Issue: Per this document, Gainsight has configured AI Cheat Sheet to auto-refresh every time that 3x or more new timeline activities are identified from the previous refresh. Specifically for organizations where conversation data is too sensitive to be ingested raw into Gainsight (calls, emails, etc), OR for teams supporting large books of business (think 100+ accounts), we are less likely to have 3x activities in near succession. This means cheat sheet goes long durations of time without being automatically refreshed. Especially in the instance of large books of business, it is a pain for users to manually refresh the data, and therefore many users are not adopting this feature.
Ask: Instead of Gainsight determining that cheat sheet auto-refreshes when 3x new activities are logged, it might be a win to let admins customize this setting from the Admin panel. As an admin, I would prefer to be able to select from the below options, meaning if you give us both, admins can pick A or B for their instance
- Automatically refresh AI cheat sheet every X days as long as 1+ new activity is logged
- Automatically refresh AI cheat sheet when X new activities are logged.
Either of these would give us more flexibility to ensure the cheat sheet is already up to date when our users stumble upon it or choose to review it.
