Gainsight MCP Library

Using Skilljar, filter the student list by the domain or account associated with [Organization Name] and show me which courses they're enrolled in, how many students from this account are in each course, and whether any courses have only a single enrollee.

**Account Onboarding Brief:** Start with a 2-3 sentence executive summary of what the incoming CSM needs to understand immediately. - **New CSM:** - **Prior CSM:** - **Account Health:** <explicit Staircase health label, otherwise numeric score if available, otherwise Unknown> - *Staircase AI only. Without it, fall back to the numeric Gainsight health score, or `Unknown`.* - **Transition Urgency:** <Routine, Elevated, or Critical> ### Account Snapshot Use a compact table when at least several values are available: | Dimension | Current State | | --- | --- | | CSM / Owner | | | ARR / Revenue | | | Renewal | <date/context or Unknown> | | Health | <status/score or Unknown> | | Tier / Segment | | | Lifecycle / Stage | | | Region | | | Last Engagement | | Below the table, add a short paragraph only for operational context that materially changes how the incoming CSM should approach the account. ### Stakeholder Map For each supported key stakeholder, use a compact entry rather than a dense table: — <Role/Title or Unknown> - **Tier:** Champion / Sponsor / User / Risk / Unknown - **Last Contact:** - **Engagement:** Active / Periodic / Gone Quiet / Unknown - **Sentiment:** Positive / Neutral / Concerned / Unknown - **Key Topics:** - **Relationship Notes:** <1-2 sentences> - **Recommended Approach:** If stakeholder evidence is incomplete, state that plainly and make stakeholder discovery a visible priority. ### Relationship History **Wins to Reference** - Use concise bullets with bold lead-ins. **Open Issues to Address** - Use concise bullets with bold lead-ins. **Red Flags to Watch** - Use concise bullets with bold lead-ins. **Key Dates & Commitments** - Use concise bullets with bold dates or milestones when available. If any subsection has no supported items, say "None identified from available data." ### 30-Day Action Plan **Week 1: Introductions & Triage** - — . **Week 2: Build Relationships & Close Gaps** - — . **Weeks 3-4: Take Ownership** - — . Tie every action to a stakeholder, risk, issue, win, renewal, QBR, open work item, learning gap, or explicit discovery gap whenever possible. ### Discovery Questions Provide 3-6 account-specific questions as a numbered list. Each question should fill a real gap in stakeholder coverage, priorities, success criteria, open issues, renewal expectations, engagement cadence, or enablement needs. ### Sources & Confidence - **Overall Confidence:** High / Medium / Low - **Gainsight:** - **Staircase:** - *Staircase AI only. Omit this line if your org does not have Staircase AI.*

**Account Summary:** Start with a 2-3 sentence executive summary of the customer's current state, the most important positive or negative signal, and what the CSM should pay attention to next. ### Account Snapshot | Field | Value | | --- | --- | | CSM Owner | | | ARR | | | Health Score | | | Customer Tier | | | Renewal Date | | | Last Activity Date | | ### Overall Customer Sentiment In 2-3 sentences: - classify the customer as HAPPY, NEUTRAL, or AT RISK - explain why using Timeline Notes / Activity Sentiment - reference specific activity dates and subjects as supporting context End with a separate bold status line using exactly one of: - **Overall: HAPPY ✅** - **Overall: NEUTRAL 🟡** - **Overall: AT RISK 🔴** If Timeline evidence is insufficient: **Overall: NOT ENOUGH DATA** ### Risks & Concerns For each supported risk, use a compact bullet: - **Severity:** <High / Medium / Low>. **Evidence:** , . Do not manufacture risks from a low Health Score alone. If none are supported: "No risks identified in recent activity." ### Expansion Opportunities Identify expansion signals supported by Timeline activity, such as additional products, licenses/capacity, teams/business units, use cases, or explicit cross-sell/upsell discussions. For each supported opportunity, use: - **Evidence:** , . If none are supported: "No expansion opportunities identified in recent activity." ### Key Wins & Positive Signals Use bullets with bold lead-ins for notable positive outcomes supported by Timeline activity, such as successful milestones, praise, adoption improvements, launches/go-lives, resolved issues, or executive alignment. If none are supported: "No notable wins identified in recent activity." ### Recent Activity Sort the returned activities by Activity Date descending, then show the first 5. Format each as: - — | If fewer than 5 activities are available, show all available activities. Never fabricate missing activities. ### Recommended Next Steps Recommend 2-3 concrete actions for the CSM in priority order. Format each as: - — . Recommendations must be grounded in the risks, opportunities, health information, customer attributes, or Timeline information retrieved above. ### Additional Account Attributes Include useful additional business attributes returned on the selected Company or Relationship record that were not already represented in the Account Snapshot. Format as concise bullets: - **:** If there are no additional attributes: "No additional account attributes available."

Using Skilljar, pull the student list for [Organization Name / domain] and break down activation status: how many learners are currently active, how many are inactive or have never logged in, and the names and emails of anyone who hasn't activated. Flag any account where more than half the enrolled learners are inactive.

How is the community performing this quarter compared to last quarter? Which categories have the most unanswered questions and who are the top contributors this month?

List all active engagements that haven't been updated in over 90 days, and group them by engagement type so I can see which guides might need a refresh.

Create me a course with HTML lessons. Title the course "[Course Name]". Build it with [X] lessons covering [topic A], [topic B], and [topic C].

Show me the adoption trend for [Feature Name] over the last 4 weeks, broken down by account segment, and tell me if adoption is accelerating or flattening.

Has [Account Name] mentioned any competitors recently? If so, tell me: - Which competitor and in what context - Who brought it up and when - What their sentiment was - How I should respond

I need to re-engage [Stakeholder Name] at [Account Name] — we haven't connected in a while. Query Gainsight for recent activity and context, then draft a personalized email that: - References something specific from recent communications - Acknowledges their priorities or challenges - Offers clear value for reconnecting - Sounds conversational, not salesy

Create a new group in Skilljar called "[Group Name]" and add the following learners: [email 1] [email 2] [email 3] Confirm the group was created and all learners were added successfully.

Pull all my open CTAs across my portfolio. For each, tell me: - Company name and ARR - CTA type, priority, and how long it's been open - Days since last update Then check Timeline entries for those accounts — are there any CTAs where the task has already been completed based on Timeline activity but the CTA status was never updated? Flag stale CTAs (60+ days, no updates) and already-done CTAs. Recommend which ones I can close and which actually need action.

What are customers saying about [Topic/Feature]? Synthesize feedback patterns: - Common requests or complaints - Which accounts mentioned it - Overall sentiment - Specific quotes or evidence

Pull all custom events tied to [Feature Name] from the last 30 days and tell me which step has the highest drop-off rate.

In Skilljar, enroll all students in the group "[Group Name]" into the course "[Course Name]." Confirm how many students were enrolled and flag any emails that failed to enroll.

Enroll the following students in the Skilljar course "[Course Name]": [email 1] [email 2] [email 3] Confirm each enrollment and flag any email addresses that already have access or returned an error.