Gainsight CS Release Notes Q1 April 2026

Gainsight Resolves Assist Plugin Vulnerabilities Identified by Rapid7

Gainsight has implemented security enhancements to address two vulnerabilities discovered in the Gainsight Assist Plugin, identified by Rapid7 Labs through a responsible disclosure process. There is no evidence of malicious exploitation or unauthorized access to customer data.

Customize AI Cheat Sheet in C360 and R360

Admins can now customize AI Cheat Sheets in C360 and R360 layouts. This enhancement allows admins to tailor the widget to better suit user needs and improve content visibility.

Key Capabilities

• Rename the AI Cheat Sheet widget
• Rename individual sections within the widget
• Reorder sections based on preference
• Make sections active or inactive

For more information on how to customize the widget, refer to the AI Cheat Sheet Overview article.

Improve AI Cheat Sheet Accuracy with Optimized Timeline Data Processing

Gainsight has optimized the backend logic of the Relationship-level AI Cheat Sheet to improve the accuracy and relevance of AI-generated responses using Timeline data.

What’s New

• The AI Cheat Sheet now more effectively interprets and extracts relevant information from Timeline activities..
• This update applies to Relationship-level Cheat Sheets.

Refresh Behavior

To ensure these improvements are applied to AI responses, the refresh behavior has been updated:

• Users can manually refresh the Cheat Sheet to apply changes immediately.
• Cheat Sheet updates automatically after three new Timeline entries are logged for a company.

Configure Display Fields in Linked Object Search Results

Admins can now add additional fieldas display fields in linked object search results for Cockpit. This enhancement helps users identify the correct linked record more easily while continuing to search by supported string or ID fields.

Key Capabilities

• Add additional field in linked object search results.
• Improve record identification when multiple records share similar IDs.

For more information, refer to the Configure CTA Linked Objects article.

Import In-App Hub Data from PX to CS 

The PX to CS connector now supports importing In-App Hub Data from Gainsight PX into Gainsight CS. This allows Customer Success teams to access in-app engagement data, including in-app hub interactions, content analytics, search behavior, feedback responses, and task list completions directly within CS for use in reporting, dashboards, health scoring, rules, and Data Designer.

For more information on how to import data, refer to the Product Experience (PX) Integration article.

Import Multi-Question Survey Response from PX to CS 

The PX to CS connector now supports importing Multi Question Survey Response data as a new on-demand object. This allows Customer Success teams to access detailed survey response data from PX surveys, including individual question-level responses, scores, and respondent preferences, directly within CS.

For more information on how to import data, refer to the Product Experience (PX) Integration article.

Secure Gainsight APIs and S3 Connections with IP Allow Listing 

Gainsight now supports IP allow listing for Gainsight APIs and Gainsight Managed S3 connections. Admins can define which IP addresses are permitted to use a specific connection, adding an additional layer of security even if credentials are compromised.

The table below describes the connection types where an IP allow list is mandatory or optional.

Existing connections continue to work without disruption. However, when you edit an existing access-key-based connection, the system prompts you to add an IP allow list at that point.

Gainsight Manages S3 Configuration Move

Gainsight Managed S3 configuration has moved to Connectors 2.0. All new Managed S3 setup and management takes place in Connectors 2.0 only.

• If you have an active S3 connection with jobs in Connectors 1.0, your existing configuration remains unchanged and you can continue to access your jobs. 
• A new card also appears in Connectors 2.0 with your existing configurations preserved, along with the new Allowed IP Ranges section. 
• If you do not have an active connection or jobs, Connectors 1.0 displays a banner directing you to Connectors 2.0.

For more information on how to add IP, refer to the Connections List Page article.

For more information on Trusted IP, refer to the Allow List Trusted IP Addresses article.

Get Combined Customer Insights from Timeline and Ask Staircase in Copilot 

You can now ask Copilot questions and receive a single response that combines insights from both Timeline and Ask Staircase, with references from each source.

What's New

• Gainsight Copilot now combines responses from Timeline and Ask Staircase data, providing a single unified answer with references from both sources. It also displays source-specific references for greater transparency.
• Users can choose to query Timeline only, Ask Staircase only, or both for combined insights.

For more information, refer to the Copilot Overview article.

Download Report Data as an Excel File

Admins and CSMs can now download report data as an Excel (.xlsx) file. This enhancement enables offline analysis and easy sharing of report data.

Key Capabilities

• Download report data in Excel format (.xlsx format).
• Download all records in a report, including those not currently visible on the screen.
• View a progress message when the download begins.

What has Changed

The following table summarizes the changes in report download functionality:

For more information, refer to the Copilot Overview article.

Control Field Visibility on Goal Creation Page 

Admins can now control whether all configured fields appear on the goal creation page. When this option is enabled, CSMs can view all fields without expanding the Add More Details section.

What's New

• Display all fields on the goal creation page.
• Reduce clicks during goal creation.

For more information, refer to the following articles:

• Configure Customer Goals
• Create Customer Goals

Analyze Customer Sentiment with AI Transform in Data Designer (Open Beta)

Data Designer now includes AI Transform, a new task type in the Data Preparation step that uses large language models (LLMs) to analyze text data. The first available function is Sentiment Analysis, which automatically evaluates the tone and sentiment of text fields in your datasets.

How It Works

When you add an AI Transform task to a data design, you select Sentiment Analysis as the function. You then specify the field that contains the data you want to analyze. When the data design runs, the AI transform process transforms each row through an LLM and generates two new fields:

• Sentiment Label: Indicates whether the sentiment is positive or negative.
• Confidence Score: A numerical score indicating how confident the model is in its sentiment classification.

For more information on AI Transform, refer to the Preparation Details in Data Designer article.

Define Recipient Exclusion Criteria for Group Send 

As an admin, you can now define exclusion criteria for Group Send to automatically exclude specific contacts from email outreach. This helps ensure that only eligible recipients are selected, improving compliance and customer experience.

Key Enhancements

• Admin-Controlled Exclusion Rules: Configure filter-based criteria to exclude contacts (for example, inactive users, at-risk customer contacts, or pre-sale contacts) from Group Send in Email Configuration > Compliance. Recipients who match the defined exclusion conditions are automatically removed from the email send, both at list creation time and at the time the email is being sent. Exclusion criteria is applied to both Company and Relationship Person.
  
  
   

• Automatic Enforcement in Recipient Selection: Excluded contacts are automatically hidden from end users when selecting recipients using the People widget.
• Applies Across Email Workflows: Exclusion rules are enforced when:
  • Searching and selecting recipients
  • Creating email lists
  • Sending emails to previously created static lists

Example Business Use Case

An admin wants to send an email to all contacts in a dynamic list but needs to exclude inactive contacts.

Without exclusion criteria, inactive contacts still receive the email even though they are no longer active. With this release, the admin can add an exclusion condition such as Status = Inactive on the Company Person object. Any contact matching that condition is automatically excluded from the email, both during preview and at send, even if their status changes after the email program is saved.

Key Benefits

• Prevents users from accidentally emailing contacts who should not be contacted.
• Ensures adherence to internal policies and reduces legal or compliance risks.
• Avoids inappropriate communication with sensitive customer segments, for example, churn-risk or inactive accounts.
• Provides a centralized and scalable way to manage exclusion criteria without relying on manual processes or training.

For more information on the Exclusion list, refer to the Group Send Admin Guide article.

Add or Skip Steps in Active Program

You can now add or skip steps in active programs without disrupting participant flow or analytics. Journey Orchestrator provides structural safeguards that help protect live programs from breaking while you make changes.

What Changed

The following enhancements have been made to the new version of the advanced program editor window:

Add New Steps Using the Plus (+) Connector

• Hover over the line connecting two elements.
• Click the plus (+) icon.
• Select and configure the new element.

Insert steps precisely where needed without restructuring the entire flow.

Skip Instead of Delete

You can no longer delete active program elements. Instead, you can skip eligible action steps. Skipping preserves the original program structure and prevents unintended disruption to participants or analytics.

Update Existing Steps

You can update configurations of existing steps, including:

• Adjusting Delay durations.
• Updating the Evaluate logic.
• Changing the evaluation criteria from one-time to multiple times.

Key Benefits

• Prevent structural breaks in live programs.
• Modify the program flow without cloning.
• Retain analytics in the same program.

Key Considerations

Consider the following when editing active programs:

• Participants who have already passed the updated step continue on their original path, while eligible participants follow the updated configuration after publishing.
• Flow edits are only supported for programs with fewer than 50,000 active participants.
• You can revert changes only by using Undo or discarding the program before publishing.
• This feature is recommended for incremental updates, not a full program redesign.

For more information, refer to the Edit an Advanced Program article.

Configure Anonymous Surveys in Advanced Programs 

New versions of Advanced Programs now support anonymous and semi-anonymous surveys. This enhancement allows admins to distribute surveys while preserving respondent anonymity based on the survey configuration.


 

What’s New

Admins can now select anonymous and semi-anonymous surveys from the survey configuration in Advanced Programs.

This enhancement extends existing survey capabilities to the redesigned experience and allows teams to collect feedback while preserving respondent anonymity based on the survey configuration.

Key Consideration

• Anonymous and semi-anonymous surveys are available in the survey list during configuration
• Participant-based branching is not supported for anonymous survey responses
• Evaluation based on survey responses is not supported when participant identity is unavailable.

For more information on configuring an anonymous survey, refer to the Program Elements article.

Email Template Builder Enhancements 

Gainsight has introduced enhancements to the Email Template Builder, including support for Preheader text, an Image Library, and improved table editing capabilities. These updates provide you greater flexibility, reusability, and control when designing email templates. 

Key Enhancements

• Preheader Text Support: Define a Preheader in addition to the email subject. The preheader appears in email clients as preview text, similar to standard marketing emails. The preheader is separate from the email body and is not displayed within the email content.
  
  

• Image Library: Upload images once and reuse them across multiple templates without re-uploading.This is ideal for frequently used assets such as logos, signatures, or brand images.
  
   

• Enhanced Table Editing: Create and modify tables directly within the builder. Structure content using rows and columns, similar to document or spreadsheet tools.

Key Benefits

• Use preheaders to provide meaningful preview text and increase open rates.
• Reduce duplication by reusing images across templates.
• Create structured, visually appealing emails using enhanced table editing tools.

For more information on using email templates, refer to the Email Template Builder and Design Email Templates for Group Send articles. 

Send Group Email Support 

Admins can now send the first email in the new version of the Advanced Program as a group email. This enhancement helps teams use Advanced Programs for operational email use cases that previously required legacy Simple Programs. 

When enabled, the first email aggregates recipients by Company ID or Relationship ID and sends a single email to that group. After the first step is complete, the program automatically resumes individual participant tracking for all subsequent steps.

For more information, refer to the Program Elements article.

Improved Event Data Access in Journey Orchestrator 

Admins can now get better access to event-related data in the new version of the Advanced Programs. Admins can view lookup fields from event sources, manage event fields from a dedicated tab, and use event fields while configuring filters. These enhancements simplify program configuration and improve usability.

Key Enhancements

• When the source is Events, source field lists include configured lookup fields in tokens dropdowns, filters, evaluate conditions, CTAs, and Slack.
• An Event Fields tab is available in Audience when event fields are present.
• Admins can create, edit, and delete event fields from the Event Fields tab.
• Event fields are available in the left operand when admins configure Event Filters and participant filters in Advanced Programs.

Key Considerations

• Event fields appear first, followed by first-level lookup fields.
• All fields are shown and are not filtered by data type.
• The Event Fields tab displays Name and Topic.
• Event fields that are already in use cannot be edited or deleted.

For more information, refer to the Program Elements article.

Schedule Participant Syncs Multiple Times Per Day 

The new version of the Advanced Programs now supports scheduling participant syncs multiple times in a day. This enhancement lets admins keep participant lists up to date more frequently without creating and maintaining multiple sources for the same program. It reduces program complexity, lowers manual effort, and improves engagement timeliness.

What’s New

On the Publish screen, admins can now select Multiple Times to run a program repeatedly within a defined time range.

When admins select Multiple Times, they can configure the following scheduling options:

• Start Time to define when repeated runs begin.
• End Time to define when repeated runs stop.
• Every time, define the interval, in hours, between runs.
  Note: Minimum time interval is three hours.
• Timezone to define the time reference for all scheduled runs.

Admins can continue to use One Time when the program must run only once on the selected date and time.

Key Benefits

• Reduce the need to create multiple sources for the same program.
• Simplify schedule management.
• Keep participant data more current throughout the day.
• Improve usability compared to the legacy scheduling approach.

For more information on syncing participants multiple times a day, refer to the Publish an Advanced Program article.

Use Gainsight PX for In-App Survey Distribution in Advanced Programs

The latest version of Advanced Programs enables admins to deliver surveys through Gainsight PX in addition to email. In the Survey step, you can select Email or In-App as the distribution channel to collect participant feedback through the appropriate channel.

Key Enhancements

The following enhancements improve how surveys are configured and delivered through Gainsight PX:

• Adds Distribution Channel in the Survey node with Email and In-App options.
• Provides PX-specific configuration when In-App is selected.
• Restricts PX survey selection to compatible entity types, including Relationship.
• Prevents reuse of the same PX survey in multiple steps of the same program.
• Introduces Responded and Not Responded outcomes for PX surveys.

Additional Details

Keep the following points in mind when configuring and using PX-based survey distribution:

• Email remains the default distribution channel.
• The PX option is available only when an active PX connector exists.
• Survey questions are supported only on the Responded path.
• The distribution channel and related fields cannot be edited after publish.
• Action execution schedule is not honored for PX surveys.

For more information, refer to the Program Elements article.

View and Manage Opt-Out Configurations in Email Templates

Gainsight has enhanced opt-out configuration management in email templates with two updates: new visibility columns in the Email Template List View, and controlled unlinking of opt-out categories from opt-out pages. Together, these help prevent misconfiguration, support compliance, and streamline email preference management.

Key Enhancements

• New Columns in Email Template Listing View: The Email Template List View now includes the Category Names, Opt Out Setting, and Page Name columns. These columns are optional and can be added or removed using the column picker. By default, these columns are not displayed to preserve existing behavior.
  
  
  
  Additionally, the Filter now includes three newly added fields: Category Names, Opt Out Setting, and Page Name, to better tailor your email templates list view.
  
  

• Controlled Unlinking of Opt-Out Categories: Admins can now unlink an opt-out category from an opt-out page with dependency checks in place. The system validates whether the page and category combination is currently used in any email templates:

  • If in use, the unlink option is restricted, and users are notified to first remove the association from the relevant templates.
  • If not in use, the unlink action proceeds successfully. This behavior applies to Gainsight Opt Out settings, where pages and categories are linked.
    
    

Key Benefits

• Provides clear insight into opt-out configurations directly from the email template listing page.
• Ensures that email preference settings are properly configured and prevents accidental mismanagement of opt-out categories.
• Prevents unlinking of opt-out categories that are actively used in templates.
• Enables safer and more efficient management of opt-out settings across templates.

For more information on Opt-Out Settings, refer to the following articles: 

• Gainsight Managed Opt-Out Settings
• Custom Opt-Out Setting for Opt-Out Categories
• Custom Opt-Out Setting for Global Opt-Out

View Execution Logs in Query Builder 

Query Builder now displays the execution logs for each query run, giving admins and users clear insights into query progress and outcomes. These logs make it easier to monitor execution, identify issues, and troubleshoot efficiently. With this enhancement, you get better visibility into data extraction and query processing details for each execution session.

What’s New

Each time you run a query, Query Builder now generates a dedicated execution log section for that run. These logs are grouped by execution session and clearly separated with timestamps, so you can easily go back and review individual runs.
Within each execution log, you can see detailed information, including:

• Request ID for traceability
• Job submission details, including Job ID
• Key execution events with timestamps
• Task names, start times, and end times
• Number of records processed for each task
• Batch execution start and end details
• Total filtered record count
• Number of successful participants
• Number of failed participants
• End of query processing for the selected program

Each execution log also includes task-level details for query processing steps, such as Company Person, along with the corresponding execution status and processing details.

You can download the full data set associated with each task for further analysis and auditing.

Key Benefits

• Easily track and understand query execution in real time
• Quickly identify and resolve failed or incomplete runs
• Confidently audit query activity with detailed insights
• Access all task-level processing details in one place for faster analysis

For more information, refer to the Program Elements article.

Edit Cockpit and Success Plan Fields Directly from Reports and Dashboards 

Admins and CSMs can now edit eligible Cockpit and Success Plan fields directly from Reports and Dashboard widgets, without opening the record details. 

What's New

• Edit eligible Cockpit and Success Plan fields directly from Reports and Dashboards.
• Reduce navigation between reports, dashboards, and record detail pages.
• Automatically reflect updates in the corresponding Cockpit or Success Plan record.

For more information, refer to the following articles:

• Cockpit Inline Editing
• Create and Share Reports
• Success Plan List View
• Dashboards Overview

Use Multiple Salesforce Instances in Rules Engine

Gainsight now supports multiple Salesforce instances as data sources in Rules Engine, Data Designer, and Journey Orchestrator. Previously, only the primary Salesforce instance was available for data operations. With this enhancement, all Salesforce connections added in Connectors are now listed as data sources across these modules, including connections that may no longer be active.

Key Capabilities

• Read from Multiple Salesforce Instances: The Data Source dropdown in Data Designer and Rules Engine now lists all authenticated Salesforce connections. Object listings are specific to the selected connection.
• Write to Multiple Salesforce Instances: The Load to SFDC Object action in Rules Engine now supports secondary and tertiary Salesforce connectors. Admins can select the target Salesforce connection from the Connectors dropdown in the action setup, with object listings filtered to the selected connection.
• Support in Journey Orchestrator: Journey Orchestrator programs that use Query Builder as a data source now reflect all authenticated Salesforce connections, since they are powered by the same Data Designer engine.
  Note: Multiple Salesforce connections are not supported for programs created with legacy Journey Orchestrator, where the Bionic Query Builder is used.

• Permissions (Load Actions) Support: The Permissions (Load Actions) configuration in Rule Settings now recognizes all Salesforce connections added in Connectors. Admins can define object-level write permissions per connection. When permissions are turned on in Rule Settings, they apply by default across all available Salesforce connections.
   

Limitations

• Real-time bi-directional sync applies only to the primary Salesforce org. Secondary orgs are updated based on the configured rule schedule.
• App-level integrations, including Cockpit, Timeline, and Renewal Center, continue to sync solely with the primary Salesforce org.

For more information, refer to the Rules Engine Horizon Experience Overview article.

Select Sender Email Address for Shared Spaces Invitations 

Admins and CSMs can now select the sender email address when sending Space invites. Previously, Space invites always used the logged-in user's default email address. This update aligns Spaces with existing email configuration settings in Gainsight and provides greater flexibility in communication.

What's New

• Users can select a sender email address from the From dropdown list in the invite workflow. The list displays all email domains configured in your organization, with the default domain pre-selected.
• Admins can lock the default domain to prevent CSMs from selecting a different sender address.
• Selecting a sender email address is available for both individual and bulk invites from the Admin and CSM invite flows.

Example Business Use Case

A company manages multiple email domains, such as abc@support.company.com and abc@customersuccess.company.com. A CSM sending a Shared Spaces invitation can select the appropriate domain so recipients can easily identify the context of the communication.

What Changed

The following table summarizes the changes in invitation behavior:

For more information, refer to the articles:

• Spaces Admin Guide
• Spaces Widgets and Permissions for CSMs
• Spaces FAQs
• Email Configuration Overview for Admins

Enable and Share Customer Goals in Shared Spaces 

Admins can now enable Customer Goals in Shared Spaces, allowing internal users and external participants to collaborate on goals. Once enabled, CSMs can view and manage shared goals directly within Spaces.

What’s New

• Add the Goals widget to Shared Spaces layouts (Admin configuration).
• Display only goals explicitly shared to Spaces.
• Share goals with selected metrics and associated work (CTAs and Success Plans).
• Update goal values and progress directly from Spaces (CSM).
• Search and group goals within the Goals section.

Example Business Use Case

A CSM shares key customer goals, such as Net Promoter Score (NPS), along with relevant CTAs and Success Plans in Spaces so customers can track progress collaboratively.

What Changed

The following table summarizes the changes in invitation behavior:

For more information, refer to the following articles:

• Spaces Admin Guide
• Spaces Widgets and Permissions for CSMs
• Spaces Guide for End Users
• Spaces FAQs

Select Specific CTAs When Applying a Success Plan Template 

Admins can enable the option to allow CSMs to select specific CTAs when applying a Success Plan template. When enabled, CSMs can choose only the CTAs relevant to their customer instead of applying all CTAs automatically.

What's New

• Admins: Enable the Allow users to select a subset of CTAs when applying a template toggle in Administration > Success Plan > General tab.
• CSMs: Once enabled, select only the CTAs relevant to your customer when applying a Success Plan template, avoiding unnecessary additions and reducing post-application cleanup.

Example Business Use Case

If CSMs apply a Success Plan template that contains multiple CTAs, you can now select only the ones relevant to your customer during template application.

For more information, refer to the following articles:

• Configure Success Plan
• Create Success Plan
• Create Customer Goals
• Success Plan FAQs

Expand Field Options in Success Plan Reports

Admins can now add more fields to Success Plan reports by selecting standard, custom and system fields as well as fields from Company and Relationship objects in the Success Plan report column picker. Previously, you could only add standard Success Plan fields.

What’s New

• Add standard, custom, and system fields from the Success Plan object.
• Add fields from Company and Relationship objects in reports.

For more information, refer to the following articles:

• Configure Success Plan
• Create Success Plan
• Create and Share Reports

Record Inline Survey Email Responses 

Gainsight has enhanced tracking for inline survey questions embedded in emails. Previously, when respondents clicked an inline option, the full survey opened but the selected response was not autosaved or uniquely identified, leading to gaps in reporting.

With this enhancement, admins can choose how inline clicks are recorded to ensure more accurate survey metrics.

Key Enhancement

Allow Capture of Inline Email Response: A new Allow Capture of Inline Email Response toggle has been added under: Surveys > Properties. By default, the toggle is turned off. 

When admins turn on this toggle:

• Inline email clicks are automatically recorded as saved survey responses.
• These responses are uniquely identified in the new Has Only Inline Click Answer column under: Surveys > Analyze > Survey Statistics.

Key Benefit: Improved accuracy in survey engagement metrics with enhanced visibility into inline email response activity.

For more information, refer to the Survey Properties article.

Configure From and To Fields for Email Activities in Timeline 

Gainsight has introduced From and To fields for Email activities within Timeline to improve participant visibility, and ensure consistent data structure.

Key Enhancements

• Participant Field Options:
Within the Email activity type configuration, admins can now use the Manage Presets fields to capture additional participant details, such as From, To, internal and external attendees.
  
  

• First-Time Field Selection Guidance:
When configuring email activity type for the first time, admin receives suggestions to select relevant participant fields. This prompt appears only once and does not repeat after saving the configuration.
  
  
   

• Support for Internal and External Participants:
From and To participant fields support both:
  • Internal participants (GS Users)
  • External participants (Company Persons)
• Supported Across Activity Types:
These fields are also available in other activity types for capturing email communication. Admins can add them from the Other Fields section using Add Fields.
• Activity Timeline Object Enhancements: Two new fields, From and To, are added to the Activity Timeline and Attendee object to improve reporting capabilities.
• Automatic support for Auto Email Capture: External and internal participants captured from To, and From fields are added in Email activity logged using Auto Email Capture. Participants in the BCC field are not captured.
  
  

Key Benefits

• Clearly identifies email participants directly within Timeline activities.
• Standardizes how email participants are captured across activities.
• Enables reporting and analytics on email participants using the Attendees object.

For more information on To and From fields, refer to the Configure General Settings and Activity Type article.

Filter Timeline Activities by Source in Advanced Filters 

Gainsight introduces source filter support in Advanced Filters within the Global Timeline and 360 Timeline, extending functionality that was previously available only in reporting.

Key Enhancements

• Source Filter in Advanced Filters:
You can now filter records based on the Source field directly within Advanced Filters, improving data segmentation and analysis.
• Support for Specific Field Types:
The filtering experience adapts based on how the Source field is configured in your instance:
  • String Field Configuration: 
    • Enter values manually. 
    • Use operators such as contains, equals, ends with and so on. For example, Source contains Zoom.
      
      
       
  • Picklist/Dropdown Configuration:
    • Select values from a predefined list.
    • Use operators such as in, not in, is null, is not null.
      
      

Key Benefits

• Enables more precise segmentation based on communication sources.
• Helps users refine insights across features such as Auto Email Capture, AI Follow-Up and related workflows.

Relationship Person Support in Timeline Activities 

You can now search and select Relationship Persons as external attendees in Timeline activities. This helps you identify the right participants more accurately and view relevant context directly within the search experience.

Key Enhancements

• Support for Relationship Persons in Search:
External attendee search now includes both Company Person and Relationship Person records in Timeline activity. Search results are grouped into three sections based on the attendee type: 
  • Company Person
  • Relationship Person
  • User
• Context Based Display Order:
Section order is based on the activity’s primary context. If Company is the primary context, Company Person results appear first followed by the  Relationship Person results.
• Conditional Section Display: Sections are displayed only when relevant search results are found. For example, the Relationship Person section appears only if matching results are available.
• Attendee Context on Hover: Hovering over attendee details now indicates whether the participant is a Company Person or a Relationship Person.
  
  

Key Benefits

• Enables precise selection of external attendees.
• Organized and context-based search results improve usability.

For more information on relationship person search, refer to the Log Activities To Timeline article. 

Sync Webex and Salesloft Meetings to Timeline Using AI Follow-Up 

Gainsight CS now integrates with Webex by Cisco and Salesloft as meeting providers through AI Follow-Up, enabling you to automatically ingest meeting data from respective meeting platforms into your Timeline. This ensures that customer interactions are reflected in your Timeline engagement insights without manual imports or workarounds.

Key Capabilities

• Sync Webex and Salesloft Meeting to Timeline: Once authorized or connected, meetings held on Webex and Salesloft are directly logged into Gainsight Timeline as synchronized meeting activities.
• Participant and metadata capture: Meeting participants, timestamps, and related metadata are automatically recorded.
• Activity Highlights: Each timeline activity has automated summary, action Items, automated risks and issues, and topic-level sentiments.
• Reportable Insights: Activities synced from Webex and Salesloft can be reported in the Activity Timeline object using the source values WEBEX and Salesloft.

Key Benefits

• View Webex and Salesloft engagements alongside data from all sources into a single place (Timeline).
• Eliminate the need to manually add or upload meeting details, the system handles it automatically.
• Maintain consistent and unified account-level activity logs to support analysis and decision making.

For more information on Salesloft integration, refer to the AI Follow-Up & Auto Email Capture Admin Guide article. 
For more information on Webex by Cisco Integration, refer to the AI Follow-Up & Auto Email Capture Admin Guide article.  

PKCE Support for OAuth

Gainsight has introduced Proof Key for Code Exchange (PKCE) support for user-level OAuth authentication. This enhancement adds a new Enable PKCE toggle within the OAuth configuration under User Management. When enabled, PKCE adds an additional security layer to the OAuth authorization flow, protecting against authorization code interception attacks.

PKCE is a security standard recommended for OAuth 2.1 systems This capability is also a prerequisite for enabling the Model Context Protocol (MCP) integrations with external LLM platforms such as ChatGPT and Claude.

For more information on how to enable PKCE, refer to the OAuth for Gainsight APIs article.