Product Updates

We've brought our lightning-fast automations from courses to paths, making learner communication and group management easier than ever.Path Actions allow you to automatically:Send customized emails to learners upon registration, completion, or a set number of days post-completion of a pathSend engagement emails to learners who register but don't complete a path within a specified timeframeAdd or remove learners from select groups when specific criteria are metEnroll learners into content when specific criteria are metVisit the Actions tab on any published path to get started.

Get a more accurate picture of your customer health by including training data into your Gainsight health scores. With our new Gainsight Data Export you can also:Alert CSMs of incomplete training or certification on accounts, empowering them to proactively nudge or intervene before renewal.Highlight accounts in a dashboard that have not completed essential training to boost account stickiness and retention rates.Trigger automated actions based on training activity occurring in Skilljar such as reminder emails, achievement notifications, or health score warnings. 

Staircase recently joined the Gainsight ecosystem, and we’ve been busy with a number of enhancements in the last few months that make our customers lives easier, and our insights more powerful. Check out our newest updates below!  📝 Custom Report BuilderUnderstanding your customer and team data is no longer confined to out-of-the-box standard reports. Just click ‘create new report’ from the Reports section, select your columns and filter to the accounts you wish to assess - then save it, share it, and use it!  🤖 AI Tasks (Beta)We all get a lot of email - and to better manage your asks and open tasks, Staircase’s new AI tasks will detect possible action items on your communications and surface them as task reminders under the notification bell in the upper right hand corner of Staircase. Choose which tasks to keep and complete, or mark is not relevant. 🤖 Ask Me Anything AI (AMA) (beta)Introducing Staircase AI Ask Me Anything - An account-level beta feature allowing users to query anything on their mind about the account (such as: did we talk to the customer about feature xyz? What was the last issue the client surfaced? And did we resolve it?). In this first phase, the AMA feature looks to your account specific communications to answer these questions (so the answer must be contained in those conversations to accurately generate, i.e. not CRM data, etc.). Reach out to your Staircase AI CS pro today to enable this beta feature for early access. Your feedback will be welcome!  💸 Multi-Currency SupportStaircase AI now supports adjusting the default organization's currency if it is different from USD. In addition, accounts can have their own currency that may differ from the organization’s default currency (i.e. global companies with contracts in different currencies).When Staircase AI is integrated with Salesforce (SFDC), Staircase AI will automatically pull in an account’s currency as well as the exchange rate. If connected with another CRM like Gainsight, HubSpot, or Pipedrive, you’ll be able to set the exchange rates in Staircase AI Settings > Configurations > Currency. Note: All revenue aggregations support summing to the organization’s default currency based on the exchange rates.  🚀 Push Call Summaries To Gainsight Timeline AutomaticallyGood news for those of you using Gainsight at your CRM connector for Staircase AI. You can now automatically push Staircase AI call summaries to the Gainsight customer timeline to capture what happened on the call, issues discussed, action items owed, and what topics + customer sentiment came up. Now you can put that pen and paper down and be more present for your clients without worrying you will miss something important. When this feature is enabled, any recorded call will be pushed to Gainsight CS as a meeting activity type on the timeline, complete with Staircase summary and participants. To enable the feature just check the box in the Gainsight card.Note: All Staircase supported video call providers are supported with this feature (Zoom, Gong, Clari, Teams, Meet and Chorus)  Additional Enhancements: Okta: Staircase AI approved for Okta SCIM integration user provisioning! Learn more here and here Send AI Account, Churn, Meeting, and Renewal Summaries to Slack as notifications (Note: can be sent as often as daily) More robust filtering options available throughout the platform (advanced filters) Ability to bulk invite users (comma separated list) Additional customization options for custom lifecycle events to: disable them entirely, disable them for specific communication channels (i.e. exclude support), and add key terms and phrases to automatically exclude event classifications from specific threads/topics.

The holidays are here, and so are our latest updates! 🎁 Unwrap last month's new features and improvements:!--more-->👥 External Management: Allow people outside your organization to add and manage students while maintaining control over your Skilljar dashboard. Now available on Professional and Enterprise plans. Try it out!⏰ Scheduled Reports: Automatically email custom reports to key stakeholders, keeping them informed on essential metrics without the manual effort. Learn how to schedule a custom report.⚡️Path Actions–Registrations & Completions: We’re bringing our powerful course Actions to paths! Send automatic registration and completion emails by selecting a published path and visiting the "Actions" tab. More Actions on paths, coming soon.🎨 Parta.io Integration: Skilljar now integrates with Parta.io, a collaborative eLearning creation platform. Easily publish Parta.io courses to Skilljar with a single click and make updates to content directly from Parta.io.➕ Small Improvements & Fixes:Calendar Page Improvements: We’ve increased load speed by 50% and ensured any course visible to students will appear on the calendar, no longer requiring catalog page placement.Add "/calendar" to the end of your Skilljar domain to access your calendar page.VILT/ILT Timezones: Session times for ILT/VILT are now automatically adjusted to display in each student's local timezone.Stay tuned for more updates on feature releases and improvements to our platform. If you ever spot a bug or improvement needed, feel free to email support@skilljar.com. 

Streamlined User Access Control with Lookup Attributes in Advice RulesUnlock Advanced Permission Configuration with Lookup Attributes Efficient data access management is pivotal for organizations looking to maintain precision in user permissions. Gainsight's latest patch release introduces an exciting enhancement to Advice Rules within User Management, empowering admins with greater flexibility and control. Previously, Advice Rules allowed admins to configure conditions for data access based solely on non-inherited attributes—fields without lookup capabilities. With this release, admins can now include permission attributes inherited from objects with lookup capabilities to define conditional read or write access. This update transforms how permissions are tailored, ensuring they align more closely with both user requirements and organizational policies. What’s New?The Field dropdown menu in the Get access to the records where section of Advice Rules has been expanded to display all permission attributes, including lookup fields. This enhancement allows admins to:Utilize lookup attributes, which enable permission configurations based on relationships or associated objects. Create more granular, precise rules for controlling user access to data.Example Scenarios:Grant access to activity records only for users where the GS Relationship ID is not null. Restrict data views to ensure compliance with security and operational requirements.Key DetailsFor lookup attributes, only NULL and IS NOT NULL operators are currently supported. Non-lookup fields retain the full range of operator options, offering admins flexibility in crafting rules for inherited and non-inherited fields alike.Benefits for AdminsStreamlined Configuration: Simplify complex access scenarios by leveraging inherited lookup attributes directly in Advice Rules. Policy Alignment: Ensure permissions map accurately to organizational data governance policies. Enhanced Usability: Admins save time by managing permissions through a single, comprehensive interface.For more information, please refer to the Patch Release Notes.

A thriving community is more than just a collection of users—it’s a space where people connect, share, and grow together. The best communities are accessible to everyone, no matter their language, the products they use, or how they engage. That’s why we’re excited to introduce two powerful enhancements to make your community easier to navigate, more inclusive, and ready to scale.These updates are designed to help you organize content effortlessly and provide a tailored experience for every member of your global audience. Let’s explore how these new features can deepen connections and unlock the true potential of your community. Increased Hierarchy in Community CategoriesAs both your company and community grow, keeping content organized becomes essential. Over the last few months, we’ve increased the hierarchy in modules like the Knowledge Base and we are continuing that work across the entire platform. We’re excited to roll out the three-level hierarchy capability to the Community module, giving you the tools to structure community content more effectively. Using the new nested sections and categories, you can organize discussions, tips, FAQs, etc. in a way that makes the most sense for your business, making it easier for users to search, find, and subscribe to the topics that matter most.Localized Community & Knowledge Base CategoriesA perfect use case for the increased hierarchy is creating localized categories. Configure language-specific categories in both the Community and Knowledge Base modules where you can publish articles, topics, conversations, and questions to engage users in a specific language. Pair that with the localized interface and you’ve just built a dedicated space where users can easily navigate and use the community in their preferred language. Let us know how you plan on using these enhancements to level up your community. We’re here to help! Stay tuned for even more hierarchy and localization enhancements coming soon!

We’re sending Custom Enrollment Reports straight to your stakeholders’ inboxes.Tailored Insights: Easily show your program’s impact with automatic delivery of the metrics that matter most.Set & Forget: Schedule reports once and let Skilljar handle the rest–no more manual downloads.Keep Data Secure: Share student enrollment analytics without needing to grant additional dashboard access. 

Here's what's new at Skilljar from the month of October:✍️ Course Drafts: Easily make updates to your courses and save changes as a draft before publishing—offering greater flexibility over your content without affecting what learners see.➕ Small Improvements & Fixes:Catalog Page Access: Control access to specific catalog pages, ensuring dashboard users only see and manage content relevant to their permissions.Organization → Dashboard Users → Edit/New User → Select Domains & Publishing → Catalog Page AccessQuiz & Lesson Completion Webhooks: We’ve added the "Course Enrollment" object, included in the Course Enrollment and Completion webhooks, to the Quiz Completion and Lesson Completion webhooks.Calendar Page Improvements: We’ve increased load speed by 50% and ensured any course visible to students will appear on the calendar, no longer requiring catalog page placement.VILT/ILT Timezones: Session times for ILT/VILT are now automatically adjusted to display in each student's local timezone.Stay tuned for more updates on feature releases and improvements to our platform. If you ever spot a bug or improvement needed, feel free to email support@skilljar.com.

Customer communities are more important than ever, but keeping up with every conversation can be tough, and knowing when to jump in with that crucial human touch can be even harder. Let AI sort through the mess so you can quickly get up to speed, prioritize tasks, and take action where it matters most— without missing a beat.Our new AI-powered tools—AI Recap, AI Summary, and Write with AI—are purpose-built for community managers and we’re excited to announce that they are officially here and ready to transform your daily routines. Here’s a quick look at how you can use each of these features: AI RecapStart your day with a quick summary of the latest activity in your community. AI Recap gives you a themed digest of recent unread conversations, highlighting what’s new and where your immediate attention is needed. Say goodbye to sifting through endless notifications—AI Recap lets you start each day focused and ready.AI SummaryDive deeper with AI Summary to capture the essence of any topic or thread. Hover over a topic in the Content Overview widget and click “Summarize” to view a concise, actionable overview with suggested next steps. This tool makes it easy to assess discussions quickly and prioritize actions across your community.Write with AICreate community content faster than ever! With Write with AI, you can instantly draft community conversations, articles, product updates, and even email campaigns using prompts tailored to your needs. Fine-tune the tone, goal, and length, then edit as needed. From onboarding emails to Knowledge Base articles, let AI handle the heavy lifting while you polish the final product.With so much AI innovation happening everywhere, it can be overwhelming to understand how to incorporate AI into your workflows effectively. That’s exactly why we wanted to build AI tools that seamlessly fit into your day-to-day. We can’t wait to see how you use these new features. Got feedback or creative ways you’re using AI in your community? Let us know below!

In addition to releasing our Fall 2024 Product Showcase, September brought a variety of updates to the platform. Here’s a quick recap of what’s new:✍️ Course Drafts: Easily make updates to your courses and save changes as a draft before publishing—offering greater flexibility over your content without affecting what learners see.📽️ New Content Type–Synthesia Video: Synthesia videos are now supported as an embedded content type in lessons, enabling the use of AI-generated videos in your Academy.🎨 Catalog Page BuilderLocation Settings: Make builder pages available in the location settings for courses, plans, legacy pages, and paths to improve organization and navigation. Group Visibility: Control which groups see specific builder pages, similar to legacy pages. Simplify your publishing flow by showing or hiding pages from selected groups directly in builder page settings.➕ Small Improvements & Fixes:Inactive Enrollment Reports Filter: A new filter in Enrollment Reporting excludes inactive enrollments from custom reports.Analytics → Enrollments → Student Groups Filter → Exclude Inactive Enrollments or StudentsGroup Analytics Labels: Group Analytics charts now display numerical data labels on bars and columns.Enrollment Actions: Added consistency across enrollment channels to ensure Skilljar Actions are triggered reliably when learners enroll in a course.Stay tuned for more updates on feature releases and improvements to our platform. If you ever spot a bug or improvement needed, feel free to email support@skilljar.com. 

New quarter, new features! This time around, we’re rolling out two features tailor-made to take your learning programs to the next level: Commerce and AI-generated video captions. Let’s dive into the updates and what they mean for you (and your bottom line). Unlock New Revenue Streams with Commerce Your academy does more than just “teach” your customers about your product; it empowers them with the knowledge and support they need to maximize its value. But what if you could generate revenue for your organization and make your academy a bigger win-win for you and your customers?You can with our Commerce in Gainsight CE*: Create New Revenue Streams: Transform your training content, certifications, and workshops into premium offerings that generate real business value. Boost Engagement: Drive deeper engagement by offering exclusive learning experiences that incentivize learners to complete more courses. Provide Flexibility: Offer a variety of purchasing options that let learners choose what suits them best, whether it’s single courses or bundles. Support Business Growth: Show your leadership team how customer education can be more than just a support function—it can be a strategic contributor to your company’s success.This update isn’t just about adding dollar signs to your courses—it’s about turning your program into a sustainable, self-sufficient engine that makes your CFO smile.   *Theme v3 is required for Commerce. If you need assistance upgrading, please contact your CSM or our Support team. Let AI Handle Your Video Captions Who’s got time to manually transcribe videos? Spoiler alert: No one. With AI-powered captions, you can automatically generate captions for all your courses to make your content more accessible and engaging—no extra effort required. It’s not just about engagement and time-savings, either—you can also skip the extra cost of transcription services or third-party tools, giving you more time to focus on what really matters: your customers. To learn more about Gainsight Customer Education features and best practices, visit the Share Industry Knowledge and Discuss Product Features forums.

We want to inform you of a recent change to one of the release dates for the upcoming October Release. While the release date for the US1 Data Center remains unchanged, there has been an adjustment for the EU and US2 Data Centers.US1 Data Center: The release will proceed as scheduled on Saturday, October 26th.  EU and US2 Data Centers: The new release date is Saturday, November 2nd (originally scheduled for October 19th). Please note the following regarding the S3 Enhancements scheduled for release:Restricting S3 Key Access will still be available on October 19th for EU and November 2nd for US2. Notification for S3 Key Rotation will be available on November 2nd for EU/US2 (along with all other features scheduled for release).We appreciate your understanding. If you have any questions, feel free to reach out in the comments below. Thank you! 

Easily make updates to your courses and save changes as a draft before publishing—offering greater flexibility and control without affecting what learners see.Need to refresh your content? Head to any course page, select "Edit as Draft", and start making your updates!

 We're excited to share our Fall 2024 Product Showcase with you! 🎉During this 15-minute recording, you'll explore:✓ An exclusive sneak peek at our roadmap and upcoming features.✓ New features available for you to use today.✓ Observations from 2024 and our vision for the months ahead.Watch Senior Vice President of Product, Tammy Hahn, and Director of Product, Nate Whitley, discuss how Skilljar's latest innovations will help you drive maximum impact in your Academy—with minimal effort. ✨

Hello Community, We are committed to keeping you informed about Post-Release changes that may affect your planning and work. Going forward, we will share updates through two channels: Product Updates section in Community A solution we are currently working on to provide information on Known Issues with widespread impact. We will share more details regarding this as it becomes available.By centralizing post-release communications, we aim to make it easier for you to stay informed about any changes or new developments after a release. Updates shared here will cover any changes from what was originally communicated in the Release Notes, such as feature delays. These changes will also be updated in Release Notes which we will link here (as seen below).Two key updates from the August 24th release we would like to highlight are: Gainsight Assist Plugin - Add Activity Type in Chrome and Outlook Plugins      This enhancement can be disabled or reverted to the previous version by contacting the Gainsight Support team. Auto-Refresh for AI Cheat SheetThe auto-refresh feature for Cheat Sheet, originally scheduled to be available for all customers by September 12th, will now roll-out to customers in phases from September 30th through October 31st. We encourage you to regularly check the Product Updates section to ensure you're always informed about the latest product developments.Thank you for your understanding and engagement with the Gainsight Community!

August updates? We’ve got them! Let’s catch you up on what’s new.!--more-->🔁 Required Login for Content Syndication: You can now require students to log in with their personal or business email addresses before accessing syndicated content, enabling SSO and unlocking certifications and Skilljar Actions.🚀 Bulk Publishing: Easily publish a single course to multiple domains with just one action, saving time and reducing repetitive tasks.⚡New Data Connector Documentation: Skilljar’s Data Connector offers the most comprehensive customer training data set available, now paired with equally comprehensive documentation. Check out our new resource to discover its full potential.❌ Skilljar Actions–Deactivate Enrollment: Automatically deactivate course enrollments upon completion or post-completion actions, giving you greater control to ensure learners access only relevant content while maintaining access to related courses in a learning path.➕Small Improvements & Fixes:Enhanced VILT Instructor Access: Restrict VILT instructors to only see their assigned training events. New Date Filter for Historical CSV Backfills: Apply a date filter when downloading Salesforce backfill data. Theming Update: Add, edit, and reorder up to 5 customized header links directly from the dashboard. Consistent Groups Access: Apply Group-level restrictions consistently across the Skilljar dashboard, ensuring all fields, data tables, and pages align to defined access settings. Improved Student Navigation for ILT/VILT Sessions: Selected ILT/VILT sessions from the calendar stay visible through the checkout experience.Stay tuned for more updates on feature releases and improvements to our platform. If you ever spot a bug or improvement needed, feel free to email support@skilljar.com. 

Dive into July's latest updates—here’s a quick look at what’s new:!--more-->☁️ Salesforce & Skilljar: If you missed last week’s Salesforce and Skilljar Coffee Chat, catch up with the recording here.Salesforce Integration Playbook: Walk through a step-by-step checklist, hear from those who have integrated, and learn helpful tips. This is your comprehensive guide to getting started with Skilljar’s Salesforce integration.⬆ Caption File Uploads: Directly upload, delete, and view multiple caption files for Skilljar-hosted videos.Simplified Localization: Cater to a global audience by directly managing and uploading multiple localized caption files. Search Engine Optimization (SEO): Caption files enhance SEO by making video content indexable and optimizing it for keywords. Enhanced Accessibility: Ensure all viewers can access and understand your video content.✨ Accessibility at Skilljar: Caption File Uploads are just one example of Skilljar’s dedication to fostering a user-friendly educational environment where every learner can thrive. Find more information on our compliance and Accessibility Conformance Report (VPAT) on our new Accessibility page.📧 Group Assignments Based on Multiple Email Domains: Add learners to designated groups by entering multiple email domains, streamlining group organization. This functionality is now available on the New Group and Edit Rules pages.➕ Small Improvements & Fixes:Search & Select in Promo Code Datatable: The promo code “offers” datatable has been updated to include search and select functionality, allowing you to easily find and apply the right offers when defining promo codes.Monthly Training Reports Update: We have updated the "Active Students" table with the following.Merged students will be included in the Active Students Report. Merged records will display as "Merged Student" with their activity domains. Enhanced clarity in both the dashboard and CSV download formats.Expanded Live Event Dataset: As a VILT admin, gain insights with new columns in your Live Event Analytics CSV download. New columns include:Total Seats: View the total number of seats available for each event. Domain: See which domains your attendees are coming from, especially useful for courses published across multiple domains. Waitlist Enabled: Quickly identify if an event has a waitlist with a simple "yes" or "no." Waitlist Count: Know exactly how many people are on the waitlist for each event.Stay tuned for more updates on feature releases and improvements to our platform. If you ever spot a bug or improvement needed, feel free to email support@skilljar.com. 

As outlined in our July and August Release Notes, we’ve recently upgraded the backend infrastructure for our Connectors. Our current vendor, which supports our integrations, will be ceasing operations. By transitioning these services in-house, we’ll be able to improve load times, boost overall efficiency, and accelerate the implementation of new enhancements.To ensure uninterrupted service, jobs must be recreated on the V2 Connector for all Connectors listed below. This step is essential in avoiding job or data sync failures after the deadline on November 30th. Zuora Intercom Pipedrive ZohoAs connectors were upgraded for our Gainsight framework, we ensured compatibility with the latest supported API versions from these applications. In some instances, changes in the updated APIs required adjustments to the fields available in the Connector. As a result, some fields were deprecated or removed. You can review the full list of fields that have been removed for each Connector here.To make the process as seamless as possible, a Customer Success Solutions Consultant (CSSC) or a Customer Success Architect (CSA) will be handling the recreation of jobs on your behalf if you have jobs built on one of the Connectors listed above. Please expect to hear from them in the coming weeks. Additionally, if you utilize any of the following Connectors below, you must take action to simply reauthorize or edit the connection by the November 30th deadline to avoid any failures from occurring. Zendesk (Reauthorize) If you intend to use the Widget in Zendesk, please unlink, re-auth, then relink. JIRA (Reauthorize) ServiceNow (Reauthorize) Google Big Query (Reauthorize)  If Custom authentication is selected, Admins need to click “Edit Connection” and “Save”. If a new Service account is selected, please recreate the Service Private key. FreshDesk (Edit and Save) Important: It is crucial that you reauthorize the upgraded connectors with Admin-level permissions in the respective systems to ensure the jobs are successful post-upgrade. For additional details, please refer to Release Notes referenced above. If you have any questions or concerns, feel free to  thread them below. We are here to support you and ensure a smooth transition.

September brings a bag of mixed emotions. The end of summer is always sad, but it also means the whole world is “getting back into the groove” - and let’s admit it, that means getting back into a more structured and organized routine. That feeling is very relevant for this Gainsight Customer Communities release round-up!We’ve been busy pumping out impactful enhancements all focused on creating a great community management experience. Each of these release items will help you better structure your community, and organize and stay on top of your community content.Let’s get into the good stuff! Parent/Container Categories Renamed to SectionsTo simplify navigation, we’ve renamed Parent/Container Categories to Sections and Child/Content Categories to Categories. Sections are used to hold and structure categories. And Categories are used to hold content. This change modernizes the terminology and makes it crystal clear how your content is organized in your community.Need help structuring your Sections and Categories? Check out this article.  Create Events in Hidden GroupsYou can now create events in hidden groups, aligning the functionality with private groups. This enhancement was based on your feedback and ensures a consistent experience across all group types.Read more on how to publish events in hidden or private groups here.   Improved Events APIOur Events API has received a significant upgrade! We’ve transitioned into a dedicated Events API, which allows you to do (nearly) everything you can do from our UI, through the API. All with backward compatibility, of course, so no work is needed on your end if you’ve already got existing integrations through the API for Events. Check out our new Events API documentation here.This improvement will help you better integrate Events into your stack, reduce manual work in keeping two systems up-to-date, and allow you to better report on events in third-party platforms.We’d love to hear from you how you’re going to leverage our new Events API. Let us know in the comments! Image Alt Text in WidgetsWe’ve enhanced accessibility and SEO across your community by adding alt text in both the Banner Widget and Quick Links Widget. Now, you can add descriptive alt text in these widgets, ensuring that your content is more accessible to users who rely on screen readers and improving the visibility of your community in search engine results.  Improved Email NotificationsWe’ve introduced a new option in the notification settings that lets you choose to receive an email for every reply to a topic. Previously, only one reply notification was sent until you viewed the topic again, which caused some replies to go unnoticed. With this update, you and your users can stay on top of all discussions. Head to your profile to choose your notification preferences today!  We hope these improvements will make your day-to-day activities a little bit easier. As always, if you have any questions, comments, or suggestions, drop them below!

We’re thrilled to share the latest updates we’ve made since June to help you achieve greater success. Here’s a round-up of what’s new:!--more-->🎨 Catalog Page Builder: A tool for creating custom pages using pre-made elements and low-code blocks for streamlined site design.🔑 API Read-Only Keys: API keys limited to only allow Read or Get operations, enabling you to securely grant integration partners access to your Skilljar data.✨ Custom Footer in Themes: A dedicated HTML block for admins to add custom footers on pages, course details, paths, and plans as part of ongoing improvements for a more maintainable theming experience.➕ Small Improvements & Fixes:Monthly Training Report Metric: We are renaming the "New Students" metric on the Monthly Training Report to "New Domain Signups". This will distinguish it from the "New Students" metric on the Analytics Overview, helping you understand your data even better.Stay tuned for more updates on feature releases and improvements to our platform. If you ever spot a bug or improvement needed feel free to email support@skilljar.com. 

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 AIQ: 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 SidebarQ: 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 HomeQ: Is there a cutoff date for all to auto turn on GS Home?A: The old UI will be deprecated with the January release.CockpitQ: Can you pull linked Object fields into the Cockpit custom views with the new Cockpit Admin redesign?A: Unfortunately, this is not possible.Success PlansQ: 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 EditingQ: 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 TemplatesQ: 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 & CSQLQ: What about connector opportunity sync for Renewal Center and CSQL, it would use the same job, right?A: Yes, that is correct.ConnectorsQ: 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 OrchestratorQ: 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.

Your community should be like a Swiss Army knife—an indispensable tool known for its versatility and adaptability. It can be used to educate and train your users to successfully leverage your product, drive awareness and engagement with peers and your brand to fuel business growth, and offer unparalleled access between you and your customers to inform customer-backed decisions. However, just because a community can serve many purposes doesn't mean it has to be complicated to manage. Our latest release items are designed to streamline these multifaceted capabilities, eliminating tedious busywork and making it easier to manage your online community effectively. Here’s what’s new in Gainsight Customer Communities: [Open Beta] Community AI FeaturesWould it be a product update in 2024 without a few AI features?! We’re excited to announce that THREE community AI features are now in open beta and available for everyone to opt-in and take for a spin!Write with AICreating community content has never been easier! Use Write with AI to quickly draft community conversations, questions, knowledge content, product updates, and email copy. With just a few prompts, you can generate first drafts tailored to your goals, tone, and length preferences. Easily edit the generated content to match your style, add links, or include rich media like images and videos. Kick writer's block to the curb and keep your community content fresh and engaging! AI RecapStart each day with AI Recap to triage what needs your immediate attention and prioritize your daily tasks. Access this “ICYMI summary” of community content in the all-new Control Home. The AI Recap widget gives you a digestible summary of the most recent unread topics, categorized by theme, so you can get a quick low-down of what happened while you were away.AI SummaryCapture the essence of longer community topics and threads with AI-generated summaries. Our new AI Summary feature offers a quick and actionable overview of discussions, helping you stay informed and take immediate action. Simply hover over an unread topic or thread in the Content Overview widget in Control Home and click to generate a summary. Gainsight AI will provide a concise recap along with potential next steps. Access the full topic or thread directly from the summary to dive deeper when needed.How to EnableWe’ve added a dedicated AI page to the Settings section in Control, which will help you customize your AI features. From this page, you can enable and disable our AI features. We also encourage you to input your company title and community description to help tailor the AI output. You can include additional information like your audience, products, and community goals to help refine the results. Additional Hierarchy in Knowledge Base Transform how your community members find and access knowledge content with the expanded 3-level category structure in the Knowledge Base. Categorize, organize, and manage your content to fit your multi-product business needs. Easily restructure your Knowledge Base with drag-and-drop functionality, pin topics to the top, and reset the custom order to improve the navigation, and make content discovery easier.  To customize your Knowledge Base hierarchy, navigate to the Knowledge Base settings, adjust the category structure, and reset article order with one click. For more details, check out this article. Subscribe to EventsEnsure your customers never miss an upcoming event with the new subscribe button in Events. This enhancement boosts event visibility and drives event engagement directly within your community. By alerting subscribers of newly added events, it encourages registration and attendance, helping you maximize event participation and impact.For more information and steps about how to set up subscriptions for events, check out this article. Enhanced Mega Menu & Branding ConfigurationsWe’ve added new functionality to the mega menu widget enabling you to easily customize navigation elements to match your brand’s look and feel. Now, you can set different color attributes for a cohesive, branded look, choose navigation bar width for better visual alignment, and upload logos or custom images to the navigation menu. Additionally, we added new branding configuration options within the Theme tab. Easily upload logos and favicons, configure primary and secondary brand colors, and customize link-sharing details to ensure a consistent and visually appealing community experience. These enhancements give you greater control over your community's appearance and functionality, aligning it seamlessly with your brand identity. For more details, check out these articles: Configure Mega Menu Widget in Destination Configure Branding Elements in Destination A big thank you to all our beta testers for testing many of these new features and providing us with invaluable feedback. Interested in joining future betas? Join our Product Discovery Group for early access. Which feature are you most excited about—and what would you like to see next? Let us know in the comments.

We’re exited to unveil our July 2024 CS release: Human-First AI enhancements & UX improvements for an easier, more powerful Gainsight experience! So, what’s new? Enhancements to AI Follow Up for Gong.io and AI Cheat Sheet:AI Follow Up improvements include enhancements to relevancy, precision, and accuracy in summaries plus report on meeting sentiment. AI Cheat Sheet sees auto-refresh, relationship support (wooo!), and gets better insights into usage with new reporting capabilities. 360 in Sidebar:Now, there’s no need to open a new tab every time you want to view a company or relationship 360! Users can seamlessly access vital details directly within their current workspace—wherever a 360 link appears, including in Success Plans, Cockpit, and beyond. The 360 details will conveniently open in a sidebar on the same page.Major UX Enhancements (available August 24):In the wise words of DJ Khaled, ‘Another One!’ we’re delivering yet again on our commitment to simplify and enhance the user experience with a major refresh to Gainsight Home for end users, along with improvements to Cockpit and Success Plan administration for our admins.Additional Enhancements: Impersonate Users: Admins can now log in as users to streamline issue resolution and ensure accurate access controls. Out-of-the-Box Cross-Product Dashboards: New dashboards instantly showcase data from Gainsight CE and CC, helping you manage customer success activities more effectively. Customer Release Webinar | Aug 1st - Join us for an exciting review of the most impactful Customer Success features in this release!Full release notes here.

It’s 87°F today in NJ (or 30°C for all my celsius folks out there), but that’s not stopping our Product and Engineering teams from releasing some exciting new features designed to streamline your admin experience, enhance security, and make your videos more engaging and accessible than ever.   Here’s what’s new in Gainsight Customer Education: A More Streamlined and Secure Way for Admins to Access Their Academy I’m sure you’ve noticed over the past couple of months that we’ve migrated your academy to Gainsight Platform Single Sign On (SSO), which gives you a smoother and secure login experience. The migration to Gainsight SSO was also a critical step in integrating Gainsight CE into the greater Gainsight universe (CS, CC, and PX)—and it was also the launchpad for this release: SAML configuration (admin SSO).*  What’s SAML? I won’t get too into the nitty gritty, but from a high level, think of SAML or Security Assertion Markup Language as a digital key that lets you use one set of login credentials to access multiple applications; it’s like having a single key to unlock several different doors in your house.In the context of customer education, configuring SAML allows admins to use popular identity providers such as Okta and Google to effortlessly and securely log into their academies. Learn More About Gainsight Authentication *SAML configuration (admin SSO) is currently only available to customers whose academies have been migrated to Gainsight SSO. If you don’t see this setting available right now—don’t worry!—we’ll have you migrated in the next few weeks. Note: SAML configurations are inherited across all Gainsight products. So, for example, if you configure SAML for CE, but also use Gainsight CS, both products would inherit the same configuration. More Engaging and Accessible Videos with Self-Serve Captions Videos are key to a successful and engaging academy. Whether you use them as standalone assets or as part of a learning path, they’re proven to drive engagement, knowledge retention, and, ultimately, better learning outcomes for your customers. That’s why we’re excited to introduce self-serve caption management for videos in your media library, allowing you to easily manage, upload, and update captions in multiple languages directly within your media library—all without the need for technical support. Configuration Steps:Navigate to the Content > Media Library section Select the video for which you want to add captions Click Upload CaptionsLearn More About Self-Serve Video Captions Automate Workflows with Course Publishing Webhook Webhooks are a way for applications to communicate with each other by sending automated messages or information in real time when an event occurs. In your case, webhook allow Gainsight CE to communicate with other tools in your tech stack. For example, when a new learner is created, you could automatically send them an automated email with a relevant course.Said another way, webhooks reduce manual work on your end and increase the efficiency in managing learner communications and updates. Now, we’re adding another webhook: Course published.With the course published webhook, CE admins can automate workflows and actions when, well, a new course is published. For example, when you publish a new course: Send an email to relevant stakeholders informing them Automatically enroll users Track content updates with Google Sheets or your databaseLearn More About CE Webhooks Which feature are you most excited about—and what would you like to see next? Let us know in the comments.  To learn more about Gainsight Customer Education and best practices, head over to the Share Industry Knowledge and Discuss Product Features forums.

In addition to our classic catalog pages, Skilljar's new builder pages allow you to quickly design your Academy, without heavy coding.!--more-->Customization: Utilize pre-made hero images, course tiles, low-code blocks, and more for quick and effective site design. Flexibility: Achieve your desired look and feel with HTML blocks. Switch between legacy and builder-style blocks as needed. Simplicity: Navigate the new Catalog Page Builder view with simplified actions to easily add, edit, and clone pages, along with intuitive tools and settings.