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katie_b
Helper ⭐️
August 5, 2020
Parked

Ability to select Timline Activity Type when logging to Timeline via Gainsight Assist

Related products:CS Timeline & Activity Tracking
  • August 5, 2020
  • 26 replies
  • 667 views

Our CS team is LOVING the new Gainsight Assist Chrome Extension, but we have 1 major request that would take it to the next level. Currently, all emails Logged to Timeline show up as an ‘Email’ activity type. In most cases this may make sense, but we have a few situations where we’d like to be able to select the activity type the email should be logged to.

One specific example is our team’s focus on Strategic Engagements with their customers. Currently, if they have a strategic conversation they are sending a follow up/recap email via Gainsight Assist that is being logged as an email. To ‘get credit’ and accurately report on our strategic engagements, they are then copy/pasting the recap into a new Strategic Engagement timeline activity and logging that via Global Timeline or the C360. It would save a lot of time if while sending their recap email they could select a drop down to log the recap as a strategic engagement instead of a generic email.

26 replies

anirbandutta
Expert ⭐️
November 10, 2023
The following idea has been merged into this idea:

All the votes have been transferred into this idea.
It's an opportunity for engagement
anirbandutta
Expert ⭐️
November 10, 2023

Thanks Heather. Just merged the ideas.

Definitely on the table but things didn't crystallize any more from the last update.

It's an opportunity for engagement
travis_floyd
Contributor ⭐️⭐️⭐️⭐️
February 5, 2024

This idea has nearly 70 votes, and has been around for over 3 years!  Is this ever going to see any attention?!

Be excellent to each other.
carolyndibuono
Contributor ⭐️⭐️⭐️⭐️
August 19, 2025

+1000 to this request. My team is always asking if I can add both CS Sentiment and Reason tracking to the Gainsight Assist prompt so they don’t have to take the additional step of going into Gainsight to update their email activity with more info after they’ve logged it. Not the ideal user experience. Any updates on this idea?

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 19, 2026

Activity Type is supported now , but I understand the idea is merged with other fields to displayed on GS assist. This is work that is currently not on our priority and we have Auto Email Capture as a feature to capture emails directly , instead of logging them manually. Happy to hear thoughts from this group.

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 19, 2026
Updated idea statusDevelopmentParked