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    Idea Pipeline

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    6164 Ideas

    bradybluhm
    bradybluhmGainsight Employee ⭐️⭐️

    Persistent CTA - minimize & navigate like TL entryNew Idea

    Goal: Improve end user experience of working on a CTA while still needing to navigate around GS. When creating a CTA, allow user to access C360 within the same browser tab to search and include additional data points during CTA creationIf an end user needs to look up data on the C360 or previous CTAs that they want to include in the new CTA, there is no way for them to do this without losing their work. If the user were able to minimize the window similar to Timeline Activities in order to search for additional information or have work auto-save, this would be ideal. Currently, once initiating a CTA, if the user clicks out the work is lost

    1
    Forum|Forum|1 year ago
    mewingContributor ⭐️

    Ability to add C360/R360 renewal tabs with a detailed view and custom widget abilityNew Idea

    We need to use the default "slide-out tabs functionality" in the Renewal Center > Forecast section in the Dashboard. See screenshot.  Without this functionality we are limited to using very wide tables for users to edit opportunity information for a dashboard. More info:When you click on an Opportunity name from within the Forecast section, there is a slideout section that has customized fields that are editable and sync back to salesforce.  This is very convenient and would enable our renewal team to work efficiently within Gainsight.  However, these slideout details are not available from the Dashboard -- where our team primarily operates from.   Request:Enable the use of renewal tabs within the Dashboard.   

    2
    Forum|Forum|1 year ago
    jvdc
    jvdcExpert ⭐️

    Sharing feature: Sharing posts with platform usersNew Idea

    Right now the sharing possibilities are the social media sharing and the link to URL copy. It would be great to have added feature that allows you to select with which users you'd like to share the post with.I see it as a pop-up window that asks you to type the different names of the people (with auto-complete like when tagging someone) you'd like to share the post with. There could be a box to add a comment. In return users receive a notification in their mailbox with the link to the post and the optional comment. This would be helpful in community management to tag users behind the scene, instead of relying on an external channel like Slack or Teams.

    0
    jvdc
    Forum|Forum|1 year ago
    Gainsight Employee ⭐️
    GurijalasaikiranGainsight Employee ⭐️

    Pulling all text feedback across engagemenetsNew Idea

    Hi Team,It would be helpful to have a centralized view or report in PX that shows all user-entered feedback across engagements, including scores and comments. This would save time and improve visibility without having to check each engagement individually.Thank you.

    0
    Gainsight Employee ⭐️
    Forum|Forum|1 year ago
    dayn.johnson
    dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️

    Difficulty changing font styles (color, font size, font weight) in Email Template EditorNew Idea

    ​@ssamarth One more on the email template builder while I’m thinking about it – changing font sizes, colors, and weight is an exercise in frustration, especially when we have multiple font sizes, colors, and weights – whether in the same sentence, paragraph, or block. Sometimes it changes one line, and when I change that other line, the first change I made is undone.And that’s not even counting when we copy and paste text into the email template editor from another source. It would be a huge admin QoL update if the text actually took the new color update or new font size we wanted when we selected it and applied it. Saved content blocks wouldn’t even help much here, since copying and pasting text into the editor seems to completely wipe out whatever style we have applied, and pasting without formatting doesn’t help either.One of the best ways to handle text issues like this seems to be just typing the text into the editor ourselves, which just results in wasted time and increases the likelihood of mistakes. Is there anything that might be able to be updated here to make this less frustrating?One possible solutionOne thing I could see working would be to let us update the default font colors available in the email template editor font styles, so we could enforce our brand standards when other admins are creating emails.  Colors that I’ll never use ^Example of multiple font stylesMultiple font sizes, colors 

    0
    dayn.johnson
    Forum|Forum|1 year ago
    kelly
    kellyHelper ⭐️⭐️⭐️

    Ability to delete system email templatesNew Idea

    I have 0 use for system email templates, that now clog my template list and dropdown selection in programs. Why can’t I opt to remove them when they will not be used in this organization?

    9
    dayn.johnson
    Forum|Forum|1 year ago
    yuika.sekineContributor ⭐️

    Terms and Conditions Accessible to User RegistrationNew Idea

    Hi, team.We’d like the ability to make the Terms and Conditions page publicly accessible during registration, even when Platform Visibility is set to Private. Our Platform Visibility is set to Private, so only registered users can access any content in the community.During the user registration process, there is a link and requirement to accept the Terms and Conditions.However, the Terms and Conditions page is located inside the community and is only viewable by logged-in users. As a result, users are asked to agree to terms they cannot access or review at the time of registration. We know the method described in the URL reply to the question post below.However we'd like you to make improvements to allow non-logged in users to access the terms and conditions without the additional settings described in that reply and with the current Private settings.https://communities.gainsight.com/customer-communities-cc-17/user-can-t-view-terms-and-conditions-on-registration-27628 Our goal is to provide a seamless and consistent user experience during registration, without redirecting users outside the platform.  Hosting the terms within the platform also enhances trust and simplifies maintenance by avoiding the need to manage external content.

    0
    Forum|Forum|1 year ago
    dcassidy
    dcassidyHelper ⭐️⭐️

    Allow Admins to Rate Solutions Posted to Sightline Vault + Add a "Date Last Updated" fieldNew Idea

    My team recently downloaded a solution from the Sightline Vault. To put it mildly, things did not go well in our environment. When we reached out to the 3rd Party who created the solution, we were told “Oh that doesn’t work” or “Oh, that was something we deprecated” or “Oh, you need to [additional steps not in the documentation]” and “Oh, that solution is a bit old”. I think it would be very helpful to the GS Admin community to be able to rate (and maybe even comment) on the provided solutions, and to see how old the solution is and/or when it was last updated. 

    0
    dcassidy
    Forum|Forum|1 year ago
    rplocki
    Gainsight Employee ⭐️
    rplockiGainsight Employee ⭐️

    Ability to select cadence at which notifications are sentNew Idea

    Within ST, you can set up notifications, but they auto default to sending in real time. It would be helpful to be able to select the cadence at which you want to recieve them. Ex. immediately, 1x a week, 1x a day at a certain time, etc. Right now, we receive the ai meeting summaries every day, even if they only include minor changes - so it would be nice to get the summary sent 1x a week.

    2
    cassk
    Forum|Forum|1 year ago
    ajprince
    ajprinceContributor ⭐️⭐️⭐️⭐️

    Staircase Email Notification Test Trigger - Show ACTUAL notification bodyNew Idea

    As an admin of Staircase, when I’m setting up email notifications for our users, before launching it I always want to be able to test to see what the actual email will look like when a user receives it. Today when I select “Trigger Test Notification”, I receive a single generic email body that doesn’t at all relate to the type of notification I set up:  Here is the scenario I had set up in Staircase when receiving this:   In all scenarios I’d like to see what the ACTUAL email notification will look like. 

    1
    bradybluhm
    Forum|Forum|1 year ago
    ajprince
    ajprinceContributor ⭐️⭐️⭐️⭐️

    Rich Text Formatting in AI SummariesNew Idea

    Hello Staircase team! As we use Staircase more and more, one of the pieces of feedback I’ve received is that the GenAI summaries are very wordy and not formatted for easy visual consumption. I would like to see these be available in Rich Text formatting fields so that they’re more digestible in both Staircase and in Gainsight when we pass fields through the integration.This would apply to the Account Summary, AI Risk Summary, Weekly AI Digest, and any other AI summary type fields in the product.There are use cases we are using today where the text-only field is still helpful (i.e. including the fields in JO in-line report attachments), but would like to be able to toggle or display the rich text formatting while viewing in-product.

    2
    bradybluhm
    Forum|Forum|1 year ago
    ajprince
    ajprinceContributor ⭐️⭐️⭐️⭐️

    Staircase - Provide AI Summary of CommunicationsNew Idea

    Current Situation: Today, Staircase provides both Churn Risk AI Summaries (when risk is detected) and Account Summaries. While these are helpful, they often lack specificity to individual conversations.Proposed Enhancement: It would be incredibly beneficial to have conversation-level summaries. This means generating summaries for specific email threads, meetings, events, tickets, etc.Use Case: We currently provide summaries of Extremely Negative Sentiments and Highly Positive Sentiments from Staircase to Gainsight. This information is used in our CTAs and JO emails to CSMs, allowing us to consolidate insights into a single weekly summary rather than flooding CSMs with multiple emails.Example: If we could generate a summary of an Extremely Negative Sentiment event (e.g., “Customer expressed displeasure with the product functionality... were unhappy with renewal pricing... considered cancelling...”), this summary could be mapped to Gainsight CS. This would give CSMs more context about why a customer is upset without having to dive deeply into Staircase.Benefits:Enhanced Context: Provides CSMs with detailed insights into specific customer interactions. Improved Efficiency: Reduces the need for CSMs to manually sift through detailed transcripts. Better Customer Management: Allows for more targeted and effective customer interventions. 

    1
    bradybluhm
    Forum|Forum|1 year ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Allow different CTA Types and Activity Types by Company TypeNew Idea

    Today, different Relationship Types can be assigned to specific CTA Types or Activity Types.  However, Companies are assigned across all Types.  Please update Gainsight so different Company Types can have different layouts.

    0
    angela_domenichelli
    Forum|Forum|1 year ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Aggregated Step Analytics as a PX Dashboard WidgetNew Idea

    When I have have a guide with 2+ steps/action options, I want to visualize and monitor user actions.In particular, when a guide offers the ability to Snooze, I want to see what percentage of users snoozed the guide, in order to understand the overall appeal/effectiveness of the guide. Snooze shows appeal/effectiveness of the engagement, but a mismatch in time/opportunity. For my use cases:Product Release Promo - CTA to view release notes, option to snooze Snoozing shows they’re interested in / know they should review the release notes, but now’s not the right time.  NPS or other Surveys - CTA to provide rating, option to snooze Snoozing shows they’d like to give feedback, but now’s not the right time.  Understanding that behavior could lead to better ways to optimize the guide. Ex. Is there a better way to trigger it? How often do people snooze before completing? This would be nice as a widget (but as a bar and not a column IMO) There’s no way to recreate this with the Funnel report or Query Builder, as Snooze events are not usable in those reports for whatever reason. 

    0
    DannyPancratz
    Forum|Forum|1 year ago
    andrew_biehle
    Gainsight Employee ⭐️
    andrew_biehleGainsight Employee ⭐️

    Filtering in drill down reports.New Idea

    Posting on behalf of customer. Currently on reports that contain a drill down, if you want to apply filters to the drill down section of a report you need to apply them globally on the report itself. This potentially filters out data at the global level which you want to see.The use case here is that you’d like to see a holistic view at the global report level and then when you drill down you’d like to see specific data filtered down per dataset. 

    2
    kelly
    Forum|Forum|1 year ago
    natebauerContributor ⭐️

    Ability to copy existing CTAs and Task to a Success PlanNew Idea

    As of now, I have all of my CTAs and Tasks assigned to the cockpit of the account. What I’m trying to do is move all of those to a Success Plan. According, to your support team it is only possible to add them by manually recreating them. This is way too slow of a process as my team and I have been using this tool for ~6 months now. Copying these manually would take a couple days Therefore, I’m requesting the ability to be able to import an exported CTA or Task export to a success plan. Alternatively, if you extend the ability to use the existing filters on the Success Plans to pull data from the cockpit of the account that would also work as well. For my team and I this is the highest priority item we have open currently, so if there’s room in the backlog please help :)  

    1
    Jabittan
    Forum|Forum|1 year ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Manage Gainsight Slack/AI Agent access within the existent bundlesNew Idea

    Can you please add the AI Agent to the permission bundles?I understand that right now the App is in a Beta/Early Access phase, but thinking ahead, the current setup is not scalable.  In our internal phase-1 rollout, we did it just for the CS team. What should have been a quick two-click process across two bundles turned into a tedious task of adding all users individually. Looking ahead, this manual approach simply won't be sustainable. 

    1
    Molly.McQ
    Forum|Forum|1 year ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Webhook event for Highlighted ReplyOpen

    Whether or not a reply is highlighted is often in the payload for reply related API, but there’s no webhook event related to when the highlight action is taken by the moderator. Potential Use Cases:Shared visibility among teams of community managers/moderators webhook would enable custom alert automations to team slack channels when a reply is highlighted with forthcoming roadmap enhancements for giving community moderators control access, you might see more highlights from moderators Gamification replies are highlighted for a reason (likely a high quality / high relevance reply) webhook would enable custom gamification automations for points or badges, rewarding users who contribute high quality replies, but that are not answers

    1
    Forum|Forum|1 year ago
    danielwal_coco
    danielwal_cocoContributor ⭐️⭐️⭐️⭐️

    Improve the Insert Link workflow.Open

    The “Insert Link” workflow leaves much to be desired. (These are all Documentation 101, as far as I’m concerned.)1.) Cannot lookup another article2.) Cannot insert a link to an anchor/bookmark within the same article3.) Cannot set HOW to open a link (new window/tab, new frame/pop-up, same window/tab, etc.)Example of how the Insert Link should look (from KnowledgeManager Pro): 

    1
    Forum|Forum|1 year ago
    danielwal_coco
    danielwal_cocoContributor ⭐️⭐️⭐️⭐️

    Sorting by column headerOpen

    These columns should be sortable.    

    1
    Forum|Forum|1 year ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Dynamic JO - Display all participant field values in participant previewNew Idea

    Hi thereDuring BETA, we flagged that participant fields aren’t all loaded in the participant list if those fields aren’t used as token or otherwise mapped in the program. I have recently been forced to migrate our renewals program to Dynamic Programs due to a “fix” in advanced JO that broke our functional program that’d been functional for over 2 years). The non-sync of all participant fields is rendering participant selection quite awkward.EXAMPLEI haven’t mapped the relationship name to any filter, evaluate stage, email version or token and as such it doesn’t display in the participant list, which makes it extremely difficult to knock-off certain participants during review as I have to base myself solely on their email and guesswork the company or relationship they belong to. We need all fields to be loaded to the participant list BEFORE publishing for the purpose of reviewing the participant selection and knocking off participants. The workaround of working with a CSV that I would upload does sit well with me as it’s plain DIY. The path that took me to migrating this particular program to Dynamic was unpleasant enough, and now having to work through my participant list with a wet fingers is both daunting and concerning.This requires a solution, soon. ThanksA

    1
    waynedilworth
    Forum|Forum|1 year ago
    jarenthContributor ⭐️

    Ability to add additional custom signals to Company IntelligenceNew Idea

    Requesting the ability to define custom signals to be used in Company Intelligence. Initial use case is for signals around when a company has a cybersecurity related event, such as a data breach.

    1
    ajprince
    Forum|Forum|1 year ago
    Rishibha
    Gainsight Employee ⭐️
    RishibhaGainsight Employee ⭐️

    PX + CS Integration: A Smarter Way to Drive Customer SuccessNew Idea

    In our recent webinar, we explored how the integration of Gainsight PX and Gainsight CS empowers Customer Success teams to move from reactive support to strategic enablement—using product adoption data as a guiding light. 🔍 Why Adoption Data Should Be a CS PriorityAdoption is a direct indicator of perceived value. When usage drops, risk rises. High adoption, on the other hand, correlates with higher retention, stronger expansion potential, and a more credible success story. Simply put: if your product isn’t being used, no amount of sentiment can compensate for the gap. 📈 Turning Insight Into ImpactPX and CS together offer a powerful combination:Product usage visibility down to the feature and user level Automated workflows that respond to changes in behaviour Early interventions before minor issues become major escalationsThis alignment enables Customer Success teams to prioritise accounts intelligently and act with precision—rather than intuition. 🧩 Common Challenges (and Why They Persist)Many teams face familiar roadblocks:Limited access to usage analytics Reliance on technical resources to instrument tracking Difficulty scaling enablement without adding headcountAnd perhaps most importantly—CSMs often find themselves solving for adoption manually, one customer at a time, instead of relying on scalable data-driven strategies. 🛠️ The PX + CS SolutionBy bringing product data into the heart of Customer Success workflows, you can:Automate onboarding and feature education Trigger CTAs based on real-time engagement signals Drive better alignment across product, marketing, and success teamsThe result? A coordinated, proactive customer experience that reflects both the intent and execution of your customer strategy. 🎥 Didn’t catch the live session? Watch the recording here.We also covered how to integrate PX and CS data step-by-step, so you can begin unlocking the full value of this powerful combination right away. Don’t miss the exact walkthrough—it's all in the webinar recording.Already bringing PX and CS together in your workflows? Share your takeaways or tips in the comments below—we’d love to hear from you! 

    0
    Rishibha
    Gainsight Employee ⭐️
    Forum|Forum|1 year ago
    Ian Ferguson
    Ian Ferguson

    Widget to highlight selected uersOpen

    IdeaA widget in which you can enter the Username of a user and it will then highlight this user (e.g. Image, Name, Role, Badges) similar in a way to the Quick Links widget, where you can choose 2 / 3 / 4 users etc to highlight and a couple of display options.  Use Case In Knowledge Base or a Custom Page for example, for our R&D / Product Team, I might want to introduce the audience visiting that page to some specific staff users who will be engaging in that area of the Community. Being able to add this to an Events page would be useful: meet the hosts / speakers. A Custom Page that recognises contributions (outside Leaderboard ranking) in which I could select users to highlght CC ​@olimarrio 

    3
    Ian Ferguson
    Forum|Forum|1 year ago
    bradley
    bradleyExpert ⭐️

    Select All for S3 Imports Horizon Rules (and Data Designer)New Idea

    Didn’t see this as an existing request, but when you’re setting up a task in a Horizon Rule for an S3 import and you get to the field selection, it would be great to have a “Select All” button. If you have lots of fields this will save you a ton of clicks - even if you have to unselect a few, it will probably be faster than selecting all the ones you do want.

    1
    romihache
    Forum|Forum|1 year ago

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