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Gainsight Assist Enhancements

Related products:CS Plugins
  • February 2, 2021
  • 19 replies
  • 182 views

andreammelde
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Our team is evaluating using another tool for email sends, and at this time Gainsight Assist is very behind. We are evaluating against YesWare.

  • Email open tracking
  • Email scheduling (mass)
  • Meeting scheduling (Calendly and directly accessing your calendar to input)
  • Email reminder functionality (can select specific times when sending to remind to follow up)
  • Manager reports to see what CSMs have been sending

19 replies

sai_ram
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  • Expert ⭐️⭐️
  • February 2, 2021

@andreammelde sorry for the inconvenience. We already have few of them on our immediate road-map. 

@chethana can give you more context on this. 


andreammelde
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  • Author
  • Helper ⭐️⭐️
  • February 2, 2021

@sai_ram  @chethana that would be super helpful to know timing for what you have planned!


heather_hansen
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • February 2, 2021

I would also add Email Response tracking.   That was a component our team was heavily using in Yesware that we are definitely missing.


  • Expert ⭐️
  • February 3, 2021

Hello @andreammelde 
We do have plans to address 3 of the  the above mentioned features. Please see below in the order of priroity.

  1. Email open tracking
  2. Meeting scheduling (Calendly and directly accessing your calendar to input)
  3. Email reminder functionality (can select specific times when sending to remind to follow up)

Email mass scheduling, is it for marketing emails?

Manager reports to see what CSMs have been sending, is this to provide a holistic view of team who is engaging  through how many emails with a particular account? 


andreammelde
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  • Author
  • Helper ⭐️⭐️
  • February 3, 2021

@chethana - thank you for the order of priority. Is there a release these are planned for?

 

The mass scheduling would not be for marketing emails - the mass scheduling is the ability to send an individual email from the CSM’s inbox all at the same time. It could be a reminder for a webinar they signed up etc

 

Manager reports to see what CSMs have been sending, is this to provide a holistic view of team who is engaging  through how many emails with a particular account? 

  • Yes that would be the goal. This would allow managers to see how much CSMs are engaging with the customers

rsivesind
  • Contributor ⭐️⭐️⭐️
  • March 4, 2021

We just implemented Gainsight and the team likes using the Gainsight Assist extension but we’re getting a lot of feedback about other features they would like to see. Super excited to hear that this is planned. 

 

Another thing that I would like to add about follow-up reminders is the ability to add custom notes to reminders would be very helpful to the team. 

 


sai_ram
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  • Expert ⭐️⭐️
  • March 11, 2021

We just implemented Gainsight and the team likes using the Gainsight Assist extension but we’re getting a lot of feedback about other features they would like to see. Super excited to hear that this is planned. 

 

Another thing that I would like to add about follow-up reminders is the ability to add custom notes to reminders would be very helpful to the team. 

 

 

@rsivesind Thanks you for sharing your feedback here. 


andreammelde
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  • Author
  • Helper ⭐️⭐️
  • March 11, 2021

Do we know when these are planned to be released?


rsivesind
  • Contributor ⭐️⭐️⭐️
  • April 14, 2021

Hey Gainsight Team - I know this is in a planned status. I just wanted to verify if this feature is planned for the Chrome Plug-in or for the Gainsisht Assist Cockpit email feature. 

 

Our team is constantly asking about this feature and is excited to hear more. 


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  • Helper ⭐️
  • April 20, 2021

Would love to get details on planned release date. Thanks!


  • Expert ⭐️
  • May 27, 2021

Hello @ana_g 

We have this changes as near term roadmap item, which means it will take around 2 quarters to get this started. I will keep you posted about update on this.


sarahmiracle
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • September 1, 2021

Curious to know a reply for this question!
 

Hey Gainsight Team - I know this is in a planned status. I just wanted to verify if this feature is planned for the Chrome Plug-in or for the Gainsisht Assist Cockpit email feature. 

 

We would prefer it be built with the Chrome Plug-in in mind -- as in, seeing email opens directly with the chrome plug-in. Thank you!


Cornelia
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • September 2, 2021

Hey @sarahmiracle, thank you for your post. We will have our Product Manager take a look at this and respond appropriately so that your preference is considered. 


  • Expert ⭐️
  • October 7, 2021

Hello @sarahmiracle 
Tracking email is a priority for Q4. We will keep you posted about release of this capability.


dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • August 8, 2025

@revathimenon Can we get an update from the product owner for these updates on where these features are on the roadmap? We’re evaluating Gainsight Assist vs Outreach.io, and if these features aren’t possible, we may need to stick with Outreach. ​@kim_stone… if these aren’t available, we may not be able to make our switch. 😥

  • Email open tracking
  • Email scheduling (mass)
  • Meeting scheduling (Calendly and directly accessing your calendar to input)
  • Email reminder functionality (can select specific times when sending to remind to follow up)
  • Manager reports to see what CSMs have been sending

 


ssamarth
Gainsight Employee ⭐️
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  • Gainsight Employee ⭐️
  • August 26, 2025

@dayn.johnson

We’re looking to open up access for Group Send. Wouldn’t your team shift from Outreach.io to Group Send instead? It also supports open and click tracking.


dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • August 26, 2025

Thanks for the response, ​@ssamarth – tagging in ​@kstim for her broader knowledge of the various CSM fields we use, but there are several issues (currently in development) preventing us from adopting Group Send.

The main issue is that we don’t use the standard Gainsight CSM field for our CSMs, but these following ideas (and others, this was what a quick search found) also impact us:

 


Ritika Jindal
  • Gainsight Employee ⭐️⭐️
  • May 5, 2026

Thanks for the idea and the discussion here.
While this is an interesting suggestion, it doesn’t fit into our current product direction or plans (automated email logging), so we won’t be moving forward with it at this time.
That said, feedback like this helps shape our long-term thinking, and we appreciate you sharing it.


Ritika Jindal
  • Gainsight Employee ⭐️⭐️
  • May 5, 2026
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