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Gainsight AI Cookbook

Put Gainsight to work in the AI tool you already use.

CSMs copy a prompt into Copilot and prep the next call. CS Ops points an agent at the Admin CLI and reads the tenant before anything changes.

I manage customers I'm in CS Ops
For CSMs and CS leaders

I manage customers

Walk into the next call prepared. Copy a prompt into Gainsight Copilot. Name the customer. Staircase adds what they said, when it's connected.

Copy a Copilot prompt
For CS Ops and Gainsight admins

I'm in CS Ops

Know the tenant before an agent touches it. Start with a read-only audit of rules, reports, scorecards, and where ARR, health, and risk are defined.

Open the read-only starter kit
Everything in the cookbook

Six kits. Take the one that matches the job.

Each kit is sample code you can read. Nothing here is a supported Gainsight product. Open the folder, or download just that kit.

CSMs · your agent

CSM Adoption Agent

Spot the right adoption opportunities

  • Scans a CSM's book of business across usage data, Success Plans, CTAs, and customer conversations to identify adoption gaps and opportunities.
  • Recommends relevant adoption goals or lets CSMs define their own, from re-engaging inactive users to encouraging new feature adoption.

Go from insight to customer-ready outreach

  • Gives CSMs the ability to review and approve suggested messages before drafting them in connected email tools.
  • Works directly within a CSM's AI workspace through Gainsight CS MCP, without requiring a separate Gainsight interface.
Your AI agentReview and approveVersion 0.1.36
Open the pluginDownload 0.1.36
CSMs · no setup

Copilot prompts

Seventeen prompts for one account, the book, and the team: call prep, exec meeting prep, a customer story, a save plan, a command center, expansion, handoffs, a risk radar, and capacity. Nothing is sent or posted until you approve.

Copy and pasteReads Gainsight
Open the promptsDownload kit
CSMs · your agent

Skills

Weekly call briefs from your calendar, an exec prep note, risk updates on Timeline, and account dashboards. Add them to the AI agent you already use. Each card says what it writes.

Calendar + emailOne skill at a time
See the four skillsDownload kit
CS Ops · read only

Admin CLI starter

A prompt that asks an AI agent what the tenant is configured to do. It never creates, edits, or deletes. A full run is typically under $2 of API usage.

Reports in intent/Read only
Open the starter kitDownload
CS Ops · after a yes

Admin CLI advanced

A local copy of the tenant so later questions don't start over. Changes wait for a yes on that change, then a read-back and a changelog entry.

10–20 min setupStays on your machine
See the pathDownload
Salesforce Agentforce. A subagent plus four response templates, so account, renewal, transition, and expansion answers stay evidence-backed. Open Agentforce templatesDownload
Start with one prompt

Prep the next call without installing anything.

Paste this into Gainsight Copilot and replace the customer name. The same prompt is in the repository, with sixteen more beside it.

Gainsight Copilot
Prep me for my next call with [customer name]. Tell me where the account stands (health, renewal, ARR, stage), who I should talk to, the open risks and CTAs, what happened recently on the timeline, the landmines to avoid, and 3 questions I should ask. If Staircase is connected, include sentiment and what the customer said on recent calls. If it is not connected, say so. If a value is missing, say so. Do not invent numbers.

Pick the job in front of you.

Customers to prep, or a tenant to understand. Both start from this repository.

I manage customers I'm in CS Ops
Sample prompts, skills, and kits. Not a supported Gainsight product.Gainsight-Central / gainsight-ai-cookbook
Prep me for my next call with [customer name].
Tell me where the account stands (health, renewal, ARR, stage),
who I should talk to, the open risks and CTAs, what happened recently on the timeline,
the landmines to avoid, and 3 questions I should ask.
If Staircase is connected, include sentiment and what the customer said on recent calls. If it is not connected, say so.
If a value is missing, say so. Do not invent numbers.