Gainsight CS Release Notes April 2025

Team-Based Visibility with Company and Relationship Teams

Gainsight is excited to introduce enhanced team-based visibility through Company and Relationship Teams, streamlining account and relationship management for greater efficiency and focus.

Company Team

A Company Team represents the group of users, including Customer Success Managers (CSMs), Sales Managers, or Account Managers assigned to manage a specific customer account (Company). Company Team allows multiple users with different expertise to work on a single Company collaboratively.

Relationship Team

A Relationship Team functions like the Company Team but is specific to managing subsets or segments of a customer, such as product lines, regions, or business units. It ensures that users view only the relationship-level data tied to their assigned responsibilities within a customer account.
Company Team and Relationship Team–based visibility is now supported across the following modules:

• Gainsight Home: Filters data to display only assigned accounts and relationships.
• C360: Limits customer 360 views to companies the user is a part of.
• R360: Restricts access to relationship-level views based on team assignment.
• Dashboards: Filter data to display only account or relationship insights tied to the user’s team assignments.
• Users and Permissions: Configure access to Cockpit, Success Plans, and Timeline.

Out-of-the-Box Precalculated Fields Now Available Across Key Data Models

Gainsight is excited to announce the launch of new Out-of-the-Box (OOTB) standard fields, adding to Gainsight's existing set of data model fields. These new fields are designed to give you faster insights across core objects such as Company, Person, and Relationship in key Customer Success (CS) activities.

These are predefined system fields requiring no user configuration and can be used directly in building new reports or in existing reports and other areas of application, such as Rules and 360 Layout.

The following table provides a brief description of the newly available fields:

IMPORTANT:

• The fields follow a six-hour refresh cycle to display changes.
• The fields are system fields and cannot be modified by admins or end-users.
• The fields can be hidden or re-enabled upon request by raising a Support ticket.

Note:

• Fields that are requested for rollback:

  • If the fields were not added to any Reports or Layouts, they are  hidden from the Reports, 360 Layouts, and other product areas where data models fields can be consumed, but are still visible in the Data Management page.

  • If the fields were already added to Reports or Layouts before the rollback, they are no longer available for use in new Reports or 360 Layouts, but  still appear in existing Reports or Layouts with the last recorded values. These fields also remain visible in the Data Management page.

• For Open CTAs:

  • At Company Level: Open CTAs = Company-level CTAs + Relationship-level CTAs

    • For Example: ACME Company has five CTAs (three open) and ACME Relationship has two CTAs (one open)

    • Open CTA for Company = three (company) + one (relationship) = four

  • At Relationship Level: Only relationship-level CTAs are counted.

    • For Example: ACME Relationship has two CTAs, one meets open CTA criteria.

    • Open CTA for Relationship = one

Rollout Details:

• Rollout will follow a phased approach, with Sandbox environments starting April 02, 2025, followed by Production starting April 19, 2025. Tenants where the deployment happens will get an in-app notification by the end of the week to confirm it's complete.
• Fields will be computed and populated in batches to ensure smooth migration. Field visibility may take some time post-deployment, depending on the volume of data.

AI Follow-Up

Gainsight introduces AI Follow-Up, a powerful feature that transforms the way Customer Success Managers (CSMs) work by automating meeting capture, follow-ups, and insights. With AI Follow-Up, CSMs can seamlessly integrate video conferencing platforms such as Zoom, Microsoft Teams, Google Meet, Clari, and Chorus to bring meeting insights directly into Gainsight.

For more information on AI Follow-Up, refer to the Timeline section.

Retirement of Sally within Gainsight CS

With the launch of our Gainsight AI agent in Slack and Gainsight Copilot capabilities, Gainsight is retiring Sally within Gainsight CS with the release on October 25, 2025. This change better aligns our functionality with our AI strategy, and offers a better user experience in Gainsight. Note, our Gainsight Sally bot in Slack and MS Teams will not be affected at this time. 

The Sally bot within Gainsight CS is located in the top-right corner of the Gainsight application. Sally is an early model AI-powered digital assistant that allows users to access customer data through natural language conversation.

Important Information: 

• No action is required at this time from admin or end users. 
• While Sally within Gainsight CS is scheduled for retirement, Sally will continue to be supported in Slack and Microsoft Teams for the foreseeable future.

If you are currently using Gainsight Sally, we recommend transitioning to Gainsight Copilot. Copilot, currently in closed beta, is launching soon and will be made available prior to retiring Sally within Gainsight CS to ensure no interruption of service.

Assign C360 and R360 Layout Based on Company Teams

Gainsight is excited to introduce layout assignments based on Company Teams in C360 and R360, enabling admins to control access to sensitive account-level information. With this update, admins can configure specific C360 and R360 layouts that are automatically assigned only to users who are part of a Company Team.

Note:

• When adding a filter on the Company Team object, a user field gets automatically created.
• Admins can edit and remove this field. However, Gainsight recommends not deleting the User field filter.
• Layout assignment is dynamic; if a user joins or exits a Company Team, the layout updates automatically without manual intervention​.

Business Use Case: A company managing strategic and non-strategic accounts wants to restrict financial metrics and escalation data to only CSMs assigned to high-value customers. Using the new payouts, the admin can create two layouts:

• One layout with sensitive sections, shown only to users in the Company Team.
• A default layout for all other users, hiding restricted information.

This streamlines data access, enhances security, and minimizes the need for multiple manual layout configurations​.
To assign layouts based on Company teams, navigate to Administration > C360 Layouts > Click any layout to assign > Assign.

For more information on how to assign layouts, refer to the Configure 360 Layouts article.

Field Mapping for Filters

Gainsight has modified filter behavior in the Edit Report. When adding a filter in Edit Report, ensure that the data type of the selected field on the left matches the field on the right. 
To ensure accurate mapping when using Add Filter, users must select the specific field from the lookup dropdown rather than the parent lookup field.

If the data types do not match, an error message is displayed.

This enhancement provides a more intuitive reporting experience, improves navigation, and ensures better filter validation.

Note: The reporting experience across Email Assist, Email Template Builder, and Digital Journey Programs is now aligned with the standard Reports experience.

Report Editing with Improved Filters and Visual Options

Gainsight has enhanced the report editing experience by refining the filtering process, reorganizing visualization options for better accessibility, and simplifying the navigation of report settings.
The following UI enhancements were made in the Edit Report section. To view the changes, navigate to Send Email > Configure > Edit Report.

Improved Add Filter Experience

The Add Filter option in Edit Report in Email now opens in a right slide-out panel, instead of inline that offers a more structured filtering experience. 

• Old Experience: Clicking Add Filter opened up Additional Filters in the same widget, which made the UI look cluttered. 
  
  
   
• New Experience: You can now add filters on fields and measures more efficiently using a redesigned slide-out panel.

Clicking Add Filter now opens a slide-out panel.

Updated Report Visualization Selection

The Change visualization option in the Run Report widget has moved from a horizontal layout to a vertical layout for better accessibility. 

• Old Experience: The Change visualization option was available in the horizontal layout.

• New Experience: The Change visualization option is now available in the vertical layout.

Redesigned Report Settings Access

The More Options (three-vertical dots) menu, previously containing Reset, Settings, and Ranking, has been restructured.

• Old Experience: The More Options had three options.
  
  
   
• New Experience: Now, the Settings option is available in the report integrated component after you run the report.  
  
  
  
  Select Settings to access Grid Settings, which includes:
  • Grid Options: Use grid options to freeze the first column and wrap text 
  • Ranking and Sorting: Use ranking if you want to include Top (ASC) x or Bottom (DESC) x records based on a particular field in the report. For more information on how to use Ranking, refer to the Advanced Report Settings article. 
    
    

Note: The reporting experience across Email Assist, Email Template Builder, and Digital Journey Programs is now aligned with the standard Reports experience.
 

Productivity and Workflow Permissions Update

Gainsight introduces new admin settings that offer greater control over user permissions in Cockpit, Success Plans and Timeline. Admins can now manage access to specific features using new checkboxes available in Cockpit configuration under Administration > Users and Permissions > Permission Bundles.

• Create and edit views with advanced filters: Admins can now restrict or allow the ability to create and edit custom views using advanced filters through the Create and edit views with advanced filters checkbox in Cockpit, Success Plans and Timeline.
• Use Column Configurator: Admins can now restrict or allow access to the column configurator through the Use Column Configurator checkbox.
• Allow CTA Export: Admins can now restrict or allow the ability to export Call-to-Actions (CTAs) using the Allow CTA Export checkbox.

Note:

• These features are available on demand and are not enabled by default. To enable them, contact Gainsight Support.
• After enablement, the checkboxes for all applicable features appear in Permission Bundles, but are not selected by default. End users do not have access to these features unless an admin manually selects them in the applicable permission bundles.

For more information, refer to the Permission Bundles article.

Timeline Sync with Email Metadata

Gainsight has enhanced the GS Assist Email Plug-in to improve how email activity date and time sync with Timeline. Previously, when logging an email thread or an inbound email or an already sent email (excluding emails logged from the Email Compose window), the Activity Date/Time in Timeline reflected when the email was logged rather than when it was received. However, with this update the Activity Date/Time matches the email metadata, ensuring that the logged date/time reflects when the email was originally received.

For example, if a customer sent an email on March 27, 2025 but the email is logged to Timeline on April 27, 2025, the activity date would have incorrectly appeared as April 27, 2025 in the timeline. With this enhancement, the activity date now correctly appears as March 27, 2025 in Gainsight Timeline.

Note: This change is applicable for all the customers using Outlook and Chrome plug-in. This improvement will apply to emails logged after April 26, 2025, provided CSMs are on the latest version of GS Assist Plug-in. Previously logged emails will remain unchanged.

The latest supported versions are:

• Chrome extension: 8.1.0
• Outlook add-in: 5.3.0

For more information on loading latest versions, see the respective articles mentioned below:

• For Chrome: Chrome Plug-in Updates section of Gainsight Assist Chrome Plug-in User Guide article
• For Outlook: View Version Details of Gainsight Assist and Load the Latest Version of Gainsight Assist sections of Gainsight Assist Outlook Add-in User Guide article. 

Key Benefits:

• Improved Timeline Accuracy: Reflects the actual date of customer communication.
• Reliable Interaction Tracking: Ensures accurate records for reporting and follow-ups.
• Consistent Data Sync: Aligns email metadata with Gainsight Timeline for better historical tracking.
   

Enhanced Visibility and Personalization Settings in Gainsight Home

Gainsight announces enhanced visibility controls in Gainsight Home using Company Teams, Relationship Teams, along with new and advanced personalization settings. These enhancements empower admins to dynamically control data visibility, ensuring that Customer Success Managers (CSMs) access only the accounts and relationships they are assigned through Company Teams.

Admins can now configure layouts that automatically apply locked filters based on the Company Team or Relationship Team. Filters apply directly to the data displayed in Gainsight Home. When the Company Teams filter is enabled, CSMs only see Company records associated with the teams they are part of. 

Additionally, new personalization settings allow admins to fully lock Gainsight Home, preventing CSMs from modifying the layout, adding widgets, or altering filters. When enabled, CSMs always see the admin-defined layout, aligned to their portfolio and access.

To configure filters based on Company or Relationship Teams, navigate to Administration > Gainsight Home > Configuration > Modify Filter, then select the object, field, operator, and value. For more information, refer to the Configure Gainsight Home article. 

To configure personalization settings based on user roles in Gainsight Home, navigate to Administration > Gainsight Home > Configuration > Settings. For more information, refer to the Configure Gainsight Home article. 

Global Filters Now Support Company and Relationship Teams in Dashboards

Gainsight introduces Company Team and Relationship Team filters in Global Filters for Dashboards, empowering team managers and individual users to focus only on the accounts or relationships they are responsible for.

With this enhancement, admins can enable filtering based on team assignments, ensuring that CSMs only view data for the customers they manage. These filters are especially useful when fields such as ARR are not required to be shared widely in the company.

Global Filters can be added to the Dashboard by navigating to Dashboard Builder.

For more information on Global Filters, refer to the Global Filters for Dashboards article.
For more information on how to configure Global Filters, refer to the Configure Gainsight Home article.

AI Follow-Up

Gainsight introduces AI Follow-Up, a powerful feature that transforms the way Customer Success Managers (CSMs) work by automating meeting capture, follow-ups, and insights. Powered by Gainsight’s in-house AI processing models from Staircase AI, this integration ensures that every key detail from customer meetings is automatically captured, organized, and logged into Timeline Activity, eliminating manual follow-ups and enhancing efficiency.

With AI Follow-Up, CSMs can seamlessly integrate video conferencing platforms such as Zoom, Gong, Microsoft Teams, Google Meet, Clari, and Chorus to bring meeting insights directly into Gainsight. This automation streamlines workflows by tracking action items, identifying risks, and analyzing meeting sentiments, allowing CSMs to focus on strategic client engagement.

Once this feature is enabled, a new section appears under Timeline Administration > Integrations > Calendar icon. The AI Follow-Up toggle controls the visibility of the Configure Integration button in this section.
Note: The AI Follow-Up toggle under Gainsight AI settings is an existing toggle that is also used for existing Gong.io integration.

Key Capabilities

AI Follow-Up simplifies meeting captures with the following capabilities:

• AI-Powered Timeline Entries: Each AI-generated timeline entry includes:
  • Automated Summary – A concise outline of key meeting discussions.
  • Action Items – Automatically extracted follow-ups based on meeting insights.
  • Automated Risks and Issues – Identification of potential concerns raised during the conversation.
  • Topic-Level Sentiments – Analysis of the meeting’s tone and topic-level sentiment.
• Seamless Meeting Integration: 
  • Supports Zoom, Microsoft Teams, Google Meet, Clari, and Chorus.
  • Captures and logs meeting insights as Timeline Activity.
    
    
     
  • Eliminates manual note-taking and follow-ups for greater efficiency.
• Enhanced Risk Identification and Sentiment Analysis:
  • Automatically detects risks and issues from meeting discussions.
  • Provides topic-level sentiment analysis to gauge customer engagement.

IMPORTANT:

• AI Follow-Up leverages the processing power of Staircase AI's in-house models to automate meeting capture. This integration does not provide access to Staircase’s full platform or standalone features, or require purchase of Staircase.
• AI Follow-Up currently logs activities only at the Company level and not at Relationship level.

Key Benefits

Here’s how AI Follow-Up makes your day-to-day more efficient and customer-focused:

• Increases Efficiency: Reduces manual effort in capturing meeting insights.
• Enhances Follow-Ups: Ensures no action item or risk is overlooked.
• Improves Customer Engagement: Allows CSMs to focus on relationship-building instead of administrative tasks.

For more information on how to configure meeting integration, refer to the AI Follow-Up Admin Guide article.

New Admin Permissions to Edit and Delete Timeline Activities

Gainsight introduces configurable edit and delete permissions for Timeline activities, giving admins greater control over user access.This feature enhances collaboration, strengthens data integrity, and supports operational flexibility, especially where activities are automatically logged through AI Follow-Up, plug-ins, or external APIs.

Previously, only the activity owner could edit or delete a Timeline Activity. This limitation created challenges when the owner was unavailable or inactive. With this enhancement, Gainsight now allows admins to assign edit and delete permissions to other users using the Timeline section in Permission Bundles.

Note: By default, these permissions are unchecked.

Key Benefits:

• Enhanced Control: Admins can grant or revoke Edit or Delete permissions for specific users, helping maintain accuracy and accountability in customer records.
• Workflow Flexibility: Reduces bottlenecks by allowing team members other than the original activity owners to make necessary updates.
• Scalability for Enterprises: Supports cross-functional teams by streamlining activity management at scale.

Note:

• Super Admins have default permission to edit and delete all activities.
• Deleting an activity removes all associated comments.
• The View activity history in Timeline Activity displays details of Modified On, Modified By and Modified Fields.

For more information on how to configure permissions, refer to the Configure Edit and Delete Permissions for Timeline Activities  article.

Field Mapping for Filters

Gainsight has modified filter behavior in the Edit Report. When adding a filter in Edit Report, ensure that the data type of the selected field on the left matches the field on the right. 
To access Edit Report, navigate to Digital Journey > Programs > Email > Configure > Edit Report.
 

To ensure accurate mapping when using Add Filters, users must select the specific field from the lookup dropdown rather than the parent lookup field.
If the data types do not match, an error message is displayed.  

This enhancement provides a more intuitive reporting experience, improves navigation, and ensures better filter validation.

Note: The reporting experience across Email Assist, Email Template Builder, and Digital Journey Programs is now aligned with the standard Reports experience.

Report Editing with Improved Filters and Visual Options

Gainsight has enhanced the report editing experience by refining the filtering process, reorganizing visualization options for better accessibility, and simplifying the navigation of report settings.

To access Edit Report, navigate to Digital Journey > Programs > Email > Configure > Edit Report. The following UI enhancements were made in the Edit Report:

Improved Filter Experience

The Add Filter option in Edit Report in Email now opens in a right slide-out panel, instead of inline that offers a more structured filtering experience.  

• Old Experience: Clicking Add Filter opened up Additional Filters in the same widget, which made the UI look cluttered. 

• New Experience: You can now add filters on fields and measures more efficiently using a redesigned slide-out panel.

Clicking Add Filter now opens a slide-out panel. 

Updated Report Visualization Selection

The Change visualization option in the Run Report widget has moved from a horizontal layout to a vertical layout for better accessibility.  

• Old Experience: The Change visualization option was available in the horizontal layout.

• New Experience: The Change visualization option is now available in the vertical layout.

Redesigned Report Settings Access

The More Options (three vertical dots) menu, previously containing Reset, Settings, and Ranking, has been restructured.  

• Old Experience: The More Options had three options.

• New Experience: Now, the Settings option is available in the report integrated component after you run the report.  

Select Settings to access Grid Settings, which includes:  

• Grid Options: Use grid options to freeze the first column and wrap text 
• Ranking and Sorting: Use ranking if you want to include Top (ASC) x or Bottom (DESC) x records based on a particular field in the report. For more information on how to use Ranking, refer to the Advanced Report Settings article. 
  
  

Note: The reporting experience across Email Assist, Email Template Builder, and Digital Journey Programs is now aligned with the standard Reports experience.

Edit Source Filters to Add New Participants to Active Programs

Gainsight is excited to introduce the ability to edit source filters, such as Query Builder, making it easier to add new participants to your active program. Admins can now manage active programs more efficiently, thanks to new capabilities that eliminate the need to deactivate or clone programs when making changes.

This enhancement introduces an Edit option that allows seamless updates, including updating participants and fixing configuration errors within a program step. 

Note: This release is part of a broader feature enhancement. Future updates will include other query updates, and program flow enhancements. Stay tuned!

Key Benefits

The new Edit capabilities streamline participant list updates through source modifications. The following are its key benefits.

• Edit Programs in a Safe and Controlled Environment: Use the Edit option to generate a copy of the active or paused program, allowing you to make changes without impacting the original. This ensures ongoing processes remain intact while you make updates.
• Update Source Filters to Keep Data Fresh and Accurate: Modify Queries, sync Segments, and update Data Designer sources to bring in new participants. Source deletions are not supported to maintain data integrity.
• Sync Changes to Maintain Full Control Over Updates: Use Save and Sync (for Queries) or Sync All (for Audiences) to trigger a confirmation before adding new participants, giving you control over data updates. If needed, manually remove existing participants to align with the latest changes.
• Republish Programs Seamlessly With Updated Configurations: Once your edits are complete, republish the program to seamlessly replace the active version with your revised configuration.
• Track Changes With Complete Visibility: Use Execution History to view detailed records of program edits and republish actions, including user information, so every change is accounted for.

For more information on how to use the Edit feature for published programs, refer to the Redesigned Advanced Programs Admin Guide article.

Enhanced Accessibility for Email Templates in Digital Journey

Gainsight has introduced key accessibility enhancements for Email Templates within the Digital Journey experience. These updates aim to enhance usability  for visually impaired users especially those who rely on screen readers, reinforcing Gainsight’s commitment to inclusivity and accessible design.

Old Experience

In the earlier version, email templates lacked the clarity and structure necessary for effective screen reader interaction:

• Unclear Links: Links were not descriptively labeled, making it difficult for screen readers to convey their purpose.
• Poor Focus Indicators: Users navigating via keyboard or screen readers encountered limited feedback when interacting with elements.. 

These limitations reduced accessibility, usability, and inclusivity, negatively impacting the overall user experience for individuals with different abilities.

New Experience

With this update, here is the key addition and improvement that enhances email templates accessibility.

Descriptive Link Support:

In Digital Journey > Email Templates, users can now enable a new feature:

Add link description for screen readers to read aloud. This opens an optional description box where you can provide contextual information about the link's purpose. This helps screen readers convey meaningful context, improving accessibility and enhancing the email experience for all users.

This enhancement improves accessibility for email templates in Digital Journey by providing clearer navigation and interaction for all users, including those relying on assistive technologies. Customizable descriptions for links foster inclusivity and boost user engagement.

Updated Color Coding for Email Footer Text

To enhance accessibility and improve readability across all devices, Gainsight has updated the default footer text color from #999999 to #757777.

This change ensures better contrast for users with visual impairments, aligning with accessibility standards.
The image below highlights an example of Gainsight's updated email footer, with improved text color coding for better accessibility and readability.

Improved Email Accessibility for Assistive Tech Users

Gainsight has improved accessibility in emails sent to end users, particularly for those who use assistive technologies like screen readers

Old Experience:

Previously, emails created with the Email Template Builder lacked semantic structure and accessible text. As a result, end users relying on screen readers encountered difficulties understanding the content or navigating through the email effectively.

New Experience:

With this enhancement, emails are now more accessible and screen reader-friendly. These improvements ensure that all recipients, regardless of ability, can read, understand, and act on the email content.

Key Enhancements 

Here are the key additions and improvements that enhance email accessibility:

• Semantic Markup: Structural improvements ensure better screen reader interpretation of headings, sections, and links.
• Accessible Elements: Interactive components like buttons, images, and reports now support  Accessible Rich Internet Applications (ARIA) labels and can be clearly identified by assistive technologies. ARIA labels help screen readers convey the purpose of elements that may not have visible text. For example:
  • A radio button with no  visible label now reads Radio button: Option A, instead of just a button.
  • A numeric input without a visual label now uses ARIA text like Question 3: Age.
• Keyboard Navigation Support: Emails are better structured to support logical reading flow and keyboard-based navigation enhancing usability for all users.

Accessibility Enhancements to the Survey Response Page

Gainsight has made enhancements to the Survey Response Page to improve accessibility for end users, particularly those who rely on screen readers or keyboard navigation.

Old Experience:

Previously, screen reader labels and interactive elements in the survey response page were not fully optimized for accessibility. As a result, users who depend on assistive technologies faced difficulties in understanding survey questions, navigating between options, and submitting responses independently.

New Experience:

With the latest accessibility enhancements, the Survey Response Page offers a more inclusive and user-friendly experience for all respondents. The updates ensure compatibility with screen readers, better support for keyboard-only users, and clearer guidance through improved semantic structure.

Key Enhancements

Here are the key updates that elevate the accessibility of the end user survey experience:

• Screen Reader Labels for All Elements: All interactive components, such as the radio buttons used to represent the allowed answers under an NPS question, are properly labeled and announced by screen readers. 
• Keyboard Navigability: Respondents can complete the entire survey using only their keyboard, from answering questions to submitting responses, ensuring a fully accessible, barrier-free experience.
• Descriptive ARIA Labels and Headings: Added clear, descriptive Accessible Rich Internet Applications (ARIA) labels and headings across key survey elements. ARIA labels help screen readers convey the purpose of elements that may not have visible text. For example:
  • A radio button with no  visible label now reads Radio button: Option A, instead of just a button.
  • A numeric input without a visual label now uses ARIA text like Question 3: Age.
• Visual Focus Indicators: Enhanced focus styling ensures users can easily track where they are on the page during navigation.

Translations Support for Assistive Technologies

Gainsight has introduced key improvements in Surveys to enhance accessibility, particularly for visually impaired users who rely on screen readers.

Old Experience:

Accessibility Issues: Admins could not translate a few labels that were read by screen readers. As a result, users relying on screen readers faced challenges in navigating the survey effectively.
The image below displays the old Surveys Settings page.  

New Experience: 

With the ability to translate all screen reader-related labels  through a dedicated Labels For Screen Readers (Optional) section, admins can now enhance survey accessibility for screen reader users. This enhancement:

• Improves usability and inclusivity for visually impaired users.
• Ensures screen reader compatibility.
• Enables seamless interaction for a global user base

Key Enhancements

Here are the key additions and improvements that enhance survey translations and accessibility.

• Labels For Screen Readers section: Added as a dedicated section under Administration > Survey Settings > Translations > Labels For Screen Readers (Optional).
• Powered by field: Introduced under the Other section in Administration > Survey Settings > Translations.
  
  

For more information on survey Translation, refer to the Global Settings for Survey article.

Updated Color Coding for Survey Buttons

Gainsight has updated the default color coding of survey buttons from #0F87EC to #0369E9 to ensure compliance with accessibility standards, enhancing readability and usability for all users.

Machine-to-Machine (M2M) OAuth Connection for Gainsight APIs

Gainsight now supports Machine-to-Machine (M2M) OAuth connections for secure, userless authentication between applications and Gainsight services such as APIs and more. This new capability enables Super Admins to create, manage, and control multiple OAuth connections that use secure credentials (OAuth API Key and Secret) instead of legacy access keys.

Note:

• M2M OAuth can be created and managed only by super admins.
• M2M OAuth cannot be used for Event APIs.
• Two different M2M connections cannot have the same name for a single connection.

To establish an M2M OAuth connection, navigate to Administration > Connectors 2.0. 

For more information on M2M OAuth, refer to the Gainsight Rest API article.

Load to Company Team in Rules Engine

Gainsight now supports syncing data to Company Team using a new action type within the Horizon Rules Engine. With the Load to Company Team action, admins can configure rules to automatically upserts team member data associated with a company to update the matching records.

Admins can load the company team by navigating to Administration > Rules Engine > Action Setup.

For more information on Load to Company Team action, refer to the Load to Company Teams Action Type article.

Load to Relationship Team in Rules Engine

Gainsight introduces the new Relationship Team object. With this new object admins can sync data directly to the Relationship Team using the new Load to Relationship Team action in the Rules Engine. Admins can build datasets from standard or custom objects and automatically upsert them into Relationship Team using Horizon Rules.

Admins can load company teams by navigating to Administration > Rules Engine > Action Setup.

Note: Permission Support is not available on the Relationship Team object.

For more information on Load to Relationship Team action, refer to the Load to Relationship Teams Action Type article.

Manage Products in Adoption Tracker

The Adoption Tracker is now enhanced to provide admins more flexibility to manage tracked products. With this enhancement, admins can edit and delete existing products. This update supports real-time corrections, such as updating a product’s name, description, or URL or removing entries added by mistake.

IMPORTANT: 

• Deleting a product is permanent action and removes all associated data.
• When editing a product URL, first remove the product tag from the old product to stop tracking, and install it in the new product (updated URL) to start tracking.

In addition to managing existing products, admins can now add additional product slots when the default allocation does not meet their needs.

For more information on how to modify tracked products, refer to the Adoption Tracker article.