Skip to main content

    A note on ideation

    Building a Better Ideation Process

    Votes matter. Comments matter. But product decisions are rarely as simple as "top voted idea wins."
    See how your voice really shapes what we build.

    Learn More ›

    Idea Pipeline

    Filter by idea status

    Filter by product area

    6159 Ideas

    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
    Esther Groth
    Esther GrothContributor ⭐️⭐️

    Weekly and Daily notification email with subscribed posts, categories,tagsParked

    Hi, many users report to me that the amont of email notifications, especially for our super users, from the community is just too much and therefore they opt out from the email notifications. However, they suggest, that it would be great if based on a search pattern (e.g.with the advanced search) they would be able to customize their own interest profiles more or less on which they want to stay updated. Second they would love to influence the interval of notifications, for example to set their own intervals, to get an email summary every day or even just once a week. Kind regards, Esther

    10
    Forum|Forum|16 days ago
    CommunityKaila
    CommunityKailaHelper ⭐️

    Member CommunicationParked

    Members should be able to set their notifications in a notifications page. For example, I should be able to select which topics I can subscribe to on a single page, and whether I would like to receive notifications in real time, at the end of the day or at the end of the week.

    3
    Forum|Forum|16 days ago
    alex.maks
    alex.maksContributor ⭐️⭐️⭐️

    Events: Calendar Widget CustomizationParked

    The current Google Calendar item that’s created only links back to the event registration page. I want to be able to customize what’s included in that invitation (including a Google Meet link and everything in the event description) per event.

    6
    Forum|Forum|16 days ago
    bytor104
    bytor104Contributor ⭐️⭐️⭐️

    SQL Query Builder for Databricks and/or Snowflake connectorsNew Idea

    There have been many occasions where I need to replicate a SQL query that a Data Analyst has used for a report in an external system using the same tables that I can access using the Databricks connector.However, replicating this query and translating it into a Data Designer is extremely time consuming and doesn’t always produce the same results due to limited functionality in formula field and case statement functions.Can we just open up a SQL query builder feature in Gainsight for the Databricks and/or Snowflake connectors?

    1
    Forum|Forum|19 days ago
    johje69Contributor ⭐️⭐️

    Lifecycle Events - customNew Idea

    In a Lifecycle event report of a custom event which shows the signal and direct quote can staircase also do the same for custom events setup to see these details? Right now when I go to run a report on a custom event created by my team I see blanks.

    0
    Forum|Forum|19 days ago
    gunjanm
    gunjanmExpert ⭐️

    Allow Deactivation of PlaybooksNew Idea

    Allow deactivation of playbooks even when referenced in a Rule as long as the Rule is not scheduled, or is deactivated. 

    0
    gunjanm
    Forum|Forum|19 days ago
    bryanholstContributor ⭐️

    Filter Analyses by Created DateNew Idea

    The Expansion, Churn Risk, Handoff etc analyses are great, but in reports you cannot filter them by their created date, so I have to click into each analysis to see the date it was created, which means I either have to save or recreate a report anytime I want to return to the data.

    0
    Forum|Forum|19 days ago
    LauridsPContributor ⭐️⭐️

    Delete notifications when topics/replies are removedNew Idea

    Hi,If a topic/reply is created where users are subscribed, the subscribed users will keep the notification in their feed even after the topic/reply is removed. This leads them to a 404 page.I suggest putting a mechanism in place that actively removes notifications from deleted content.  

    0
    Forum|Forum|19 days ago
    nbelanger
    Gainsight Employee ⭐️
    nbelangerGainsight Employee ⭐️

    Admin-managed dynamic lists in Group SendNew Idea

    Problem statementGroup Send today only offers a single default audience of all people. Individual users can build their own dynamic lists, but there is no way for an admin to build a list once and publish it to everyone who has Group Send access.For large teams, this creates two problems.Training doesn't scale. In a team of several hundred Group Send users, delivering a consistent list means training every one of those users to build the same list the same way. That isn't realistic, so in practice it doesn't happen.Correctness is at risk. Building these lists correctly often requires nuanced configuration — excluding blocked or opted-out contacts, handling inactive users, applying the right filter logic. A CSM or consultant isn't expected to know those rules. When list construction is left to each individual user, sends go out against inconsistent and sometimes incorrect audiences. There is no way for an admin to enforce a governed audience definition.The result is that teams fall back on manual workarounds. The most common pattern: a user sees an actionable cohort in a home page widget — for example, new users who have opted out of onboarding — then exports that list, copies the contacts, and pastes them into Group Send by hand. The alternative is asking the user to rebuild the equivalent report inside Group Send from scratch, which most users can't do because they have no visibility into how the original report was configured.Proposed solutionAdd an admin-defined section within Group Send containing dynamic lists that admins create and publish to all Group Send users.Admins build and maintain the list definitions centrally, including any exclusion logic (blocked contacts, inactive users, opt-outs) Published lists appear to end users as selectable, predefined audiences alongside the existing default Lists refresh dynamically, so users always send against current membership Admins control which lists are published and to whomThis puts audience definition where the expertise sits and removes the requirement to train every end user on list construction.Acceptable interim solutionIf a full admin-managed dynamic list layer is too large for near-term delivery, static list upload would deliver most of the value:Allow a user to upload a list of contacts directly into Group Send, select a template, and send.Many teams already use list-building tools with far richer filtering criteria than Group Send exposes. Being able to generate a list in those tools and upload it into Group Send would let that outbound traffic stay inside Gainsight instead of being sent through an external platform, which is what happens today.Longer-term directionThe ideal end state is a native connector from home page widgets into Group Send: select contacts directly in the widget, click through, and land in Group Send with that audience already loaded. This would eliminate the export-and-paste workaround entirely. We recognize this is a larger piece of work and are raising it as directional context rather than the immediate ask.Business impactRemoves a recurring manual export-and-paste step from routine outbound workflows Eliminates the need to train hundreds of users on identical list construction Gives admins a governance control over send audiences, reducing the risk of emailing blocked, inactive, or opted-out contacts Keeps outbound sends inside Gainsight rather than pushing them to external email tools

    0
    nbelanger
    Gainsight Employee ⭐️
    Forum|Forum|20 days ago
    saltamash
    saltamashHelper ⭐️⭐️

    Include AI-Generated Action Items in Timeline Email BodyNew Idea

    Hi everyoneOur CSMs had some feedback around the AI Follow-Up Notes feature. Right now, when sending an email from the Timeline, we can share the meeting transcript, but the action items need to be added manually.It would be super helpful if the AI-generated action items could automatically be included in the email body along with the transcript. This would save time and make follow-ups a lot more seamless for the team.

    1
    Forum|Forum|20 days ago
    gunjanm
    gunjanmExpert ⭐️

    Gmail Extension - Tracking EmailsNew Idea

    Would it be difficult to add a tracking ability to the Gmail extension as well as Email Assist? CSMs want to see when their emails have been opened and clicked. The ability to turn off the tracking on a case by case basis would be nice as well.

    10
    Forum|Forum|20 days ago
    mobrien14
    mobrien14Helper ⭐️

    Allow for ARR filtering with notificationsNew Idea

    When setting up Staircase notifications, ARR/Revenue is not a supported account-level filter. While there is a segment option, many businesses’ segmentation model takes more than just ARR into account so it’s not a perfect 1:1 match.To accomplish this today, we’ve had to create a field/dropdown value in CS, load to it via a rule, and import that field to Staircase -- all to ensure that we’re only triggering notifications above a certain $ value to select leaders in the business.It would be great for Staircase to offer more robust reporting filters, including ARR.

    1
    bradley
    Forum|Forum|20 days ago
    t.nelsonContributor ⭐️

    Automatically Populate the CTA’s Associated Person as the Email RecipientNew Idea

    When a CSM opens a CTA with an Associated Person and selects Send Email, the email composer opens with the To field blank. The CSM must manually search for and add the same person already linked to the CTA.Requested enhancement:When a CTA has an Associated Person, automatically populate that person’s email address in the To field when the CSM selects Send Email. The CSM should still be able to remove or change the recipient before sending.This would reduce manual steps, save time, and lower the risk of selecting the wrong contact—especially for automated CTAs created for outreach to a specific person.

    1
    Forum|Forum|20 days ago
    CC AdminHelper ⭐️

    Increase Maximum Global Filter Limit on DashboardsNew Idea

    Hi Team,Gainsight Dashboards currently have a maximum limit of 20 Global Filters per dashboard. Once this cap is reached, no additional global filters can be added — even when the reporting use case requires more. Request:Please increase the Global Filter cap beyond 20 or make it configurable per org so customers are not blocked by this hard limit.

    0
    Forum|Forum|20 days ago
    t.nelsonContributor ⭐️

    Preserve Column Filters and Download Options in Maximized Report ViewNew Idea

    When users apply column-level filters to a report within a Gainsight dashboard and then maximize the report, the filters are cleared. The maximized view also removes the More Options button, preventing users from downloading the filtered report data.Requested enhancements:Retain all applied column filters when a report is opened in the maximized view. Add the More Options button, including data download functionality, to the maximized view.This would allow users to expand a report for easier analysis without losing their selected filters or having to return to the smaller dashboard view to download the results.

    0
    Forum|Forum|21 days ago
    scott_496fa0
    Gainsight Employee ⭐️
    scott_496fa0Gainsight Employee ⭐️

    Support Asset Migration Between Sandbox and Production Environments Within the Same PX SubscriptionNew Idea

    Current BehaviorWhen a Gainsight PX subscription is shared between sandbox and production environments (i.e., both environments exist under the same subscription), it is currently not possible to migrate configured assets — including custom objects, user-level objects, connector configurations, segments, and engagements — from the sandbox environment to production using the xorg migration tool. The xorg tool fails because it attempts to create user-level objects that already exist within the shared subscription, resulting in a conflict. Attempting to manually recreate the configuration in production is also unreliable and time-consumingDesired BehaviorCustomers should be able to promote fully tested PX configurations from a sandbox environment to production within the same subscription, without hitting object-level conflicts. Specifically: The xorg migration tool (or a replacement asset migration workflow) should support same-subscription sandbox-to-production promotion Assets including custom objects, user-level objects, connector configurations, segments, and engagements should all be promotable The tool should handle object conflicts gracefully — either by updating existing objects in the target environment or providing a clear conflict resolution interface, rather than failing silently or throwing an error Business ImpactMy customer manages 13 products being instrumented through PX and requires the ability to build and test configurations in a sandbox environment before moving them to production — a standard enterprise software development practice. Without this capability: Customers cannot safely test new PX configurations against real data before production go-live Any configuration changes must be built directly in production, introducing risk of errors in a live customer-facing environment Team has already lost significant time manually attempting to recreate sandbox configurations in production, delaying automation programs, scorecard updates, and the overall PX rollout timeline Workaround Available?Partial — Gainsight's current guidance recommends creating separate products within the same subscription for sandbox and production environments rather than using environment flags or the xorg tool. However this workaround:Does not allow testing against real production data in sandbox before go-live Requires maintaining duplicate configurations across multiple product keys Is not practical for customers managing 13+ products with complex connector dependenciesProposed SolutionOne or more of the following:Enhance the xorg migration tool to support same-subscription environment promotion by detecting existing objects and updating rather than failing on conflict Build a dedicated Sandbox-to-Production promotion workflow in the PX UI — similar to what exists in Gainsight CS — that allows admins to select assets to promote and handles conflicts with a UI-driven resolution flow Support a dual-connection sandbox configuration within a single PX subscription, where one connection points to the sandbox CS tenant and one points to production — allowing parallel testing without requiring a full migration

    4
    Forum|Forum|21 days ago
    scott_496fa0
    Gainsight Employee ⭐️
    scott_496fa0Gainsight Employee ⭐️

    Expose AI Confidence Score in Staircase MCP Expansion Analyst ResponseNew Idea

    Current BehaviorWhen querying expansion opportunities via the Staircase MCP, the expansion analyst returns a flat list of opportunity name strings with no nested structure. There is no additional metadata — such as AI confidence score, opportunity type, account context, or signal source — attached to each opportunity in the response payload.Expected BehaviorThe MCP response for expansion opportunities should return a structured object per opportunity that includes, at minimum, the AI confidence score that is already visible in the Expansion Analyst UI. Ideally, each opportunity would be returned as a nested object with fields such as:{ "opportunity_name": "string", "ai_confidence": "High / Medium / Low", "account_name": "string", "signal_source": "string", // e.g. call transcript, email, sentiment "identified_date": "date"}Business ImpactMy customer is actively using Claude + Staircase MCP for AI-powered CS workflows, including executive presentations and account prioritization. Without the AI confidence score exposed via MCP, users cannot programmatically filter or prioritize expansion opportunities by quality — limiting the actionability of the data returned and requiring manual cross-referencing with the Staircase UI. This gap is particularly impactful for scaled/SMB motions where automation is key.

    1
    Forum|Forum|21 days ago
    darkknight
    darkknightExpert ⭐️

    CS: Remove or Change Copilot Personalization Agent dependency on Gainsight Home filtersParked

    THE PROBLEM:Today, when users ask Copilot (especially in Slack) questions like “my portfolio”, “my companies”, or “my upcoming renewals”, results are strictly scoped by the user’s current Gainsight Home filters — but that dependency is not obvious to end users. This can cause “no results” answers even when relevant accounts exist (example: user has a Renewal Date filter set to “next year,” so end-of-month renewals disappear).  Gainsight docs confirm that portfolio queries rely on filters configured in Gainsight Home., however,end users rarely read documentation messaging like “filters haven’t been set up” in Copilot responses can be interpreted as an admin/config problem even when filters exist — they’re just currently restrictive.  plus, not every customer and/or persona leverages Gainsight Home (think Sales account owners who don’t work in Gainsight as their primary system of record)Enablement shouldn’t be a substitute for intuitive functionality.THE NEED:STRONGLY PREFERRED: When Copilot sees “my portfolio” intent, it should first attempt to resolve “my” using User Lookup fields on the Company object, such as:CSM / Account Owner / TAM  Any org-defined “Owner” lookup to GS User (including custom fields)If a match exists, Copilot uses that ownership assignment to scope results (optionally allowing persona selection like “my renewals as Renewal Manager” vs “my accounts as CSM”).ALTERNATIVE: If that’s completely impossible (which I cannot fathom it is) then at a minimum allow admins to define portfolio ownership logic in Key Definitions, and make the portfolio resolver:Check Key Definitions first Only fall back to GS Home filters if no Key Definition existsKey Definitions are explicitly designed to provide standardized business data/instructions so Copilot responds consistently and contextually.

    9
    darkknight
    Forum|Forum|21 days ago
    bradley
    bradleyExpert ⭐️

    Staircase to CS Writing: Allow Lookups in CSNew Idea

    This would likely pertain to other CRMs connected to Staircase as well, but the example here is when Gainsight CS is the CRM for Staircase.You can write fields from Staircase back to the CRM, which is great, but there isn’t really a lot of options like you might be used to when using something like Connector Jobs in CS. I know Staircase is supposed to be very simple, but there are real tradeoffs to that - namely, functionality.If not a full blown connector for CS and Staircase joint customers, I’d at least like the ability to write to lookups/different tables beyond just Company when writing from Staircase.For example:Some new objects recently were made available in CS - one is Company AI Attributes. The more useful one is the AI Insights, but I digress. This table is mainly a bunch of Booleans around insights - is the account dark, are they single threaded, etc.There is a wealth of other information in Staircase and right now, you have to create new fields on the Company object to write to them from Staircase. It would be great to be able to leverage this new table, and have the option to write there instead. This would be a great place to put all the insights in one spot, and allow companies to have some customization still on what they want to see, and how they want to see it.

    1
    heather_hansen
    Forum|Forum|21 days ago
    nbelanger
    Gainsight Employee ⭐️
    nbelangerGainsight Employee ⭐️

    Integrate search in the navigation header for builder pagesNew Idea

    For builder pages currently there is the lack of support for integrating the search bar into the nav header. It would be great if Skilljar had this feature for builder pages.

    0
    nbelanger
    Gainsight Employee ⭐️
    Forum|Forum|21 days ago
    nbelanger
    Gainsight Employee ⭐️
    nbelangerGainsight Employee ⭐️

    Ability to hide titles on individual cards for builder pagesNew Idea

    Give the ability to hide titles on individual cards or (preferred) a way to use external CSS and JavaScript for customizing page content on builder pages. Currently something that is available on traditional catalog pages today. 

    0
    nbelanger
    Gainsight Employee ⭐️
    Forum|Forum|21 days ago
    atwhite
    atwhiteHelper ⭐️⭐️⭐️

    Clear Search Filters After Searching Within a CategoryNew Idea

    This idea came from this thread started by ​@Alistair FIeld:Currently, when initiating a search from within a category, the search results are scoped to that category only—and there’s no way to clear that scoping, even with the “Clear all” button (which seems like it would do that).The only way to expand a search from there is to initiate a new search from the main community search bar. This isn’t intuitive and, I believe, runs the risk of confusing a lot of community members who may not understand either the scoping behavior or the lack of filter-clearing behavior. This idea recommends, at the very least, modifying the UI to be clearer about what is happening, what the limitations are, and how the user should respond based on what they’re trying to accomplish. Ideally, the search mechanism itself would be modified to allow for clearing the scoped search, just like removing any other filter. Thank you!

    0
    atwhite
    Forum|Forum|21 days ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Add banner to Sandbox(es) so can identify easilyReleased

    Could you please look at adding something, like SFDC do with a banner, so we can easily see we are working in a sandbox instead of production. I’m always opening the wrong tab and thinking I’m in one or the other. 

    21
    Kartheek
    Forum|Forum|21 days ago
    Gainsight Employee ⭐️
    msreddyGainsight Employee ⭐️

    Is it possible for Gainsight to add an emoji after someone adds something to timeline using Gainsight Sally?New Idea

    The request is inquiring about the possibility of adding an emoji after an entry is added to the timeline using Gainsight Sally within Gainsight.

    0
    Gainsight Employee ⭐️
    Forum|Forum|22 days ago

    Filter by product area

    • All product areas
    • Gainsight CS
    • Gainsight PX
    • Gainsight CC
    • Gainsight CE
    • Skilljar by Gainsight
    • Staircase AI

    Terms & ConditionsAccessibility statement