Currently through Load to Scorecard History Action, only weekly snapshot data can be loaded as the Time Granularity is set to Weekly by default and is uneditable.There is no provision to backfill Monthly snapshot data. Hence for the loaded weekly snapshots, there wont be any entries for Monthly snapshot which makes the data incomplete. Load to Scorecard History Action should provide the Monthly Time Granularity option too.
It would be great to give users the option to Share Badge to LinkedIn when they earn a new badge.
Currently, we use Relationships in Gainsight to manage various onboarding projects. As we expand the number of project types we manage through Gainsight, it has become increasingly challenging to select the correct Relationship when logging an email to the Timeline using the Gainsight Assist Outlook plugin.Our setup includes multiple Relationships with the same name for different onboarding projects, which are ingested from Salesforce. We distinguish these Relationships using different Relationship Types. However, the Gainsight Assist plugin search only displays Company Name > Relationship Name, without additional context to identify the correct Relationship.To address this issue, it would be incredibly helpful if the search results in the Gainsight Assist plugin could be customized to display at least one more field. This additional field would provide the necessary context to easily differentiate and select the correct Relationship.If there are any existing suggestions or workarounds to mitigate this challenge, we would be very interested in learning more about them.
I would like to be able to add multiple connectors of the type “Gainsight API”. This way each connection (integration) has its own Access Key.Currently If I try to add more than one I received this error message:You have reached the maximum number(1) of connections allowed for this connector. Business Use-Cases:When discontinuing a relationship with a vendor, I can revoke their specific Access Key without affecting any other users that are using that have API access. For security reasons, if there is a breach at a specific vendor we can quickly and securely reset or revoke their access key without interrupting other business workflows. It will allow us to associate individual API calls with their source buy naming the connector separately.
I would like to allow members to access topics of interest, such as AI is it possible to follow a tag?
It would be very beneficial for Spaces invite templates to be universally created to promote consistency and branding across all users.
I would like to use the same custom fields that my business has defined in ZenDesk when we link into Gainsight. I read in the FAQ that this is not currently supported, but I was wondering if there were any plans to build out a functionality for this? The ZenDesk <=> Gainsight link is great, but I need that extra level of detail to create something that'll be useful enough to encourage adoption from the organization. Thanks!
At the moment you can create (or link to an existing) CTA but there is not the option to log an activity in Timeline. This could be valuable for support reps to share Customer specific information that is not a task / CTA.
Expanding on this idea to remove participants when certain criteria are met — it would be really useful if we could either remove someone or branch them when they reply to an email in Journey Orchestrator.A reply usually means the customer is engaged, and we should stop sending them down the default path (in our case, additional survey reminders). Right now, handling this takes extra steps or workarounds for our Digital CS team. Currently, they’re replying to the survey on the customer’s behalf, which results in bad data.A built-in option to act on an email reply (remove or branch) would simplify things and make the flow more responsive.Would love to see this added — anyone else run into this?
We have a very robust points program that members use to get merch/swag. Currently, the only place for them to see their points is on the leaderboard (toggle to all time, then scroll or otherwise search manually). EDIT: I see in another post that the admin view is different than the member view and that they can see their points at the top of the leaderboard.Because we have such a solid Rank and Rewards program that is point based and requires customers to redeem points for merch, they need to be able to see how many points they have easily. Can this be added to customer profiles? EDIT: I still would like to see this 😀
It would be great to set some tokens on the Timeline Note Templates from your account. For example, we want to set up a template for a “CSM Handoff” when the CSM changes. The leaving CSM will create, but we have some things like “ARR, Sentiment (custom fields on account,), renewal date” that we want pulled into one spot rather than the CSM going to different places. It would be great to be able to token and map like we are able to in Email Templates
Thanks Lila. Can we consider enabling end users to change the types of CTAs that they created? Note: This conversation was created from a reply on: how do you change a type of a CTA after it is created?.
AI translations feature to translate private messages in Community too please
We recently enabled P360 for a subset of our customers, but have found it makes search results challenging due to the increased number of results. We are heavy users of Relationships and 75% of the time when searching will be selecting an R360. When we search by company name now that P360 is enabled, we see the Company>Person>Relationship, since often the company name is in the email domain, so our CSMs are finding themselves always having to scroll to access the Relationships they really need. We’d like to see the search results either rearranged to Company>Relationship>Person or customizable so we can set it in that order for our instance.
Currently, in line editing in reports only supports a limited number of objects. Notably, objects and fields on those objects that have otherwise user editable fields (such as Success Plan and Call to Action) are omitted from this functionality. As an example use case, I have a need to display some details about a particular CTA on the Plan Info page of a Success Plan. I would like to then display those details on that customers C360. Because those fields are editable on the CTA itself, I should be able to allow a use to edit them on the C360 report as well (which is how I need to display it). Please allow more support for which fields/objects that can benefit from in-line editing than the handful that are supported today.
Currently, there is no UI-based option to notify users when an Access Key becomes invalid or when repeated API calls are made using an incorrect token. This can lead to the API getting blocked after exceeding the failed attempt limit, often without advance visibility.Enhancement Request:Provide a general email alert or notification when: Multiple API calls are made using an invalid or incorrect Access Key The usage is approaching the blocking threshold (for example, N failed calls before blocking)Include basic details or examples of callers (if possible) to help identify the source of the invalid requestsThis proactive alerting would help customers take corrective action early and prevent unexpected API blocks, improving reliability and operational visibility.
NICE CXone, formerly inContact, has been asking about a Complete Timeline Experience for the Gainsight Assist Outlook Add-In when using the “Log to Timeline” feature to be able to include additionally fields / drop downs configured within Timeline in their instance. More specifically, when a CSM logs a Timeline Activity within their instance they can select the “duration” as a drop down and they would like to see the option to select the drop down “duration” when using the Gainsight Assist Outlook Add-In when selecting the “Log to Timeline” feature.
Posting on behalf of customer. Currently in rules it doesn’t appear that we have the ability to find and replace text using rules efficiently. An example is a text field with 'Test;Test'. You would find ';' and replace that with 'and'. Would be nice to have an easy ‘find and replace’ option in a transformation task or something.
I recently went through having to manually review close to 600 programs to determine what was actually active, what is being used, etc. While this volume is not a typical experience, it really highlighted the atrocious state JO is in in terms of reporting and bulk management and is in dire need of assistance.Rather than making posts for each one right now, here is the wish list:In the Programs List UI: More statuses than “Active” to describe programs that have not been Paused or Stopped, but are really doing nothing. Expired: I found 100+ Programs that were “Active”, and had recurring schedules, but those schedules had expired 1+ years ago. On Demand: I found 400+ programs that were either a CSV upload (yes, I know there is a Source that can tell you this) OR some type of query that was not scheduled. Have a column for scheduled start and one for scheduled stop for each program that is sortable and filterable. If a program has more than one query I’m sure there’s a way to expand that. Bonus points if, like rule executions you can set notifications for when a schedule is going to expire. Column for Schedule Description (e.g., runs daily at 4PM EST) Column for Pause On Datetime Column for Stopped On DateTime Column for Last Run Date Column for Next Run Date Column for Created Date Column for “Description” Folder Name (what folder is the Program in) and have that FILTERABLE I would especially be interested to see what programs are NOT in one or more (or any) folders. The fact you have to go into a folder or edit the program itself to see where it is is vexing. Ability to Change the columns and order you see on the list and HAVE IT STICK. The fact you can re-order columns is useful now but they aren’t sticky which is so irritating. Filters on all of the columns. Also sticky. Sorting on all of the columns. Also sticky. Programs Per page - when you change it, make it sticky. The stickiness, filtering and sorting should be per user, with an easy way to reset it. Include Timezone for all of the datetime fields, or at least somewhere on the page. (Better yet solve these problems and Bulk Actions in Programs List: Select All (select all that you’ve filtered, with an additional option to select ALL regardless of filter) Pause/Stop/Delete Programs(s) You can add an extra safety measure by having the admin type in the action (e.g., STOP) if they try and stop more than one at a time. This should also be behind a permission set so only some users can bulk update things - not anyone that has JO access. Toggle the Participant Sync on/off General: At least with older programs, you can’t Stop a program from a Paused state. You have to resume it and THEN stop it which is nonsense. Add a description field for each program you can edit, just like with Rules, so it shows up in the UI All of this program metadata should be available and reportable in reports as well.
It would be so cool if we could create a related list for a CTA -- or, like in JO programs, embed a report in a CTA.Yes, a user can access the C360 and navigate to the respective tab. But we still need to instruct a user to do so in a CTA.Instead, let’s reduce the user friction by giving them exactly what they need directly in the CTA. We can do this with Company or Relationship fields right now, but that’s it. Let’s take this a step further by being able to provide a related list of records the CTA is referencing, or embedding a report in the CTA.Even if we could easily “link” a C360 section within a CTA, allowing for a one-click experience for the user, that would be a big help. Current Experience:User receives a CTA for an increased number of support tickets in the last 30 days User clicks Company name from CTA to be taken to C360 (creates a new tab, now the user is not even on the CTA anymore) User clicks the Support Tickets tab to get more information on the tickets User scrolls to find the tickets submitted in the last 30 daysEnhanced Experience:User receives a CTA for an increased number of support tickets in the last 30 days. The CTA contains a tab for “Support Tickets Last 30 Days” User clicks tab in CTA to review the submitted tickets Linked Objects are limited to low volume objects in Gainsight, so I can’t use Linked Objects to solve this issue. An example of my vision is below: A very similar idea, but for Scorecard specifically, is this one:
When a user queries Copilot about their portfolio, the thought process does not explicitly state that the results are restricted to the filters currently active on their Home: Copilot - though processAs example, right now I have a filter applied for the renewal date = date next year, so when I ask for my upcoming renewals, even though there is one account active and due at the end of the month, Copilot says that there isn't any: Copilot - responseI love that the response says “It could be because the required filters in GS Home haven't been set up yet” and directs to the documentation, which has been updated to add this caveat discovered during the BetaBut the verbiage used could be open to interpretation (we do have filters set up in Home) and a very low percent of the end users will read the documentation.Could the response and thought process be more clear and “right on their face”?For example, something like: ⚠️ Check Your Home Filter SettingsMy search results are strictly limited by your current GS Home filters and I can only see data that fits within those rules. To see more results: Please adjust or clear your filters in GS Home
In Horizon Rules today, execution logs are completely erased after a certain time period. I don’t just mean the actual execution files to see what records ran, I mean the fact that the rule had any execution history at all. After a certain time it’s just blank.Example:This gets confusing when you look at the Last Run Status in the Rules List UI and you see something like “Success” or “Failure”, but there’s no execution history.Same Rule: How has it run successfully but there are no logs? Answer - they get completely erased. Maybe it’s a huge drain on infra to even keep the visual logs around, but as an admin, I still need *some* historic information about each rule in the execution history.Here’s what I would like to see in the execution logs as a cumulative summary that shouldn’t take up much processing: Run Status Success Partial Success Failure Cumulative Count 54 33 0 Last Run Date 12/25/2025 01/31/2024 N/A This gives an admin the immediate information that the rule has in fact run at some point, what the status of the last run was, and how many times the rule has run in general. This is basically just a cumulative counter and a “last date stamp” that doesn’t need constant recalculation and should be cheap and easy to do compared to keeping years of actual log data. This would also be useful for Data Designs, JO Queries, or other similar jobs (like Rule Chains) that have some type of execution history.
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
OKSorry, our virus scanner detected that this file isn't safe to download.
OK