Current BehaviorWhen querying expansion opportunities via the Staircase MCP, the expansion analyst returns a flat list of opportunity name strings with no nested structure. There is no additional metadata — such as AI confidence score, opportunity type, account context, or signal source — attached to each opportunity in the response payload.Expected BehaviorThe MCP response for expansion opportunities should return a structured object per opportunity that includes, at minimum, the AI confidence score that is already visible in the Expansion Analyst UI. Ideally, each opportunity would be returned as a nested object with fields such as:{ "opportunity_name": "string", "ai_confidence": "High / Medium / Low", "account_name": "string", "signal_source": "string", // e.g. call transcript, email, sentiment "identified_date": "date"}Business ImpactMy customer is actively using Claude + Staircase MCP for AI-powered CS workflows, including executive presentations and account prioritization. Without the AI confidence score exposed via MCP, users cannot programmatically filter or prioritize expansion opportunities by quality — limiting the actionability of the data returned and requiring manual cross-referencing with the Staircase UI. This gap is particularly impactful for scaled/SMB motions where automation is key.
Current BehaviorWhen a Gainsight PX subscription is shared between sandbox and production environments (i.e., both environments exist under the same subscription), it is currently not possible to migrate configured assets — including custom objects, user-level objects, connector configurations, segments, and engagements — from the sandbox environment to production using the xorg migration tool. The xorg tool fails because it attempts to create user-level objects that already exist within the shared subscription, resulting in a conflict. Attempting to manually recreate the configuration in production is also unreliable and time-consumingDesired BehaviorCustomers should be able to promote fully tested PX configurations from a sandbox environment to production within the same subscription, without hitting object-level conflicts. Specifically: The xorg migration tool (or a replacement asset migration workflow) should support same-subscription sandbox-to-production promotion Assets including custom objects, user-level objects, connector configurations, segments, and engagements should all be promotable The tool should handle object conflicts gracefully — either by updating existing objects in the target environment or providing a clear conflict resolution interface, rather than failing silently or throwing an error Business ImpactMy customer manages 13 products being instrumented through PX and requires the ability to build and test configurations in a sandbox environment before moving them to production — a standard enterprise software development practice. Without this capability: Customers cannot safely test new PX configurations against real data before production go-live Any configuration changes must be built directly in production, introducing risk of errors in a live customer-facing environment Team has already lost significant time manually attempting to recreate sandbox configurations in production, delaying automation programs, scorecard updates, and the overall PX rollout timeline Workaround Available?Partial — Gainsight's current guidance recommends creating separate products within the same subscription for sandbox and production environments rather than using environment flags or the xorg tool. However this workaround:Does not allow testing against real production data in sandbox before go-live Requires maintaining duplicate configurations across multiple product keys Is not practical for customers managing 13+ products with complex connector dependenciesProposed SolutionOne or more of the following:Enhance the xorg migration tool to support same-subscription environment promotion by detecting existing objects and updating rather than failing on conflict Build a dedicated Sandbox-to-Production promotion workflow in the PX UI — similar to what exists in Gainsight CS — that allows admins to select assets to promote and handles conflicts with a UI-driven resolution flow Support a dual-connection sandbox configuration within a single PX subscription, where one connection points to the sandbox CS tenant and one points to production — allowing parallel testing without requiring a full migration
What problem are you trying to solve?CS team uses Success Plans as the primary workspace for managing customer objectives, but the plan itself has no way to surface contextual data alongside those objectives. Specifically, we have a report that shows which products are active for a given account — information that's critical for our CSMs to understand what work they should be doing and what level of service applies. Today, CSMs have to leave the Success Plan and navigate elsewhere to find this data, which breaks their workflow. More broadly, as customers and accounts grow in complexity, Success Plans are increasingly used as a strategic hub — but without the ability to embed a report inside the plan view, teams are forced to context-switch to pull in supporting data that should logically live alongside the plan objectives.What is the enhancementWe'd like the ability to add a custom report as a tab or embedded widget directly within the Success Plan view — similar to how additional tabs can be configured on the C360 or R360 with a report as the source. Ideally this would allow: Admins to configure one or more report tabs per Success Plan type Reports to be filtered to the context of that specific Success Plan (company or relationship level) Both internal CSMs and (optionally) external stakeholders to see the report if the plan is shared Why does this matter?For teams building complex, multi-product CS workflows inside Gainsight, this would significantly reduce context-switching and make Success Plans a more complete and self-contained workspace. It also opens the door to richer use cases — for example, once API integrations bring in external product telemetry data, that data could be surfaced directly inside a Technology Success Plan without the CSM ever needing to leave Gainsight.Workarounds considered:C360/R360 tab — functional but requires a separate click and view; the data isn't contextual to the specific plan Spaces — a viable near-term alternative for sharing reports alongside plans with customers, but doesn't solve the internal CSM workflow need of having the data inside the plan itself Plan Info fields + rules — possible to replicate some data as fields, but requires significant admin overhead and loses the visual flexibility of a report
We hold live training events each month and would love the ability to send the replay out to those that registered but didn’t attend within Skilljar versus having to download the names and send an email from a separate system. Is that anything, you’ve considered?
The goal is to create an API request for bulk adding users as subscribers to a category. This would come in handy when creating user journey paths through various community engagement programs.
Currently AI Tags will suggest tags from the exisiting list of tags but also tags that don't exist. It will still suggest new tags if users don't have the right to create new tags.I see this as a loophole for users to still select the suggested tags and thus create new tags though they are not allowed to do so.Therefore the AI Tags should not suggest new tags if users do not have the permission to create new tags.
Could you please look at adding something, like SFDC do with a banner, so we can easily see we are working in a sandbox instead of production. I’m always opening the wrong tab and thinking I’m in one or the other.
Idea born from this conversation below.When searching on a category page, it is not possible to reset all filters and search the whole content base. I would like to not constrain users to just that category content, and lead to a false sense of lack of content.Maybe an all content tab alongside the filtered category view.
I love the updated ability to edit content right from the topic in the community. However, not all the options included in the WYSIWYG editor, and there are sometimes edits that need to be made beyond just the content. It feels unnecessarily time consuming to have to go to Control, navigate to the Content Overview, then search for the topic I want to edit. Would it be possible to add an “Edit in Control” option in the ellipsis menu for each topic that would open that topic in the Control environment? A similar option exists in Control to open a topic in the community; this is just the reverse of that.
Adding the ability to skip holidays when creating automated CTA’s would be very helpful. Currently we only have the option to skip weekends, but if we could also have a skip holidays option it would help from a CTA management standpoint.
In order to boost recognition and engagement I would like to see a new notification for users who posted solutions to topics with a lot of views. When a topic / question has a solution and the view count of this topic gets over a certain (configurable) threshold, the user who posted the solution should receive a notification (either by PM or email) that their contribution to the community is very popular and very helpful to others.This way they get the well-deserved recognition for contributing a solution to a popular question and they also get motivated to continue providing high-quality content.
Hi, many users report to me that the amont of email notifications, especially for our super users, from the community is just too much and therefore they opt out from the email notifications. However, they suggest, that it would be great if based on a search pattern (e.g.with the advanced search) they would be able to customize their own interest profiles more or less on which they want to stay updated. Second they would love to influence the interval of notifications, for example to set their own intervals, to get an email summary every day or even just once a week. Kind regards, Esther
One of our teams uses goals extensively. It would be great if the mini 360 was consistent and had goals available for quick reference and action.During the most recent release, this was accidentally released to Salesforce reports, and it improved the flow of our team greatly. This has since been removed, but it was a very nice element to have.
Currently, the Objectives tab in Success Plans has several “Admin Defined Views” set up out of the box, but I’ve confirmed that you cannot actually edit these or add to them. The header in the selection window mirrors Cockpit, which is a bit misleading. See the screenshot below… It would be helpful to add the ability to configure new views here, for both the Admin (available to all users) and on a per user basis (as with Cockpit custom views). Users here have requested the ability to add a view for a specific Objective Category and I cannot help them.
I want to preface this idea with saying that my idea won’t be very useful until Product fixes the limitations that face Success Plan list views today (namely, that we’re limited to just a few fields, whereas in cockpit we have access to pretty much every field on the CTA object AND Relationship and Company fields). So, assuming the above gets addressed at some point to create parity with CTAs, the next parity-related item would be to allow Admins to create Admin-defined views for Success Plans. We’ve been able to do this for Cockpit for years now. Why not for Success Plans? We rely pretty heavily on Success Plans, so it would be nice for us as an Ops team to publish a defined view for our users rather than have to give step-by-step instructions on how to build their own filters in the Success Plan list view. Thanks for considering.
I would like to have the ability create and save different themes in email campaigns. Instead of having only one theme to work with.
It would be nice if we could control in some way the content that’s housed in the default PX in-app hub within Gainsight CS, for documentation and helpful guides for our CSMs. Has this been discussed before, or is there a better workaround for this?
I would love the ability to multi-home an event under a few event types so it pulls in multiple places and when someone goes to our events page and clicks on “event type” it appears in multiple that apply.In newsletters, for example, I share the link that houses multiple events in a series and it would be super helpful to not limit an event to just one type for this.
The hero image on the homepage and the subforum page is one of the most important layout/style elements. Most of the time it is the very first thing a user sees when visiting any inSided Community. Status QuoWhen viewing any inSided Community on a desktop, the homepage’s brand hero image and the subforums’ hero images are displayed exactly like an administrator has uploaded and saved it. When viewing the Community on a smartphone, these images are scaled and cropped to fit the viewport of the device, as well as automatically focussed to the center of the image. (Currently there is a discrepancy in the behaviour. The homepage’s brand hero image is focussed to the left and the subforums’ hero images are focussed to the center. I already created a ticket for that.) The issueNot every hero image still looks good after it was automatically focussed to the center. Some images might look better when the focus is more to the left or to the right. Every image or graphic is composed differently and the most important / relevant part isn't always in the center.. And as more than 60% of all users visit our community on a mobile device - and most likely the numbers on your community are similar -, less and less users get to see the full desktop version of the hero images. So while the current solution is targeted to have an optimal output on desktop, most users won’t get an optimal viewing experience. Desktop version: The image is displayed as it was uploaded to the control panel. Smartphone version: The image is scaled, cropped and focussed to the center. The ideaI want to propose an enhancement to the current upload functionality of the "Edit forum" page in the Control Panel ("Forum Settings" -> "Forum Structure" -> "Edit"). Under "Subforum Image" I would like to see an option to customize the focus of the uploaded image when it is scaled and cropped for smaller screens. Option A (simple solution):We get to choose one of three focus options (e.g. from a drop-down list): left center right Option B (preferred solution):We can set a focal point directly on the image: A function is implemented that lets an administrator specify a targeted area of the image that should always be the mid point (focal point) of the hero image, no matter the screen size. That way it would be ensured that hero images not only look as intended on the desktop, but every administrator also has full control over the output for mobile users, which make up for the majority of the community visits.
Ref ticket 379476. Gainsight intentionally creates Person records with no identifier for every email that is sent from a Program. These do not have identifiers and cannot be matched with the same load criteria in Rules. Therefore, Gainsight creates unnecessary duplicate Person records via an automated internal process. Please stop doing this.
RequestEnhance Auto Email Capture so that customer emails sent to or involving distribution lists, shared aliases, or group email addresses can be automatically logged to the appropriate Gainsight Timeline.Business Use CaseWe frequently have multiple members of our team working with different departments or stakeholders within the same customer account. To simplify communication, we create customer-facing distribution email addresses that include the relevant members of our team.For example, instead of asking a customer to remember and include three to five individual email addresses, they can email a single group address. This also helps maintain continuity when someone is out of office and ensures customer communications are visible to the broader account team.We recently discovered that emails sent through these distribution addresses are not captured by Auto Email Capture, which creates gaps in the customer history within Gainsight. Current BehaviorAccording to Gainsight Support:Auto Email Capture does not currently support emails sent to distribution lists or shared inboxes. It requires a named internal user rather than a group alias in order to associate the email with an account.The current alternatives are to: Manually log the email using Gainsight Assist. Forward or BCC the email to the Email-to-Timeline address. Both approaches require additional manual steps and reduce the value of having automated email capture.Desired BehaviorIdeally, Auto Email Capture would recognize and log emails involving approved distribution or group email addresses just as it does individual user addresses.One possible approach could be allowing a distribution address that exists as a Person/Company Person record in Gainsight to be recognized for Auto Email Capture.However, the specific implementation is less important than the outcome: customer email communications should be captured in Gainsight regardless of whether the internal recipient is an individual employee or a company-managed distribution/group email address.Business ImpactSupporting distribution addresses would: Provide a more complete customer communication history in Timeline. Reduce manual email logging. Improve visibility across account teams. Prevent communication gaps when team members are out of office. Better support organizations where multiple people collaborate on the same customer account.
I added a Goal to a JO Program, still in draft, but I don’t need that goal anymore and there’s no way to remove it. Even if I click on the X, wiping the existing goal name, it still asks to chose another one to be able to save the change. Please add a “remove goal” option. Thanks
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