sales-gainsight

name	sales-gainsight
description	Gainsight platform help — CS health scores, CTAs, playbooks, success plans, Journey Orchestrator, PX in-app engagement, Staircase AI, Skilljar education, REST API. Use when health scores aren't predicting churn, CTAs aren't triggering from rules engine, success plans need automation, Salesforce sync is broken, Journey Orchestrator emails aren't sending, PX in-app guides aren't showing, Staircase sentiment seems wrong, Scorecard weights need tuning, or API bulk loads are failing. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
argument-hint	[describe what you need help with in Gainsight]
license	MIT
version	1.0.0
tags	["sales","customer-success","platform"]
github	https://github.com/gainsight

Gainsight Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Ask the user:

1. What area of Gainsight do you need help with?

   • A) Health Scores / Scorecards — building, weighting, debugging composite scores
   • B) CTAs & Cockpit — creating, managing, bulk closing, rule-triggered CTAs
   • C) Playbooks — designing task sequences attached to CTAs
   • D) Success Plans — creating objectives, tracking milestones, templates
   • E) Journey Orchestrator — email/survey programs, audience criteria, scheduling
   • F) Integrations — Salesforce sync, Snowflake, Segment, data connectors
   • G) REST API — Company, Person, CTA, Success Plan, Custom Object, Bulk APIs
   • H) Gainsight PX — in-app guides, product analytics, feature adoption, PX API
   • I) Staircase AI — conversation intelligence, sentiment, risk/expansion signals
   • J) Skilljar — customer education, LMS, certifications, course analytics
   • K) Customer Communities — inSided community platform, ideation, knowledge base
   • L) Timeline — logging activities, Salesforce Activity sync, email integration
   • M) Dashboards & Reporting — building reports, multi-select fields, C360 layout
   • N) Admin — user management, permissions, license types, data management
   • O) Something else — describe it

2. What CRM are you using? (Salesforce, HubSpot, Pipedrive, none)

3. Which Gainsight products do you have? (CS only, CS + PX, CS + Staircase, full CustomerOS, unsure)

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

Problem domain	Route to
Customer success strategy (health score methodology, churn playbooks, expansion)	/sales-customer-success {your question}
NPS/CSAT survey design or response rate optimization	/sales-customer-feedback {your question}
Choosing between CS platforms (Gainsight vs Vitally vs ChurnZero)	/sales-customer-success {your question}
CRM data quality or deduplication	/sales-data-hygiene {your question}