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    Idea Pipeline

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    6158 Ideas

    bradley
    bradleyExpert ⭐️

    ST: Add "Event Date" for ReportsNew Idea

    If I’m on the Staircase Executive dashboard, and click on something like the “Churn risk Detected” tile, I get a report of accounts with a churn risk Insight in the last X days.I would like to have in that report *when* that risk popped up. I know you can change the date range of the report in general, but if I’m looking at the last 90 days, for example, I might want to start with the oldest and work my way forward but it doesn’t seem possible.You can add a boolean on if the insight was detected or not, but the filtering already handles that. To be clear, this is something that should be available for any insight/topic, I’m just using Churn Risk as an example. Notably, the info IS available when you go to the account and dig into it, but it should be easier to surface.

    2
    bradley
    Forum|Forum|13 days ago
    AurelContributor ⭐️

    Be able to create real time rules on Person and Company Person objectsNew Idea

    Today, is only possible to create real-time rules on Company, Relationship and Relationship type. This is a huge pain for us not to be able to have real time available on Person and Company Person object.It would increase our efficiency and the accuracy of data, as it will tackle synchronisation issues we encounter with external tools.

    3
    mobrien14
    Forum|Forum|13 days ago
    benwanlessmenlo
    benwanlessmenloContributor ⭐️⭐️⭐️⭐️⭐️

    Permission Bundle: Navigation > Administration > Cockpit > Playbook OnlyNew Idea

    Hello,I previously had a permission bundle for “Playbooks Only” to let selected users Create and Edit Playbooks. This is no longer working with the update CTA Admin layout. Permission bundles does allow granting users Navigation Access to the Administration > CTA section, but this gives them far too much access and I’m not able to specify “Only Playbooks”. My Idea:Option 1: Allow permissions to the specific “Playbook” tab within the Administration Cockpit section.Option 2: Revert back to the old CTA admin layout! Thank you!

    9
    Forum|Forum|13 days ago
    Emma PContributor ⭐️

    Allow multiple Topic Banners on the community homepageNew Idea

    Currently, the homepage Topic Banner only supports one article at a time. When we have several important announcements to highlight simultaneously (product updates, events, maintenance notices, etc.), we're forced to choose just one, and the others lose visibility.It would be very helpful to have the option to display multiple Topic Banners — either as a carousel/rotation, or as stacked banners — so community managers can surface more than one key message on the homepage at once.

    0
    Forum|Forum|13 days ago
    Sanne van Opstal-Brakel
    Sanne van Opstal-BrakelHelper ⭐️

    Approve use group requests on the homeNew Idea

    All of our user groups are private group as we don't want conversations happening in there to clutter the regular forums. But this also means that for every request we need to go to the approval page of the group. In the home page we already have the pending widget in which you can chose for group requests. But would it also not be nice to approve the requests from the home widget already in stead of needing to go to the group page and approve (would save a couple of clicks). Perhaps similar like the spam / content moderation setup? 

    0
    Sanne van Opstal-Brakel
    Forum|Forum|13 days ago
    aiken
    aikenHelper ⭐️⭐️⭐️

    Skilljar : Portal site should have MFA (or OTP) for security reasonNew Idea

    I am wondering,,, why login to Skilljar’s portal site does not have MFA or OTP now?If they are supported, it is good from security point of view,,, 

    0
    aiken
    Forum|Forum|13 days ago
    gunjanm
    gunjanmExpert ⭐️

    Allow Custom Staircase Topics to be RetroactiveNew Idea

    The information is there, and I understand the analysis might take time to catch up, but custom topics should take effect retroactively with historical information. 

    0
    gunjanm
    Forum|Forum|14 days ago
    jweintraubContributor ⭐️

    Skilljar Live Training Improvements - Registration Cut Off Time and More Email RemindersNew Idea

    I run live training sessions every week. The following are relatively minor updates that would have a major positive impact.Ability to set a cut off date/time or number of hours for registration into a session prior to the session start. I have people registering 1 minute before a session which means they didn’t get any of the preparation content I emailed and I need to take time during the session to add them to our sandbox account so they can participate.   Add more email reminder options. All webinar platforms let you configure several reminder emails (e.g., 7 days, 3 days, 1 day, 1 hour, etc.). Skilljar’s options are quite limited which means I have to manually export rosters and send emails via gmail.

    0
    Forum|Forum|14 days ago
    darkknight
    darkknightExpert ⭐️

    Provide Open Rule Actions for core objectsNew Idea

    Is there a plan on the roadmap to provide open rule actions for core objects?Admins should be able to manipulate object data in Gainsight without having to rely on the API all the time.Much like I can with the Company object:I should be able to upsert every field on the Call to Action object directly through a rule without having to use the action template I should be able to upser every field on the Company Person object directly through a rule without having to use the locked in Person dependency I should be able to upsert every field on the Success Plan object directly through a rule without having to use the action template I should be able to upsert every field on the Activity Timeline object directly through a rule You get where I’m going with this. The majority of GS admins are not coders. Even though there are some simple things that can be done via API, it’s still a lot of extra work to go that route (as well as increased risk) than giving us rules actions that allow us to choose our own identifiers and directly upsert records on those objects, just like we can with Company.

    11
    angela_domenichelli
    Forum|Forum|14 days ago
    GouravContributor ⭐️

    Survey 2.0 - Multiple choice questionNew Idea

    In Survey 2.0 while designing, Is there a way, where we can restrict to select upto 3-4 max answers for Multiple choice questions? And then in Next question we can display select answer? Currently users can select random number for multiple choice question (if there is any option to restrict)Eg:- There are 10 options and wanted only max 3 to be selected by customer and not more than that, if he select total 4 option then it give error (you can select only 3) In attached image Scenario is :-There are questions in survey, is there a way where we can set up the question where it only allows you to select up to 3 checkboxes maximum (in qu 2) and then in qu 3 only those 3 selected in qu 2 are displayed?   

    7
    mobrien14
    Forum|Forum|14 days ago
    bryanholstContributor ⭐️

    Staircase report filter for last 24 hours/last dayNew Idea

    To support dynamic dashboarding using MCP/S3 export to databrick and tableau, a report filter of last 24 hours/last day would be extremely helpful.

    1
    mobrien14
    Forum|Forum|14 days ago
    dayn.johnson
    dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️

    New Dynamic JO Should Have Multiple Queries (just like older advanced JO)Discovery

    This idea is very similar to this post by @alizee made during the beta period for the new dynamic JO.As the title says, there is a very popular use case for having multiple queries within a single JO program: multiple queries allow us to have a much higher level of control over the time different audiences are brought into a program, without having to calculate and rely on wait steps (and trust them not to misfire).Most of our programs in the advanced JO have multiple queries (usually three): Americas, EMEA, and APJ. We use the Global Region field to determine the send time for those recipients, as neither a timezone field nor a billing country are reliable methods of determining when to send an email, and having a CSM emailing a client in the middle of the night doesn’t lend to the idea that the CSM is emailing them.We also have some programs where we have slightly different audiences (standard support clients, premium support clients) receiving monthly check-in emails, and each of those audiences uses a different query, but is still part of the same program. Bringing both of those audiences into one program and then having to filter through conditional evaluate steps will further complicate things.We prefer to use queries in our programs to have a higher level of control over the audience and the send time. Please consider allowing us to include multiple queries, just like we’ll be able to use multiple CSVs.

    22
    gunjanm
    Forum|Forum|14 days ago
    Ditte
    DitteHelper ⭐️⭐️

    Front-end moderation by usersDevelopment

    Hi all, We would like to be able to allow specific users (superusers and other top users) the opportunity to assist us with content maintenance on the front end of the community (not in control). For instance a basic level: Moving topics and posts from board A to board B - for instance from the Ask a Question- to a more relevant board. Add public tags to topics - this will help with overall SEO Merge topics and posts - this is particularly helpful if we have a number of new topics started during an outage. In addition, some trusted users can help with slightly more advanced moderation: Trash topics and posts (spam) Edit posts (profanity) Add/remove question mark and Mark as Answer Lock topics - particularly helpful if the community doesn't have a lot of staff coverage during weekends/evenings, and there's a hot topic getting out of hand. At the absolute top, we'd have long term community friends help with actual content management: Mod tags Post fields internal labels These moderation options can be part of an incentive for superusers: you will be able to help with moderation. Of course community staff should be able to immediately revoke someones moderation rights in case they abuse it. What do you think? could this be useful for your own community? :) Best, Ditte

    11
    Sudhanshu
    Forum|Forum|14 days ago
    amanda.caldwell
    amanda.caldwellContributor ⭐️⭐️⭐️⭐️

    Timeline Pinning should NOT require Timeline Editing PermissionsNew Idea

    Hi,This new feature is virtually unusable because it is dependent on Access Permissions Timeline Edit Activity enablement. I cannot afford to give hundreds of users access to edit ALL Timelines just so they can pin important activities. The permissions for pinning should mimic the permissions for cloning. Meaning, the toggle ON/OFF button in Timeline General Settings should control if pinning is allowed globally. Just like how it works for Cloning. These are enabled in the same place so should behave in the same way.If your intention was to allow flexibility for permission bundles, then make it its own permission.Forcing people to somehow know they need to go into Permissions for one over the other is not a good user experience. 

    12
    romihache
    Forum|Forum|14 days ago
    Gainsight Employee ⭐️
    bbovacontiGainsight Employee ⭐️

    Bulk disable Email Reports for users within Staircase AI User profileNew Idea

    There is a feature present for users within their profile that allow you to enable and disable email reports to be sent from Staircase AI. It would be helpful if there was a way admins could turn this OFF / ON for all users. As it currently stands, if admins want this setting to be disabled for users, they have to request each one go in and turn it off manually. Having the ability to control this from an admin level would be very beneficial.

    1
    bradybluhm
    Forum|Forum|14 days ago
    bradley
    bradleyExpert ⭐️

    Staircase: Add Severity Indicator on Chrun Risk Signal InsightNew Idea

    Today when you get an alert for a churn risk signal from Staircase, there’s no real gradient on how serious the risk is. A small but potential risk would show up the same as a very high risk (up until the point where it becomes a churn indicator at least). It’s effectively binary.The AI Risk analyst for the account has a risk level - but this is an account level metric and not a per signal score. And, even though looking into the Risk Reasons surfaced by the “agent”, each individual one has a “Severity High/Medium/Low” that is not translated to the Churn Risk Insights.General proposal:Include a *reportable* severity number/label for each Churn Risk signal Number vs label likely isn’t terribly important, but thinking about ST>CS workflows, there is already a High/Medium/Low/Critical framework for CTAs, so following that could be a good start.It’s critical this is reportable, as the use cases aren’t purely informative to CSMs/Leaders, but operational:I may have a Risk Alerts channel but I only want to fire the highest band of alerts there. This is only possible if this is an attribute of the signal. I may want to create a CTA, Playbook, Report, or some other automation off of this data, and report by severity and/or only for certain bands. This would again only be possible if this is an attribute of the signal rather than only available in the UI. Having a threshold could even let organizations suppress the lowest grade in platform in general, though this wouldn’t always be advised. This could also open the possibility of re-surfacing a slightly older risk as increased in severity, rather than a whole new signal. New evidence, same signal? Higher severity, now it gets attention.In general, I think this would go a long way towards users - especially executives who typically are the deciding voice in signing up/renewing contracts - trust of the system. Right now, all risks are equal, so Staircase (possibly rightfully so) hedging on making a risk notification on a low grade risk looks the same as an all hands on deck issue. When those are compared side by side, the low grade risks look more like mises.cc ​@bradybluhm I have a particular example in mind, but would redact it to the point of uselessness posting here, but have provided the feedback to our account team.

    2
    bradley
    Forum|Forum|14 days ago
    bradley
    bradleyExpert ⭐️

    Manual Event for Renewal DiscussionNew Idea

    Someone correct me if we can just use “Commercial Discussion” for this, in which case we really need to change the name, but on the Executive Dashboard we have the “No Renewal Discussion” Insight enabled.However, if a CSM did have a renewal discussion but it somehow wasn’t flagged, there doesn’t seem to be an event they can add to manually get it off the list: The closest ones are Renewal or Commercial discussion, but Renewal seems like the actual outcome, and commercial discussion seems like something else - at the very least it doesn’t have the same naming.Please either update the language to make it clear how a CSM can manually flag these, or add a new option so CSMs can better curate their data to fill in gaps if they happen.

    1
    bradybluhm
    Forum|Forum|14 days ago
    dan_wiegert
    dan_wiegertGainsight Employee ⭐️⭐️

    Could a ui setting be added to allow for the scaling of logo image size in Survey Headers?New Idea

    I was working with a customer regarding how the size of embedded images in Survey headers. He is trying to embed a small, rectangular image into the header, and the UI only provides options for image placement (left, center, right) but offers no scaling options for said image. It seems like there is a fixed size image container in the survey header that doesn’t really increase in size even if you make the survey header larger.  Main ask - Would it be possible to add a slider into the survey design UI that would allow for header images to be scaled in size?  

    5
    gunjanm
    Forum|Forum|15 days ago
    sfrimodigContributor ⭐️

    10 min calendar reminderNew Idea

    Event attendees currently receive the calendar invite but there is no reminder set like most users are used to for events.  We’d love to see a default 10 min reminder on all events so that it pop-up like any other scheduled event.  This would prevent confusion as well as prevent attendees from missing events.

    0
    Forum|Forum|15 days ago
    lila_meyer
    lila_meyerGainsight Employee ⭐️⭐️⭐️

    Clicking into a post in "show more activity" loses your place in the listOpen

    A community member pointed out that if they click the “Show more activity” button on a view such as “Recent activities” (on the homepage), and then click into a specific post, when they click back they’ve lost their place in the activity list. So, ideally if you click Show more activity 3x, then click a specific post, and then go back, it should return you to the 3rd page of activities. 

    10
    Erik_
    Forum|Forum|16 days ago
    ashlever
    ashleverContributor ⭐️⭐️

    Integration between CS, CE, CCOpen

    Right now, the existing integrations in CE and CC will write information to Gainsight CS. When will the integrations be bi-directional, to get customer/user data to flow into CE and CC?I believe there are current workarounds but this isn’t documented anywhere When will the integrations be able to work without the workarounds?

    5
    Aleksandra
    Forum|Forum|16 days ago

    Create topics anonymouslyParked

    Anonymous posts are increasingly popular in many communities, providing a way for users to ask more sensitive questions (e.g. talk about an internal issues, a sensitive subject, or as a tough question without disclosing who they are). In B2B situations especially these are invaluable as many people may have other team members in the community.I would love to have inSided provide a method to post anonymously when creating new topics (questions and conversations). These could still be attributed to the user on the backend, but on the front-end appear as anonymous and provide a degree of anonymity. 

    12
    Forum|Forum|16 days ago
    joe.huber
    joe.huberHelper ⭐️

    One place to update logo for all system emails.Parked

    There are 15 different system emails, so if the logo changes or something needs adjusting, we have to upload and change the code of 15 different emails. I know this would be a major code re-write, but it’s a pain point, for sure. Wasn’t sure if the product area was notifications and subs -or- customisation.

    9
    Forum|Forum|16 days ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Add Public Tags to EventsParked

    Use case: Aggregated search filters for everything related to a tag, including events. 

    7
    Forum|Forum|16 days ago
    CommunityKaila
    CommunityKailaHelper ⭐️

    ImpersonationParked

    I would like to see an impersonation feature this year. Using impersonation, admins would be able to double check to see if a customer was able to see certain private groups and check to make sure groups are set up correctly.

    16
    Forum|Forum|16 days ago

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