CS Product Ideas

Ability to drag/drop Outlook Exchange Email activity into Cockpit or Chatter Feed

We have a lot of email interactions that are inherently 'calls to actions' and that we would want to capture as a CTA in Gainsight. Or perhaps, the email relates to a task of a CTA (a follow-up, etc.). Our CSM team is still very much living in their email and not in their cockpit. We don't have the...

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228 Posts

A/B Testing for Copilot

Rule Execution Logs from Scheduled runs not containing Action Details

Include Survey Link in AO Escalation Email

Export Option in Timeline

Email Assist - emailing multiple accounts

Need ability to track time in success plan objectives and CTA's

Co-pilot power list list view

Ability to Customize which/how columns are sorted in Report Builder

Percentage formula field in Report Builder

Option to provide Batch size for each rule

Ensuring important emails make it to client inboxes

Allow STRING field to write to PICKLIST

Email Assist > Timeline > SFDC Activity History

Is there a way to show progress toward renewal goals in Reports 2.0?

Success Plan Reporting: Drafts and Objectives

Automated migration of Rules from Production to Sandbox

BCC from Timeline - Search account via email not just company name

CTAs viewed in Kanban board?

CTA name as identifier by default

Ability to Edit Success Plan Fields via Rules Engine

Expand logging back email information to more SFDC objects

Allowing Rich Text Fields in the Filters in Rules Engine, JO Query Builder

Have a 'Quarterly' schedule option in Journey Orchestrator

Add a new "+Email CTA" option on the Cockpit and/or Timeline screen

Ability to drag/drop Outlook Exchange Email activity into Cockpit or Chatter Feed

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