Conversations

Conversations 1 - 20 of 126
Photo of Nadav Shem-Tov
CoPilot - built-in feature to send daily outreaches but skip weekends
I'm posting this on behalf of Dom from Adobe Sign:  The Adobe team would love to have an easy way to schedule daily outreaches in CoPIlo...
  • 17 me toos
  • 11 replies
  • Idea
  • Under Consideration
Photo of Nora Soza
Follow Up: The ability to change the "FROM" email address when using the email assist feature
Follow up to this idea: https://community.gainsight.com/gainsight/topics/the-ability-to-change-the-from-email-address-when-u... Looking ...
  • 31 me toos
  • 12 replies
  • Idea
  • Planned
Photo of Christopher Sanderson
True NPS calculation and NPS Widget
This is a two part idea: 1. We need a true NPS calculation.  The way Survey's does this currently, it takes the average of responses acr...
  • 16 me toos
  • 9 replies
  • Idea
Photo of Hitesh
Mechanism to have report or facility to build a report for failed rules with the reason
It will be good if there is a report which tells that how many rules have failed with the reason.
  • 4 me toos
  • 1 reply
  • Idea
  • Under Consideration
Photo of Diane Morneau
Advanced Outreach: no scheduler
The capability to schedule an advanced outreach is not available in the current version. We can specify a start date but no time. We need...
  • 11 me toos
  • 9 replies
  • Idea
  • Implemented
Photo of Einat Pick
Ability to create CTA from within an email (outlook / gmail)
When CSM receive an email with some actions in it, they would like to highlight a text in the email and being able to create CTA directly...
  • 20 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Kevin Ly
Last Modified by Name on Powerlist Changes on Refresh
In Copilot Powerlist overview page each powerlist lists the name who last modified the Powerlist. See Image. It works fine when someone...
  • 7 me toos
  • 4 replies
  • Idea
Photo of Chris Beaven
Ability to CC/BCC contacts on CoPilot outreach
I've heard a few customers ask about the possibility to CC or BCC internal contacts on a CoPilot outreach. The CC/BCC could be a specific...
  • 22 me toos
  • 17 replies
  • Idea
  • Implemented
Photo of Dan Ahrens
Templates for specific Timeline activities
Timeline is so juicy....I love it! One idea that could really help to drive organizational consistency is the ability to define a templa...
  • 35 me toos
  • 20 replies
  • Idea
  • Under Consideration
Photo of Samantha Braastad
Scorecard 2.0 Mass Edit Report only pulls in first 100 lines
We are currently working to build reports on Scorecard 2.0 for the long tail of our customers (25,000+). The hope was to do this using th...
  • 31 me toos
  • 21 replies
  • Idea
  • Under Consideration
Photo of Ganesh
Copilot emails for CSMs to send
A few customers have asked for the ability to draft template emails via copilot, but for the final "send" button to reside with the CSM. ...
  • 19 me toos
  • 8 replies
  • Idea
  • Planned
Photo of Steve Davis
Variant Email Templates In Email Assist
I have a request from a customer to be able to use (for example) the language variant when using email assist. In testing this it appears...
  • 7 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Elizabeth Adams
Report Table View in Email
We need to include reports in table view in our email distributions. Both in CoPilot emails and also in CTA-based emails. We are trying ...
  • 16 me toos
  • 14 replies
  • Idea
  • Implemented
Photo of Kiersti Felska
Formulas in REports 2.0
I need to build some formula fields in a report like we do for salesforce but unable to find this function in report 2.0.  Do i have to u...
  • 39 me toos
  • 13 replies
  • Idea
  • Under Consideration
Photo of Jeffrey DaSilva
Ability to send "Once in a lifetime" Outreaches based on Email Address only
Currently when setting "Once in a lifetime" in Outreaches, the logic enforces uniqueness across Email Address + Account Id.  This is the ...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Seth
Color health scores in Reporting
It drives me a bit batty that, when I report on health scores, using "Current Score Name", I get the hexadecimal color. It'd be great if ...
  • 17 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Cameron Wright
Show Data Points in Report Builder
I have a customer that uses the Report Builder tool outside of Gainsight to put in her presentations at work. Report builder works as it ...
  • 13 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Alex LeGay
Testing Advanced Outreaches
Hello All! Hoping to open up some discussion regarding testing advanced outreaches. I will add my ideas below but feel free to provide yo...
  • 12 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Josh VanGeest
Truncate numbers / pick a unit of measurement for reports + dashboards
We need the ability to customize what unit of measurement we display metrics in each report/graph/chart/widget. i.e. I would like to tru...
  • 7 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Steve Davis
Email assist not syncing over to SFDC as an "Email" task.
We've noticed that when syncing tasks into SFDC from email assist that the tasks are not saving with the type of "Email". Customer would ...
  • 5 me toos
  • 2 replies
  • Idea
  • Implemented