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New Idea

Allow population of additional fields in Gainsight Assist

Related products:CS Timeline & Activity Tracking
DannyPancratz
  • DannyPancratz
    DannyPancratz

spencer_engel

We had a user recently request the ability to populate additional fields when using Gainsight Assist. The use case is we have a picklist field called “Sentiment” on our “meeting” layout in Timeline, and rather than having to go to Gainsight to find and update the entry they submit via Gainsight Assist, it would be much more convenient to make that “Sentiment” field available in Gainsight Assist. Thanks for considering.

6 replies

dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 647 replies
  • July 8, 2024

Fantastic idea, @spencer_engel! Should absolutely be able to pull in non-standard fields.


bradley
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  • Expert ⭐️
  • 1130 replies
  • July 8, 2024

I had this on my list of posts to make. Our users often need to make specific types of timeline entries, and the convenience of GS Assist. Unfortunately, those things are mutually exclusive.

Needing to go back to Gainsight and make changes almost completely negates the benefit of GS Assist in the first place.


  • Helper ⭐️
  • 32 replies
  • December 12, 2024

This is a MUST to have.  Our team relies on sentiment to help build the health score and to also ensure that we are touching all different teams (relationships) within a company.  Using Gainsight assist is a great tool within Gmail, but it’s missing some other components to be truly efficient such as sentiment drop down. Our team currently uses Gainsight assist to get the email into the timeline, but then afterwards we have to go into Gainsight to update that timeline. Double the work.


waynedilworth
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  • Contributor ⭐️⭐️⭐️⭐️
  • 33 replies
  • January 27, 2025

+1 but for all platforms - we use GS Assist on Outlook.  I have a user who swears Sentiment used to be an option of GS Assist - but I can find no evidence of that - has anyone sentiment on the GS Assist panel before?


alizee
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 659 replies
  • January 27, 2025
waynedilworth wrote:

+1 but for all platforms - we use GS Assist on Outlook.  I have a user who swears Sentiment used to be an option of GS Assist - but I can find no evidence of that - has anyone sentiment on the GS Assist panel before?

I suspect you mean sentiment updates to health scores? Or do you mean a sentiment field on timeline entries. The former is a measure, and timeline entries on those changes are of “Update” type. As far as a sentiment field on timeline entries, that’s something you would have created yourselves. It’s not a system or standard field.

For both, I don’t believe this has been the case, at least not between September 2021 and today. 


waynedilworth
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  • Contributor ⭐️⭐️⭐️⭐️
  • 33 replies
  • January 27, 2025

Thanks ​@alizee - I was referring to customer sentiment on the timeline activities.  Your explanation makes a lot of sense - so thank you.  I will chat with the User who keeps telling me it was on there in the past.  I appreciate your help.


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