AI Cheat Sheet has proven beneficial for many customers in its current state where it lives on the C/R360. However, as teams are continuing to look for efficiency gains using AI, it seems like a missed opportunity for Gainsight to not roll Cheat Sheet up to a portfolio-level/book-of-business summary. My vision for this would be the following:
- Gainsight Home AI Cheat Sheet Widget - using the same filters applied to the user’s Home page, AI Cheat Sheet would refresh with a portfolio-level summary, surfacing the most critical, need-to-know information for a user daily right on their home page. As a CSM, I might want to know the top 5 biggest risks across my book, renewals upcoming this fiscal quarter, upsell opportunities in flight, calls I have upcoming, action items I have coming due, and any key contact changes from my book. This would be useful to ICs, as well as to leaders for an AI-powered summary of where they should focus their time.
- AI Cheat Sheet <> Copilot parity - if cheat sheet is able to use Copilot data sources & training data (key definitions) for additional context, portfolio summaries would be further improved. We could give more insight into what risk looks like for each account, how to prioritize results, etc. so that a portfolio-level cheat sheet wouldn’t be too big to be useful.
I’d argue that much of what was recommended in the below idea post should be completed before or in tandem with a portfolio-level summary - for this feature to be truly valuable, we need more flexibility to train the AI to our specific business models. If you’re also interested in portfolio-level summaries on Gainsight Home, I recommend upvoting this post as well.
