Gainsight NXT Patch Release Notes: Version 6.18.X series

Connectors 2.0 Horizon Experience

We have redesigned Connectors 2.0, powered by Gainsight Horizon experience. We will soon migrate existing tenants to the Connectors 2.0 (Horizon Experience) which is more intuitive and simple to use. If you want to upgrade your tenant earlier to the Connectors 2.0 (Horizon Experience), please contact Gainsight support.

Note: By default, all the new tenants will have Connectors 2.0 (Horizon Experience).

The following are the advantages of Connectors 2.0 (Horizon Experience):

• Merge Data: Merge data from the two source objects and then sync with Gainsight. Merge data option is available for BigQuery, Pipedrive, Zendesk, Jira, Freshdesk, Intercom, Zoho and Zuora connectors.
• Create Jobs: Easily drag and drop source objects to create a job and sync data with Gainsight in the Jobs Preparation page.
• Job Chains Page: Simplify the process of scheduling a group of dependent Jobs that you need to run in a particular sequence. 

For more information on the Connectors 2.0  with Horizon Experience, refer to the Basic Configurations article.

New Connectors with Horizon Experience

We are introducing the following seven new connectors, powered by Gainsight Horizon Experience:

• Google BigQuery
• Intercom
• Zuora
• Freshdesk
• JIRA
• Zoho
• Pipedrive

For more information on the new connectors, refer to the Connectors 2.0 (Horizon Experience) article.

Gainsight Assist Outlook Add-in

Gainsight Assist Outlook Add-in helps users access their Gainsight email templates directly from Outlook, thereby saving time when composing customer emails. The ability to log emails to Timeline from their inbox ensures that every important conversation is captured.
Note: This feature is now available for the users to download from the Microsoft store.

For more information, refer to the Gainsight Assist Outlook Add-in User Guide article.

Surveys

With Surveys, you can create highly customized surveys that capture customer insights and transform them into actionable next steps for your organization. You can easily create multi-page surveys with a variety of question types, including multiple choice, matrix, and a standard NPS® question type. Surveys give admins the ability to design and distribute surveys in Gainsight without a dependency on sites or features.

Data Designer

Data Designer makes it easier for you to discover richer, more meaningful insights from your customer data. It provides a simple, easy-to-use solution to merge and transform your data, then make it accessible across the Gainsight platform for further analysis and exploration. Check out our live hands-on instructor led training for Data Designer!

Cockpit

Cockpit is the CSM/AM team's home base for viewing and managing key customer activities. The backbone of Cockpit are Gainsight system alerts called Calls to Action (CTA). Call to action types, their associated tasks, and the Cockpit view can be customized by Admins to suit your business needs.

Sally

With Gainsight Sally, your company can better collaborate through real-time customer insights within their favorite apps. Powered by AI, Sally makes rich Gainsight data easily accessible through simple conversation. Not only can Sally provide answers to a diverse set of questions about your customers, Sally can also update customer data, provide information on health scoring, current risks, and opportunities. Your company can quickly collaborate on the latest customer intelligence to more rapidly deliver customer outcomes across all parts of your organization.

Connectors

• Viewer licensed users were unable to add persons in C360: A few Viewer licensed users were not able to add persons in the Person section of C360 page. This issue is now resolved.

Surveys

• Automatic Scrolling in Survey Analyze page: In the Response Report tab of the Analyze page, when users click the View details option and exit, the page automatically scrolls to the bottom. This issue also occurred when users click the Graph or Table options of a specific question. This issue has been fixed now.

Scorecard

• Look-up Fields not Displayed when Defining New Relationships: When configuring new relationships, users were previously unable to see the associated look-up fields. This issue is now resolved, and users are able to see these fields as expected.

• Mass Edit Report Data not Displayed in Dashboards: Previously, when a skip attribute was saved in a Scorecard Mass Edit Report, the data would not display in Dashboards. This issue is now resolved, and the data displays in Dashboards as expected.

Rules Engine

• Unable to Display Rule Metadata for the selected Scorecard: Previously, in Scorecard Rules, the Rule preview did not display the selected Scorecard but instead displayed all the Scorecards which had that measure. This issue is now resolved.