All other tools (17)
gainsight-cs.create_ctas low conf mediumallow
Creates a new Call to Action on an account, adding a follow-up alert into a CSM's workflow.
gainsight-cs.create_success_plans low conf mediumallow
Creates a new success plan for a customer, recording strategic objectives and milestones for the account.
gainsight-cs.create_tasks_in_ctas low conf mediumallow
Adds a task under an existing Call to Action, extending the follow-up checklist for a customer engagement.
gainsight-cs.create_timeline_activities low conf mediumallow
Logs a new Timeline activity against a customer, recording interaction notes that may contain personal data.
gainsight-cs.detailed_account_summary low conf mediumallow
Returns a detailed summary of a customer account, exposing health, engagement, and associated contact information.
gainsight-cs.end_user_contact_search medium conf mediumaudit
Searches end-user contact records across accounts, returning names, emails, and other personal contact details to the agent.
gainsight-cs.fetch_ctas_for_a_company low conf mediumallow
Lists the Calls to Action open against a company, exposing at-risk signals and CSM follow-up items for that customer.
gainsight-cs.fetch_success_plans low conf mediumallow
Retrieves the success plans defined for a customer, exposing strategic objectives and milestones agreed with the account.
gainsight-cs.query_company_and_relationship low conf mediumallow
Reads company records and their relationship hierarchy, revealing the customer's organizational structure and account linkages.
gainsight-cs.query_portfolio_data_gs_home_filters low conf mediumallow
Queries portfolio data using GS Home filters, revealing the full filtered book of accounts and their status to the agent.
gainsight-cs.read_tasks_in_cta low conf mediumallow
Reads the tasks nested inside a Call to Action, surfacing the planned follow-up steps for a customer engagement.
gainsight-cs.read_timeline_activities low conf mediumallow
Reads logged Timeline activities, surfacing meeting notes, emails, and interaction history that may contain personal data.
gainsight-cs.reports_that_users_can_see_in_ui low conf mediumallow
Retrieves any Gainsight report the user can see in the UI, surfacing whatever customer and usage data those reports contain.
gainsight-cs.scorecards_read_only low conf mediumallow
Reads customer health scorecards, exposing account risk scores and the measures underlying renewal forecasts.
gainsight-cs.update_ctas medium conf mediumaudit
Modifies an existing Call to Action, changing status, owner, or details that drive customer-success follow-up.
gainsight-cs.update_success_plans medium conf mediumaudit
Updates an existing success plan, altering the objectives, milestones, or status tracked for a customer account.
gainsight-cs.update_timeline_activities medium conf mediumaudit
Edits an existing Timeline activity, changing logged interaction records that may contain personal data.