Hey everyone, can you believe it’s only been days since our July CS release rolled out? I know, right? It feels like just yesterday, but here we are, already soaking up the awesomeness of those new updates—and guess what? There’s even more excitement on the horizon (get it?) with our next batch of updates coming your way on August 24th!
I had a total blast yesterday hosting a webinar where we dove into some of the new features. It was fantastic to explore how both users and admins can really make the most of these enhancements. Oh, did you miss the live session? No worries—you can catch the full recording below
Be on the lookout for the upcoming Crank Up Technicalities webinar. It's all about diving deep into the technical details, and it's hosted by none other than our very own Gainster Customer Success Consultants and Product Managers. Keep an eye on your inbox and our Community posts for an invite to this can’t-miss event in September!
We received a ton of insightful questions during the webinar. While we couldn’t tackle all of them live in the Q&A, we've compiled a list of these queries with their answers so that everyone can benefit. Make sure to check it out below! And for the detail-lovers among you, our Release Notes are pure gold. They dive even deeper, so definitely give them a look for the full scoop.
Webinar Q&A
Gainsight AI
Q: When will AI Follow Up support Zoom?
A: AI Follow Up for Zoom is currently in Closed Beta, targeted for release in Q3.
Please note: Timelines may be subject to change.
Q: How soon can we expect to see the Teams integration with AI Follow Up?
A: AI Follow Up for Microsoft Teams is currently targeted for the second half of this fiscal year (ends February 2025).
Please note: Timelines may be subject to change.
Q: Will Sally be replaced with Copilot?
A: Sally will be replaced with Copilot in the second half of this fiscal year (ends February 2025).
Q: Any plans to have AI features work in full Sandbox environments?
A: There are no plans currently. We will revisit this topic soon.
Q: Is AI scorecard available for both Company & Relationship Scorecards?
A: Currently, it is available only for Company.
Q: Can we use AI Scorecards in Sandbox?
A: Yes, the AI Scorecard feature can be enabled for Sandbox. However, data requirements specified in the AI Scorecard (formerly known as Scorecard Optimizer) must be met for successful implementation in the tenant.
360 in Sidebar
Q: Can we customize the summary page on the sidebar 360?
A: End users have access to the same widgets as in C360 and R360 and can customize the Summary section by adding or removing widgets as needed.
Gainsight Home
Q: Is there a cutoff date for all to auto turn on GS Home?
A: The old UI will be deprecated with the January release.
Cockpit
Q: Can you pull linked Object fields into the Cockpit custom views with the new Cockpit Admin redesign?
A: Unfortunately, this is not possible.
Success Plans
Q: Can Admins create custom Success Plan views similar to Admin-designed Cockpit views?
A: Unfortunately, this is not possible.
Q: Can you show how Success Plans and Customer Goals will work together?
A: Please check out this video.
Inline Editing
Q: Can existing reports be updated for inline editing?
A: Yes, but the Reporting Admin must configure each report individually to determine which fields should be inline editable based on their use in consumption areas.
Rules Templates
Q: In the “User Login History” object, does it indicate if a user is being impersonated by an admin?
A: Yes, the Login Type field will be noted as "Login as User" in such cases.
Renewal Center & CSQL
Q: What about connector opportunity sync for Renewal Center and CSQL, it would use the same job, right?
A: Yes, that is correct.
Connectors
Q: What's the timeline for the Teams & Outlook connectors?
A: Teams is targeted for the second half of this fiscal year. Outlook is TBD.
Please note: Timelines may be subject to change.
Journey Orchestrator
Q: Any planned updates to the JO Dynamic Program functionality this year?
A: Post-Publish Program Edits are scheduled for this fiscal year, allowing admins to modify program configurations and sources even after the program has been made active, including editing query sources and altering the program flow by adding or deleting steps.