Request: As an Admin or Community Manager we would like the ability to schedule a Conversation or Question post.I saw the idea submission for Product Updates, but this is specifically for the other new topic options.Internally we have a few different people responsible for posting on behalf of their department and would like the ability to schedule these out.
Hi Team,Submitting this idea at request of a customer. It appears we do not have the ability to replace the canned/predefined Gainsight templates in the email template library with customer specific ones.This is the need and use case – they have various products and business units and want to drive a harmonized experienced across the lifecycle with standard email templates to align to customer branding guidelines. They would like users and super users to have a standard library to start with when creating business/product/relationship specific templates for their teams – ie Welcome email. Today this does not seem possible.
I’d like to propose a feature that allows community managers to highlight specific content—such as posts, articles, events, webinars, or podcasts—through a configurable pop-up (or “spotlight”) experience within the community.The OpportunityPromotion is a critical component of driving engagement and ensuring content reaches the right audience at the right time. Without intentional amplification, even well-crafted content risks becoming passive rather than actively engaging.Proposed SolutionIntroduce a configurable pop-up content promotion module that enables community teams to:Feature specific content (posts, blogs, events, podcasts, etc.) Target users based on behavior, role, or journey stage Schedule promotions aligned with editorial calendars or campaigns Control frequency (e.g., once per visit, once per user, time-bound campaigns) Include CTA buttons (Register, Read, Listen, Join, etc.)Use CasesPromoting upcoming webinars or events Highlighting new product announcements or releases Driving awareness of community-generated best practices or trending discussions Amplifying podcasts, videos, or editorial content Supporting onboarding journeys for new membersWhy This MattersCommunity content is most effective when it drives active engagement, not just passive consumption. Strategic promotion helps convert visibility into action—comments, registrations, shares, and deeper participation.A pop-up spotlight mechanism would:Increase engagement with high-priority content Improve campaign performance tied to community initiatives Help community managers align content with business goals Reduce reliance on external channels for visibilityClosing ThoughtThis isn’t about introducing “ads”—it’s about empowering community teams with intentional content amplification tools inside the platform itself. A lightweight, configurable promotion layer could significantly enhance the impact of existing community content investments.
Currently fields that we are syncing over from Staircase to Gainsight CS are not included on the dependencies tab in Data Management. This makes finding “unused” fields tricky as they show up as having no source.
Some customers have restrictions on which AI providers their organization is allowed to use. Today there is no ability for a customer to select which AI model provider powers the AI features in their instance. If we could create an administrative setting that allows customers to choose which AI models power their instance it would open up more adoption opportunities. As of today some customers cannot use our AI features since they may not be approved to use OpenAI.
"An AI is only as good as the data it learns from."Staircase provides incredible insights for our business already around retention, engagement, sentiment, and expansion.How can we take it further?We need it to know more about our business so that it has access to all of the information we would want it to crawl when our users ask it for recommendations and next steps.Why Would this be Important?Maximizing Value Delivery to the Customer - Helping CSMs close any knowledge gaps by allowing them to see what’s been missed or overlooked. Imagine a query like “Help me identify top adoption opportunities for my entire book of business” Unlocking Expansion Opportunities Across the Entire Business - Credit to @dcassidy for sparking these ideas - Imagine what that could do for the Expansion Analysis. Looking at 100-ish products against companies with a similar profile and "company x benefits from adding product abc" and guiding the CSM on how they might work through that with the customer. Imagine using a query like “complete a whitespace analysis across our entire segment/customer base and suggest the top adoption/expansion opportunities” Taking EBR/Strategic Conversations Further “Based on my customer’s desired outcomes and business challenges, which solution/features can we recommend to them? Include value proof points from other customers who have shared that this has helped them” "What LMS courses would by customer benefit from taking, based on their knowledge from the tickets, community posts, product usage, etc?” We need Staircase to be able to crawl data sources like:LMS platforms - understanding what learning courses are available to our customers Community platforms (and not just Gainsight’s) - understand what our customers are saying, common solutions to our customer’s problems, ideas, etc. Knowledge Bases - Crawl all of the knowledge base articles and product information Public Websites (ours, our distributors, our partners, and our competitors) Telephony platforms (transcripts) - where our support teams will be communicating with customers beyond simply the ticketing platform for live support, field service requests, etc.I’d view all of this as beyond simply an integration--the need is for Staircase to actually “crawl” and “ingest” this information.
Hey all,I’m a business analyst for my company and recently was asked to create reports comparing year-over-year (YOY) data pieces. In attempting to create these reports and widgets I learned that Gainsight does not have (by default) the following capabilities: Current Year YTD Values → Comparison Over Previous Year YTD Values Current Year QTD Values → Comparison Over Previous Year QTD Values Current Year MTD Values → Comparison Over Previous Year MTD ValuesThis was shocking to me considering these are fairly standard, cross-industry, reporting requirements for all business in all business sectors.Being able to take X period (current year, or other), with Y data (sales amounts, or counts, or other) and compare it to the same period in the previous year (or another year). This can be further expanded to a specific month (April 2025 compared over April 2024, or April 2023, etc...) Our account manager and technical account manager asked me to create this post for visibility.I was able to create a makeshift YTD year-over-year report, comparing current year to previous year, but it is very limited compared to a standard comparison report/widget.Support provided instructions on how to create this as a dynamic data-set, requiring us to create an object for each period that we want to see and comparing it to the previous 1 year back. However, this is still limiting and requires the set-up of multiple complex objects and requires us to upload a data table for what we want to compare, rather than using data within Gainsight.Please comment, upvote, etc!
We would like to make an ideation board available for each separate group. We want to use groups to invite customers/users for beta tests and friendly user tests. We have various products for which we want to invite testers, but not everyone will be asked for everything. Depending on the product you are a tester for, we will unlock a specific product group for you through groups. To collect ideas, we want to use ideation within that group. This means that in this private group, you will only have access to the ideation board of the product group for which you are a tester. Our use case is focused on B2C, where we want to involve customers in improving our products. This opens up new opportunities for customer engagement, accelerates the improvement of existing products, and enables us to launch even better products. In a B2B setup, you can distinguish customers based on their feedback and ideas for each product they purchase from you. This provides a clear overview and allows you to manage all your customers on a single platform.
We are starting to get interest from stakeholders in the GS P360. Without fail, when someone learns that they can look up an individual person, they ask “How do I get back to the Company View now?” They consistently click on the Company Name and expect it to be hyperlinked.Would be a small QOL improvement for Ops (less questions) and Users (less confusion).
Now when we have recurring exports, I would like to get them automatically to email. .csv should be included to attachments so AI agents can process the data for me, automatically.Less manual work is less manual work.
Allow admins to re-order or remove sections of the AI Cheat Sheet in each 360 layout so it is configured in the way end users are looking for information.
Using Copilot, when the results are returned in a table format, CSMs are needing the ability to export the table in the results. With the table results, it asks if we need an export of the results. When I confirm that I do, it shows:“You can export this dataset using the following identifier:” The table again “To export, use the export or download option provided in your Gainsight or Copilot interface and reference the dataset_id above. If there is a specific export format you need or you require guidance on the next steps, please let me know!” There is no export option or id shown.I then clicked the copy icon next to the thumbs up/down icons and see it contains a URL, however when clicking the link, it only pulls up a Gainsight page with a 404 error. I submitted a support ticket in addition to a community question post (link below). Support responded, “...Currently, Copilot does not have a dedicated export option, and we are not able to export these responses at this time.” For this reason, I’m submitting this as an enhancement request. A couple of questions:Is this functionality on the short to mid-term roadmap? Is so, when might that be? The current response from Copilot is very misleading as it suggests an export is possible. Can something be done to update the response provided? This is causing confusion.
The API can access all of the fields in an Idea except Team Notes. Please add Team Notes to the payload of GET /Ideas/{ID} We currently have an automation that moves our community ideas into Jira/JPD. The team has started using Team Notes in the community when the idea goes through the inital moderation process, but unfortunately there is no way to get that information into JPD via the API. As a secondary ask, an Idea.TeamNoteChanged webhook would also be appreciated, but the API is useful to more.
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