PX Product Ideas

PX Product Ideas

  • 661 Posts
  • 1,450 Replies

661 Posts

kate_green
Champion
kate_greenChampion
shared in PX Product Ideas

Dynamically Select Google Search Knowledge Base URL for each BotImplemented

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

25
M
Shoshin
13 hours ago
rschlette
Gainsight Employee: Shoshin
rschletteGainsight Employee: Shoshin
shared in PX Product Ideas

Include Email OPEN Event for Email Engagement Audience Logic RuleNo Status

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.

1
JayS
Veteran Rookie
15 hours ago
alb
Veteran Rookie
albVeteran Rookie
shared in PX Product Ideas

Capture Screen Resolution, Browser Size, Device Type, OS of UsersAcknowledged

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!

3
T
1 day ago
link_black
Gainsight Employee: MVP
link_blackGainsight Employee: MVP
shared in PX Product Ideas

Add PX Analytics filter options for Browser and Device TypeNo Status

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:   

4
O
1 day ago
S
sydney.birelyRegistered User
shared in PX Product Ideas

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.  

0
S
1 day ago
Pauline
Shoshin
PaulineShoshin
shared in PX Product Ideas

Be able to change color of "completed" subject in KCBNo Status

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.

0
Pauline
Shoshin
1 day ago
S
Gainsight Employee: Rookie
srinivas myakalaGainsight Employee: Rookie
shared in PX Product Ideas

Ability to have different content(Engagements) depending on which URL the user is onImplemented

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.  

7
M
Shoshin
2 days ago
M
Shoshin
mmarquesShoshin
shared in PX Product Ideas

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. 

4
M
Shoshin
2 days ago
S
Gainsight Employee: Shoshin
SurendraGainsight Employee: Shoshin
shared in PX Product Ideas

Ability to filter using number of visits on user level in reportsNo Status

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.

0
S
Gainsight Employee: Shoshin
2 days ago
S
Gainsight Employee: Shoshin
SurendraGainsight Employee: Shoshin
shared in PX Product Ideas

Customize Survey icons in optionsNo Status

Ability to customize the survey options. (icons)Like for a boolean option to edit thumbs option to any other icon. for instance true or false.This would help to increase use cases of utilizing these surveys.

0
S
Gainsight Employee: Shoshin
2 days ago
rschlette
Gainsight Employee: Shoshin
rschletteGainsight Employee: Shoshin
shared in PX Product Ideas

Improve Accessibility by Using Heading Elements for Engagement TitlesNo Status

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.

2
rschlette
Gainsight Employee: Shoshin
2 days ago
Stuart
Shoshin
StuartShoshin
shared in PX Product Ideas

PX: Zendesk Direct Integration: Creating Tickets in ZD via KC Bot FeedbackPlanned

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

1
aharkut
2 days ago
JayS
Veteran Rookie
JaySVeteran Rookie
shared in PX Product Ideas

Have engagement search return a results listNo Status

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.

0
JayS
Veteran Rookie
5 days ago
JayS
Veteran Rookie
JaySVeteran Rookie
shared in PX Product Ideas

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.

3
J
7 days ago
Molly.McQ
Shoshin
Molly.McQShoshin
shared in PX Product Ideas

Export Dashboards and Associated DataNo Status

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.  

0
Molly.McQ
Shoshin
9 days ago
broghanzwack
Gainsight Employee: Rookie
broghanzwackGainsight Employee: Rookie
shared in PX Product Ideas

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.   

0
broghanzwack
Gainsight Employee: Rookie
15 days ago
A
Shoshin
andrew.fowlerShoshin
shared in PX Product Ideas

Allow for data transformations in Salesforce IntegrationNo Status

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. 

0
A
Shoshin
16 days ago
W
writer-samRegistered User
shared in PX Product Ideas

Support for the object tag in PX Product MapperNo Status

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.

1
S
Gainsight Employee: Rookie
16 days ago
rschlette
Gainsight Employee: Shoshin
rschletteGainsight Employee: Shoshin
shared in PX Product Ideas

Log Date in GainsightPX_User_Engagement_Clicks report human readableNo Status

The Date field in the GainsightPX_User_Engagement_Clicks report gets logged as Unix epoch time. A human readable format is much easier to use, and is common in other AWS integration export files.

0
rschlette
Gainsight Employee: Shoshin
19 days ago
S
Gainsight Employee: Rookie
srinivas myakalaGainsight Employee: Rookie
shared in PX Product Ideas

Trigger webhook events for the events generated through API.No Status

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.

0
S
Gainsight Employee: Rookie
20 days ago
ArthurVV
Shoshin
ArthurVVShoshin
shared in PX Product Ideas

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.

2
ArthurVV
Shoshin
20 days ago
ArthurVV
Shoshin
ArthurVVShoshin
shared in PX Product Ideas

Article Content Editing - Ability to resize the rich text editorNo Status

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. 

0
ArthurVV
Shoshin
21 days ago
rschlette
Gainsight Employee: Shoshin
rschletteGainsight Employee: Shoshin
shared in PX Product Ideas

Add 'Created By' field to PX User and Account AttributesNo Status

Adding a 'Created By' field to PX’s custom User and Account Attributes would allow admins to better track change management and assign ownership/maintenance for these attributes

0
rschlette
Gainsight Employee: Shoshin
22 days ago
JPKelliher
Team Captain
JPKelliherTeam Captain
shared in PX Product Ideas

Pause Content without Having to Remove it from K-BotNo Status

Hey Folks,Have you ever needed to make a minor update to an engagement but were locked out because it was active? And then you go to pause the engagement to make the quick edit, but again, blocked because the engagement is also housed in a K-Bot library. It would be really great if we could make an update on the fly without having to:Start on the engagement you notice has a spelling error Find the Right K-Bot where the engagement might be housed (there is no way to know without looking through each K-Bot) Find and remove the engagement Go back to the engagement launcher and pause it Go to the engagement editor and make the update to word or phrase Go back to the engagement launcher and launch it Go back to the K-Bot and find the engagement again (BTW it is no longer in the same order as it was when you removed it, so you will need to search through every engagement available to every K-Bot.) Add it back to the Bot. Re-order it  in your K-Bot Menu and/or assign it to a Category. Save th

5
M
Shoshin
22 days ago
JPKelliher
Team Captain
JPKelliherTeam Captain
shared in PX Product Ideas

Role Based Access Control (User Management)No Status

It would be very helpful to allow higher level of “view” access to user engagements and Knowledge Bots. View currently only allows system users to see the list of engagments, it would be nice to allow the user to “view” the editor page without ability to edit. This way, they can see what currently exists without permissions to edit. We have a lot of Marketing team members that would like to see what is available and determine if we need yet another message or if we can simply relaunch an older message.

1
M
Shoshin
27 days ago

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