pipeline

    Filter by idea status

    Filter by product area

    5994 Ideas

    beatriz.winn
    beatriz.winnContributor ⭐️⭐️⭐️

    Issue points and badges via MCPNew Idea

    One of the challenges we face in our community is relying on other tools to issue points and badges related to activities outside of the community. I would like to have the ability to issue points and badges in a simple and flexible via MCP. This skill will save hours of work. 

    1
    jvdc
    Forum|Forum|12 hours ago
    P
    pfpsimoesContributor ⭐️

    Timeline - Bulk Update of Associated RecordsNew Idea

    Problem StatementCurrently, updating associated records (such as Contacts/Attendees or related records like CTAs) on Gainsight Timeline activities must be done individually. When a CSM needs to clean up data, link multiple historical meetings or emails to a newly created CTA, or update associations after an account transition, they have to manually open each Timeline entry. This process is highly tedious, time-consuming, and acts as a barrier to maintaining clean data hygiene. Proposed SolutionIntroduce a multi-select checkbox capability directly in the Timeline list view, accompanied by a bulk action toolbar. Multi-Select Functionality: Allow users to check multiple Timeline entries simultaneously from the main view. Bulk Action Menu: Provide a "Manage Associations" or "Bulk Update" button once multiple entries are selected. Association Modal: Open a modal that allows users to: Add a specific record e.g., link a single CTA or Contact/Attendee to all selected activities. Remove an existing association across the selected entries. Replace a current association with a new one Business Value & Impact Massive Time Savings: Reduces administrative overhead for front-line CSMs, freeing up hours previously spent on manual data entry. Improved Data Hygiene: Encourages accurate data tracking by making it frictionless to link Timeline activities to relevant Gainsight objects. Enhanced Reporting Accuracy: Ensures that CTAs, Success Plans, and Opportunities reflect a complete, accurate history of customer interactions, leading to more reliable executive reporting and healthier customer health scores.

    0
    P
    Forum|Forum|13 hours ago
    J
    jschweglerHelper ⭐️

    Expanding Rule Chains to Include Data DesignsNew Idea

    I love being able to use Rule chains to tie rules that need to run in a specific order together under one common schedule. The problem I have is that may times a reporting Data Design is dependent on the Rule jobs finishing. We solve this by just offsetting the Data Design Execution time to run and hour after the Rule Chain finishes, but the amount of dependant schedules that we have is getting out of hand.It would be awesome to expand Rule Chains to a larger feature that could include Data Designs as part of flow so we can run some of these more complex workflows under a single schedule. 

    0
    J
    Forum|Forum|15 hours ago
    darkknight
    darkknightExpert ⭐️

    CS: Give Admins Explicit Control Over Gainsight CS MCP Data Scope and ContextNew Idea

    ​I attempted to post this to the comments thread on this post, but I feel it warrants its own idea post.After reviewing the June 2026 on-demand release notes for both MCP enhancements, I want to respectfully share some honest concerns because, based on what I’m reading, I think both designs seem to share the same structural problem.THE CORE ISSUEThe release notes describe this directly:"Existing reports now serve as a knowledge layer for Gainsight CS MCP" because "reports encode your organization's terminology."There's an important distinction here: a knowledge layer describes what exists. A semantic layer — what's actually needed to ground an LLM — governs what data means, and who can see it. Reports provide the former. This design, however, assumes to provide the latter. FEATURE 1: QUERY USING EXISTING REPORTSWhat the docs appear confirmMCP searches reports you have access to, matching on names, descriptions, and filter logic Once a report is identified, MCP can dynamically: incorporate fields not in the report, add/modify/remove unlocked filters Only MDA-connection reports are included (SFDC and external connections excluded) Only reports run in the last 90 days qualify Reports without meaningful names or descriptions may not surface at allWhy this creates a potential governance riskThe report isn't a boundary — it's a discovery hint. Because MCP can add fields and strip unlocked filters at query time, a deliberately narrow report becomes an unscoped query template. Locked filters are honored (a real control worth acknowledging), but locked/unlocked filter status was designed for usability, not as a security perimeter. Few orgs have audited this with "an LLM can remove unlocked filters" in mind. Data and metadata hygiene becomes a functional dependency. Report naming, descriptions, field selections and filter quality now directly determine AI accuracy. In environments with reporting sprawl — inconsistent naming, legacy artifacts, overlapping definitions or (heaven forbid) self-service reporting access — the matching surface becomes both unpredictable and high-maintenance. The 90-day heuristic is a poor proxy for curation quality. Frequently run doesn't mean accurate.  QBR and annual planning reports — often the most carefully curated assets — can fall out of scope. What counts as a "run" is also undefined in the docs (dashboard render? scheduled export? any user?), making the effective discovery surface hard to predict. Cross-team report access is additive, not clarifying. Different teams may hold reports built with different filter logic, field selections, and naming conventions. MCP matching across that surface doesn't neutralize those differences — it inherits them.FEATURE 2: QUERY YOUR PORTFOLIO DATAWhat the docs appear to confirmPortfolio scope is determined exclusively from Gainsight Home filters No other Gainsight surface or configuration is read At least one Home filter must be configured — or the feature doesn't workWhy this creates a potential governance riskFilter state is invisible in the query interface. Results change silently when Home filters change, with no documented indication to the user that a filter is shaping the response False negatives are a design outcome, not a bug. Relevant accounts outside the current filter simply don't appear. Not every team uses Gainsight Home. For those that don't, the feature is inert. A UI personalization preference is not a book-of-business definition. Using Home filter state as the ownership model is a fragile abstraction for anything downstream that matters.BOTH FEATURES CAN FAIL IN OPPOSITE WAYS — FOR THE SAME REASON  In both cases, admins have no surface to adjust the behavior to their environment. ADDITIONAL POTENTIAL GAPS WORTH FLAGGINGDerived field behavior under dynamic modification is undocumented. In-report formula fields exist only at render time. What happens when MCP modifies the report's logic first is unclear. Data Designer outputs that overlap with base fields have no documented precedence model. Associated record resolution is an open question. Associated Record WHOID/WHATID lookup relationships aren't consistently resolved even across core Gainsight features today. How MCP would handle this when those objects become relevant is undefined.  Absence of inclusion on a Gainsight report is not evidence of unimportance.It's often evidence of the opposite — the analysis mattered enough to do properly (or with broader visibility) which meant doing it outside Gainsight. GS data is exported and surfaced in a BI tool because Gainsight's reporting layer couldn't handle the logic required. Those are often the highest-stakes analyses: compliance rates, portfolio-level KPIs, multi-source metrics. No Gainsight report exists precisely because the answer required something more capable. The MCP's discovery model inverts this. It treats a Gainsight report as the signal of relevance. So the analyses your org trusts most — the ones sophisticated enough to require a BI tool — are systematically invisible to it, while simpler, natively-built reports qualify.No audit trail. Neither the release notes nor the admin guide indicates who to know which report was matched, or what filter/field modifications MCP applied to produce a given answer. The tool surfaces changes outside admin change management. This release alone requires users to disconnect/reconnect (Claude) or an admin app refresh (ChatGPT). MCP capabilities shift between releases, outside any change process the admin controls.And these are just the things that came to mind for me. WHAT'S ACTUALLY NEEDEDThe release notes describe, at a high level, what each feature does — reports are matched on names, descriptions, and filter logic; locked filters are honored; only MDA-sourced reports run in the last 90 days qualify. However, it falls short on important details like how matches are ranked when multiple reports qualify, what counts as a "run," and how filter modification decisions are made at query time.Admins are being asked to govern a surface they can observe but neither directly affect nor predict.What's needed is a purpose-built MCP configuration layer where admins can:→ Explicitly define which objects and fields are exposed→ Attach business meaning to fields — definitions, context, caveats→ Designate authoritative sources (Data Designer or otherwise) rather than inheriting whatever reportsexist→ Declare ownership logic directly, rather than inheriting Home filter state→ Decouple AI context from UI state and report library condition entirelyThe MCP Server has real potential; however until admins can explicitly define context and tune it to our own unique business requirements — rather than inherit it from artifacts that require  that business context to understand and interpret — the orgs with the most mature and customized environments are the ones who will trust it the least.​

    3
    darkknight
    Forum|Forum|17 hours ago
    bjoern_schulze
    bjoern_schulzeHelper ⭐️⭐️⭐️

    Sitemap: Exclude categories with "noindex" by defaultNew Idea

    This feature request aims to automate the validity of the topics sitemap by including or excluding specific URL based on website indexing rules at post/topic level or category level.The idea is simple:All URLs with a 200 HTTP status code are included in the sitemap by default. (Already live) directories for categories and pages that have been set to noindex should be automatically excluded The sitemap is automatically generated and updated whenever there is a change in URLs, robots meta tagsThis improves SEO quality, reduces administrative overhead, and helps search engines crawl only content intended for indexing.

    0
    bjoern_schulze
    Forum|Forum|21 hours ago
    bradley
    bradleyExpert ⭐️

    ST: Allow Tailoring of Weekly AI DigestNew Idea

    The Weekly AI Digest is basically the first thing users see when they log into Staircase directly.Despite what this copy below says, according to Gainsight it evidently doesn’t matter what accounts you are assigned or, if you’re a manager, what accounts your reports are assigned, it will just summarize the business in general: As a first impression, given it also says it is *for me*, that’s neither super intuitive nor all that great an experience.I would like the ability to have the digest tailored to either the filters on my dashboard, or, at the very least, have the option somehow for it to do what it says on the box: have it related to ‘my’ accounts and/or those of my reports.

    0
    bradley
    Forum|Forum|1 day ago
    sleslie99
    sleslie99Contributor ⭐️⭐️⭐️

    Member Administration- group owners view member email addressesNew Idea

    Member Group Owners really need to be able to see members email addresses. When people request access to a user group currently the group owner cannot see their email addresses in the front or back end. This is important for validating if they are actual customer, and in some cases to see which company to ensure there is no issue with competitors accessing a specific area.  Thank you, Sara 

    1
    sleslie99
    Forum|Forum|1 day ago
    angela_mckay
    angela_mckayContributor ⭐️⭐️

    Success Plan Templates - Ability to change success plan type or copy to another typeNew Idea

    Is there a way to apply a Success Plan template to multiple Success plan types? Or even change the type after added? I am finding it difficult to move things around as an admin and and end-user after something has been created.   For Example:  I have multiple success plans and one of the templates for success plan type 1, I'd like to also have available for success plan type 2. Is this doable? Or an enhancement request?

    13
    M
    Forum|Forum|1 day ago
    K
    keverettContributor ⭐️

    Selective Email Ingestion for StaircaseNew Idea

    We would like to request the ability for users to selectively contribute customer-related emails to Staircase instead of enabling full mailbox ingestion.Today, email ingestion is an all-or-nothing configuration at the individual mailbox level. For executive leadership, Legal, and HR users, this presents a challenge because their mailboxes often contain highly confidential or sensitive communications that should not be ingested. As a result, organizations must exclude these users entirely, causing valuable customer context to be lost.A user-controlled method for submitting individual emails to Staircase would address this gap. Examples of potential approaches include:Forwarding a customer-related email to a designated Staircase email address. A "Send to Staircase" action or add-in within Outlook.This capability would enable executives to capture important customer interactions without exposing their entire mailbox. Providing a secure, user-controlled way to submit individual emails would increase executive adoption, improve customer timelines, and allow organizations to balance privacy requirements with the need to preserve critical customer engagement history.

    0
    K
    Forum|Forum|1 day ago
    T
    TylerNHAContributor ⭐️

    Enhance Date Diff Calculation to be able to set negative numbers to 0New Idea

    Right now if I have a start date that is after the closed date, for average time to close, I get negative numbers. I want to score these as 0 in-order to get a more accurate reading of time to close a task or CTA. I am using the add formula field within the reporting feature. 

    0
    T
    Forum|Forum|1 day ago
    darkknight
    darkknightExpert ⭐️

    CS: X-ORG 2.0 - Admins need ability to deselect dependenciesNew Idea

    I don’t know if there is an idea out here for this already or not, but admins need the ability to deselect dependencies when creating an X-Org 2.0 migration bundle because the scope of the default dependency generator is too broad. As an example, I created two Playbooks associated with a single CTA Type and two Success Plan templates associated with a single Success Plan template. Nothing wild, no custom fields, or anything.The Migration tool identifies 128 dependencies including CTA Types and Success Plan Types that are unrelated to any of these that I am attempting to migrate (including ones that are INACTIVE in my sandbox), in addition to other fields under Company, Call to Action, Task, etc. that did not require/have any changes made to them as part of the generation of these assets. I understand Gainsight is trying to ensure that any dependent assets that may be different/have been adjusted as part of the process are carried over, but this control needs to be given to the admin to determine which dependencies are relevant and which aren’t.For many of us, our Sandboxes are not necessarily 1:1 matches to Production.  We often use them as “scratch pads” for testing new features, processes, etc so some of the dependencies the migration tool automatically selects could contain values/components that are not intended for promotion to production.We need more granular control over it. --------Success Plan Template I’m trying to migrate, under the “Extend Product Onboarding” Success Plan type: Migration dependencies include irrelevant SP Types: Including ones that are deactivated:Which it does attempt to insert, since it does not exist in my Production environment:  And then attempted updates/insertions to DA Picklists which the logs don’t even define to which picklist they are related to forcing me to try and deduce it but also are either not different between Sandbox and Production and is unclear why they are attempting to update OR are, again, values related to deactivated assets:  

    0
    darkknight
    Forum|Forum|1 day ago
    A
    AnitahgContributor ⭐️⭐️⭐️⭐️⭐️

    Community Markdown SupportOpen

    Developers love Markdown, and our developer community members ask if they can have a text-editing mode in our community where they can type Markdown. Would that be possible? It will for sure help increase the engagement from developers. 

    12
    A
    Forum|Forum|2 days ago
    M
    mbonnellContributor ⭐️⭐️⭐️

    Get public URL before publishingDiscovery

    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. 

    25
    Larry
    Forum|Forum|2 days ago
    T
    t.nelsonContributor ⭐️

    Enhance the Home Page Calendar Widget: Expanded History & Configurable Company AssignmentNew Idea

    I'd like to suggest two enhancements to the Home Page Calendar widget that would improve usability and data consistency for administrators.1. Extend Calendar History Beyond the Rolling One-Month WindowCurrently, the calendar only allows users to navigate back approximately one month. It would be helpful to allow users to access older meetings directly from the calendar widget without relying on other navigation methods. This would make it much easier to review historical customer interactions, update meeting records, and perform administrative tasks for meetings that occurred more than a month ago.2. Allow Administrators to Configure the Default Company AssignmentToday, the calendar assigns the Company on a meeting based on its current default logic. We'd like administrators to have the ability to configure this behavior so the default Company is the Company associated with the Person on the meeting.This is especially important for organizations using the Gong connector. Gong meeting synchronization depends on the Company assignment being consistent across both platforms. When the Calendar widget assigns a different Company than Gong, it can create inconsistencies that require manual correction and complicate reporting and meeting management.Giving administrators control over the default Company assignment would: Reduce manual cleanup after meetings are logged. Improve consistency between Gainsight and Gong. Increase confidence in meeting-related reporting and customer activity data. Better support organizations with complex account hierarchies or multiple Company records associated with the same contacts. These enhancements would improve both the end-user experience and administrative efficiency for teams that rely heavily on the Home Page Calendar and Gong integration.

    0
    T
    Forum|Forum|2 days ago
    L
    LizzieContributor ⭐️⭐️

    Watchparty / live chat functionality in eventsNew Idea

    Hello everyone, We have several key product events that happen throughout the year. These are great ways to bring our community together to watch the live event and enable members to provide instant commentary, as well as speak more casually to other members.  Currently this is very hard to do, we share the live stream (usually a Youtube embedded video) in the community post or in the event page. But, without refreshing the page each time there is comment and scrolling to re-find your place, it is hard to keep the conversation alive.  It would be fantastic to have more capabilities within Events (and possibly other boards), enabling the ability to build something that can then encourage more conversation after the event (as well as before).  I’d like to see the live stream video, and the comments on the side (open to other ideas), but this prevents having to keep scrolling to the top of the thread list to watch the video.  In addition, the option to add polls (with the ability to make them anonymous or only who has responded visible to admins), surveys or highlight questions throughout the event would be also be helpful (especially if you are trying to gauge how well the announcements are going or alternative if a question is popular).  If you are also looking for something similar or have any current workarounds please do share, I’d love to hear any idea. Thanks so much. 

    0
    L
    Forum|Forum|2 days ago
    S
    SaiRajContributor ⭐️

    Let admins designate which custom numeric fields count as Product Usage (instead of all of them)New Idea

    The problem / use caseToday, when we map a custom numeric field into Staircase via account field mapping (Settings > Configuration > Account Fields), Staircase automatically treats it as Product Usage. Every custom numeric value we bring in gets pulled into Product Usage by default so a field like ARR ends up counted as usage even though it's a revenue figure, not a usage metric. There's no way to tell the system which numeric fields are actually part of usage and which aren't.Current behaviorAny mapped custom numeric field → automatically included in Product Usage, with no control over which fields qualify.Requested enhancementGive admins a way to explicitly designate which custom numeric fields are part of Product Usage e.g. a per-field toggle or a "use as Product Usage" flag in the Account Fields mapping. Fields not designated would be brought in as standard numeric data and excluded from the Product Usage calculation/display.Business valueProduct Usage is only meaningful if it reflects actual usage. Auto-including every custom numeric field mixes in financial and other non-usage values (like ARR), which distorts the usage signal and undermines trust in Staircase data. An opt-in designation keeps Product Usage accurate while still letting teams map other numeric fields for reporting and context.

    0
    S
    Forum|Forum|2 days ago
    D
    danversHelper ⭐️

    Search improvements - additional sort and filter optionsDiscovery

    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. 

    34
    A
    Forum|Forum|2 days ago
    yukio_y
    yukio_yContributor ⭐️

    Ability to Migrate Layout and Theme Settings Between Production and Sandbox (Both Directions)New Idea

    Users should be able to synchronize UI settings from Production to Sandbox and vice versa, depending on their workflow.Please provide one or more of the following capabilities :Export/Import of layout and theme settings One-click synchronization between Production and Sandbox (in both directions) Bidirectional migration of appearance-related settings (Production → Sandbox and Sandbox → Production) API support for backing up and restoring these settings

    0
    yukio_y
    Forum|Forum|2 days ago
    scott_496fa0
    Gainsight Employee ⭐️
    scott_496fa0Gainsight Employee ⭐️

    Upload Image in CTA CommentsNew Idea

    Hi Team, a customer has requested the ability to upload an image in the CTA comments field. They’ve included the attached screenshot illustrating the error message their team receives when attempting to upload the image to the CTA comments.

    0
    scott_496fa0
    Gainsight Employee ⭐️
    Forum|Forum|3 days ago
    scott_496fa0
    Gainsight Employee ⭐️
    scott_496fa0Gainsight Employee ⭐️

    Thread AssocationNew Idea

    With the recent automatic email capture feature it appears CSMs can only associate individual emails to Gainsight objects in Timeline, not an entire email thread at once.  This enhancement would enable end-users to associate an entire thread to another record (r360, etc) instead of having to handle the association of each email manually.

    0
    scott_496fa0
    Gainsight Employee ⭐️
    Forum|Forum|3 days ago
    Suvi Lehtovaara
    Suvi LehtovaaraHelper ⭐️⭐️

    SEO: Allow editing the Heading 1 and title separately (topics)Discovery

    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.  

    6
    AndrewK
    Forum|Forum|3 days ago
    mirons
    mironsContributor ⭐️⭐️

    Add Ability to Hide/Remove Posts from the "Recent Activity" feedOpen

    Add the ability to hide/remove a post from the “activity feed”. This would be useful when doing campaigns which require many posts, but where we don’t want each post to crowd out other posts from users.

    7
    P
    Forum|Forum|3 days ago
    stephanienardone
    stephanienardoneContributor ⭐️⭐️⭐️

    Multi-version support in playbook email tasks and email AssistNew Idea

    It would be great if Gainsight Assist and Playbooks supported multi-version email templates. We are rolling out Gainsight to our Client Success Managers that manage International accounts/clients that speak different languages where this is needed. As a work around, we set up a JO but there are some touch points where this would be helpful. Rather than having multiple individual email templates for each language, or a playbook for each language, we would like to group them.

    17
    angela_domenichelli
    Forum|Forum|3 days ago
    L
    lyndarContributor ⭐️

    Granular & bulk subscription management (Resources, sub-boards, and tags)Open

    The ProblemManaging content subscriptions is currently high-friction and restrictive. Limited scope: Users cannot subscribe directly to the Resources Board or its specific sub-boards, only to discussions and events. Click fatigue: Users must navigate to every individual page to hit "Subscribe," making onboarding or updating preferences tedious. No topical subscriptions: There is no way to follow specific Tags across the community. Proposed Solution Expand subscription scope: Enable full subscription capabilities for the Resources Board, including all nested sub-boards and resource categories. Bulk subscription preference center: Create a centralized "one-click" subscription overlay or page. When a user clicks subscribe, present them with a clean table of checkboxes so they can opt into multiple categories, boards, and sub-boards en masse. Subscribe to tags: Allow users to follow specific tags (e.g., #ProductUpdates or #BestPractices) to receive notifications whenever that tag is used community-wide. Value & Impact Higher content adoption: Users can easily follow high-value Resource documentation, driving self-service success. Improved retention: A bulk-subscription center reduces setup friction, ensuring users opt into the content they care about immediately. Personalization: Tag subscriptions allow users to curate a hyper-relevant notification feed based on topics rather than rigid folder structures.

    2
    D
    Forum|Forum|3 days ago
    Irina Chernega
    Irina ChernegaHelper ⭐️

    Subscribe to Knowledge Base category (parent, sub) to receive new articles posted in itParked

    Our community users would like to receive a notification when a new article is added in a category.

    16
    D
    Forum|Forum|3 days ago

    Filter by product area

    • All product areas
    • Gainsight CS
    • Gainsight PX
    • Gainsight CC
    • Gainsight CE
    • Skilljar by Gainsight
    • Staircase AI

    Terms & ConditionsAccessibility statement