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Current Gap:We have a Gainsight health score measure which looks at whether a Business Review has been conducted for a customer. We also use the AI Follow-Up feature from Staircase to automate timeline entries with transcribed meeting summaries from customer meetings happening MS Teams. However, when these AI follow ups are logged from Staircase to Gainsight, they are always classified as a “Meeting” activity type. This means that in order for an automated meeting from Staircase logged to GS timeline to “count” against the scorecard measure, a CSM has to remember to go into Timeline and update the activity type. Maybe they’ll remember to do that, maybe they won’t. And it will affect the customer’s health score if they don’t.Staircase knows and is already detecting when a business review has occurred.As an admin, I don’t have the ability to configure or map this any other way. Proposed Solution:Instead, we’d like to be able to map different conversations detected by Staircase to differe

There are a couple of improvements that our community (and our team) would like to see for the search options:Sorting results (eg by date, most liked, etc)  Additional filters (eg solved, date range Sorting resultsBeing able to sort by different factors would make it a lot easier for members to find posts that are useful for them. For example, date and most likes would be really helpful in allowing folks to hone in relevant topics. Both of those sort options are available for comments, so it would make a lot of sense to add them to the search results too.  FiltersThe big one here would be whether a question has been answered. There’s a couple of use cases for this: if you’re a member with a similar question and you only want to see questions with an answer or if you’re a member who wants to help others with questions relating to specific topics (eg if you’re an expert in something/have particular skills and you want to find folks that need help with questions aligned with your knowledg

We currently are using CTAs to log CSM Sentiment Risks. On these CTAs we have a number of custom fields - drop-downs, strings, textboxes - to facilitate updating the status of the risk, indicate they have asks for other teams, and so on. These fields are used in managerial reporting to update the business on risks. The CSMs and their managers would have an easier time triaging and updating these CTAs if it was possible to have the custom fields be editable in-line in reporting and the Cockpit (Cockpit doesn’t even allow custom fields to be added to Views). However, I cannot add in-line editability to CTA fields in reports.See screenshot below where the custom CTA fields are in-eligible. The eligible fields are all Company-level fields added to a report on the CTA object. While I understand that Call to Action is a system field, it seems that there is a clear use case for being able to edit custom fields that are included in CTA layouts in reporting. We already field complaints on CTA m

When you have a complex, multi-account prompts with a lengthy response, having all the related records linked in a big bundle at the bottom of the response is a massive pain to try and go through each to see what’s related to which part of the response.  That may have been ok for making simple, single-account prompts in the earlier days of AI, but that is not going to cut it anymore.Most advanced AI tools are nesting the related links next to the relevant content, making it far easier to consult the source data: This is just one of the many must-haves improvements sorely needed in Copilot, if it indeed is here to stay.

Customer NICE CXone has a requirement. For activities synched through AI Followup, in the AI Action Items, when adding a Task, the CSM has to manually set the Assignee.Instead if the system could auto populate the Task owner with the meeting organizer’s name as the default in the Assignee field, that would be apt. CC: ​@marionmungcal 

We’d love to see passkeys as an option for members when they register for our community. As cybersecurity company, our members are particularly vocal about being able to use passkeys to authenticate and consider them table stakes for any website or application.

I run a “community champion” program within the Varicent community. Because our champions are high-level product experts with a wide range of specialties across our products/features, I’d like to easily @ tag specific champions based on their specialized knowledge. This would be made much easier if there was a user profile field that could be @ tagged within a post or comment. Adding structured, opt‑in skill and experience tags (e.g., plan complexity, reporting, data/integrations, scalability, governance, migrations, etc.) would make it much easier to reach out directly to Champions with relevant expertise—supporting peer collaboration.I initially thought this would be possible by creating experience-based user segments, but as far as I can tell, segments cannot be tagged within. a post or comment. I suppose adding this requested functionality to User Segments would also fit my intended user-case. If there is already an alternative way to achieve my intended result, please let me know!

Can we please remove all references to “Please reach out to your Gainsight Administrator to request access.” in the platform?  And/or give us the ability to customize the message?!This generates unnecessary noise for admins, especially when fields or features are intentionally locked down.  

I have a use case where we have a custom, low-volume object called Value Case which we use to track customer-reported ROI. We have a stage-like dropdown field on this object, and we need to keep track of each record’s stage movement. For example, if a record is saved on creation in Stage 1, and later the record is modified to Stage 2, we need to be able to see which date the record moved from Stage 1 to Stage 2. However, we anticipate there being several fringe cases or human errors that cause Stage 1 to move to Stage 2 and back to Stage 1, OR for Stage 1 to move to Stage 3 accidentally, when it should move to Stage 2. We want to use Real-Time Rules to capture the movement in (close to) realtime to store this movement in a custom object called Value Case Revision Dates. Given the current limitations on realtime rules, we are only able to configure these rules using limited Internal Events as the trigger: Company, Call to Action, CS Task, Relationship, and Relationship Type. For Real-Ti

Hello, Skilljar team. My company runs the same vILT 5 times per week practically every week, to cover ~350 learners per month. It would be extremely helpful to be able to create these events in Skilljar in bulk via CSV for the year as opposed to cloning individual events in the UI. 

Hi, It would be great if we could embed Social Media Post/Content e.g. from X/Twitter and Instagram in articles/posts. Its currently only possible on the homepage with the HTML widget.

It would be great if I could add a new contact from Timeline entries. The contact I am trying to add as an external attendee doesn't exist so now I need to go back to people, add them, then try again (less likely to do that). If I could be prompted to add the contact, fill in any fields required and hit save, then continue doing my timeline entry, it could help ensure proper record keeping  

Instead of creating a sub-hierarchy map at Company Level it would be good to have the dedicate people map available at the relationship level  Link to the discussion  

Our product team is looking for 2-way integration with Jira to be able to use the Ideation module effectively with our existing internal Jira product development process. As a minimum, we would like to be able to update the status in our community from Jira.