Support Resources
We’re ready to help
If our Knowledge Base and troubleshooting info didn’t help, please open a ticket with our support team using the form below. You can also email us if you’d prefer.
Our team rarely sleeps, but officially, our support hours are Mon. – Fri. 9am – 5pm CST. You can expect a response within a few hours of submission during those hours.
Intelligage on AppExchange
Connect to App ExchangeYou've taken the first step to install Intelligage in your Salesforce Organization! Now let's finish our setup! 1) Installation If you haven't installed the package into Salesforce Click here for the link now to add the latest Customer Success...
Getting Started with CompleteCSM NOW!
How does it work?From Collecting Signals and understanding customer intent, there is only one way to coach your CSMs to take it to the next level!
CompleteCSM on AppExchange
Welcome to CompleteCSMYou've taken the first step to install CompleteCSM in your Salesforce Organization! Now let's finish our setup! 1) Installation If you haven't installed the package into Salesforce Click here for the link now to add the latest Customer Success...
How-To: Slack Setup and Connectivity
Welcome to Customer Intelligence for Slack. Get started now! Customer Success Intelligence from Slack conversations with Customers, delivered via Slack. Your customers and their stories are everywhere. Mixed in with the noise are the key digital signals revealing...
How-To: Replicate OtherUsage Rule – for Loyalty Heat Map in CompleteCSM!
In CompleteCSM for Loyalty Reflection to work on customer tab, we need to take our current usage field, and copy it over to the usage field ActiveUsers__gc. The "Users" field (all users purchased by a company) is a standard field in Gainsight that you are using. Then...
How-To: Replicate Customer Role Rule – required for Human First Factor scorecard!
In Gainsight, we populate a Customer Scorecard called Human First Factors, this depends on the role of the user in a certain field called Role in the Person object. What we'll need to do is create a rule to copy over the Role in Gainsight from the Company person to...