gainsight-celebrate-customer-milestones implementation guide

---
agent_capabilities:
- Ambient Agent
availability: IDEA
description: When a customer hits a success milestone (ROI threshold, adoption spike,
  renewal anniversary, certification), the agent detects it from telemetry/CRM signals
  and compiles context (metrics, modules, key contacts). It drafts an executive congratulations
  note, routes to the CSM for one-tap approval, and sends via the email.
name: Celebrate Customer Milestones
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3ECustomer+hits+success+milestone%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22Gathering+milestone+context%22%2C%22status%22%3A%22success%22%2C%22content%22%3A%5B%7B%22apiBlock%22%3A%7B%22title%22%3A%22Compiling+details+on+ROI+threshold%22%2C%22connectorName%22%3A%22gainsight%22%2C%22code%22%3A%22%2F%2F+API+call+code%22%2C%22language%22%3A%22javascript%22%2C%22caption%22%3A%22%22%2C%22overrideImageUrl%22%3A%22%22%7D%7D%5D%7D%5D%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22Drafting+executive+congratulations+note%22%2C%22status%22%3A%22success%22%7D%5D%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHeads+up%21+Your+customer%2C+%3Cb%3EAcme+Corp%3C%2Fb%3E%2C+just+hit+a+major+milestone%3A+%3Ci%3E150%25+ROI+achieved+in+Q2%3C%2Fi%3E+based+on+our+latest+telemetry+data.%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EI%27ve+drafted+a+congratulatory+email+to+their+executive+sponsor%2C+Jane+Doe.+Here%27s+a+preview%3A%3C%2Fp%3E%3Chr+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22+%2F%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cb%3ESubject%3A%3C%2Fb%3E+Celebrating+Your+Success%21%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHi+Jane%2C%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EI%27m+thrilled+to+share+that+Acme+Corp+has+achieved+an+incredible+150%25+ROI+in+Q2+using+our+platform.+This+is+a+testament+to+the+hard+work+of+your+team+and+our+strong+partnership.%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EWe%27re+honored+to+be+part+of+your+journey+and+look+forward+to+continued+success+together.%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EBest%2C%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EAlex+%28CSM%29%3C%2Fp%3E%3Chr+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22+%2F%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EWould+you+like+me+to+send+it%3F%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22salesforce%22%2C%22citationTitle%22%3A%22Acme+Corp%22%7D%2C%7B%22connectorName%22%3A%22snowflake%22%2C%22citationTitle%22%3A%22Q2+ROI+Report%22%7D%5D%7D%2C%7B%22buttons%22%3A%5B%7B%22buttonText%22%3A%22Send+Email%22%2C%22style%22%3A%22filled%22%7D%2C%7B%22buttonText%22%3A%22Edit+Draft%22%2C%22style%22%3A%22outlined%22%7D%2C%7B%22buttonText%22%3A%22Don%27t+Send%22%2C%22style%22%3A%22text%22%7D%5D%7D%5D%7D%5D%2C%22userConfig%22%3A%7B%22userName%22%3A%22Gainsight%22%2C%22initials%22%3A%22U%22%2C%22providedIcon%22%3A%22silhoutte%22%2C%22imageUrl%22%3A%22https%3A%2F%2Fwww.pillar.vc%2Fplaylist%2Fwp-content%2Fuploads%2Fsites%2F3%2F2020%2F09%2F186247466690_01b63d2a25eb67f2aa5b_512.jpg%22%7D%7D
solution_tags:
- Customer Success
systems:
- gainsight
---