Gainsight (CS)

Connect Claude directly to Gainsight CS to query customer health scores, renewal timelines, and product usage in natural language. Take action by updating records, managing CTAs, logging activities, and building success plans with write back to Gainsight. Power autonomous, multi-step workflows for risk escalation, renewal playbooks, QBR prep, and expansion plays. With unified, real-time context from Gainsight CS, your AI workflows can identify and execute actions across your entire customer book of business.

You can use Gainsight (CS) to:

Customer intelligence:
"I'm taking over Acme Corp as their new CSM. Pull their ARR, health score, renewal date, open CTAs, active Success Plans, and recent Timeline entries. What should I prioritize in my first two weeks?"

CTA triage & cleanup:
"Pull all my open CTAs across my portfolio. Flag any that are stale (60+ days with no updates) and cross-reference with Timeline to find CTAs that were already addressed but never closed."

Meeting prep in 60 seconds:
"I have a call with Globex tomorrow. Pull their health score, open CTAs, and recent Timeline activity. Give me the top 3 things I need to know going in."

Portfolio renewal calendar:
"Show me all accounts renewing in the next 120 days with their ARR, health score, and any open risk CTAs. Flag anything with health below 50 or ARR above $500K."