Make Group Send available throughout Gainsight workflows

Group Send should be available directly from the places where CSMs identify and manage audiences - not only from a separate workflow. This includes Reports, Dashboards, C360/R360, Cockpit, and other person-based grids across Gainsight.

CSMs often use Gainsight to identify a specific group that needs outreach: dormant users, contacts associated with open risk CTAs, stakeholders at accounts with a renewal approaching, or people meeting criteria in a report or dashboard. Once that audience is identified, they should be able to select the relevant people and initiate a Group Send without exporting the list, manually rebuilding it, or navigating away from the workflow.

Integrating Group Send throughout the platform would:

• Turn insights into action at the point they are discovered.
• Reduce manual list-building and the risk of using an outdated or incorrect audience.
• Help CSMs maintain relevant, timely communication with contacts across their portfolio.
• Create a more connected workflow between reporting, customer context, Cockpit actions, and outreach.
• Improve adoption of Gainsight as the system where CSMs both understand and act on customer data.

For example:

• From a report or dashboard, a CSM could select people who meet a risk or adoption criterion and send an approved, relevant template.
• From C360/R360, a CSM could email a filtered set of stakeholders without manually locating each person.
• From Cockpit, a CSM could send outreach to people associated with a set of related CTAs.

Any expanded capability should continue to honor permissions, email preferences, recipient limits, and existing template/token requirements. A clear preview of recipients before sending would also be important.

Making Group Send available across these workflows would make Gainsight more actionable and reduce the friction between identifying a customer need and communicating with the right people.