Hey Gainsight Community! 👋
Really excited to share the recording and deck from our latest webinar where we explored something that has genuinely changed the way I work with PX data MCP (Model Context Protocol).
What is MCP in simple words?
MCP is a connector that links your Gainsight PX account directly to AI tools like Claude and ChatGPT. Once connected, you can just type a normal English question and get real answers from your own PX data no reports to build, no filters to set, no exporting. Just ask and get the answer in seconds.
What we covered in the session:
We started with the basics what MCP is, how it works, and a live setup demo showing exactly how to connect PX to Claude in under 5 minutes. Both the admin setup steps and the individual user connection steps were covered in detail with screenshots.
Then we walked through a simple but powerful 4-step workflow — Find → Understand → Fix → Verify that you can use every week to identify low-adoption features and take action on them.
After that we did a full live demo with real PX data, including three advanced use cases that came directly from my customer:
Use Case 1 — Interlinked Guide + Boolean Survey
If you have video guide engagements paired with a Yes/No survey, MCP can help you understand the full funnel who watched the guide, who responded, who said yes or no with their comments, and who dropped off entirely without responding. All exportable to CSV.
Use Case 2 — Banner CTA → Multi-Question Survey
Track the complete funnel from banner viewed to CTA clicked to survey completed, get response-level data per question, and identify where users are dropping off mid-survey.
Use Case 3 — NPS Wave Comparison at the User Level
If you run NPS surveys in multiple waves, MCP can compare the same user's response across both waves and tell you who moved from Promoter to Detractor or the other way around. This is the kind of insight that usually takes hours to build in a spreadsheet and can now be done in minutes.
We also covered some quick bonus use cases segment health checks before QBRs, engagement audits, Monday morning adoption reports, and using Claude to draft your tooltip and guide copy.
And we wrapped up with the four most common mistakes to avoid when you first start using MCP with PX.
Your Weekly Challenge:
Run the full Find → Understand → Fix → Verify loop on your own PX account this week. Find one low-adoption feature, create or update an engagement for it, and bring your findings to the next Roundtable. We will go deeper together.
📎 Deck and prompts from the session are attached below.
🎥 Recording link:
Would love to hear from those of you who try this drop your results, questions, or feedback in the comments. See you at the Roundtable!
Thanks,
Prince Raj | CSSC, Gainsight