Gainsight Customer Success

Overview

The Gainsight CS skill provides integration with Gainsight's customer success platform for health score retrieval, timeline activity access, success plan management, and risk/opportunity signal monitoring. This skill enables proactive customer management and expansion identification.

Capabilities

Health Score Access

• Retrieve composite health scores
• Access individual score components
• Track health trends over time
• Identify score threshold breaches

Timeline Activity

• Access customer timeline entries
• Track touchpoints and interactions
• Monitor milestone completions
• Review historical engagement

Success Plan Management

• Create and manage success plans
• Track objective completion
• Monitor action item progress
• Align stakeholder expectations

Risk & Opportunity Signals

• Identify at-risk accounts
• Surface expansion opportunities
• Track signal triggers
• Prioritize intervention actions

Usage

Account Health Review

Pull comprehensive health data for an account including scores, trends, and recent activity.

Risk Identification

Identify accounts with declining health scores or triggered risk signals requiring attention.

Expansion Opportunity

Surface accounts with strong health and expansion signals for upsell outreach.

Enhances Processes

• customer-health-monitoring
• account-expansion-upsell
• strategic-account-planning
• qbr-process

Dependencies

• Gainsight subscription
• Health score configuration
• CRM and product usage integrations