[Closed] PX Product Ideas
[Locked for migration] PX Product Ideas
- 663 Posts
- 1,453 Replies
Hi folks, I’ve been asked for this capability weekly by our product and design teams for what seems like months now. I don’t understand why PX can track browser type, but you don’t bother to track screen resolution, browser frame size, device type, nor OS while you’re at it. Imagine how nice it would be to limit visibility of a guide or dialogue to someone who has their window size too small or is on a particular device? Or the ability to adjust guides based on resolution? Not to mention being able to report on what your user base has for set up so we can better design our products. We don’t want to install (yet another) product to track just this. Please help!
It seems very strange to me that when using the widget, the knowledge center is expandable to provide the user with more space to view a video or article. However, if I use the embedded (mapped to UI element) option, the knowledge center is NOT expandable. Can the ability for the user to expand the KC bot be added to the embedded bot option?I believe this is also what @molly.phillips was referencing in another idea post. Apologies, Molly, if I’ve misunderstood your comment.
Hello to PX Product team, I would love more user management for PX end-user. Better analytics around access and control over access for users. As well as ability to inactive rather than delete. Additional profile fields to help us understand our stakeholders and responsibility. An open text field would be great for notes on our end-user. For security reason we need to be able to manage our end users. who has access to what pieces of PX. We have close to 86 users and there is no auditing trail for changes. So you can see the need here. Best Regards, Darshana Shah
Posting on behalf of a customer: In a KC Bot Currently we cannot show different engagements based on the URL the user is currently on. It would be great if we could show the different content(Engagements) based the URL the user is on. Use Case: If a user in on a URL1 then the user should see Engagements(if any) related to URL1 in KC BOT and If a user in on a URL2 then the user should see Engagements(if any) related to URL2 in the same BOT.
I have a customer using Google Search knowledge base integration but they would like to be able to assign a specific URL to each bot, based on language. The use case here is that there are separate documentation sites for each language of documentation, which have unique URLs: https://help.company.com/espanol/vshttps://help.company.com/support.html
Email OPEN events are not currently available for Email Engagement Audience Logic rules. Including OPEN in this event list would facilitate email engagements like ‘send email B to users who did not open email A’, ‘send reminder email B to users who did open email A’, etc.A GET request to the EmailEvent can return emailTrackType: EMAIL_TRACK_OPEN. That’s the event that would be great to add here.
Posting on behalf of a customer… It would be great to include Browser and Device Type as available filters in PX Analytics. We still use Google Analytics for this analysis and would like to do this in PX if possible. Gainsight Add-on… We do currently support targeting PX Engagements by Device, platform (OS), and Browser and we also have a Dashboard widget available for Browser analysis. See below screenshots:
Add 'Resizable' Option to Embedded KC BotsAcknowledged
Currently, the option to make KC Bots ‘Resizable’ (shown below) is only available for the KC Bots that use the PX Widget. We do not use the widget, our KC bots are embedded in our UI but we could really use the “resizable” functionality still. I think this would be a very important enhancement to the KC Bot.
At the moment in KCB, if you have a section with for example the name “Section” that has articles in it, you can select a color for the “Section” copy. When the user has read all the articles in that section the color of the copy will be lighter, to indicate it’s completed. We would like to disable the function where the color becomes lighter, or be able to pick which color it should be once completed. Reason for this is we want to have “permanent” content for sections, like “always on” articles so to speak, so we don’t what the copy to be lighter since we don’t consider the section to be “in progress/completed” etc.
Ability to undelete an engagementNo Status
When you delete an engagement, it would be helpful if the engagement went to a “trash” or “archive” area instead of being completely deleted. Administrators could then go to that area and undelete engagements.Accidents can happen where someone accidentally deletes the wrong engagement. This feature would make it easy to reverse deletion.
It would be good to have the option in filters for user attributes, on number of visits in reports.We are able to see this in the UI in audience explorer but not able to apply it in filters.It would be good to identify users who are not adopting and can use these filters to engage them.
Screen readers use HTML Section Heading elements (e.g. h1, h3, etc.) to specifically announce content as headings. PX is using div elements (e.g. .px-tooltip-title-wrapper) as containers for titles, so the screen reader does not read them as headings. This reduces accessibility. Consider the Guide tool tip, for example. The distinction between the title and the body text is pretty critical. The workaround is to disable the title and manually code a heading element into the body of the engagement. This works in theory, but in practice this would need to be done for every localization version of every engagement, making it relatively impractical.
Hey Folks, We have implemented the creation of Zendesk tickets via PX via: Admin > Engagement > Feedback > Created Category with Zendesk Request enabled. This successfully allows end users to create tickets to the Support team; however, I feel that this could be greatly improved with literally the changing of words. When a ticket is submitted, the wording ‘Thank you for your feedback’ is shown to the end user; I get that the feature was initially introduced to provide feedback, however it is now also an integrated route for creating Zendesk tickets, and in this scenario it’s not a great UX to see ‘feedback’ when actually you’re wanting help. An improvement would be to allow for the wording to be changeable by the PX admin, or changed to something generic that would make sense for scenarios of both providing feedback or a support ticket. If there’s a known solution either to change this wording, or another solution available to allow ZD tickets to be created using KC bot/engage
It would be great if, when searching for an engagement by name, you could hit enter and get a list of matches. Currently, you just get the dropdown that truncates the engagement names and hovering doesn’t display the full name. It’s then hit-or-miss by clicking on one to see if it’s what you wanted. THEN, if you search that keyword again, the dropdown results are not shown in the same order! So it’s an even more complex game of hit-and-miss.If the search finds 6 engagements with the keyword I enter, it would be great to see just those 6 appear in the regular engagement list view. Similar to how the engagement list changes if you click on a filter or a label.Also, I don’t know if this needs to be a separate idea, but it would be great to be able to export a list of engagements: full list, filtered list, labeled list, search results list, etc.
Have option for "Completed" Engagement StatusAcknowledged
I recently had a scheduled engagement so users could register for a live webinar. I only wanted the engagement to appear for a couple weeks, then stop. I’ve noticed with other scheduled engagements the Status will change to “Completed” after the date range used. With this recent engagement, I also had it displayed in the bot, so users could find it there as well. The scheduled was set to expire at 9:00am today, then I removed it from the bot. The Status is still showing as “Active.” My suggestion is that we have an option to change an engagement status to Completed. That would make it easier for filtering and reporting. I know that I can change the status to “Paused” but that is not an accurate designation. Plus, then in the “Paused” category when filtering, some of them are paused (for editing, etc.) and some of them are Completed.
In an organization in which not every user has access to PX or to share with a customer who may not have a PX license, it would be helpful to enable PX users/admins to seamlessly export Dashboards and their associated report/widget data externally (PDF, PPT, excel, etc.). Currently, this requires the PX user to manually capture images of the dashboard/widgets and export the csv data, then merge this in a single sheet/presentation. As these are images, it is not possible to drill into the data. Use Case: PX usage data is needed by a member of the organization who does not have PX access or this information needs to be shared with a customer. The dashboard and associated reporting is created in PX then shared externally for data transparency.
Find and replace CSS selectorsAcknowledged
Scenario: A PX admin builds a full Product Map and Engagements based on v1 of their application. V2 comes out, and the engineering team informs the PX admin that they updated several HTML elements. Now, the PX admin needs to manually comb through the Product Map and Engagements in order to find and update the CSS selectors that have were affected by the UI change. Problem: Locating all instances of a specific CSS selector can be tedious and challenging, especially if the PX subscription has a large Product Map, multiple products, or many Engagements). Proposed solution: Allow PX admins to bulk edit CSS selectors across both the Product Map and Engagements. Perhaps we could expand on the feature cloning functionality to work for existing features as well? Value proposition: Save time otherwise spent manually updating CSS selectors; reduce user error by ensuring that the PX admin does not accidentally miss a feature or Engagement that contains an outdated selector.
I am trying to integrate our Salesforce data to PX, but am unable to because there is a case mismatch. There should be a step where I can transform the data to get it to lookup properly. Getting the information to be the same between our CRM and products is operationally expensive, and is not guaranteed to last.
Our cloud-hosted software makes use of modules hosted in a separate domain. These modules are written as plug-n-play so can be used over our suite of products. Each product makes the module available through an object tag in its HTML code.We are unable to get the PX Product Mapper to recognise any module-UI elements embedded in the object tag. We added our product PX tag to the module code as advised by support (with Srinivas Myakala) to no avail. Further testing with support have concluded that the object tag is not being treated the same as iframe tags by the Product Mapper.This is an important issue to our company as we would like user analysis to continue inside the new modules.
Posting on behalf of customer:Hi Team,Currently, we can get the webhook events generated for the events that are initiated from the application like new user signup/custom events/engagement.But for events that we can be generated via API like custom event/new user creation cannot trigger corresponding webhook events. It would be great if we can extend this feature to the events from API as well.Thanks,Srinivas.
Saved color palette in engagement editorAcknowledged
Currently the engagement editor has a palette of about 30 default colors that can be easily applied. It would be nice to enter hex codes that match the theme of our product and save these into this color palette to allow easily applying colors for text, headers, buttons, etc.
The “Title and Body” section of the article editor cannot be resized which makes it difficult to edit articles with a rich content like images. It would be nice to be able to resize this, or just have the content section a lot taller by default.
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