Overview
The Gainsight integration enables Cora.ai to access customer success data, including health scores, CTAs (Calls to Action), and usage analytics.
Integration Type: API Key, Organization-Level
Setup Time: 10-15 minutes
Required Role: Gainsight Administrator
Prerequisites
Active Gainsight subscription (CS, PX, or combined)
Administrator access in Gainsight
Organization administrator access in Cora.ai
Gainsight API credentials (Access Key)
Required Credentials
You will need to obtain the following from Gainsight:
Access Key - API authentication token
Instance URL - Your organization's Gainsight domain (e.g.,
https://your-company.gainsight.com)
Obtaining Gainsight API Credentials
Step 1: Access Gainsight Administration
Log into Gainsight as an Administrator
Navigate to Administration > Connectors 2.0
Step 2: Generate Access Key
Click Create Connection
From the Connector dropdown, select Gainsight API
Provide a descriptive name (e.g., "Cora.ai Integration")
Under Authentication Type, select Access Key
Click Generate Access Key
Important: Copy the Access Key immediately - it will only be shown once
Step 3: Note Your Instance URL
Your Instance URL is the domain you use to access Gainsight
Do not include any path after the domain (e.g.,
/v2/accounts)
Setup Steps in Cora.ai
Step 1: Initiate Connection
Log into Cora.ai as an organization administrator
Navigate to Settings → Organization Settings → Integrations
Locate the Gainsight integration card
Click the Connect button
Step 2: Enter Credentials
A credential input form will appear
Enter the following information:
Instance URL: Your Gainsight domain (e.g.,
https://your-company.gainsight.com)Access Key: The API access key you generated in Gainsight
Click Test Connection (if available)
Step 3: Validate and Save
Cora.ai will validate the credentials against Gainsight's API
If validation succeeds, click Save or Connect
If validation fails, verify:
Access Key is correctly copied (no extra spaces)
Instance URL format is correct
Access Key hasn't expired
Step 4: Confirm Connection
The Gainsight integration card will show Connected status
Connection details will display:
Connected by: [Admin Name]
Connected on: [Date]
Instance: [Your Gainsight domain]
Step 5: Enable Lifecycle Events
Track events across your customer lifecycle — from onboarding and renewals to upsells, expansion, and churn risk — so your team never misses a key moment.
Click the connected Gainsight integration card to open the settings panel
Under Lifecycle Events, toggle the switch on
Click Save
What Cora.ai Accesses
Reads: Cora.ai syncs companies, health scores, CTAs, and timeline activities from Gainsight via scheduled API polling. All data stays on Cora's infrastructure and is used to surface customer success insights.
Writes (if configured): When agents are configured for Gainsight actions, Cora can post updates to your Gainsight Timeline (e.g., logging activities or insights). Writes only happen through explicitly configured agent workflows — never automatically or without visibility. If write-back is enabled for your organization, your Cora.ai contact will walk through the specifics and provide observability for any changes made.
Configuration Options
After connecting Gainsight, you can configure:
Data Sync Settings - Select which Gainsight objects to sync (CTAs, Health Scores, etc.)
Sync Frequency - Configure data refresh intervals
Custom Fields - Map custom Gainsight fields to Cora.ai
Important Notes
Gainsight uses API key authentication rather than OAuth 2.0
Access keys may have expiration policies set by your organization
Renewing an expired key requires generating a new key in Gainsight and updating credentials in Cora.ai
API rate limits apply based on your Gainsight subscription tier