Gainsight NXT Security Advisory Restoration
Step-by-step guide to restore your Gainsight NXT environment after the security advisory, covering connectors, rules, data designer, reports, CTAs, Timeline, and Journey Orchestrator.
9 Courses
English
Customer Success
Admin
Learning paths
Security Advisory
CS Admin: Configuring the Insight Agent Integration
In this course, you will explore how to integrate Insight Agent with Gainsight CS to enable organizations to streamline configuration, drive adoption, and deliver measurable outcomes.
10 min
English
Customer Success
Admin
Insight Agent
Courses
Introducing Gainsight's AI Agent in Slack
In this course, you will explore how Gainsight's AI Agent in Slack can transform your daily interactions with customer data. Discover how to access instant, context-rich answers about your accounts directly within Slack, enabling you to make informed decisions swiftly and share insights across teams.
10 min
English
Adoption Champion
Courses
Quick Tip: Driving Engagement: Harnessing Gainsight's Path Analyzer for Enhanced Feature Adoption
Julia Nees, Enterprise Customer Success Manager at Gainsight, shares a hidden gem for tracking feature adoption using Gainsight's Path Analyzer tool. Learn how to monitor user engagement with new features and optimize your in-app engagements for maximum impact and value delivery.
4 Min
English
Product Experience
Video
Courses
CS Admin: Group Send
In this course, you will learn how to enable and configure the Group Send feature in Gainsight Home — including widget setup, permission bundles, email configuration, and limits.
10 min
English
Customer Success
Admin
Courses
CS + PX: RUN Use Case: Triggering PX Engagements and Surveys from Journey Orchestrator
In this course, we're going to be taking our PX and CS use cases even further so they can work even better together. We'll explore how to collect feedback through applications, analyze real-time NPS results, and create tailored responses to survey results using Journey Orchestrator and PX.
15 min
English
Customer Success
Journey Orchestrator
Surveys
Product Experience
Engagements
Courses
Staircase AI: Admin Setup Essentials
In this course, you will learn how to set up Staircase AI integrations, notifications, and configurations to unify CRM, support, and product data.
Staircase
English
Admin
Courses
CS End User: Day in the Life of How a CSM Uses Gainsight
You'll see how a CSM uses Gainsight on a daily basis to manage their workload. You'll explore tips and best practices for maximizing the value of Gainsight Home, Cockpit, C360, Timeline, and integrations with tools like Zoom and Gong.
60 min
English
Customer Success
End User
Courses
CS End User: Driving Adoption with End Users
In this course, you'll learn how to effectively use Gainsight dashboards in both team and 1:1 meetings to drive engagement, foster accountability, and align your teams with key business goals.
Customer Success
End User
Adoption Champion
Courses
Quick Tip: How to add Users from CSV in Gainsight User Management
In this video, you'll learn how to add users from a CSV file in a few simple steps. Learn how to upload the file, map fields, assign permission bundles, and complete the process seamlessly for efficient user management.
1 Min
English
Customer Success
Data & User Management
Video
Courses
Quick Tip: What are Customer Goals
Customer Goals lets you capture and track all of your customers' goals from a dedicated page in C360. It enables you to plan and prioritize the goals with your customer, using Cockpit CTAs and Success Plans. It provides visibility across teams. It helps you to present the business goals achieved by your customers with the help of your products and services.
1 Min
English
Customer Success
Courses
Customer Goals
Quick Tip: How to add Users from External Systems in Gainsight User Management
In this video, you'll learn how to add users from external systems effortlessly. Follow easy steps from selecting the connection type to loading users, ensuring smooth integration and user management.
1 Min
English
Customer Success
Data & User Management
Video
Courses
Quick Tip: What is Customer Cheat Sheet in Gainsight
Gainsight’s Customer Cheat Sheet is a widget that you can configure your customer 360 layout. Customer Cheat Sheet takes your most recent timeline entries and uses Gainsight’s AI to categorize those entries into some key topics that are going to be of interest to your team, such as renewal discussions, strategic priorities, and risks and issues.
2 Min
English
Customer Success
AI: Copilot, Cheat Sheet, Follow Up, Takeaways
Video
Courses
Quick Tip: Gainsight Cockpit: Streamlining Customer Engagement
Step into Gainsight Cockpit, your personalized command center for optimizing customer interactions and tasks. This video unveils its key features, empowering you to streamline your customer engagement process.
2 Min
English
Customer Success
Cockpit & Playbooks
Video
Courses
Quick Tip: Personalizing Your Gainsight Homepage
Learn how to customize your Gainsight homepage to align with your workflow. Follow simple steps to drag and drop desired widgets, resize and customize views, and optimize layout for efficient access to important data, ensuring your homepage reflects your unique needs and preferences.
2 Min
English
Customer Success
Gainsight Home
Video
Courses
Quick Tip: Mastering Success: Unlocking the Potential of Dashboards in Customer Management!
This video delves us into insights on how the dynamic tools revolutionize Customer Success Management, that turns data into actionable insights for unprecedented success.
2 Min
English
Customer Success
Video
Courses
Dashboards
How Gainsight's Professional Services Team Uses Gainsight
You'll see how a member of the Professional Services uses Gainsight on a daily basis to manage their workload. You'll explore tips and best practices for defining the customer onboarding experience using Success Plans, Timeline, Cockpit, Scorecards, C360, R360, and Timeline.
11 min
English
Customer Success
Courses
[separator] CS Admin Training Courses
For focused, topic-specific learning, explore our individual Admin courses below, covering everything from system setup and Rules Engine automation to Journey Orchestrator, dashboards, integrations, and advanced reporting techniques.
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[Separator] Skilljar Foundations
This collection of courses cover Skilljar's core functionality and are meant to give dashboard users what they need to plan, build, and launch a successful training program.
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Skilljar Foundations
Bundle Content and Monetize with Skilljar Plans
Plans are designed to package training for users to purchase. Skilljar's publishing settings are very customizable, ensuring all of your content is designed to reach the intended learners.
15 min
Content Manager
Site Manager
Content
Course Management
Domains & Publishing
Course
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[separator] CS End User Training Courses
For focused, topic-specific learning, explore our individual End User courses below, covering everything from managing CTAs and Success Plans to using dashboards, reports, and customer health data for proactive engagement.
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CS Admin: Connectors
Prepares you to use a variety of Connectors such as Zendesk, Jira, Hubspot, Snowflake, and more, to sync data into Gainsight.
30 mins
English
Customer Success
Admin
Courses
Connectors
CS Admin: Adoption Explorer
In this course, you will delve into the powerful features and functionalities of Adoption Explorer, a comprehensive tool designed to provide insights into customer usage data.
15 min
English
Customer Success
Admin
Courses
Day in the Life of a Manager Using Staircase AI
This course will equip you with the skills to confidently navigate Staircase AI, interpret its insights, and take informed action that drives outcomes for your team and customers.
Staircase
English
Courses
Renewal Efficiency: Gainsight's Insightful Solution
In this video, you will uncover the power of Gainsight's Renewal Center, leveraging insights from your Gainsight platform to forecast accurately and streamline renewal management. Explore actionable insights and dynamic reports to identify potential churn risks, manage renewals efficiently, and drive growth.
3 Min
English
Customer Success
Courses
Quick Tip: Efficient License & Permission Bundle Management in Gainsight User Management
In this tutorial, we'll explore license and permission bundle management within the user management page. Learn how to assign licenses, remove them, and efficiently assign permission bundles to streamline user access and permissions.
1 Min
English
Customer Success
Data & User Management
Video
Courses
Mastering Success Plans: Your Comprehensive Guide
Explore how to craft effective success plans in Gainsight, optimizing available features for comprehensive planning. Whether accessed from the Customer or Relationship 360 or the global success plan page, learn to create, customize, and manage success plans tailored to your organization's needs. Unlock the full potential of success planning to drive customer engagement and achieve organizational objectives.
4 Min
English
Customer Success
Success Plans
Courses
Quick Tip: Mastering Productivity: Leveraging Cockpit Views for Efficient Customer Success Management
Brady Bloom, Enterprise CSM at Gainsight, shares expert insights on maximizing cockpit and cockpit views for enhanced productivity. Explore tailored workflows and efficient task management techniques to streamline your customer success journey.
4 Min
English
Customer Success
Cockpit & Playbooks
Video
Courses
Quick tip: How to write emails with AI
This video provides an overview of writing emails with AI in Gainsight.
1 Min
English
Customer Success
AI: Copilot, Cheat Sheet, Follow Up, Takeaways
Video
Courses
Quick Tip: How to create a Dashboard in Gainsight
In this video, you'll learn how to construct a straightforward dashboard tailored for risk monitoring. From navigation to layout adjustments, learn how to customize your dashboard to efficiently track and analyze risk-related reports. Plus, explore the sharing options to ensure seamless dissemination of critical insights across your organization.
2 Min
English
Customer Success
Video
Courses
Dashboards
Restoring Your Salesforce Connector
Re-authenticate your Salesforce connection, refresh metadata, and safely backfill your data after the Security Advisory.
English
Customer Success
Admin
Security Advisory
Quick Tip: How to Leverage Gainsight PX and CS for Role/Persona Confirmation
Discover how to craft personalized customer experiences with Gainsight PX and Gainsight CS integration. Join Aaron Hatton as he demonstrates leveraging user attributes for tailored engagements, ensuring timely and relevant interactions throughout the customer journey.
2 Min
English
Customer Success
Product Experience
Video
Courses
CE: Create an Assignment
Incorporating assignments into eLearning courses enhances the overall educational experience by promoting active learning, critical thinking, and the application of knowledge, ultimately leading to better learning outcomes. In this course, you will explore how to create assignments.
English
Academy Setup
Course Building
Customer Education
Courses
CE: Create a Learning Path
Learning paths are a way to organize and guide learners through a series of related courses, modules, assessments, and other content in a logical and progressive manner. In this course, you will explore how to create learning paths.
English
Academy Setup
Course Building
Learning Management
Customer Education
Courses
CE: Build Interactive Tutorials Quickly Using the Iorad Integration
Iorad is a learning activity available in Course Builder that makes creating, sharing, and learning content easy. In this course, you will explore how to use Iorad to create a step-by-step, interactive tutorial.
English
Course Building
Customer Education
Courses
Quick Tip: What is Gainsight Home
In this video, you will uncover how Gainsight Home revolutionizes customer-facing teams' efficiency by providing a centralized workspace for insights and activities. Explore customizable widgets, proactive alerts, and deep analytics to effortlessly manage your book of business.
3 Min
English
Customer Success
Gainsight Home
Video
Courses
Connecting PX and CS with an Identifier
Explore the importance of selecting global identifiers for a PX and CS integration, how to choose them, and how to load the global identifier into PX if it doesn't already exist.
15 min
English
Customer Success
Product Experience
Courses
Creating a Quiz Question Bank
Quiz Question Banks allow you to create, maintain, and incorporate question banks for use within your content.
4 min
Content Manager
Quizzes/Assessments
Course Management
Feature Overview
auto-registration
Single Lesson
auto-redirect
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Quick Tip: How does a Director at Gainsight use GS CS
Join Kiran Panigrahi, Director of Customer Success at Gainsight, as he shares insights into leveraging Gainsight's top features for daily operations. Explore how Gainsight addresses visibility, unexpected churn, and scaling efficiency, optimizing customer success strategies for enhanced outcomes.
2 Min
English
Customer Success
Video
Courses
Renewal Center
Dashboards
Leveraging Gainsight APIs
In this course, we will explore the powerful capabilities of Gainsight’s Application Programming Interfaces (APIs) and how they can be leveraged to integrate Gainsight with other systems, automate processes, and unlock valuable insights.
15 min
English
Customer Success
Courses
CS End User: Horizon Reports & Dashboards
Learn how Dashboards can provide data-driven insights to help drive your workflow. (Note: This course focuses on the Horizon version of Reports & Dashboards, which is being released in a phased manner in the first half of 2021.)
12 min
English
Customer Success
End User
Courses
Dashboards
Reports
[separator] CS Admin Learning Paths
Begin with our CS Admin: Getting Started learning path. This path offers a structured, multi-course journey that builds your Gainsight CS expertise step-by-step, from foundational setup and configuration through automation, data management, and best practices for scalable success. For more advanced training, take a deeper dive into our structured, multi-course learning paths, grouped by topic.
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CS End User: Success Plans
Covers how to take advantage of Success Plans to capture, track activity, and share progress on your customers’ key goals as well as other key moments of truth along the customer journey.
10 min
English
Customer Success
Success Plans
End User
Courses
CS End User: Customer Goals
In this course, you'll explore how Gainsight’s Customer Goals allow cross-functional teams to collectively capture, track and report on customer goals to drive collaboration and showcase value.
10 min
English
Customer Success
End User
Courses
Customer Stories on Managing and Preventing Churn
Learn firsthand how various companies identified potential risks, implemented effective interventions, and leveraged customer insights to reduce churn.
10 min
English
Customer Success
Courses
CS End User: Success Snapshots
This course covers Success Snapshots, which is a powerful tool that enables you to export client-specific data, including reports and tokenized information, directly into your slide deck.
5 min
English
Customer Success
End User
Success Snapshots
Courses
Maximizing Impact with Skilljar + Salesforce
Learn how Skilljar's Salesforce integration provides real-time training data to Salesforce, benefiting various teams, highlighting impact on the business, and enhancing customer training experiences.
30 min
Analytics
Analytics Manager
Integration Manager
Integrations
Course
color-blue-700
Data & Integrations
Other
2024
Salesforce
SFDC
Object Visibility Settings
Learn how you can customize which learners are able to see and/or access your Courses, Catalog Pages, Learning Paths, and Plans.
4.5 min
Site Manager
Learner Experience
Domains & Publishing
Feature Overview
auto-registration
Single Lesson
auto-redirect
color-blue-600
Quick Tip: How to create a PX+JO Adoption program
Join Angela from Gainsight's technical program management team as she reveals strategies for enhancing customer experience and boosting product adoption. Discover how to seamlessly integrate Gainsight PX's feature monitoring and in-app engagements with automated journey orchestrator programs, ensuring proactive outreach and sustained customer satisfaction.
2 Min
English
Customer Success
Product Experience
Video
Courses
Quick Tip: AI Follow Up
This short video explains how AI Follow-up automatically captures and organizes crucial information, making the work of CSMs more efficient and straightforward.
English
AI: Copilot, Cheat Sheet, Follow Up, Takeaways
Video
Courses
Quick Tip: Gainsight Takeaways (AI)
Takeaways offers a consolidated overview of recurring customer feedback and sentiments, automatically scanning and summarizing insights from survey responses and timeline entries.
2 Min
English
Customer Success
AI: Copilot, Cheat Sheet, Follow Up, Takeaways
Video
Courses
Quick Tip: Enhanced Visibility: Tracking Automated Customer Communications
Alison Hunt, Enterprise CSM at Gainsight, reveals how to gain invaluable visibility into automated customer communications. Learn how to effortlessly track and analyze emails sent to customers, ensuring informed customer interactions and enhanced engagement. Plus, explore the admin perspective on enabling this feature for targeted communication oversight.
2 Min
English
Journey Orchestrator
Video
Courses
Quick Tip: Exploring Gainsight Dashboards
Discover how Gainsight dashboards offer comprehensive insights tailored to specific use cases and user roles. Learn how these customizable collections of reports provide invaluable visibility into key metrics, enabling informed decision-making and strategic action to drive customer success.
4 Min
English
Customer Success
Video
Courses
Dashboards
Quick Tip: Exploring Gainsight Home
In this video, discover how Gainsight Home streamlines productivity by providing visual data and customizable widgets, offering a holistic view of customer accounts, enabling streamlined management, and facilitating quick actions like creating CTAs and timeline entries directly from the homepage.
2 Min
English
Customer Success
Gainsight Home
Video
Courses
Quick Tip: How to Increase Upsells, Cross-Sells, and Expansions with Gainsight PX & CS
Join Aaron as he unveils the synergy between Gainsight CS and PX for impactful customer engagements. Learn how to tailor personalized messages, trigger timely actions, and drive upsells seamlessly throughout the customer journey, unlocking the full potential of this dynamic integration.
2 Min
English
Customer Success
Product Experience
Video
Courses
Quick Tip: Streamlining Success: Navigating Gainsight's Journey Orchestrator
Join us in this tutorial as we craft a Journey Orchestrator program to notify customers about a product change via email, including a follow-up for unopened messages and creating CTAs for further engagement.
7 Min
English
Customer Success
Journey Orchestrator
Courses
Quick Tip: What is a CS Manager Dashboard Overview
This video explains how Dashboards helps CSM Managers understand the impact the CSM team is having over time and monitor individual CSMs' workload with regard to issues, customers and strategic initiatives.
2 Min
English
Customer Success
Video
Courses
Dashboards
Quick Tip: What is Gainsight's meeting Assist (AI)
Gansight's meeting assist powered by generative AI is changing the way customer success managers work. We handle a high volume of daily calls and meeting assist streamlined that process by automating the note taking that we're currently doing in timeline, tracking those action items and identifying potential risks and issues and then adding a synopsis to the timeline activity.
2 Min
English
Customer Success
AI: Copilot, Cheat Sheet, Follow Up, Takeaways
Video
Courses
Quick Tip: What is Gainsight's Journey Orchestrator
In this video, you will see how to build multi-step customer journeys including email, human, API, and optionally Gainsight.
3 Min
English
Journey Orchestrator
Video
Courses
Quick Tip: How are Surveys Distributed using Journey Orchestrator
In this video, you will uncover the power of Gainsight's Orchestrator for survey distribution, leveraging out-of-the-box programs like NPS to drive high response rates while tailoring outreach to your company's specific requirements. Explore dynamic participant journeys, embedded best practices, and customizable outreach to enhance your survey engagement strategy.
3 Min
English
Customer Success
Journey Orchestrator
Surveys
Video
Courses
Quick Tip: Gainsight People Maps: Your Key to Retention & Growth
In this video, you will explore how Gainsight's People Maps revolutionize stakeholder management for driving retention and growth. Learn to visualize and manage executive relationships, identify influencers, and streamline communication to ensure effective engagement at every level of your organization's hierarchy.
3 Min
English
Customer Success
Video
Courses
People Map
Quick Tip: Unlocking Productivity: Navigating Gainsight Home
Dive into Gainsight Home, your gateway to streamlined productivity within Gainsight. Uncover a wealth of visual data from various applications, empowering you to focus solely on what matters most.
1 Min
English
Customer Success
Gainsight Home
Video
Courses
Quick Tip: What does basic Journey Orchestrator queue management reporting look like
Join Dan Wiegert as he shares his journey of optimizing queue management through data-driven reporting in Gainsight. Explore how leveraging advanced outreach objects and extensive filtering techniques enabled me to streamline programs, enhance efficiency, and make informed decisions for improved journey orchestrator performance
3 Min
English
Customer Success
Journey Orchestrator
Video
Courses
Quick Tip: Unlocking Insights: Exploring Gainsight Dashboards
Join us as we explore the power of dashboards in Gainsight, where administrators create tailored views for specific use cases, minimizing clutter and maximizing insights for end users.
3 Min
English
Customer Success
Video
Courses
Dashboards
Quick Tip: Navigating Cockpit: Your Customer Engagement Hub
Discover how Cockpit serves as the central workspace for Customer Success Managers (CSMs) and account managers. Learn how to leverage its data-driven guidance, represented through Calls to Action (CTAs), to streamline customer communication and enhance workflow efficiency. With customizable views and actionable insights, Cockpit empowers you to effectively manage customer relationships and drive success throughout their lifecycle.
1 Min
English
Customer Success
Cockpit & Playbooks
Video
Courses
Quick Tip: What is Gainsight Salesforce (SFDC) Viewer
In this video, you will see the Gainsight Viewer functionality is the most cost-effective way to give your entire organization visibility and access to the Gainsight platform while CSMs and other members of the Customer Success Organization need the ability to manage their days within Gainsight.
2 Min
English
Customer Success
Data & User Management
Video
Courses
Quick Tip: Sponsor Tracking: Key to Customer Success
In this video, you will explore Gainsight's Sponsor Tracking feature, offering real-time notifications and actionable insights to effectively manage key contacts within your customer base. Learn how to mitigate risks, drive advocacy, and stay ahead of organizational changes to optimize your customer success strategy.
2 Min
English
Customer Success
Video
Courses
Sponsor Tracking
Gainsight Administrator Practice Exercises
It’s time to take the next step in your learning journey. These practice exercises will help you apply what you’ve learned so far, and take your Gainsight administration skills further. They will also help prepare you for the Level 2 and Level 3 Gainsight certification exams.
Practice
English
Customer Success
Admin
Courses
Practice-tests/exercises
CS Admin: Email Template Builder
This microlearning course will provide an overview of the email template builder, the key features, how to navigate to email template building in Gainsight CS, the various components of the Email template list view, the use of tokens in email templates, and the multiple steps to create a new email template builder.
10 min
English
Customer Success
Admin
Courses
CS Admin: Best Practices for a Successful Gainsight Launch (Job Aid)
This Job Aid is designed to help Gainsight Admins prioritize their work, stay organized, and confidently guide their teams through a successful CS launch.
Job Aid
English
Customer Success
Admin
Job Aid
Courses
CS Admin: Configuring Customer Goals
In this course, you'll explore how Gainsight’s Customer Goals allow cross-functional teams to collectively capture, track and report on customer goals to drive collaboration and showcase value. You'll see how to configure Customer Goals for your team.
15 min
English
Customer Success
Admin
Courses
CS Admin: Identifying Risk and Preventing Churn
Earn a skills badge on Identifying Risk and Preventing Churn by completing this comprehensive training program covering anticipating and managing risks, ultimately leading to improved customer retention and success. Duration: 135 MIN
7 Courses
English
Customer Success
Admin
Learning paths
Tips on How to Use Gainsight Analyzer
The Gainsight Analyzer monitors various causes of failures or inefficiencies in the performance of the application, so you can quickly identify, isolate, and remediate any performance issue that impacts the user experience by following the recommended actions to improve performance.
56 min
English
Customer Success
Courses
CS + PX: CRAWL Use Case: Reports/Dashboards, Scorecards, and CTAs
In this course, we'll walk through several simple use cases for using these two programs together. You will see how to use Report Builder to increase the visibility of product adoption metrics to identify advocates, expansion opportunities, and spot churn risks. You'll also examine how to use adoption data-driven health scores to identify risks and opportunities. Finally, you'll see how to identify and tak
15 min
English
Customer Success
Scorecards
Product Experience
Courses
Dashboards
Reports
Quick Tip: What is Adoption Explorer
Ingest, store and trend time series data directly from your data store(s) at an account, person and relationship level using pre-configured and custom objects and integrations.
3 Min
English
Customer Success
Video
Courses
Adoption Explorer
Quick Tip: What are Gainsight Scorecards
In this video, you will delve into Gainsight's scorecard feature, essential for proactively monitoring customer health and vital signs. Learn how to track multiple measures, set scores, and leverage automation to drive targeted playbooks and outreach.
3 Min
English
Customer Success
Scorecards
Video
Courses
Quick Tip: Mastering Email Creation by unleashing the Power of Enhanced Templates in Journey Orchestrator
Experience seamless email creation with our enhanced templates, featuring drag-and-drop editing and coding options. Explore autosave, embedded media, and collaborative sharing for efficient design and testing.
2 Min
English
Customer Success
Journey Orchestrator
Video
Courses
Quick Tip: Gainsight's Approach to Preventing Customer Churn
Learn how Gainsight proactively monitors customer data, alerts you to risks, and prescribes actions to mitigate churn, all within an integrated platform.
2 Min
English
Customer Success
Scorecards
Video
Courses
Quick Tip: AI Copilot
Copilot is an AI-supported conversational tool integrated within the Gainsight CS application. In this short video, you will explore how Copilot assists users by providing context-based answers to queries related to the Timeline and Gainsight product documentation.
English
Customer Success
AI: Copilot, Cheat Sheet, Follow Up, Takeaways
Video
Courses
[separator] CS End User Learning Paths
Start with our guided CS End User learning paths below. These paths provide clear, hands-on progression that helps you master the daily use of Gainsight CS, managing customer accounts, tracking outcomes, and leveraging insights to strengthen relationships.
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CS + PX: WALK Use Case: Survey Integration, Product Adoption JO
You will explore how to import survey results into CS to increase the visibility of user feedback, identify advocates, and spot churn risk in real time. You'll also examine how to use PX and Journey Orchestrator to optimize your customers' experience and improve product adoption at scale.
15 min
English
Customer Success
Surveys
Product Experience
Courses
CC: Community Setup and Administration
Welcome to the "Community Setup and Administration" learning path, where you'll master everything from setting up structures and permissions, managing content, to integrating systems to effectively build and maintain a dynamic online community.
8 Courses
English
Customer Communities
Learning paths
Gainsight Onboarding for New CSMs (Job Aid)
The following job aid provides a structured Gainsight onboarding journey that supports confident, effective, and proactive CSM execution.
English
Customer Success
End User
Job Aid
Courses
CE: Academy Setup and Customization
This learning path guides you through setting up and customizing your educational academy. You'll learn to configure basic settings, customize the website and layout, manage internal roles, and collaborate with Gainsight to optimize your academy’s design.
7 Courses
English
Customer Education
Learning paths
Staircase AI: Introduction
Welcome to Introduction to Staircase AI, a foundational course designed to equip Customer Success teams, managers, and executives with a comprehensive understanding of Staircase AI (ST)
15 min
Staircase
English
End User
Courses
Admin Experiential - Design, Build, and Refine Dynamic Programs - 2026
Build confidence with Journey Orchestrator by designing dynamic, data-driven programs that elevate your customer engagement strategy.
$200
English
Customer Success
Admin
US
CE: Getting Started with Customer Education
The Customer Education platform helps businesses easily create, customize, and provide the best learning experiences for customers. Your team can manage all your learning content in one place using a variety of formats to engage learners. In this course, you will explore how to get started with Customer Education.
English
Academy Setup
Learning Management
Customer Education
Courses
CC: Community Module: Structure, Content, & Permissions
This course will guide you through the process of configuring the Community Module for your Customer Community.
15 min
English
Customer Communities
Courses
Using Skilljar's Strategic Insights
Learn how to best use Strategic Insights to benchmark key program metrics against other Skilljar customers, identify areas of improvement, and track industry trends.
10 min
Analytics
Analytics Manager
Analytics & Reports
Feature Overview
CE: Create a Dynamic Quiz
In this course, you will explore how to create a dynamic quiz, ensuring that each learner will take a different version of a quiz.
English
Academy Setup
Course Building
Customer Education
Courses
CE: Configure Academy Settings
This course is designed to empower you with the knowledge and skills needed to navigate, customize, and optimize the settings of your LMS effectively. From user preferences to course configurations, embark on a journey that will not only demystify the various settings but also empower you to create a tailored and seamless learning experience for your learners.
English
Academy Setup
Customer Education
Courses
Renewal Center Restoration
Restore your Renewal Center by identifying data sources, running backfill jobs, and validating Opportunity sync between Gainsight and Salesforce.
English
Customer Success
Admin
Security Advisory
Journey Orchestrator Restoration
Restore your JO programs safely, handling MDA-only vs SFDC-dependent programs, backdating, and cloning strategies.
English
Customer Success
Admin
Security Advisory
Restoring Other Connectors
Re-authenticate and restore Snowflake, S3, PX, and BigQuery connectors after the Security Advisory.
English
Customer Success
Admin
Security Advisory
Office Hours: Final Restoration Validation & Resuming Operations
Complete your restoration with final spot checks, resume your operations, and review Adoption Explorer, Renewal Center, and Gainsight Assist.
Final Validation & Resuming Operations
Complete your restoration with final spot-checks, resume your operations, and learn about Adoption Explorer, Renewal Center, and Gainsight Assist.
English
Customer Success
Admin
Security Advisory
CS Admin: Getting Started with Copilot
This course will guide you through the essentials of using Gainsight's AI-powered Copilot, a chat tool with access to customer and timeline data that you can ask questions of and get help from.
10 min
English
Customer Success
Admin
AI: Copilot, Cheat Sheet, Follow Up, Takeaways
Courses
Quick Tip: AI Cheat Sheet
This short video describes how AI Cheat Sheet saves time and streamlines access to customer summaries, empowering CS leaders, Executives, and CSMs with better support during their interactions.
English
Customer Success
AI: Copilot, Cheat Sheet, Follow Up, Takeaways
Video
Courses
CS End User: Using Copilot to Make Informed Decisions
This course will guide you through the essentials of using Gainsight’s AI-powered Copilot—a chat tool that accesses customer and timeline data to answer your questions and provide assistance.
English
Customer Success
End User
AI: Copilot, Cheat Sheet, Follow Up, Takeaways
Courses
Getting Started: PX Certification Prep
Gainsight PX is a product experience platform that enables product teams to understand how users use their products, collect feedback, and create in-app engagements like product walkthroughs to drive user onboarding and product adoption. In this learning path, you'll explore how to use the features
8 Courses
English
Product Experience
Learning paths
PX: Knowledge Center Bot Configuration (2025)
In this course, you'll learn how to configure the Knowledge Center Bot. The Knowledge Centre Bot is an onboarding assistant that contains links to engagements, articles, and external URLs to help you onboard new users and educate existing users.
15 min
English
Product Experience
Knowledge Center Bot
Courses
CE: Content Performance and Assessment Reports
In the course Course & Learner Engagement Analysis, we reviewed the first half of the reports available in the Analytics area. This course covers the remaining Content Performance and Assessment reports.
English
Learning Management
Customer Education
Courses
Reports
Organize Students with Groups
Learn to organize students, control content visibility, automate enrollments, and segment analytics using Skilljar's Groups feature.
35 min
Analytics
Analytics Manager
Program Owner
Students/Groups Manager
Learner Experience
Learner Management
Analytics & Reports
Groups
Course
Skilljar Foundations
CS End User: Getting Started with Gainsight
This path provides new Gainsight users with a foundational understanding of the platform and its key features, including Home, Cockpit & Playbooks, C360, and Timeline. It also prepares users for the End User Certification. Duration: 160 MIN
10 Courses
English
End User
Learning paths
Skilljar Dashboard Setup & Administration
Confidently manage your Skilljar Dashboard—add users, control access, and maintain a secure, scalable academy.
25 min
Program Owner
Site Manager
Administration
Domains & Publishing
Organization
Course
Skilljar Foundations
Manage Students in Skilljar
Learn how to add, enroll, and manage learners in Skilljar. View student progress, grade tasks, troubleshoot access issues, and keep your training data clean and organized.
25 min
Students/Groups Manager
Learner Management
Students
Course
Skilljar Foundations
Admin Practical - Data Designer - 2026
This course provides an overview of Data Designer features including an overview, steps to creating a new design, and configuring a universal data space that can be used across Gainsight. We will work together on hands-on exercises in a NXT Training org environment.
$200
English
Customer Success
Admin
US
Admin Experiential - Mastering Data Preparation - 2026
Learn how to transform, clean, and structure data in Gainsight to unlock deeper insights and power more accurate, efficient business processes.
$200
English
Customer Success
Admin
US
Admin Experiential - Configure Processes to Reduce Risk and Churn - 2026
Learn how to build a complete, end-to-end risk management solution in Gainsight by leveraging Rules Engine, Scorecards, and Journey Orchestrator in a unified customer success workflow.
$400
English
Customer Success
Admin
US
CE: Managing Internal Roles & Permissions
There are 3 ways we categorize people in the LMS: Learners, Managers, and Admins. In this course, you will explore how to manage internal roles and permissions.
English
Academy Setup
Learning Management
Customer Education
Courses
PX: Engagements
Learn how to build and deploy in-app engagements to inform your users, promote your product, and drive greater adoption. Engagements can include Guides, Sliders, Surveys, and more.
25 min
English
Product Experience
Engagements
Courses
Staircase AI: Health Score
Welcome to the Staircase AI Health Score course—your comprehensive guide to understanding, interpreting, and applying one of the most powerful tools in modern Customer Success.
10 min
Staircase
English
End User
Courses
Staircase AI: Executive Dashboard
In this course, you’ll explore how the Executive Dashboard serves as a centralized, real-time command center, designed primarily for executives who need to track business performance and strategic outcomes.
14 min
Staircase
English
End User
Courses
CE: Enroll Learners in a Course
Enrolling learners refers to the process of registering individuals within the Customer Education platform, granting them access to educational content, courses, and training materials. In this course, you will explore how to enroll learners in a course.
English
Academy Setup
Course Building
Learning Management
Customer Education
Courses
CE: Work with Gainsight to Design Your Ideal Academy
If your package purchase includes the option, you can work with our onboarding team to pick the design of every aspect of your academy. In this course, you will explore how to work with Gainsight to design your ideal academy.
English
Academy Setup
Customer Education
Courses
CE: Customize Your Academy Website
Using out-of-the-box tools you can change design elements like brand colors and site logos to create a visually appealing learning journey that's been customized for your audience. In this course, you will explore how to customize your Academy with the Design tab.
English
Academy Setup
Customer Education
Courses
Quick Tip: Welcome to Staircase AI
This short video describes how Staircase AI provides deep insights into customer behavior and preferences, enabling companies to tailor their strategies effectively.
Staircase
English
AI: Copilot, Cheat Sheet, Follow Up, Takeaways
Video
Courses
CE: Setup Instructor Led Events
Instructor-led events within a Learning Management System (LMS) are the cornerstone of engaging, interactive, and impactful learning experiences. In this course, you will explore how to set up instructor-led events.
English
Course Building
Customer Education
Courses
CC: Customer Communities Integrations
This course describes the integrations available for Customer Communities, how to set them up, and what you can use them for. SSO, API tools, and Third-Party Scripts are also covered.
30 min
English
Customer Communities
Courses
CC: Community Management and Moderation
Welcome to the "Community Management and Moderation" learning path, where you will learn how to engage your audience through gamification, create and moderate content effectively, manage email campaigns, and utilize analytics to optimize community interactions.
5 Courses
English
Customer Communities
Learning paths
Admin Practical - Understanding Data Management - 2026
This course provides an overview of the Data Management tools including creating objects, adding fields, creating joins, and loading data. We will work together on hands-on exercises in a NXT Training org environment.
$200
English
Customer Success
Admin
US
Getting Started With Gainsight - End User Webinar
Designed for end users who are new to Gainsight. Instructor walks through how to use core Gainsight features, shares best practices and use cases for each, as well as presents a few tips and tricks to make using Gainsight easy. Product walkthrough will be performed in a generic Gainsight CS environment.
English
Customer Success
End User
Courses
US
Admin Practical - Scorecards - 2026
Learn to use Scorecards to monitor and manage health with a model that fully represents the customer’s experience. Create a framework to capture every dimension of customer health, while providing the clarity needed for action from your team.
$200
English
Customer Success
Admin
US
Gainsight End User Certification
Welcome to the Gainsight End User exam. This exam contains 32 questions and is designed to check for understanding of the core concepts and most common CSM tasks in the Gainsight CS application. You have 45 minutes to complete the exam. ($99 per person) Note: If you need to review any of your answers before submitting, please use the Previous button.
$99
00:45:00
English
Customer Success
End User
Certification
Courses
Gainsight Associate Admin Certificate : Level 1 Continuing Education Exam
Welcome to the Level 1 Gainsight NXT Associate Admin Continuing Ed exam. This exam contains 12 questions and is designed to check for understanding of the latest Gainsight NXT functionality. Note: This exam is only relevant for admins who previously earned their Level 1 certification and it has expired. (Cost: $25 per person)
$25
English
Customer Success
Admin
Certification
Courses
Day in the Life of a CSM/AM Using Staircase AI
This course explores how to use Staircase AI to help you drive higher retention, increase expansion, and deliver proactive, data-driven customer success.
Staircase
English
Courses
CE: Learner Management and Engagement
This path covers user authentication, user group management, the creation of learning paths, learner enrollment in courses, organization of instructor-led events, and engagement strategies through email communications.
6 Courses
English
Learning paths
CE: Modify Your Academy's Layout Using Templates
The Themes & Templates tab gives you access to the templates that control the design and layout of your academy. In this course, you will explore how to view templates currently being used, download them, and upload new versions to modify their design.
English
Academy Setup
Customer Education
Courses
CE: Engage with Learners via Email
Use our powerful communication tools to create, personalize and send messages to your learners. You can send hyper-relevant messages that stay true to your brand and increase learner engagement. In this course, you will examine how to engage with learners via email.
English
Academy Setup
Course Building
Learning Management
Customer Education
Courses
Expanding Your Audience with Content Syndication
Learn how Skilljar's Content Syndication feature allows you to share training materials with another LMS, optimize content distribution, and track performance analytics in the Skilljar dashboard.
25 min
Program Owner
Integration Manager
Learner Experience
Domains & Publishing
Course
color-blue-800
2024
Content Strategy
Program Strategy
Reporting Packages for Customer Training Programs
Learn to create impactful reporting packages showcasing training value with key metrics, best practices, and resources.
15 min
Analytics
Reports
Analytics Manager
Program Owner
Analytics & Reports
Course
Templates
color-blue-800
2025
Industry-Related Courses
Caption File Upload Overview
Learn how uploading caption files can improve accessibility, localization, and seach engine optimization (SEO).
5 min
Content Manager
Learner Experience
Course Management
Feature Overview
auto-registration
color-blue-400
Single Lesson
auto-redirect
Content Management
2024
Build a Learning Journey with Learning Paths
Learn how to create, configure, and manage Learning Paths that guide learners through a structured training journey.
25 min
Analytics
Skilljar
Content Manager
Program Owner
Site Manager
Learner Experience
Structure/Organization
Domains & Publishing
Analytics & Reports
Course
Skilljar Foundations
Multi-Session Live Training Events Overview
Multi-Session Events allow you to create and duplicate entire events, across multiple days, providing students with a quick and easy registration process.
10 min
Content Manager
Live/Virtual Trainer
ILT/VILT
Course Management
Live Training
Feature Overview
auto-registration
Single Lesson
auto-redirect
color-blue-600
Organize Your Site with Catalog Pages
Learn how to create, customize, and manage Catalog Pages in Skilljar to deliver an engaging, branded training site.
40 min
Program Owner
Site Manager
Customization
Learner Experience
Structure/Organization
Domains & Publishing
Course
Skilljar Foundations
Preview & Publish Courses
Learn how to preview, validate, and publish your courses with confidence—ensuring learners see polished, accurate content every time.
30 min
Content Manager
Site Manager
Content
Course Management
Domains & Publishing
Course
Skilljar Foundations
Admin Practical - Reports and Dashboards Deep Dive - 2026
This course will introduce additional features of Report Builder that can help further clarify and expand your insights. You will also learn about Self Service Analytics, allowing users to create their own Reports and Dashboards.
$200
English
Customer Success
Admin
US
Gainsight Level 3 Admin Exam Preparation and Review - User Management
This video series reviews key aspects of User Management, focusing on user account handling, role assignments, and permission management in Gainsight.
9 min
English
Customer Success
Admin
Data & User Management
Courses
Gainsight Level 3 Admin Exam Preparation and Review - Cockpit & Call To Action 2.0
This video series reviews critical Cockpit functionality, including CTA creation and Call To Action 2.0 features, for effective task management within Gainsight.
8 min
English
Customer Success
Admin
Cockpit & Playbooks
Courses
Gainsight Level 3 Admin Exam Preparation and Review - Surveys
This series reviews essential concepts in Survey creation, focusing on question design, logic application, and permissions management.
24 min
English
Customer Success
Admin
Surveys
Courses
Gainsight Level 3 Admin Exam Preparation and Review - Data Management
This video series reviews vital aspects of Data Management, including object types, data operations, joins, and connectors, to enhance your proficiency in data structuring within Gainsight.
28 min
English
Customer Success
Admin
Data & User Management
Courses
Gainsight Level 3 Admin Exam Preparation and Review - Scorecards
This video series reviews critical aspects of Scorecards, including grading schemes, measures, and score calculations, to support strategic customer insights management.
25 mins
English
Customer Success
Admin
Scorecards
Courses
Gainsight Level 3 Admin Exam Preparation and Review - Rules Engine
This video series reviews essential components of the Rules Engine, focusing on rule setup, data transformation, and automation tasks to optimize your Gainsight processes.
51 min
English
Customer Success
Admin
Rules Engine
Courses
Gainsight Level 3 Admin Exam Preparation and Review - Journey Orchestrator/Digital Journey
This series reviews critical components of Journey Orchestrator, including email templates, program configurations, and action outcomes, to refine your customer engagement strategies in Gainsight.
48 min
English
Customer Success
Admin
Journey Orchestrator
Courses
Gainsight NXT Admin Exam Preparation & Review
This review course prepares you for the Gainsight NXT Admin Exam by focusing on understanding the exam format, delivery options, and essential setup for a seamless experience. Gain practical tips and tricks for setting up your biometric profile to ensure a smooth test process.
10 min
English
Customer Success
Admin
Courses
CS IT Readiness: Application Architecture
In this course, you will explore the application architecture of Gainsight CS taking a deep dive into the architectural foundations that bolster system performance, infrastructure security, and ensure robust disaster recovery strategies.
English
Customer Success
Courses
CE: Create a Learning Path
Learning paths are a way to organize and guide learners through a series of related courses, modules, assessments, and other content in a logical and progressive manner. In this course, you will explore how to create learning paths.
English
Academy Setup
Course Building
Learning Management
Customer Education
Courses
CE: Enroll Learners in a Course
Enrolling learners refers to the process of registering individuals within the Customer Education platform, granting them access to educational content, courses, and training materials. In this course, you will explore how to enroll learners in a course.
English
Academy Setup
Course Building
Learning Management
Customer Education
Courses
CE: Setup Instructor Led Events
Instructor-led events within a Learning Management System (LMS) are the cornerstone of engaging, interactive, and impactful learning experiences. In this course, you will explore how to set up instructor-led events.
English
Course Building
Customer Education
Courses
CE: Engage with Learners via Email
Use our powerful communication tools to create, personalize and send messages to your learners. You can send hyper-relevant messages that stay true to your brand and increase learner engagement. In this course, you will examine how to engage with learners via email.
English
Academy Setup
Course Building
Learning Management
Customer Education
Courses
CS Admin: Configuring Customer Goals
In this course, you'll explore how Gainsight’s Customer Goals allow cross-functional teams to collectively capture, track and report on customer goals to drive collaboration and showcase value. You'll see how to configure Customer Goals for your team.
15 min
English
Customer Success
Admin
Courses
Introducing Gainsight's AI Agent in Slack
In this course, you will explore how Gainsight's AI Agent in Slack can transform your daily interactions with customer data. Discover how to access instant, context-rich answers about your accounts directly within Slack, enabling you to make informed decisions swiftly and share insights across teams.
10 min
English
Adoption Champion
Courses
CS End User: Horizon Reports & Dashboards
Learn how Dashboards can provide data-driven insights to help drive your workflow. (Note: This course focuses on the Horizon version of Reports & Dashboards, which is being released in a phased manner in the first half of 2021.)
12 min
English
Customer Success
End User
Courses
Dashboards
Reports
CS End User: Success Plans
Covers how to take advantage of Success Plans to capture, track activity, and share progress on your customers’ key goals as well as other key moments of truth along the customer journey.
10 min
English
Customer Success
Success Plans
End User
Courses
CS End User: Day in the Life of How a CSM Uses Gainsight
You'll see how a CSM uses Gainsight on a daily basis to manage their workload. You'll explore tips and best practices for maximizing the value of Gainsight Home, Cockpit, C360, Timeline, and integrations with tools like Zoom and Gong.
60 min
English
Customer Success
End User
Courses
CE: Enroll Learners in a Course
Enrolling learners refers to the process of registering individuals within the Customer Education platform, granting them access to educational content, courses, and training materials. In this course, you will explore how to enroll learners in a course.
English
Academy Setup
Course Building
Learning Management
Customer Education
Courses
CE: Content Performance and Assessment Reports
In the course Course & Learner Engagement Analysis, we reviewed the first half of the reports available in the Analytics area. This course covers the remaining Content Performance and Assessment reports.
English
Learning Management
Customer Education
Courses
Reports
Connecting PX and CS with an Identifier
Explore the importance of selecting global identifiers for a PX and CS integration, how to choose them, and how to load the global identifier into PX if it doesn't already exist.
15 min
English
Customer Success
Product Experience
Courses
CS + PX: WALK Use Case: Survey Integration, Product Adoption JO
You will explore how to import survey results into CS to increase the visibility of user feedback, identify advocates, and spot churn risk in real time. You'll also examine how to use PX and Journey Orchestrator to optimize your customers' experience and improve product adoption at scale.
15 min
English
Customer Success
Surveys
Product Experience
Courses
CS + PX: RUN Use Case: Triggering PX Engagements and Surveys from Journey Orchestrator
In this course, we're going to be taking our PX and CS use cases even further so they can work even better together. We'll explore how to collect feedback through applications, analyze real-time NPS results, and create tailored responses to survey results using Journey Orchestrator and PX.
15 min
English
Customer Success
Journey Orchestrator
Surveys
Product Experience
Engagements
Courses
CS + PX: CRAWL Use Case: Reports/Dashboards, Scorecards, and CTAs
In this course, we'll walk through several simple use cases for using these two programs together. You will see how to use Report Builder to increase the visibility of product adoption metrics to identify advocates, expansion opportunities, and spot churn risks. You'll also examine how to use adoption data-driven health scores to identify risks and opportunities. Finally, you'll see how to identify and tak
15 min
English
Customer Success
Scorecards
Product Experience
Courses
Dashboards
Reports
Restoring Your Salesforce Connector
Re-authenticate your Salesforce connection, refresh metadata, and safely backfill your data after the Security Advisory.
English
Customer Success
Admin
Security Advisory
Restoring Other Connectors
Re-authenticate and restore Snowflake, S3, PX, and BigQuery connectors after the Security Advisory.
English
Customer Success
Admin
Security Advisory
Journey Orchestrator Restoration
Restore your JO programs safely, handling MDA-only vs SFDC-dependent programs, backdating, and cloning strategies.
English
Customer Success
Admin
Security Advisory
Renewal Center Restoration
Restore your Renewal Center by identifying data sources, running backfill jobs, and validating Opportunity sync between Gainsight and Salesforce.
English
Customer Success
Admin
Security Advisory
Final Validation & Resuming Operations
Complete your restoration with final spot-checks, resume your operations, and learn about Adoption Explorer, Renewal Center, and Gainsight Assist.
English
Customer Success
Admin
Security Advisory
Customer Stories on Managing and Preventing Churn
Learn firsthand how various companies identified potential risks, implemented effective interventions, and leveraged customer insights to reduce churn.
10 min
English
Customer Success
Courses
PX: Engagements
Learn how to build and deploy in-app engagements to inform your users, promote your product, and drive greater adoption. Engagements can include Guides, Sliders, Surveys, and more.
25 min
English
Product Experience
Engagements
Courses
PX: Knowledge Center Bot Configuration (2025)
In this course, you'll learn how to configure the Knowledge Center Bot. The Knowledge Centre Bot is an onboarding assistant that contains links to engagements, articles, and external URLs to help you onboard new users and educate existing users.
15 min
English
Product Experience
Knowledge Center Bot
Courses
Introducing Gainsight's AI Agent in Slack
In this course, you will explore how Gainsight's AI Agent in Slack can transform your daily interactions with customer data. Discover how to access instant, context-rich answers about your accounts directly within Slack, enabling you to make informed decisions swiftly and share insights across teams.
10 min
English
Adoption Champion
Courses
CS End User: Customer Goals
In this course, you'll explore how Gainsight’s Customer Goals allow cross-functional teams to collectively capture, track and report on customer goals to drive collaboration and showcase value.
10 min
English
Customer Success
End User
Courses
CS End User: Success Snapshots
This course covers Success Snapshots, which is a powerful tool that enables you to export client-specific data, including reports and tokenized information, directly into your slide deck.
5 min
English
Customer Success
End User
Success Snapshots
Courses
CC: Community Module: Structure, Content, & Permissions
This course will guide you through the process of configuring the Community Module for your Customer Community.
15 min
English
Customer Communities
Courses
CC: Customer Communities Integrations
This course describes the integrations available for Customer Communities, how to set them up, and what you can use them for. SSO, API tools, and Third-Party Scripts are also covered.
30 min
English
Customer Communities
Courses
CE: Create a Dynamic Quiz
In this course, you will explore how to create a dynamic quiz, ensuring that each learner will take a different version of a quiz.
English
Academy Setup
Course Building
Customer Education
Courses
CE: Create an Assignment
Incorporating assignments into eLearning courses enhances the overall educational experience by promoting active learning, critical thinking, and the application of knowledge, ultimately leading to better learning outcomes. In this course, you will explore how to create assignments.
English
Academy Setup
Course Building
Customer Education
Courses
CE: Build Interactive Tutorials Quickly Using the Iorad Integration
Iorad is a learning activity available in Course Builder that makes creating, sharing, and learning content easy. In this course, you will explore how to use Iorad to create a step-by-step, interactive tutorial.
English
Course Building
Customer Education
Courses
Gainsight Administrator Practice Exercises
It’s time to take the next step in your learning journey. These practice exercises will help you apply what you’ve learned so far, and take your Gainsight administration skills further. They will also help prepare you for the Level 2 and Level 3 Gainsight certification exams.
Practice
English
Customer Success
Admin
Courses
Practice-tests/exercises
CS Admin: Connectors
Prepares you to use a variety of Connectors such as Zendesk, Jira, Hubspot, Snowflake, and more, to sync data into Gainsight.
30 mins
English
Customer Success
Admin
Courses
Connectors
Staircase AI: Health Score
Welcome to the Staircase AI Health Score course—your comprehensive guide to understanding, interpreting, and applying one of the most powerful tools in modern Customer Success.
10 min
Staircase
English
End User
Courses
Staircase AI: Introduction
Welcome to Introduction to Staircase AI, a foundational course designed to equip Customer Success teams, managers, and executives with a comprehensive understanding of Staircase AI (ST)
15 min
Staircase
English
End User
Courses
Staircase AI: Executive Dashboard
In this course, you’ll explore how the Executive Dashboard serves as a centralized, real-time command center, designed primarily for executives who need to track business performance and strategic outcomes.
14 min
Staircase
English
End User
Courses
CE: Configure Academy Settings
This course is designed to empower you with the knowledge and skills needed to navigate, customize, and optimize the settings of your LMS effectively. From user preferences to course configurations, embark on a journey that will not only demystify the various settings but also empower you to create a tailored and seamless learning experience for your learners.
English
Academy Setup
Customer Education
Courses
CE: Getting Started with Customer Education
The Customer Education platform helps businesses easily create, customize, and provide the best learning experiences for customers. Your team can manage all your learning content in one place using a variety of formats to engage learners. In this course, you will explore how to get started with Customer Education.
English
Academy Setup
Learning Management
Customer Education
Courses
CE: Customize Your Academy Website
Using out-of-the-box tools you can change design elements like brand colors and site logos to create a visually appealing learning journey that's been customized for your audience. In this course, you will explore how to customize your Academy with the Design tab.
English
Academy Setup
Customer Education
Courses
CE: Modify Your Academy's Layout Using Templates
The Themes & Templates tab gives you access to the templates that control the design and layout of your academy. In this course, you will explore how to view templates currently being used, download them, and upload new versions to modify their design.
English
Academy Setup
Customer Education
Courses
CE: Work with Gainsight to Design Your Ideal Academy
If your package purchase includes the option, you can work with our onboarding team to pick the design of every aspect of your academy. In this course, you will explore how to work with Gainsight to design your ideal academy.
English
Academy Setup
Customer Education
Courses
CE: Managing Internal Roles & Permissions
There are 3 ways we categorize people in the LMS: Learners, Managers, and Admins. In this course, you will explore how to manage internal roles and permissions.
English
Academy Setup
Learning Management
Customer Education
Courses