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    Idea Pipeline

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    6160 Ideas

    JayS
    JaySHelper ⭐️

    Add Border/Shadow Options to In-App Hub 2.0 ThemesNew Idea

    We need to be able to add a border or shadow to the 2.0 hub As you can see in this screenshot, when we use our corporate style guide it blends into the app too much. I know other background colors are available, but I can only use white or this light gray. Being able to add a border or shadow would help to differentiate the hub from the background app.An alternative would be the ability to edit CSS or HTML options (like in an engagement).  

    0
    JayS
    Forum|Forum|5 months ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Introduce currency as output type in formula fields (DD/Rules/Query)New Idea

    Hi,We need to be able to create formula functions that output currency fields in data designer, rules engine, query…One simple use case: Calculate remaining amount (by subtracting a purchased amount and consumed amount)Outputting currency might sound like an edge case, but it really isn’t. Nothing fancy but really, what is output should not be an integer but a currency field. It seems we can do that within an object, why can’t we in DD, since DD will end up transforming everything to corporate currency anyway. ThanksA

    0
    alizee
    Forum|Forum|5 months ago
    darkknight
    darkknightExpert ⭐️

    CTAs and Success Plans - Prompt user with option to auto-close parent when all child entities are completed.Open

    Having the nested structure of SP, CTA, Task is useful - but it can also be very unwieldy for the end user. More often than not they forget that when they close out their last task in a CTA they have to also close the CTA (Yes, the “quick action” button is there, but only useful when the CTA should be “Closed Success”) and when they complete the last CTA in a Success Plan, they still have to go close the success plan.This results in a very cluttered set of cockpits and an administrative and an enablement nightmare, as well as users saying “Gainsight sure is a click-heavy tool.” (Direct quote) Let’s make this easier shall we?When a user completes the last objective in a Success Plan or the last Task in a CTA, the system should prompt the user giving them the option to auto-close the Success Plan or the CTA, respectively.And when it’s the last Task in the last CTA, carry that option upward to the SP level as well.Sure, having the ability to close CTAs and SPs via Rules Engine is nice, but admins should not have to shoulder the burden of creating and maintain rules to manage such a logical use case that should be programmatically possible within the platform. I’m getting pressure to consider a more admin- and user-friendly platform, and I really don’t want to go that route.  Lets please make this experience easier to manage for all concerned. 

    5
    darkknight
    Forum|Forum|5 months ago
    jenlpro
    jenlproHelper ⭐️

    Allow admins to adjust auto-refresh frequency or activity threshold for AI Cheat SheetNew Idea

    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 instanceAutomatically 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.

    3
    heather_hansen
    Forum|Forum|5 months ago
    bethContributor ⭐️⭐️

    Ability to add embeds and iframesDiscovery

    We would like the ability to add embeds and iframes that are not included in the list found here.We use forms in our knowledge base (wordpress) and having only one form option is not optimal.

    11
    Larry
    Forum|Forum|5 months ago
    nmills2121
    nmills2121Contributor ⭐️⭐️

    Shared Email Template Folder OrganizationNew Idea

    Currently Shared Templates through GS Home must exist in a folder called “Shared Templates”. It would make sense for users to be able to create more folder structure within Shared Templates to better organize what they are sharing.

    0
    nmills2121
    Forum|Forum|5 months ago
    mditucciContributor ⭐️⭐️

    Update the email stats dashboard more frequently or immediatelyNew Idea

    Please see my conversation for context but the stats in the email campaign tool take THREE HOURS to populate which is far too long. They make it seem like your emails didn’t even send!  

    0
    Forum|Forum|5 months ago
    jenlpro
    jenlproHelper ⭐️

    AI Cheat Sheet for Gainsight Home/Portfolio SummaryNew Idea

    AI Cheat Sheet has proven beneficial for many customers in its current state where it lives on the C/R360. However, as teams are continuing to look for efficiency gains using AI, it seems like a missed opportunity for Gainsight to not roll Cheat Sheet up to a portfolio-level/book-of-business summary. My vision for this would be the following:Gainsight Home AI Cheat Sheet Widget - using the same filters applied to the user’s Home page, AI Cheat Sheet would refresh with a portfolio-level summary, surfacing the most critical, need-to-know information for a user daily right on their home page. As a CSM, I might want to know the top 5 biggest risks across my book, renewals upcoming this fiscal quarter, upsell opportunities in flight, calls I have upcoming, action items I have coming due, and any key contact changes from my book. This would be useful to ICs, as well as to leaders for an AI-powered summary of where they should focus their time. AI Cheat Sheet <> Copilot parity - if cheat sheet is able to use Copilot data sources & training data (key definitions) for additional context, portfolio summaries would be further improved. We could give more insight into what risk looks like for each account, how to prioritize results, etc. so that a portfolio-level cheat sheet wouldn’t be too big to be useful.I’d argue that much of what was recommended in the below idea post should be completed before or in tandem with a portfolio-level summary - for this feature to be truly valuable, we need more flexibility to train the AI to our specific business models. If you’re also interested in portfolio-level summaries on Gainsight Home, I recommend upvoting this post as well.  

    3
    dcassidy
    Forum|Forum|5 months ago
    darkknight
    darkknightExpert ⭐️

    CS Copilot: Nest related Timeline Entries within the response rather than bundled at the bottomNew Idea

    When you have a complex, multi-account prompts with a lengthy response, having all the related records linked in a big bundle at the bottom of the response is a massive pain to try and go through each to see what’s related to which part of the response.  That may have been ok for making simple, single-account prompts in the earlier days of AI, but that is not going to cut it anymore.Most advanced AI tools are nesting the related links next to the relevant content, making it far easier to consult the source data: This is just one of the many must-haves improvements sorely needed in Copilot, if it indeed is here to stay.

    1
    dcassidy
    Forum|Forum|5 months ago
    AntjeDeezerContributor ⭐️

    Share Instagram / X Posts in Threads/ArticlesNew Idea

    Hi, It would be great if we could embed Social Media Post/Content e.g. from X/Twitter and Instagram in articles/posts. Its currently only possible on the homepage with the HTML widget.

    3
    Erik_
    Forum|Forum|5 months ago
    jvdc
    jvdcExpert ⭐️

    [feature] Ability to search within attachmentsNew Idea

    Modern search engine usually have the ability to search within attachments, but I do not think it is the case for the search of GS. If a post within the community has an attachment, the search engine should be able to search the terms within the attachment.This would bring a real added -value, helping users find the information they're looking for.

    0
    jvdc
    Forum|Forum|5 months ago
    Jeroen_dBContributor ⭐️

    Improvement of search PageParked

    The search engine which users can use can be improved. 1: The results when searching show really old topics first. They are not the most relevant anymore.One improvement would be if the articles in our Knowledge base (related to the search) are always shown first. 2: Make it possible to filter the search results: For example: 'last month, "this week" etcetera. 3: Make it possible to search within specific sub boards and even specific topics.  

    3
    Shy
    Forum|Forum|5 months ago
    Christian_
    Christian_Contributor ⭐️

    Searching within a topicParked

    this idea came to me when doing one searches for knowledge and applies to big topics where long discussions are going on packed with usefull information.What I run into is that with product launches, for example, there is enormous attention and often major topics arise around this product. Customers share their experiences, ask questions and the community is buzzing.Where things become challenging is after a few pages where users start repeating the same questions, answers are lost in the bulk and the topic becomes too cumbersome to share knowledge and experiences. For example, this is one our biggest topics: KPN introduceert KPN TV+ And this is the 115 (!) page thread where I found all the info I needed in my quest for detailed info: Swedespeed forumThe result not being able to search is that often useful information cannot be found, for example to quote and help others. New topics will be created with already answered questions and information will be scattered.My proposal is to allow users to search within topics themselves. To discover valuable information and give them the opportunity to respond to it. The community can stay on topic better and the quality of the content will improve with less moderation. I'd love to here how your thougths are on this subject. 

    4
    Forum|Forum|5 months ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Support ISO 8601 date format (and others) in JO emails embedded reports date fieldsNew Idea

    I’m working on a digital engagement journey (JO) which contains an embedded report in an email with a report that contains date fields.Everything’s fine when building. It displays per our locale preferences. And come email testing time. The date is displayed in US format in the email: mm/DD/yyyy. Needless to say that:The US format is NOT universal (it is used by a vast minority of countries) dd/MM/yyyy seems to be used across the majority of countries yyyy/MM/dd (and variants with hyphens) is the most universally understandable format, and happens to be, in its hyphenated format, the INTERNATIONAL STANDARD (ISO 8601) The US format is problematic whenever the day (dd) ranges from calendar day 1-12 (which can be confused with the month (mm)). How do you know what day and month the following date really is: 03/04/2026 ? Is it the 3rd of April or the 4th of March? So we have a product that forces the date format of a minority into reports that are embedded in JO emails. I am puzzled by the approach to default to a non-universal format.But more importantly, the product needs to be upgraded to support the majority of this planet.Allow us to choose date formatting in Reports that are embedded in emails. This is not a nice to have. It is a must have to communicate effectively with our customers, wherever they are, and without imposing a confusing date format onto them. If that cannot be done, the default MUST be the international standard. Not the minority format. 

    1
    alizee
    Forum|Forum|5 months ago
    Mithila Jayalath
    Mithila JayalathHelper ⭐️⭐️

    Upvoted IdeasNew Idea

    Hi team,It would be great if we could have an option to filter the ideas that we have upvoted in the community. 

    0
    Mithila Jayalath
    Forum|Forum|5 months ago
    kgodisela
    Gainsight Employee ⭐️
    kgodiselaGainsight Employee ⭐️

    Auto populate AI Follow up action items task Assignee as OrganizerNew Idea

    Customer NICE CXone has a requirement. For activities synched through AI Followup, in the AI Action Items, when adding a Task, the CSM has to manually set the Assignee.Instead if the system could auto populate the Task owner with the meeting organizer’s name as the default in the Assignee field, that would be apt. CC: ​@marionmungcal 

    1
    Forum|Forum|5 months ago
    SimonHHelper ⭐️

    Passkey support for community member accountsNew Idea

    We’d love to see passkeys as an option for members when they register for our community. As cybersecurity company, our members are particularly vocal about being able to use passkeys to authenticate and consider them table stakes for any website or application.

    0
    Forum|Forum|5 months ago
    khumphreyContributor ⭐️⭐️

    Add a User profile field that can be tagged (@) within a post or commentNew Idea

    I run a “community champion” program within the Varicent community. Because our champions are high-level product experts with a wide range of specialties across our products/features, I’d like to easily @ tag specific champions based on their specialized knowledge. This would be made much easier if there was a user profile field that could be @ tagged within a post or comment. Adding structured, opt‑in skill and experience tags (e.g., plan complexity, reporting, data/integrations, scalability, governance, migrations, etc.) would make it much easier to reach out directly to Champions with relevant expertise—supporting peer collaboration.I initially thought this would be possible by creating experience-based user segments, but as far as I can tell, segments cannot be tagged within. a post or comment. I suppose adding this requested functionality to User Segments would also fit my intended user-case. If there is already an alternative way to achieve my intended result, please let me know! 

    0
    Forum|Forum|5 months ago
    darkknight
    darkknightExpert ⭐️

    Remove "Please reach out to your Gainsight Administrator to request access."New Idea

    Can we please remove all references to “Please reach out to your Gainsight Administrator to request access.” in the platform?  And/or give us the ability to customize the message?!This generates unnecessary noise for admins, especially when fields or features are intentionally locked down.  

    0
    darkknight
    Forum|Forum|5 months ago
    SC-Chellie
    SC-ChellieContributor ⭐️

    Allow bulk upload of single-day live training eventsNew Idea

    Hello, Skilljar team. My company runs the same vILT 5 times per week practically every week, to cover ~350 learners per month. It would be extremely helpful to be able to create these events in Skilljar in bulk via CSV for the year as opposed to cloning individual events in the UI. 

    0
    SC-Chellie
    Forum|Forum|5 months ago
    Revant
    RevantContributor ⭐️⭐️⭐️⭐️

    People Maps on R360New Idea

    Instead of creating a sub-hierarchy map at Company Level it would be good to have the dedicate people map available at the relationship level  Link to the discussion  

    6
    christopher_sanderson
    Forum|Forum|5 months ago
    Gainsight Employee ⭐️
    bbovacontiGainsight Employee ⭐️

    Allow updates to the Action Execution Schedule within programsNew Idea

    Having the ability to update the ‘Action Execution Schedule’ on a program that was published would allow admins to fine tune their programs instead of having to clone / re-create them. For example, if a program is published and has a schedule to send emails Monday - Friday, but they realize that emails at the beginning or the end of the week tend to get overlooked or missed more often, being able to remove that day from the schedule would be helpful. Instead with the current setup, they have to clone or re-create the program all together just to make that adjustment.I do believe this would be a welcome update to the edit capability within JO!

    1
    alizee
    Forum|Forum|5 months ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Consolidate all Email Subscriptions / Preferences in Profile SettingsOpen

    A user reached out to me said he’s not receiving email updates from our community. In replying to him, I realized that the places he should check his settings are fragmented. Most settings are under profile settings, but not all Product Update subscriptions are completely separate Event Notification subscriptions are completely separate  Each Forum Subscription is separate on the forum category pageThis idea is holistic feedback that it should be possible to manage all of these in one profile settings page. Within that is probably two core ideas: Product Update and Event subscriptions (#2 and #3 above, as well as any others I may be missing) should be added to profile settings (#1 above) and changes to subscriptions should be bidirectional (if you unsubscribe on one page, the setting updates in the other like with unsubscribe variables)   Forum Subscriptions should also be able to edited from profile settings. Perhaps a multi-select drop down of the available forums and which they want to subscribe to, similar to the pick list within the Dynamic Content Widget. 

    7
    DannyPancratz
    Forum|Forum|5 months ago
    GracePContributor ⭐️⭐️

    Add Smart Trackers to Gong integration logging to timelineNew Idea

    Gong recently released Smart Trackers, however these are not currently available in the Gong integration into the timeline. I am requesting that Smart Trackers are pulled into the timeline entry much like the keyword trackers are today.

    4
    Molly.McQ
    Forum|Forum|5 months ago
    jagadeesh_kumar_paidimarri
    jagadeesh_kumar_paidimarriHelper ⭐️⭐️

    Prevent inactive users to be available as internal attendeesNew Idea

    Hi Team, Posting this request on behalf of customer. Currently we are allowed to search inactive users and we are able to add them as internal attendees to activities.Currently we are searching whether the user type is internal or not and are not having any additional filter while displaying the internal attendees.We have below feedback from one of our customers and wants to restrict the search to display only active users.Feedback from customer:While I see the logic in including inactive users who may be relevant, the execution of this is flawed. The correct behavior would be to prevent adding these inactive users to any new activities or journeys once they are inactive.Currently, the system allows the same activities for active and inactive thereby making no differentiation. It causes more harm than good. I have processes going to users who are no longer with the company and we only find out once the harm is done.

    9
    spencer_engel
    Forum|Forum|5 months ago

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