I would like the ability as a system adminstrator to update members profiles- update/add avatar and update bio info. Profile updates are something that members dont necessarily do until they have created strong ties- even employees. In Jive and Khoros- I was able to quickly add an avatar, update errors or add a bio summary for employees and customers. Jive was directKhoros allowed me to ‘swap’ user profiles (larry ingram will know what this is). Thank you
It would be very helpful to be able to search on multiple users at once- add in names separated by semicolons or commas or add an excel spreadsheet and have AI index the member list. Use Case: I have a list of 140 people I need to add to a user group. Right now, I have to search on each individual email address, then copy the username and add each one to the user group manually. Takes about 1 minute for each person as it's such a manual process. Thank you, S
Currently you can either toggle on or off the ability for end-users to delete CTAs but this applies to all. We want to be able to set this by type so some can be deleted and others can’t.
I know that IAM roles has been recently released, which helps with Enterprise security. However, we also require our S3 connections to only have access to specific folder paths. Currently, if you add more than the bucket in the path, it will give you a ‘unspecified character’ error. We need to be able to put the full allowable path. Please consider enhancing.
We can associate existing goals to a Success Plan, but we would like end-users to be able to create a goal when looking at the Success Plan - this just helps with the flow rather than having to head to the Goals tab first. Thanks
We can associate existing goals to a Success Plan, but we would like end-users to be able to create a goal when looking at the Success Plan - this just helps with the flow rather than having to head to the Goals tab first.
ProblemA lot of questions get posted with very vague titles (e.g., “Question about X”, “Integration issue”), while the real details are buried in the body.This creates a few downstream issues:Poor findability inside Community search and category pages (hard to scan lists of posts). More duplicate questions, because existing threads don’t look relevant at a glance. Weaker SEO / GEO (search engines + AI discovery tools have less signal about what the thread actually answers). this point is being more and more problematic.Proposed solutionWhen an end user creates a new topic, allow Gainsight CC to suggest a better title using AI summarization based on the post body.UX suggestions (I’ll leave this to the UX professionals, but here is an idea to kick it off)At the end of the text box: Button: Suggest a better titleMicrocopy: “Generate a clear, specific title from your question.”Provide 2–3 title options (not just one) User can still edit the title after accepting the suggestion, before posting, so the user stays in control.Thoughts?
What the subject line says -- CC admins need the ability to control which Gainsight AI features we want to roll out, not an all or nothing toggle. It looks like there are now a couple different toggles in the sandbox (vs. our production environment), but nothing near as granular as what’s available in CS.Our use case: Our security team has to review all new AI features before we enable them. While they’ve approved everything available now in production, they have not yet approved the new “Search Summary” feature that shows up in our sandbox environment.As a CS user starting a CC migration, this is yet another case I’ve found of a lack of #productparity between these different Gainsight platforms.@Kenneth R, @revathimenon, I’d love to get some eyes on this!Gainsight CS settingsGainsight CC settings (production)Gainsight CC settings (sandbox)
Currently, I’m unable to add an Evaluate step after an Email in Dynamic JO unless I choose a condition (Opened/Not Opened, Responded/Not Responded, etc), but there’s not an option to add it i I just want to continue as long as the email is sent. Here’s my use case: I have a program that sends an email upon a CTA reaching a specific status, and then, I want it to send another email a day later ONLY if the CTA is still in that status. Since participants aren’t evaluated again automatically after entry, I was attempting to build an Evaluate step prior to the next email using a Calculated Field to check that status again. However, that appears to not be possible. I also tried to add a Dellay, and then, an Evaluate, but that is also not possible. What I would up doing is choosing Open/Not Opened, and then, adding the Evaluate to both branches and sending the same email regardless. That seems unnecessary and makes the program more complicated than it needs to be. This is another example of how we’ve lost functionality from Advanced JO.
Summary page types in C360 are super powerful as you can combine reports, attributes, widgets all in one place. However, they very quickly get overwhelming because they are the ONLY page type that allows for this type of configuration.Today, we are limited to adding a Summary page type once. When you already have one, you cannot add another. This request is to allow more than one Summary page to be added to a C360 layout.
When we get a partial failure on a connector job, usually because of a picklist mismatch I would like the option to just sync the records which failed. Currently I have to re-sync all items to ensure they end up coming over which is over-the-top when we have 100’s thousands of records and just a handful of failures. Screenshot example, we had 1 failure which I fixed. I then ran all records and got a further 3 fails, which again I fixed. I now have to re-run all records again just to get those 3 over. It may be a while between a fail and me fixing, which means the “re-sync since last succesful” wouldn’t pick them up as the modified date in SF is too long ago.
I’m running into all sorts of issues with our Company Person data because of Gainsight’s strictness re: the Load to People action. Any other standard or custom object you load to in Gainsight allows you to choose your identifiers at will, which is great because sometimes you need that flexibility. However, with Load to People, you must first define your identifier in Administration > People, which is set to “email” as default and until fairly recently was the only identifier you could pick (yuck). Now that we can change the identifier though, I changed ours a few months back from email to External ID. However, I’m realizing that my predecessor did not even map External ID for some of our Company Person records, so I’m trying to go back and either backfill the External IDs or mark them for deletion, whichever is appropriate. Instead of just being able to change my identifier to “Email” for this one rule, I must go to Administration > People and add “Email” to the match criteria. This is convoluted, but it’s ultimately ok because the rule does let me uncheck “External ID” as an identifier and only choose “Email,” which is necessary in this case because, again, the records I’m dealing with have no External ID and therefore that’s a useless identifier for my use case. The real problem is that for some reason when I set this match criteria, it updates all my other Load to People rules and my SFDC connector job to include Email as a second identifier. Why?? So now I’m resorted to doing one of the following once I add Email as a second identifier for this cleanup process: Quickly go in to each Load to People rule and change all the identifiers back to just “External ID” and not Email, or Make sure I run this process during a time when none of my other Load to People jobs nor my SFDC connector job is running, then go back to Administration > People and undo “Email” as a second identifier.This all seems so overly engineered. I understand this was probably designed to help sort of protect admins/ops professionals from themselves re: Contact/Person data, but in reality it’s quite restrictive and simply does not jive with how any other “load to object” action works, including, ironically “Load to SFDC Contact.”
I’d love a widget that pulled all the topics with no replies. We encourage our community of customers, partners, and employees to answer questions - but there’s no real way to say “hey, here are some questions that could use your advice.” It’d be nice if there was a widget that did this.Or if we could tweak the “help others” option to be for posts with no replies, rather than no replies marked as best answer.
See ticket: 502640. I created a rule to populate a specific value in our scorecard, but Gainsight is changing that to a different number which is the mid-point of that color range’s value. This is unnecessary, inaccurate, and annoying.
Custom pages are islands by themselves, need to be featured from either the homepage widget or a content.It would help to make them Searchable for keywords that match their Title and Description so if I’m interested around “Community Management”, Search is my go-to…That Search box helps me not worry about how Navigation is designed but return:Content, Events, Ideas, Custom Pages on the Subject and People (why not)?
ProblemWhen a tracked sponsor holds multiple concurrent positions (e.g., a board seat or advisory role at one company while employed full-time at another), Sponsor Tracking automatically designates latest/current positions as "primary." If the sponsor leaves the non-primary company, that departure is not surfaced or flagged — even though it may be the position most relevant to our relationship with them. ExampleWe had a case where a tracked sponsor's profile showed two concurrent positions. Sponsor Tracking treated the latest company as primary and the other as secondary. When the sponsor left the secondary company, no update appeared in Sponsor Tracking, even though this was the departure we actually needed visibility into (since it was related to the customer). LinkedIn showed the change, but Gainsight did not surface it. Current Behaviour confirmed with Gainsight Support/ProductWhen tracking starts, Sponsor Tracking automatically selects the sponsor's latest/current position as the "primary" company. If a sponsor has multiple concurrent positions, only the primary one is monitored for changes. Departures from a non-primary (concurrent) position are not captured or surfaced. There is currently no way to manually select which company should be treated as primary for tracking purposes.CSMs rely on Sponsor Tracking to catch champion/sponsor departures before they impact renewals or expansion. When a sponsor holds concurrent roles, the system's automatic choice of "primary" company may not match the company that actually matters for our relationship — meaning a critical departure can go completely unnoticed until it's too late to react. Suggested EnhancementAllow users to manually designate or override which company is treated as the "primary" tracked position for a sponsor, particularly in cases where a profile shows multiple concurrent positions. This would let CSMs ensure the correct relationship is monitored, regardless of how the sponsor's profile is ordered externally.Curious whether other Gainsight admins have seen sponsor departures go unflagged because of concurrent positions on a profile. If you've hit this too, please upvote and share your example below. It will help Product team gauge how widespread this gap is.
As an admin, I’d like the ability to natively embed Staircase reports into Gainsight dashboards. I don’t like that we have to create separate dashboards in two Gainsight tools, or direct users to go to two separate places, to solve the same user need.This is primarily focused around CSM & Manager’s Dashboards, but can be used for other use cases.Here are a few use cases:Including Team Stats report for Managers Add Churn Risk event reports into both Manager’s and CSM dashboards Highlight positive sentiment signals to managers Adding Risk & Expansion analysis reports for both Managers and CSMs Adding Churn Analysis into Executive Dashboards Including Missing Contacts, Data Sync, and System stats into Admin dashboard
I’m not fully sure how this would work, but here’s the general premise:You can set up custom topics to trawl for in communications in Staircase, which is great. You get topic breakdown reports, see which accounts are mentioning it, etc.However, unless it’s also tied to something like a churn risk or negative message type of insight, you can’t create alerts off of them, nor are they reportable in CS.Ultimately, here is what we would like to be able to do:Have these signals more visible in CS Be able to fire alerts on topics (e.g., when a competitor is mentioned) Be able to configure when to fire a CTA in CS when certain topics appear under certain conditions in CS. For numbers 2 and 3, ideally, you’d also have some of the context aka evidence (link of the comm + snippet) so you don’t have to hunt down the origin.I use competitor mentions as an example, but it obviously wouldn’t be limited to just that. And while understanding the context of when to send these alerts might be a bit of a challenge for an org, having the capability would be valuable.For example, if you’re in the middle of a renewal period, and your customer is dropping mentions of competitors in emails/calls, that could signal a problem.Today, you have to rely on the topic reports, or topic section of an account page, which is fine, but it’s not a proactive alert, it’s passively there.
My SVP CS would like to review impact of Topics at an ARR level. I can obviously get to this at an individual account level, but that’s not quite what he wants. He’s looking to review certain topics and what amount of ARR they are related to. I don’t see a way to do this today within Staircase, though I can probably accomplish it in Claude I imagine (and have not tried).
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