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    Idea Pipeline

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    6159 Ideas

    Callyn HopeContributor ⭐️

    Creating a Success Plan- Filterability of Relationship RecordsNew Idea

    It would be very helpful if we could add config in Gainsight to restrict the Relationship lookup to show only the most recent instance when creating a Success Plan. Currently the dropdown surfaces all Relationship records (including lapsed instances), and there is no built-in filter to limit results by Renewal Date or any other field at creation time. The current workaround is to add a renewal date field to the dropdown. This helps a little bit but doesn’t eliminate the element of human error. The issue here is, if the wrong contract record is selected, and a SP is created, this goes unnoticed (unless you have existing controls on this) until something is amiss on dashboards or in reports etc. 

    0
    Forum|Forum|2 months ago
    Jasper
    JasperContributor ⭐️⭐️⭐️⭐️⭐️

    Reset reply notifications after a set amount of timeDiscovery

    Currently a notification will be sent when you have read a topic and a new reply is posted. But if you miss that reply for some reason, you don't get a new notification when someone else replies after.Would it be possible to have a setting to add a timer (for example a couple of weeks) so there will be a new notification if a new reply is posted after a while?

    5
    Erik_
    Forum|Forum|2 months ago
    m4rc
    m4rcHelper ⭐️

    Auto save for long topics/posts/repliesDiscovery

    Hello and (nearly) happy new year!An idea - can we get an auto save functionality? A couple of our community’s super users have ‘lost’ their posts because there was a tech issue their end so their beautifully written words and well crafted replies were lost, meaning they had to start again.And when someone loses their whole post, their second attempt is tinged with frustration, alas.Can we explore adding auto saves to posts?

    14
    Forum|Forum|2 months ago
    bjoern_schulze
    bjoern_schulzeHelper ⭐️⭐️⭐️

    Private Messages: Enable attachmentsParked

    For service-oriented communities it's a regular occurrence to move a conversation to private messages in order to obtain customer information or data. Right now it is not possible to attach images (the WYSIWYG editor isn't activated for private messaging), PDFs or any other file types to a private message. We would like to be able to have attachments for the standard file types (jpg, png, pdf, txt) enabled to private messages.

    10
    Forum|Forum|2 months ago
    derrick.harperContributor ⭐️⭐️

    Customize Activity Type for AI NotesNew Idea

    We have recently changed how Timeline entries are sorted by Activity Types, and having AI notes from Teams Meetings listed as a “Meeting” Activity type is no longer a valid option. This will create problems with reporting. We need to be able to change the default Activity Type for AI Notes generated to Timeline.

    0
    Forum|Forum|2 months ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Change report message "Data is not available at this time"New Idea

    The report message users see when no data exists for a report is misleading. Users tend to think the message refers to a bug or an issue with the report; instead, it usually results from no data existing for the given filters.I’d like to change the “Data is not available at this time” message to something more meaningful for a user that educates them on why data is not “available.”Maybe something like:No data is available for your current view. This may be due to your settings, selections, or the absence of matching data.

    4
    mobrien14
    Forum|Forum|2 months ago
    Mithila Jayalath
    Mithila JayalathHelper ⭐️⭐️

    Leaderboard widget in CommunityOpen

    I would like to have the option to add leaderboard widget( same widget as in the main page) in private communities so we can have separate leaderboards configured to each community.  

    8
    Mithila Jayalath
    Forum|Forum|2 months ago
    kgodisela
    Gainsight Employee ⭐️
    kgodiselaGainsight Employee ⭐️

    MCP Integration with Microsoft Copilot studio - Timeline queriesNew Idea

    Currently with MCP Integration with Microsoft Copilot studio, we see below limitations -"Fetch recent timeline entry for xxxx company" query does not return recent entries.   In the timelines details returned, the fields which are not present in the corresponding activity type are also returned with Null values. The agent should return the fields as per the activity layout. These should be implemented in product so that the users get value out of the integration.​@rakesh 

    0
    kgodisela
    Gainsight Employee ⭐️
    Forum|Forum|2 months ago
    Maxime_MContributor ⭐️⭐️

    Expand the text editor in ControlNew Idea

    Hello everyone,At the moment, it is only possible to expand the text editor in the frontend, this feature is not available in Control.In our community, we often have long articles and product updates that sometimes need editing. Being able to expand the editing area in Control, where all moderation actions are performed, would make editing much easier.

    0
    Forum|Forum|2 months ago
    jschweglerHelper ⭐️

    Option to allow communication visibility on owned accountsNew Idea

    Right now in Staircase, a standard team member is only able to see the bodies of communications where they are in the to/cc of the given comm. I want to be able to expose all of the communications for the accounts that they are assigned to as owners, but not ones where they are not.The only option today appears to expose communications on ALL accounts.

    0
    Forum|Forum|2 months ago
    KathrynMCarterContributor ⭐️⭐️⭐️⭐️

    More Ways to add Points within GamificationNew Idea

    I would like to be able to add more ways users can earn points. For example, a daily log in point would be a great way to show consistent dedication to the community platform.   

    0
    Forum|Forum|2 months ago
    Gainsight Employee ⭐️
    BMOGainsight Employee ⭐️

    Staircase AI | Create Global Account Configuration for what appears on the Account pageNew Idea

    Being able to rearrange and hide certain features on the Account page in Staircase would improve user experience. For instance, if a customer is not using Product Usage data then being able to hide the Product Usage health score would reduce the amount of noise and improve user adoption - less information to pay attention to and less elements to need to ask questions about.  Additionally, being able to reorder elements would allow Admins to have the Account Level page more closely reflect the C360 in Gainsight in terms of the order data is presented. 

    7
    bradley
    Forum|Forum|2 months ago
    darkknight
    darkknightExpert ⭐️

    CS: Give Admins Explicit Control Over Gainsight CS MCP Data Scope and ContextNew Idea

    ​I attempted to post this to the comments thread on this post, but I feel it warrants its own idea post.After reviewing the June 2026 on-demand release notes for both MCP enhancements, I want to respectfully share some honest concerns because, based on what I’m reading, I think both designs seem to share the same structural problem.THE CORE ISSUEThe release notes describe this directly:"Existing reports now serve as a knowledge layer for Gainsight CS MCP" because "reports encode your organization's terminology."There's an important distinction here: a knowledge layer describes what exists. A semantic layer — what's actually needed to ground an LLM — governs what data means, and who can see it. Reports provide the former. This design, however, assumes to provide the latter. FEATURE 1: QUERY USING EXISTING REPORTSWhat the docs appear confirmMCP searches reports you have access to, matching on names, descriptions, and filter logic Once a report is identified, MCP can dynamically: incorporate fields not in the report, add/modify/remove unlocked filters Only MDA-connection reports are included (SFDC and external connections excluded) Only reports run in the last 90 days qualify Reports without meaningful names or descriptions may not surface at allWhy this creates a potential governance riskThe report isn't a boundary — it's a discovery hint. Because MCP can add fields and strip unlocked filters at query time, a deliberately narrow report becomes an unscoped query template. Locked filters are honored (a real control worth acknowledging), but locked/unlocked filter status was designed for usability, not as a security perimeter. Few orgs have audited this with "an LLM can remove unlocked filters" in mind. Data and metadata hygiene becomes a functional dependency. Report naming, descriptions, field selections and filter quality now directly determine AI accuracy. In environments with reporting sprawl — inconsistent naming, legacy artifacts, overlapping definitions or (heaven forbid) self-service reporting access — the matching surface becomes both unpredictable and high-maintenance. The 90-day heuristic is a poor proxy for curation quality. Frequently run doesn't mean accurate.  QBR and annual planning reports — often the most carefully curated assets — can fall out of scope. What counts as a "run" is also undefined in the docs (dashboard render? scheduled export? any user?), making the effective discovery surface hard to predict. Cross-team report access is additive, not clarifying. Different teams may hold reports built with different filter logic, field selections, and naming conventions. MCP matching across that surface doesn't neutralize those differences — it inherits them.FEATURE 2: QUERY YOUR PORTFOLIO DATAWhat the docs appear to confirmPortfolio scope is determined exclusively from Gainsight Home filters No other Gainsight surface or configuration is read At least one Home filter must be configured — or the feature doesn't workWhy this creates a potential governance riskFilter state is invisible in the query interface. Results change silently when Home filters change, with no documented indication to the user that a filter is shaping the response False negatives are a design outcome, not a bug. Relevant accounts outside the current filter simply don't appear. Not every team uses Gainsight Home. For those that don't, the feature is inert. A UI personalization preference is not a book-of-business definition. Using Home filter state as the ownership model is a fragile abstraction for anything downstream that matters.BOTH FEATURES CAN FAIL IN OPPOSITE WAYS — FOR THE SAME REASON  In both cases, admins have no surface to adjust the behavior to their environment. ADDITIONAL POTENTIAL GAPS WORTH FLAGGINGDerived field behavior under dynamic modification is undocumented. In-report formula fields exist only at render time. What happens when MCP modifies the report's logic first is unclear. Data Designer outputs that overlap with base fields have no documented precedence model. Associated record resolution is an open question. Associated Record WHOID/WHATID lookup relationships aren't consistently resolved even across core Gainsight features today. How MCP would handle this when those objects become relevant is undefined.  Absence of inclusion on a Gainsight report is not evidence of unimportance.It's often evidence of the opposite — the analysis mattered enough to do properly (or with broader visibility) which meant doing it outside Gainsight. GS data is exported and surfaced in a BI tool because Gainsight's reporting layer couldn't handle the logic required. Those are often the highest-stakes analyses: compliance rates, portfolio-level KPIs, multi-source metrics. No Gainsight report exists precisely because the answer required something more capable. The MCP's discovery model inverts this. It treats a Gainsight report as the signal of relevance. So the analyses your org trusts most — the ones sophisticated enough to require a BI tool — are systematically invisible to it, while simpler, natively-built reports qualify.No audit trail. Neither the release notes nor the admin guide indicates who to know which report was matched, or what filter/field modifications MCP applied to produce a given answer. The tool surfaces changes outside admin change management. This release alone requires users to disconnect/reconnect (Claude) or an admin app refresh (ChatGPT). MCP capabilities shift between releases, outside any change process the admin controls.And these are just the things that came to mind for me. WHAT'S ACTUALLY NEEDEDThe release notes describe, at a high level, what each feature does — reports are matched on names, descriptions, and filter logic; locked filters are honored; only MDA-sourced reports run in the last 90 days qualify. However, it falls short on important details like how matches are ranked when multiple reports qualify, what counts as a "run," and how filter modification decisions are made at query time.Admins are being asked to govern a surface they can observe but neither directly affect nor predict.What's needed is a purpose-built MCP configuration layer where admins can:→ Explicitly define which objects and fields are exposed→ Attach business meaning to fields — definitions, context, caveats→ Designate authoritative sources (Data Designer or otherwise) rather than inheriting whatever reportsexist→ Declare ownership logic directly, rather than inheriting Home filter state→ Decouple AI context from UI state and report library condition entirelyThe MCP Server has real potential; however until admins can explicitly define context and tune it to our own unique business requirements — rather than inherit it from artifacts that require  that business context to understand and interpret — the orgs with the most mature and customized environments are the ones who will trust it the least.​

    17
    dayn.johnson
    Forum|Forum|2 months ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Live Dynamic Program Queries - allow us to see advanced logicNew Idea

    Many times in a query, the number of items in use extends beyond criteria “J”, however, when a dynamic program is live, we cannot see any advanced criteria to the right of “J”.  Example below (I needed to check this was N and (O OR P) but needed to take the very risky action of editing and republishing.)Please correct this. 

    2
    samanthahamlet
    Forum|Forum|2 months ago
    AndrewK
    AndrewKHelper ⭐️

    Category Subscription Should Send Notification for RepliesNew Idea

    If I understand it correctly, subscribing to a category only sends an email notification for a new topic, but to receive notifications for a reply on that category you need to subscribe to that specific conversation. Our members would like to receive notifications for replies for category subscriptions and have more granular control of that in their settings. Especially our superusers who heavily rely on subscriptions. 

    4
    Forum|Forum|2 months ago
    msaitoContributor ⭐️

    Registering a notification Email address different from the registered AddressNew Idea

    We link CC with our own service's account information. Currently, only the email address registered with our service can be registered as the CC address. However, we have received requests from users who wish to receive notifications at a different email address.Therefore, we would like to request the implementation of a feature that allows users to set a notification email address different from their registered email address.

    0
    Forum|Forum|2 months ago
    marionmungcalContributor ⭐️⭐️⭐️

    Global filter in dashboards to override, not replace the filter within a reportNew Idea

    Global filters are normally appended to the report's Advanced Logic with an AND, but when they land on a field the report already filters on, they replace that condition rather than add to it — which does not make sense as Global filters are expected to override report filters. This results to data inaccuracy.This isn't ideal for our case, particularly where we need the report filter to stay in effect alongside the global filter.

    0
    Forum|Forum|2 months ago
    darkknight
    darkknightExpert ⭐️

    CS: Expose API Usage Data (by Object, Source, User) in Report BuilderNew Idea

    Request:Expose API usage data as a reportable object in Report Builder, with at minimum:Object queried Call source (connector name, MCP server, custom integration, etc.) User/service account attribution Timestamp and daily/rolling countGainsight's daily REST API limit (50,000 calls) is shared across all consumers — connectors, custom integrations, and now the Gainsight MCP Server. MCP usage is driven by natural-language prompts from end users, so call volume is no longer fully predictable or admin-controlled the way scheduled connector jobs are.In tenants with a large (and growing) user base and existing heavy API consumption from other automations, MCP-driven traffic can push aggregate usage toward the limit with no early warning — and no way to see which source is responsible when it happens.There's no way to see API consumption broken down by object, source, or user inside Gainsight. Admins have no proactive way to monitor, attribute, or forecast usage before hitting the ceiling.Why Report Builder specifically:This lets admins build their own monitoring dashboards and alerts using existing tools, rather than requiring a new dedicated UI — consistent with how other operational data (rule run history, connector job logs) is already surfaced.

    5
    dayn.johnson
    Forum|Forum|2 months ago
    mgiersch
    mgierschContributor ⭐️⭐️

    Ability to hide fields in SpacesNew Idea

    We’re looking to leverage Spaces to collaborate with customers on Success Plans. We use the Customer Goals object to track and manage Value (Proposed, Planned, and Deliver) with customers. At the moment, we’re being blocked because we have internal fields on the Customer Goal object that we need to keep hidden. We’d like the ability to collaborate on Customer Goals with customers via Spaces - without exposing fields that should be internal only. 

    3
    dayn.johnson
    Forum|Forum|2 months ago
    AlisaMContributor ⭐️

    Connector time filter should be dynamicNew Idea

    Team, we have over a million new records being created every day for a connector because there is no way to set a dynamic filter to only include data from the last N days. This seems like a pretty basic request and one that would improve product parity with reporting, rules and programs. Having so much data is not good for data hygiene and may impact performance. 

    1
    jrich
    Forum|Forum|2 months ago
    nmills2121
    nmills2121Contributor ⭐️⭐️

    Add a reports tab to success plansNew Idea

    We are having our team do onboarding via success plans, and we keep finding that there is a lot of information that we would like to exist on the success plan. Some of which is stored in tables and not just one field. We would love it if there was a way to add a tab and add reports associated with the company onto the success plan.

    2
    dayn.johnson
    Forum|Forum|2 months ago
    Gaby
    GabyHelper ⭐️

    Ability to schedule post in product updates not just with articlesNew Idea

    It looks like the “schedule publishing” option doesn’t exist when you create a post in “product updates.” Can this be an added functionality like when you create a new “article”?

    0
    Gaby
    Forum|Forum|2 months ago
    mandy.jContributor ⭐️⭐️

    Gantt chart tasks orderNew Idea

    When on the Gantt Chart for a Success Plan, tasks from an Objective are randomly ranked independently of their initial ranking, independently of the timeline logic we built. Can you improve this vizualisation ? Is it already planned ? Thanks

    9
    dayn.johnson
    Forum|Forum|2 months ago
    spencer_engel
    spencer_engelExpert ⭐️

    Ability to Filter Timeline Entries for Cheat SheetNew Idea

    Hi there - I see that in this next release, there will be more ability to customize Cheat Sheet sections. That’s all well and good, but what we need is to filter the actual data that’s going into Cheat Sheet. I agree with this idea about adding more data sources into Cheat Sheet, but this idea is strictly related to Timeline entries.Right now, we’re stuck with every Cheat Sheet looking at exactly the last 6 months of all Timeline entries. Our issue is that we automate quite a few milestones (CSM change, Status change, Stage change, etc.), which are helpful in other areas of the product, but are more or less useless when it comes to Cheat Sheet. I’d like to be able to filter out Milestones for Cheat Sheet, but this is not possible. While we’re at it, I’d like to be able to filter on the following: Type (as mentioned above) Milestone Type (just in case we do want to include some milestones Activity Date  Custom fields Thanks for considering.

    3
    dayn.johnson
    Forum|Forum|2 months ago
    mobrien14
    mobrien14Helper ⭐️

    Share Dynamic Programs via SpacesNew Idea

    Right now, there is no direct way for Spaces to share content that was sent to a company via Dynamic Programs. I’m sure there are ways you could configure it (Download the email template, store on an internal platform with a public link, add that link to the Space via a note widget) but it’s clunky & doesn’t include any tokenized content that might be specific to a customer.Given the emphasis of Spaces for scaled/digital customers, where most of the communications will often come in a 1:many format, it would be great if Gainsight found a way to include recent Dynamic Program communications that were sent to the company. This could be a toggle at the program level (much like Log to Timeline is) and would let the customer view the email content (much like you can in Timeline with formatted/tokenized info) directly in the Space.Not only does this amp up Spaces as a single source of digital content for the customer, but it also reduces the burden on a Digital CSM. These customers are already receiving the bulk of communications via digital methods & allowing them to view a list of what they were sent & retrieve them as needed would reduce the need on a Digital CSM to answer common questions of “I didn’t get the product email, can you resend?”

    5
    dayn.johnson
    Forum|Forum|2 months ago

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