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    6162 Ideas

    dayn.johnson
    dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️

    Slack AI Agent Prompt LibraryNew Idea

    As we’re rolling out the Slack AI Agent to teams that do not frequently log into Gainsight, and instead work primarily out of Salesforce, I’m curious – would something similar to the Copilot prompt library be on the roadmap? ​@Ritika Jindal – very happy to see the Copilot library, particularly the ability for admins to add standard prompts, and end users to create and save their favorites.It’d be a huge QoL improvement for users who don’t typically access Copilot to be able to leverage that same prompt library when they interact with the Slack AI agent. 

    1
    Ritika Jindal
    Forum|Forum|9 months ago
    NadiaNaziriContributor ⭐️⭐️

    Add Audit Logs for PX UI ChangesNew Idea

    Currently, PX does not provide audit logs for administrative actions within the UI. I am not referring to engagement audit logs, but rather changes such as:Creating or deleting API keys Adding or removing users Modifying roles or permissions Updating configurationsSurprisingly, such a critical feature is missing from PX. Having audit logs for these activities is essential for visibility and compliance. It would greatly enhance troubleshooting, accountability, and security posture, ensuring that all administrative changes are tracked and auditable.

    0
    Forum|Forum|9 months ago
    AmeliaContributor ⭐️

    Skilljar Taster modules in a Paid courseNew Idea

    Hi team,Skilljar used to allow modules within a paid course to be free, but since an earlier product update (template builder) was introduced last year, this functionality has been removed.Please reinstate this option, as we need to launch paid eLearning material and have at least the first 2-3 modules free, then a prompt to the learner to pay for the course to access the rest of the course to complete.

    0
    Forum|Forum|9 months ago
    SmartlyGreg
    SmartlyGregHelper ⭐️⭐️⭐️

    Allow users to send out the "Join the community" system email to someoneOpen

    Even as an administrator having to add a single or very small number of contacts via CSV is painful.So why not use the existing system email “Join the community” and allow it to be triggered through a very simple form that adds a single contact to that database and sends out the invite email on behalf of that user.This promotes the organic growth of the community as people invite each other and might come in handy also in a B2B context to push colleagues to join.Since you are tracking the referrer, you can also reward the behaviour and have a small referral program!

    7
    svh
    Forum|Forum|9 months ago
    steve_davis
    steve_davisGainsight Employee ⭐️⭐️

    Variant Email Templates In Email AssistParked

    I have a request from a customer to be able to use (for example) the language variant when using email assist. In testing this it appears that it always defaults to the first in the list (English) when sending out. They'd like the email sent out to a contact outside the US to receive the email in the local language similar to the way that JO works. At this time it looks like they'd need to create a template for each language. 

    83
    Forum|Forum|9 months ago
    sam.walker
    sam.walkerHelper ⭐️

    Implement lazy loading for media (images and video) in Skilljar by GainsightNew Idea

    My SEO Specialist has identified that the default method of embedding videos in Skilljar does not use the loading="lazy" option. He says it should use lazy loading to follow best practices for page performance, according to Mozilla.I suggest we add a default or an option to enable lazy loading for images in HTML lessons and video lessons. This will improve page loading times.We could re-embed all our current videos with a custom embed code (or edit image HTML) to achieve this, but that would involve a significant amount of work, as we have hundreds of videos and images in our lessons.This idea is similar to:but for Skilljar.

    0
    sam.walker
    Forum|Forum|9 months ago
    CatyguerrantContributor ⭐️

    Additional Collaborators in SpacesNew Idea

    I would love to see the option for two collaborators in the SPACES heading. We love having the CSM but would like to also have the Account Manager as well. 

    0
    Forum|Forum|9 months ago
    meera.rContributor ⭐️

    Request for Version Control and History Tracking in GainsightNew Idea

    We request the implementation of comprehensive version control and history tracking features in Gainsight to enhance collaboration, accountability, and audit capabilities for our team.Business JustificationImproved Audit Trail: Enable detailed tracking of who accessed, modified, or viewed specific rules and configurations. Team Collaboration: Facilitate multiple team members working on the same instance without conflict. Change Management: Provide visibility into what changes were made, when, and by whom Risk Mitigation: Ability to revert to previous versions if issues arise Compliance: Support internal governance requirements for system changesEx:     At present we can see only the latest last modified name and we don’t see who all modified the rule and how many times it got modified.Requested FeaturesDetailed User Activity Logging: Track who opened, viewed, or modified rules/configurations Timestamp all actions Record specific changes made in each session Version History: Maintain sequential versions of all configurations Display side-by-side comparisons between versions Allow rollback to previous versions Change Attribution: Clearly identify which team member made specific changes Include comments/notes field for change justification Notifications: Alert team members when critical components are modified Provide summary reports of changes made during specific timeframes Expected BenefitsReduced troubleshooting time when issues occur Increased accountability across the team Better coordination of work efforts Simplified compliance reporting Decreased risk of unintended configuration changes

    0
    Forum|Forum|9 months ago
    Suvi Lehtovaara
    Suvi LehtovaaraHelper ⭐️⭐️

    Add Related Topics Widget to ControlNew Idea

    We all know how useful the Related topics widget is → it is helping in finding topics with similar topics and maybe even hinders from opening new topics. Related topics widget can also help moderators in merging topics, editing titles (making sure there are not similar titles in use) etc.We suggest that this widget be added to control as well to help moderators work.

    0
    Suvi Lehtovaara
    Forum|Forum|9 months ago
    meera.rContributor ⭐️

    New Feature for CTA, Success Plan Migration from R360 to C360New Idea

    I wanted to submit a feature request that I believe would benefit both Gainsight customers and internal teams by reducing the need for support/services intervention for these types of migrations.Current Challenge:Migration of Success Plans, CTAs, and key reports from R360 to C360 requires Gainsight Support/Professional Services assistance No self-service option exists for administrators to manage these critical data operations Lack of automated roll-up capabilities from child nodes to parent/C360 levelProposed Solution:We recommend implementing self-service capabilities that would allow administrators to:Configure and execute migrations of Success Plans, CTAs, and key reports between R360 and C360 entities Manage roll-up of data from child nodes to parent/C360 level Merge Relationships under a company (similar to existing Company merging functionality)Business Benefits:Improved operational efficiency through self-service capabilities Enhanced data integrity and audit compliance Better management of historical data during relationship deprecation Reduced dependency on Support/Professional Services resources Streamlined customer relationship managementThis enhancement would significantly improve our ability to manage customer data effectively while reducing the operational overhead for both customers and Gainsight teams. It would also align with Gainsight's commitment to providing robust self-service capabilities to administrators.

    1
    SalesPlay
    Forum|Forum|9 months ago
    JayS
    JaySHelper ⭐️

    Notification that an engagement or bot is being edited by another user.New Idea

    I’m moving this over from a question to an idea. We’re starting to get more associates involved in creating and editing engagements and bots, and I’ve run into our edits crossing paths, so they don’t all take effect.Could there be a notification provided to say another user is currently editing that engagement/bot when I open it? Or a way to allow only one user to be editing an engagement/bot at a time?

    3
    JayS
    Forum|Forum|10 months ago
    JayS
    JaySHelper ⭐️

    Ability to re-sequence rows in V2 editorNew Idea

    Working with the V2 editor in a guide. It’s great to be able to add rows, but would be even better if I could choose whether to add the new row above or below an existing row. Alternatively, if I could drag/drop the sequence of the rows.For example, if I decide I want the title in a row above, I have to delete the existing row and create a new one that will be the top row, then recreate a row below the title to contain the rest of the content. cc: @Gainsight2022 @woodlande @wheelern @JPKelliher 

    2
    JayS
    Forum|Forum|10 months ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Consistency in the UI (Created by/on, Modified by/on)New Idea

    Can you please make the Created by, Created On, Modified by, Modified On consistent across the platform?  In some places, they don’t exist at all (such as Jobs, Dropdowns). In others, not all of them exist, for example, in Real time rules, the “Created on” is not there.Also, you can find them in other places but with a slight difference in the naming, such as “Last modified date” (rules engine) vs “Modified on” (Data management → Object)Besides consistency, it would go a long way in helping to troubleshoot changes. To be clear, in no way does this solve the need to have proper audit capabilities within GS but it’s a starting point 😊   

    11
    romihache
    Forum|Forum|10 months ago
    cbreshearsContributor ⭐️⭐️

    Reduce API Calls by Returning New ID on Object ConversionNew Idea

    When converting object types through the API (for example, converting an article to a conversation), the API should return the new object ID as part of the response.Right now, the workflow requires multiple unnecessary steps: Retrieve the current publicID Perform the conversion Query all objects to locate the newly created ID using the public ID Only after that can you continue working with the converted object. This creates extra API calls, additional compute, and avoidable complexity for what should be a straightforward operation.Returning the new ID in the conversion response would streamline the process significantly.

    0
    Forum|Forum|10 months ago
    tom_gerth
    tom_gerthGainsight Employee ⭐️⭐️

    Ability to export audit logs from Gainsight?New Idea

    Hey all,Posting on behalf of a customer!  I’m wondering if there’s any future plans to allow for the ability to export audit logs from Gainsight?  More specifically, interested in understanding if we have any future plans to give the ability to expose an API to facilitate the secure export of log data in to a SIEM. For the sake of security and accountability some customers may request that we have a way to export audit logs from within the product to have a better overarching understanding of who is working in different aspect of the environment.

    7
    johntrask_bt
    Forum|Forum|10 months ago
    darkknight
    darkknightExpert ⭐️

    Feedback on Horizon Cockpit and Custom viewsDiscovery

    In addition to the challenges already raised by these other two posts, I have some additional observations/points of feedback   In Custom Views, the column selections don’t match the actual column order of the view.  The column order that admins establish in the builder should match the outcome (and admins should be able to drag and drop the columns in the desired order) .  Notice in the example below (which is a brand new Custom View that hasn’t been manually altered other than adding the “Next Task Due Date” field) the columns in the Admin config don’t match the columns in the Cockpit view: EXPECTATIONREALITY  Admins should be able to pre-define column widths because some of the columns appear wider than necessary, reducing visibility of others and requiring additional scrolling:  The last column in a view is very difficult for end users to widen… Each view starts off with a “Company > Relationship” column (which is a bit confusing for end users when we don’t use relationships) but the real problem is You can remove it via Admin config: But you can’t find it again as it’s not available in the Filter list.   If you can’t recover it, you shouldn’t be able to delete it.   BONUS if we can relabel it to just say Company. Why are the columns in the search box not alphabetical? That’s a start

    13
    bradley
    Forum|Forum|10 months ago
    travis_floyd
    travis_floydContributor ⭐️⭐️⭐️⭐️⭐️

    Give the Admin the ability to change the column order and field names in Call to Action "Custom Views" for Cockpit.New Idea

    Currently, the Administrator can edit views with the exception of My CTAs and My Tasks.  These we can’t even add additional columns to the view.  In the other views we have, we can add columns, but we cannot change the order of the columns, or rename the columns that we add.   We could delete the columns that the system will allow us to, and re-add them in the order we want, but then we can’t change the name.  As an example, we often have to add a field for a column that is just called “Name”.  Not very descriptive, as it could be the Type Name, the Reason Name, the CSM Name, the TAM Name, Company Name, etc etc. Please give the admin the ability to configure these fields to make the end-user experience consistent and more user-friendly. 

    9
    AshutoshSingh
    Forum|Forum|10 months ago
    darkknight
    darkknightExpert ⭐️

    Allow ability to make fields mandatory on CTA creationNew Idea

    Searched and found this post showing “not planned”But I think there is definitely a use case for requiring fields on CTA creation vs. only enforcing required on closure.In my case, I’m trying to move our CS team to use CTAs for Risk tracking (to date they’re using Timeline only) but there is a requirement to track a sub-reason as well as Revenue at Risk (that may actually be a different $ amount than the total ARR tied to the customer account). Using Timeline, you can make a field required when the activity is logged, forcing users to populate it before it can be created. But the lack of this ability to do so in CTAs means Risk CTAs can get created without logging the At Risk Revenue Impact because it is not a required field, making it easy to forget.I’m going to continue having a hard time convincing the use of CTAs for Risk tracking because between this request (and the ones below) Timeline does have a few more flexible features that make it appealing to our CS team as a quicker, more accurate way to record/track risks.  

    3
    AshutoshSingh
    Forum|Forum|10 months ago
    andr_raposo
    andr_raposoHelper ⭐️

    Mandatory Fields in Customer GoalsNew Idea

    Hi all,Similar to this thread regarding mandatory fields in Success Plans, we have the exact same need but regarding Customer Goals.  It would be great to be able to set fields as mandatory for closing and even for opening. Both custom and system fields. In our case here two examples:for opening: making Due Date mandatory, so that we can track due goals for closure: making a Value Statement field recording a quote from the customer regarding the goal completion

    1
    AshutoshSingh
    Forum|Forum|10 months ago
    Gainsight Employee ⭐️
    kppatelGainsight Employee ⭐️

    Want to change the change the colors of the bar chart.Released

    Hi Team,To set the custom colours we do have option select the object and field to set colours. If field contains multiple unique values at that time it’s not showing.Can this be more simpler, just like build a what ever report you want and edit the colours right-there just like we use to do in MS Paint simple as that.In my case I want set custom colour for modified date, where I’m using group by month on this field. But i can not because modified date contains more unique values.Thanks

    6
    Prateek Parashar
    Forum|Forum|10 months ago
    bradley
    bradleyExpert ⭐️

    Allow Associated Person on CTA CreationNew Idea

    While I’m excited for recent advancements in CTA with the recent release, there are still some pretty glaring flaws in CTAs and Cockpit as a whole. This one remains a big problem: and it also conflicts with the “require on create” enhancement that was just rolled out. Because guess what? Lookups you add won’t honor your search criteria at all.Which brings us to the Associated Person feature. This is essentially a 1:Many version of a lookup field on Company Person.I mention the above post because it’s essentially the same problem, except instead of the possibility of doing it (just not with filters) you simply cannot do it at all.To recap: Consider the existing workflow now:Admin configures Associate Persons End-User starts to make a CTA Save the CTA Return to/reopen the newly created CTA Search/input the now curated info into the field search.Note: You also cannot add Associated Person to a Cockpit view, so they can not be managed there either.VS the ideal state.Admin sets up Associate Persons End-User starts to make a CTA End-User searches via the curated list and can create the CTA successfully.Can we please address this and the above issue together? It seems that even the most recent release didn’t wholistically improve the CTA/Cockpit experience despite the much overdue enhancements. Also related: 

    1
    bradley
    Forum|Forum|10 months ago
    darkknight
    darkknightExpert ⭐️

    Copilot: Flag to disable the "Thought Process" promptNew Idea

    This new “Thought Process” response that triggers when a prompt is processing is annoying and irrelevant, especially to end users.And also especially when you practically restate it again at the end of the prompt.There should be a flag to give admins the option to disable this step across the board. Thought ProcessResulting Prompt 

    0
    darkknight
    Forum|Forum|10 months ago
    rschlette
    rschletteExpert ⭐️

    Enable Dashboard and Report Sharing for Pending PX UsersNew Idea

    Current StateNewly provisioned PX users who have not yet logged in (status = Pending) cannot be included in user-based sharing for dashboards and reports. Sharing options are limited to “Public,” which creates one of two issues:Low trust: Dashboards must be publicly editable, exposing them to unintended changes. Poor first experience: Pending users see no shared assets when they log in, reducing perceived value.Example ScenarioA CS leader wants to use PX to view adoption data. A dashboard exists for them, and ideally, they log in and simply filter by any customer ID in their book of business. Today, this is not possible because:To filter a shared dashboard, users need Edit permission. Direct sharing requires the user to be Active, so we cannot share dashboards or reports until they log in and change status from Pending to Active, unless we settle for completely open public write/edit access.Current WorkaroundsMake dashboards Public with write access for all users (low trust). Ask the user to log in, confirm, then manually share dashboards/reports (awkward and inefficient).Business ImpactEveryone’s org is different, but in most of them you get one shot to demonstrate value. In the current state, a new user either logs in to find dashboards that are constantly open to public changes (so low trust), or an initial user experience that literally does not provide them with any value (no shared assets to view) Please allow Dashboard and Report sharing for Pending PX users so we can have productive first sessions with our largest PX user group

    0
    rschlette
    Forum|Forum|10 months ago
    iteku
    Gainsight Employee ⭐️
    itekuGainsight Employee ⭐️

    Group By Median - Data designerNew Idea

    Hello Team, We’ve got a reqeust from a customer, to get the median of the 3 values by relationship id under the transformation task, in the Data Designer. After checking on this intenraly, it seems this hasn’t been implemented yet and there is no workaround as well. Can you please consider the above use case and implement it in furture? Thank you.

    9
    bradley
    Forum|Forum|10 months ago
    andybuchanan
    andybuchananContributor ⭐️⭐️⭐️⭐️

    Ability to make child picklist field required on new updated CTA WorkflowNew Idea

    With the November ‘25 release, CTA fields can now be set to be made Mandatory which requires users to fill it out before saving or submitting.  However, for picklist fields that have a controller picklist (is a child picklist), this option is grayed out and not possible.  This creates a hole in reporting as the child option is the more detailed and in most cases the more important answer that needs to be captured.  

    1
    bradley
    Forum|Forum|10 months ago

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