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Develop Generative AI Tool to Help with Gainsight Documentation

Related products:CS AI
  • May 1, 2025
  • 7 replies
  • 85 views
spencer_engel
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Gainsight as a company seems to be (or at least is striving to be) on the cutting edge of generative AI, so I’d like to propose a concrete use case that would help immensely: Use generative AI to help document things we build in Gainsight. A good starting point would be: 

  • Dashboards
  • Rules
  • Data Designers

Even if Gainsight just gave us a summary of a rule (e.g. This rule sources the Object A with Filters B, C, and D and does a left merge on the Company ID with the Company object, which is filtered on E, F, and G, and includes 10 fields in the source) it would be such a timesaver. I'd love if the system could do even more and generate a nearly fully baked document for each asset, but I’d settle for even 25% of the way there. Anything to cut down on starting documents from scratch. Happy to talk through this more if anyone is interested.

7 replies

zach_davis
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  • zach_davis
  • Helper ⭐️
  • May 1, 2025

​@spencer_engel This would save me an enormous amount of time!!

dayn.johnson
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  • dayn.johnson
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • May 1, 2025

Even if Gainsight just gave us a summary of a rule (e.g. This rule sources the Object A with Filters B, C, and D and does a left merge on the Company ID with the Company object, which is filtered on E, F, and G, and includes 10 fields in the source) it would be such a timesaver. I'd love if the system could do even more and generate a nearly fully baked document for each asset, but I’d settle for even 25% of the way there. Anything to cut down on starting documents from scratch.

 

Such an awesome idea, ​@spencer_engel. Yet another use case for Copilot for Admins. If this info could be stored in asset (program, DD, report, etc.) metadata to make it easier to just query Copilot and say “what active JOs are using DDs or queries where the CSM is included in the sender email fields” or something similar, that would be a gamechanger – rather than having to check dependencies.

Another idea – if we could get somewhere close to what Scribe can do for process documentation (maybe PX for admins?) that would be incredible.

Senior Email Ops @ Recorded Future, 2025 Gainsight CS Ops Product Council Member
spencer_engel
romihache
dcassidy
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  • dcassidy
  • Helper ⭐️
  • May 1, 2025

This is such a great suggestion. It’s SO easy to get behind on documenting things like this - by the time someone asks me where A is coming from, I’m working on X and barely remember. 

spencer_engel
dayn.johnson
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  • dayn.johnson
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • May 1, 2025

Yet another reason proactive, descriptive labeling is so, so important. If someone else looked at your program/DD/rule, would they understand what was happening and why things were triggered/sending?

Perfect examples:

​@kstim asked me to review a JO yesterday. One of our renewals reps asked me why an email sent this morning. Looking through things is so easy when datasets and merges are labeled clearly, and not just “pull data” or “merge.” Even with simple builds it’s important, but when you’ve got a more complex flow, it’s absolutely critical.

Senior Email Ops @ Recorded Future, 2025 Gainsight CS Ops Product Council Member
kstim
romihache
romihache
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  • romihache
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • May 2, 2025

I remember this being a hot topic in GGA, maybe a council meeting? Anyway, everyone was really excited and totally on board! It would be a real game-changer and save us a ton of time!!!

Keeping documentation up to date is such a time sink that it always gets pushed back for "more important" things. And reverse engineering stuff is almost a daily occurrence, like in Dayn's example.
I would vote this 100 times if I could!

Continuous improvement is better than delayed perfection
Jef Vanlaer
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  • Jef Vanlaer
  • Helper ⭐️⭐️
  • May 2, 2025

This would be an awesome tool for handovers. It would even be greater if you can query the Gainsight configuration through an admin copilot as ​@dayn.johnson suggests...

sacha
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  • sacha
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 12, 2025

+1000 my company Boomi has built an agent for this in our tool so feel free to hit us up, Gainsight!

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