It would be great to be able to report on Copilot usage - anonymous to the details. Ideally, I’d like to see who is using, chat datetime (so I can do a rollup and trend analysis of chat usage), custom prompts saved, usage of admin provided prompts, usage of GS suggested prompts.
The administration for configuring Milestones is pretty frustrating. In particular, the display order is so rigid. It would be great to be able to re-order the milestones with the arrows and drag-and-drop that you have in other areas, instead of needing to go into each one and select a number. Also, I don't use all of the pre-built milestone types and would like to be able to remove or hide some of them that the system doesn't allow to edit. Please make this more flexible.
Idea: Please add filtering and sorting capabilities to the Milestone administration page.The details: Under the Timeline Administration > Milestone section, I went to create a new automatic milestone and found that there is currently no functionality on this page that allows us to filter and/or sort by any of the columns. It would be nice to be able to at least sort by type and status to make this page easier to quickly consume. Especially when there are a lot of milestones being tracked, the page can get rather busy and it’s a little unfriendly on the eyes. I think adding the basic filtering and sorting capabilities like we have in Rules Engine and Report Builder are good enough. Thank you for your consideration!
The following option should also be extended to tags.Why? Sometimes the posts are created in a wrong place, category. Following a tag increases your chances of being notified about topics you're interested in.
Trying to set up writeback from Staircase to CS is a fairly frustrating process. You have to create the field in CS first, which makes sense, but you don’t actually know the data type of the field you need to make, until you set up the mapping. In Staircase (where you set the sync) all you see is this:After you select a field, just the mapping. You don’t see the types until after the mapping is done, which is super out of order. I created one thinking it was a string, turned out to be a number.Please surface data types to help make mapping easier.
Hi Gainsight team,I’d like to request a simple email snippet feature in Gainsight.In HubSpot, a snippet is a short, reusable block of text that CSMs can quickly insert into emails, notes, chats, or records. It helps users avoid typing the same wording again and again. For more snippets context, watch this: The problem:CSMs often send similar emails, but sometimes only one small part needs to change.Example:For churn-save emails, the opening line may be different depending on the situation: The CSM already talked to the customer The CSM has not talked to the customer yet The issue is related to billing Right now, we may need to create multiple email templates or manually copy and paste the right wording. Request:It would be helpful if Gainsight had reusable email snippets that CSMs can quickly insert into Email Assist or email templates.Why this helps: Keeps emails consistent Saves CSMs time Reduces duplicate templates Makes it easier to personalize emails Thank you!
We just rolled out Gainsight last week and the top question I’m getting is “how do I stop things from opening in a new tab?” I know there’s mixed opinions from the community on whether people want a new tab or not - I would love to see individual users have this level of control since there is no standard opinion.
Hi there,It would be convenient to have an option to flag spam right in private messages.Here is the comment from the community members - https://community.miro.com/lounge-area-61/spam-in-miro-community-2372
Our industry and community uses abbreviated words often. I need to be able to search for part of the word with all of the results appearing. The current search functionality bring results in for exact words only. Example: I’m searching for “collab” right now with the expectation that the results will include collab, collaborator, and collaborators. That is not the case. cc: @Julian
There is a “Data Sync” portion of Staircase that has a couple OOB looking widgets to give you an overview of some metrics, but aside from that, there doesn’t seem to be an appreciable way to investigate the status of any sync jobs.The bell icon gives you alerts of issues, but it seems those would be technical failures, not necessarily if integrations “look right” but are giving you silent failures because an upstream configuration issue isn’t giving you any output.For example, we have set up SFDC for ticket ingest, and I can’t seem to find a way to directly see what, if anything, that integration is doing. Poking around at reports/topics as an indirect method really doesn’t cut it.I would like to see ingest statuses for each connection, their status, run dates/times, etc. so you can easily see not only if something is connected, but if it’s doing anything.
Our community users would like to receive a notification when a new article is added in a category.
We’ve been using the Notifications Open Beta for a few weeks now, would be great to have a ‘Mark all as read’ button at the top of the panel.
Hi, At the moment, NPS and CSAT questions in surveys are locked into specific value ranges:NPS has to be 0-10CSAT has to be 1-5 There are lots of studies out there about the validity of using different scales (IE 1-7 for CSAT, 0-10 for CSAT, 1-5 for NPS, 1-7 for NPS, etc). Right now, we can’t use anything except the Gainsight defaults. It would be great to be able to change the scale for these questions in surveys to meet company guidelines. As it stands, companies can’t import/use their non-”1 to 5” CSAT data (and therefore are locked out of paid features like CX Center/C360 CSAT Widget/etc) unless they transform/change our data and lose fidelity to meet the 1-5 requirement. Thank you!
Is it feasible to make it to where we can adjust the number of hours a recurrent evaluate step in the new JO is evaluated? Having a condition evaluated every 11 hours massively throws off the timing for any following steps, which can lead to emails sending at all hours (not a good look).It’d be much simpler (and more useful) to have it where we could configure it to a reasonable number of hours, even if there were pre-configured options (12, 24), with an “up to x number of days” option. I’d much rather have it check every day and send at a consistent time. 😀 Something like the following would be awesome (from the current advanced JO):
It’s not currently possible to integrate Zapier with the InSided Staging environment as the API key from staging is invalid. This means for users (like me) with complex SSO set ups, it’s impossible to test new Zapier integrations without impacting end-users of the community.
Our CS team monitors adoption, risk, ROI, etc. through Success Plans. It would be extremely helpful to their workflow to be able to associate Timeline Activities to a Success Plan (instead of just a CTA, Company, or Relationship), especially when creating a Timeline Activity from something like the GS Zoom App.
Love the auto-subscription feature based on role assignment on Company and/or Relationship records as detailed here: https://support.gainsight.com/Gainsight_NXT/Notifications/Admin_Guides/Admin_Notification_Settings#Configuring_Auto-Subscription_for_Notifications However, when someone is unassigned from, say, the CSM user lookup on a Company, they are not automatically unfollowed from the Company. That’s not fun. Let’s fix that please. Collating requirements from @Elana Cipin’s idea before merging the two:(1) Have ability to report on what Companies you are following (I understand this might be available in SFDC, but not NXT).(2) Have ability as an admin to Mass unfollow
Reports, and possibly other areas, but especially reports, are hard to navigate because you often have more columns wide than you can see, meaning you need to scroll left or right. Unfortunately a) unless you know there are columns you can’t see the lack of a scrollbar gives you no indication there is more and b) to have any hope of A not being a problem, you have to scroll to the bottom of the report first, which is not great.Please have left and right scrolling available without the need to go to the bottom of a report (which can be quite long), then make your adjustment, then scroll back up to where you were.
I’d like the ability to click on the Engaged Owners section on the exec dashboard so I can see who is/is not engaged, and possibly get some more context as to why. At the very least, I would like this easy to inspect without having to go elsewhere. Even if it links to some other report, or is a pop up.
AI translations feature to translate private messages in Community too please
With the current implementation, when Timeline Update API is used to update a system managed field e.g. SF Event ID of an activity, or if a non existing field is passed, the response shows as success with status 200. This gives an impression to the user that the update was successful which is incorrect. The API functionality should be improved so that it gives apt response to user.
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