Copilot
Overview
Copilot is an AI-powered conversational assistant integrated directly into the Gainsight application to transform the way Customer Success (CS) teams interact with data. By leveraging both unstructured insights from customer interactions and structured data from company records, Copilot empowers users to effortlessly extract context-based answers about customer activities, timelines, and best practices.
In the current version, Copilot users can pose a wide range of questions about customer portfolios and CS strategies, receiving immediate, tailored responses drawn from a rich reservoir of information. By eliminating the need to sift through multiple data sources, Copilot boosts efficiency and enhances the Gainsight experience.
Key Benefits
- Faster Decision-Making: Instantly retrieves company and timeline data, eliminating manual searches.
- Context-Aware Insights: Analyzes customer interactions, health trends, and risks using historical data.
- Portfolio-Specific Assistance: Provides targeted insights based on Gainsight Home filters.
- Enhanced Customer Engagement: Provides best practices, meeting prep assistance, and tailored recommendations.
- Simplified Data Access: Queries structured (Company Data) and unstructured (Timeline Data) sources for relevant answers.
Details
The following table provides a detailed overview of the Copilot feature within the CS product:
| LLM | Description | How to Enable/Disable | Data Sets | Data Retention and Deletion | Is customer data used to train the AI system? |
|---|---|---|---|---|---|
|
GPT-4o, |
Users can leverage this intelligent AI powered chatbot to ask questions about content quickly and easily. | Link | Data from a client's Customer Success (CS) Timeline feature which may include updates on customer status, recent events, and documented interactions such as calls, emails, and meetings with customers, along with corresponding notes, publicly available product documentation data, and Company object data. | No customer data is retained by the third-party subprocessor used to deliver this feature. | No |