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    Idea Pipeline

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    6164 Ideas

    catchprakashContributor ⭐️⭐️

    Enhancement to gathering "Feedback" from the Knowledge botReleased

    The current “Feedback” tab of the KC bot doesn’t provide options for customization to let our users know what the feedback is for, ACK - what happens once feedback is submitted. Consider addressing the following requests - Provide an option to customize the text in the box before entering the feedback Customized ACK message after submitting the feedbackA good reference for these requests would be the flexible text options in the “survey” type engagement setup.  

    6
    aharkut
    Forum|Forum|3 years ago
    adrienne_longContributor ⭐️⭐️

    Knowledge Center Bot Feedback Tab CustomizationReleased

    We've noticed that the knowledge center bot is a bit rigid in its customization options right now. We would like to be able to change the options in the Feedback tab since the current options listed aren't well suited to our needs. We do feedback through other integrations right now so we wanted to set this tab up more for customer support. Right now the only customization possible is the ability to change the name on the Feedback tab which doesn't help us much because we can't also customize the categories for the feedback to be more related to support.

    16
    aharkut
    Forum|Forum|3 years ago
    Lin LiuContributor ⭐️

    Uncheck the Production option in launching environment by default when creating an new engagementCurrent Behaviour

    Every time when we create a new engagement, the Environment setting in the Launch section has Production checked. In our practice, we always create and test the engagement in QA environment, because it is dangerous if someone clicked Launch accidentally.There’s also no way to edit the launching environment in the dialog of creating engagement. 

    8
    Forum|Forum|3 years ago
    ml2019
    ml2019Contributor ⭐️⭐️⭐️⭐️⭐️

    Is there a view that shows dashboard usage/views?New Idea

    We would like to see which dashboards our users are visiting and which are neglected.

    7
    anirbandutta
    Forum|Forum|3 years ago
    bradley
    bradleyExpert ⭐️

    Count Distinct for Picklist ValuesNew Idea

    If you want to use a report widget to find and display the count of unique values, you cannot do this if your field is a picklist. For example, if you are reporting on timeline entries, and you have a picklist on them and want to answer “in this subset of timeline entries, how many different picklist values from [field] were used?” you would not be able to do that. Your picklist would need to be converted into a string field, which would involve either doing the whole thing in Data Designer, using a rule to convert your picklist to string data in another field, or not using picklists to begin with. If you do end up using a string field instead of a picklist, regardless of the method you use to get there, you lose the functionality of a picklist, especially in filters.

    3
    benwanlessmenlo
    Forum|Forum|3 years ago
    rschlette
    rschletteExpert ⭐️

    Make KC Bot Recommended Content Rule Logical Operators available in UINew Idea

    Presently the logical operators in the KC bot recommended content rules is hard coded, and not available in the UI. Testing reveals that:Multiple values in a single rule term are evaluated as OR Multiple terms in a single rule are evaluated as OR Multiple rules are evaluated as ANDFor multiple terms in a single rule, and multiple rules , it would be great to have the AND/OR rule logic dropdowns that we’re used to in Engagement Audience Logic. 

    1
    rschlette
    Forum|Forum|3 years ago
    JyothsnaContributor ⭐️⭐️

    Reporting on External/Internal Attendees - Activity TimelineNew Idea

    Hi Everyone! Here I am showing a common use case about reporting on the External attendees.   More often customers would need to pull the external attendees of a particular activity for sending the feedback survey, to follow-up on next steps, to report of number of meetings held with a particular customer and so on.   All the above use cases if there are multiple external attendees for each activity, then we need them in the normalised format so that we can pull them as the participants in JO Programs or to use them in rule configuration. But in our Activity timeline, we store all the attendees in the same field which makes them difficult to use them in other configurations.   In this document I am showing how to report on Internal and external attendees of an Activity using the Gainsight system object called Activity Attendees which as lookup for activity timeline, Company person and User.    

    5
    manu_mittal
    Forum|Forum|3 years ago
    lane_h
    lane_hHelper ⭐️

    make specific timeline activities stand outNew Idea

    It would be great to be able to make specific Timeline entries stand out or pinned to the top. Many times there is an entry with notes about the customer such as Important info about key players or information that an executive might need to know before they meet with someone. Another idea would be to color code different type of entries so they can be easily identified.

    11
    anirbandutta
    Forum|Forum|3 years ago
    andr_raposo
    andr_raposoHelper ⭐️

    Converted currency in non-aggregated tabular reportsNew Idea

    Hi team,(I saw a couple of threads on this but they were either old or marked as solved. But let me know if I missed something) Our end users have had a constant need over the years for one thing: see ARR or other monetary fields converted to the same currency. We have multi-currency enabled and it works fine but the we’re missing something as simple as being able to quickly look and compare the ARR of two customers when looking at the table. This is particularly difficult in regions of the world where multi-currencies are used (ex: APAC). Or simply being able to export a report with the all accounts showing their ARR on the same currency. Not having this makes our users relying more in other systems (ex: SFDC) and less in Gainsight.  Is something planned right now that would solve this? Or an work-around? Thanks in advance!

    1
    HollySimmons
    Forum|Forum|3 years ago
    anirbandutta
    anirbanduttaExpert ⭐️

    Power to the people for Articles, Events and GroupsOpen

    3 activities select members need to be able to do on the Community and it is Not Moderation, to progress along the Community-led mission.Recognize and show my trust in them to:Create their own Groups* Post their own Events  Blogpost ArticlesNow these are ‘non-moderation’ activities meaning they would need to be available to certain Custom Roles, outside the Control panel and offered as end user options I want to enable my next phase of sub-community or chapter leaders with.*P.S. I’ve highlighted self creation of Groups (not categories) as Categories are a strategic nav item that is owned by the Community manager (in sync with program owners).This is for us to gear for the next wave of growth, C2C or Customer to Customer, where you take the Org out of the equation in a calculated way [Beth McIntyre], for certain programs and further along the Community-led path.

    6
    Cristina
    Forum|Forum|3 years ago
    sam_buddery
    sam_budderyGainsight Employee ⭐️⭐️

    Prioritse the navigation menuNew Idea

    Possibly the worst first time experience at the moment on CS is that the first tab in the menu is AE (Unless CX Center is available). I strongly believe that Adoption Explorer should live in Administration. And if not, then it has to be moved lower than Cockpit, Timeline etc. As a first time user will admin access you are going to click into AE and have a bad experience.PX is currently doing an A* job of this.   

    7
    sam_buddery
    Forum|Forum|3 years ago
    juan.delrio
    juan.delrioHelper ⭐️⭐️⭐️

    Salesforce Data Import FilteringReleased

    We connected the SalesForce plug in but it doesn’t not distinguish from Prospect and Client.  The community we have is for Clients only.  I need to be able to filter out the prospects and only import client accounts into the Engagement Analytics Dashboard.Can we get more selectiveness from the Salesforce import?

    4
    Vishwas Katti
    Forum|Forum|3 years ago
    meg.sutherlandContributor ⭐️

    Ability to minimize all CTAs in the CockpitNew Idea

    I’d like the ability to minimize the CTAs within the Cockpit all the at once so I can then decide which Account’s CTAs I’d like to look at. It’s much easier to read. As of now I close each one manually so I can see it in a more digest-able format. I typically do this in the Company view.

    0
    Forum|Forum|3 years ago
    gunjanm
    gunjanmExpert ⭐️

    Data Designer Scheduler EnhancementNew Idea

    This one is a little tricky to verbally explain so I’ve recorded a video.The gist is that:Once you schedule it, the user should remain on the Data Design, as opposed to moving to the list view.  It should not require a re-run which starts automatically; rather, it should provide a prompt with the option to re-run. Thanks!

    4
    spencer_engel
    Forum|Forum|3 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Notifications for Timeline DraftsNew Idea

    Would love to see an easier way for users to be notified of pending drafts to be resolved in Timeline. We frequently find CSMs with many unresolved Drafts in Timeline because they are emailing contacts that are not in Gainsight, but it’s happening silently (they are never notified after sending the email that it wasn’t logged, and they are never notified when there are drafts pending their review in Timeline).Unfortunately I also cannot figure out how to create my own report to show this to CSMs in their dashboard, so if someone has an idea on how I might be able to create a report to show this, that would be useful as well! I’ve tried to create a report from Email Log v2 and Activity Timeline with no luck.

    1
    TMaier
    Forum|Forum|3 years ago
    JayS
    JaySHelper ⭐️

    Ability to expand the Knowledge Center when using the embedded bot (mapped to UI element)New Idea

    It seems very strange to me that when using the widget, the knowledge center is expandable to provide the user with more space to view a video or article. However, if I use the embedded (mapped to UI element) option, the knowledge center is NOT expandable. Can the ability for the user to expand the KC bot be added to the embedded bot option?I believe this is also what @molly.phillips was referencing in another idea post. Apologies, Molly, if I’ve misunderstood your comment. 

    1
    JayS
    Forum|Forum|3 years ago
    drobertsimpContributor ⭐️⭐️

    Add Risk to Success Plan ObjectivesOpen

    Ability to add Risk CTA’s to success plans. i.e. There is a risk tied to a given objective, meaning it cannot be completed and therefore a risk to the success plan.

    7
    Anil Raj Pujari
    Forum|Forum|3 years ago
    KathrynMCarterContributor ⭐️⭐️⭐️⭐️

    Upvoting IndicatorsOpen

    Within our site, a community member suggested to change the upvote indicator. His idea is as follows:“How about enhancing this site so you know when you’ve already upvoted something?  I find myself clicking it to see if the number goes down or up to know if I’ve already voted. From the actual suggestion page (this page), that is not intuitive.  When you hover of it, having already upvoted, the blue turns to white.  So when I click it, it essentially stays white, and then I click it again, and it’s still white, until I move my mouse off.” Thank you 😄

    2
    Cristina
    Forum|Forum|3 years ago
    Stuart
    StuartHelper ⭐️⭐️

    PX: Improve "unable to delete" Feature MessagingNew Idea

    Hey Team, I have a scenario where I’ve merged two rules into the same feature mapping, resulting in a feature mapping that is now redundant, and surplus to requirement. When I go to delete the feature, I receive the error ‘The feature is being used within an engagement audience. Please remove and try again’.It would be great to add to this messaging to let us know which engagement(s) the feature is used in, so the audience can be adjusted appropriately.  If I don’t know, I could be looking through 10s, if not 100s of engagements.Similarly, if the feature is used in multiple engagements it would be useful to be able to bulk/mass edit engagements to remove/replace features from the engagement logic - doing this individually for 10s or 100s would be a bad UX!Thanks!

    2
    aharkut
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    tejkumarGainsight Employee ⭐️

    Can we have default filters for Journey orchestrator analytics.New Idea

    Can we have default filters for Journey orchestrator analytics. 

    1
    Forum|Forum|3 years ago
    mmarques
    mmarquesHelper ⭐️⭐️

    Ability to undelete an engagementNew Idea

    When you delete an engagement, it would be helpful if the engagement went to a “trash” or “archive” area instead of being completely deleted. Administrators could then go to that area and undelete engagements.Accidents can happen where someone accidentally deletes the wrong engagement. This feature would make it easy to reverse deletion. 

    5
    Forum|Forum|3 years ago
    gunjanm
    gunjanmExpert ⭐️

    Allow Adding System Fields for Visibility on Timeline ActivityNew Idea

    We often get users logging activities late, and so it appears that the dependent processes should have run, but really the creation was late and therefore the processes have not caught up yet. Petition to allow adding system fields such as “Created Date” so that users and managers have clear visibility when self-serving to determine why dependent processes seem to be out of date.

    0
    gunjanm
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    Brianna GoodrumGainsight Employee ⭐️

    Add A Count For How Many Users Dropped a Survey Engagement On The Survey ReportNew Idea

    it would be useful to have a count added to the Survey reports that shows how many users clicked the exit button or dropped the survey before completing it. Since Multi-Question Surveys can use branching logic it would be helpful for customers to have a quick glance to see how many users did not answer certain questions because they exited early. Adding these numbers as a drop point for each step in the survey would be visually helpful. 

    0
    Gainsight Employee ⭐️
    Forum|Forum|3 years ago
    James.Ofczarzak
    James.OfczarzakContributor ⭐️

    MixMax Limitation w/ Email AssistNew Idea

    The documentation for the Email Assist Plug-in states: LimitationWhen the Gainsight Assist Chrome Plug-in is used along with the Mixmax chrome extension, the email does not get logged to the Timeline when the Log to Timeline option is selected while sending emails from the compose mode. As a workaround, users must go to Sent Emails and log the email to Timeline.Is there any development work planned around this limitation? Thanks,James

    3
    Forum|Forum|3 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Show count totals on bubble chartsNew Idea

    Bubble charts are a great way to visualize data, but I wish they showed the number value of the bubble chart, not just the axis label for the field value. Kind of like how pie charts show the count and the percentage, with the field value label in the axis.

    2
    TMaier
    Forum|Forum|3 years ago

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