PX Product Ideas
PX Product Ideas
- 656 Posts
- 1,438 Replies
Salesforce Case creation from KC BotCurrent Functionality
We want to move our knowledge centre that is currently held on Salesforce so that it is in app via the KC bot. We still need a way for our users to submit support cases, so I was wondering if it was on your roadmap to have case creation for SF from the KC bot?Or if you have a fun workaround that would also be appreciated - the feedback option doesn’t really work for us.
We have several engagements live at once, would like to be able to view in what order a user sees them. Like on average in what order and how long in between a user goes through our “flow” of the engagements. Right now we have different audience rules in combination with throttling/priority rules for several engagemangets, but it’s very difficult to know if we have created the flow of engagements we had in mind to begin with or if we’ve made any mistakes when it comes to logic/order etc.We monitor dashboards, the analytics and the admin console to see if anything looks suspicious/wrong, but would be very helpful to have one solid view of this.
Ability to track text typed in a field w/out custom eventResponse from Customer
One thing our team is incredibly conscious of is making sure we’re not taking up precious developer resources for anything other than building our product. I know this is possible through custom events but it would be great to have a way to track text typed in a field (e.g. search query) without the need of developer intervention. It appears that another tool similar to Gainsight PX (I won’t name names) has the ability to do this. thank you!
The functionality of the ‘default dashboard’ is incorrectly implemented because it’s preventing the user from clicking on anybody else’s shared link to their dashboard.If I have checked an option on some dashboard to make it a default, I simply can’t click on anybody’s link anymore because I’m always redirected to my default one.Please correct this annoying bug :)
The current bar chart (as well as the line/donut) chart in the Adoption report is capped at showing 10 categories - I assume top 10 numerical values from ‘Measured by’. Improvements to this chart include any of the following:control the number of legend entries sum the remaining categories into ‘other’ display ALL legend entries on the x-axis Interactivity that allows selecting a specific bar to filter the underlying Events/user table control individual legend colours
When we test engagements, we often use our email address in Engagements > Users, to target it to ourselves or a few colleagues and then launch it. With engagements that will appear only one time, this means when the engagement is finalized, or modified and re-tested, the same user is unable to view the engagement again. These views by internal users are also counted toward the overall views. It would be helpful if we had an option to clear the engagement views data, for use during testing. And this is probably a separate issue, but the Preview option does not necessarily represent exactly how the engagement will appear in the app. I've seen engagements appear much larger with larger font, for example, in the Preview mode, than when we actually launch or view the guide in the app.
Given how important the “ignore throttling” option is and how people can (ab)use it, I believe it deserves to have it’s place/column in the main list of all engagements when you go to the https://app.aptrinsic.com/engagement page.Right now I can’t know which engagement has this option ticked without going inside of every one.Please take this into consideration. I believe it wouldn’t be too hard to implement too :)
We would love to be able to report on users who checked the ‘It’s okay to contact me about my feedback’ checkbox.The ‘Contact Me’ checkbox in multiple question surveys is not sortable in the analytics table. It doesn’t seem to appear in the csv export (I could be wrong about this and just be missing it under another name) It’s not available as an audience filter for engagements.It would be very useful to be able to use this at least for a follow up email engagement to close the loop on valuable feedback from certain respondents. This could be particularly useful if used in combination with segments identified as power users for instance. Thank you!Jonathan
I often interspersed a modal like this in the walk through tool my company used prior to shifting to PX: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/toast-b004be6f-979b-4f1a-9b8e-81035758d747-261604834.png[/img]The users could do whatever they needed on the page, and the modal would persist in a corner of the screen despite minor url changes. When they clicked "Next," the next step would appear. (The (?) spots reveal explainer tooltip text on mouseover--just regular html stuff that we can do in PX too) WHY IS IT USEFUL This technique worked well in cases where a user may need to take any number of steps (or no steps if already ready) before moving on to the next part of a process. It's the digital analog to a tour guide saying, "get some snacks, hit up the restrooms, meet back at the bus in ten minutes." Does this make sense and has anyone found a good way to handle this kind of function in PX?
Posting on Behalf of a customer. Currently with Engagements we can filter on Device. However, for the KC Bot, option is not available. There has been a report that KC Bot doesn’t show that well on the mobile version of a Webpage, hence the need to not show it.
Hi Gainsight community,AWS integrations for json survey responses do not currently include the multi-question survey type.This post is to both share and gain votes to also include multi-question survey data in the survey response export file to AWS.Please see below response from Gainsight engineering team: I got a confirmation from my engineering team saying that we don’t include multi-question responses in the S3 file. Please can you post this request as a feature request in our community https://community.gainsight.com/, this Community post will allow you to interact directly with the Gainsight Product team. The Product team considers popularity in prioritizing feature requests, so encourage your friends and colleagues to “me-too” the post. All further updates on this ticket will come from the post, so please “follow” it to remain up to date on this request.
Addition of filter that launches engagement when usage on account level is less than/greater than a certain amoutnAcknowledged
PX Engagements Current Currently, in the Audience section of engagements, we are able to use the ‘product mapper’ logic to launch engagements when usage is less than/greater than a certain amount. We have then combined this in the past with the user id logic in order to show pop-ups related to certain features when their usage in the tool is low OR if they have exceeded the total times they have visited the page specified in the logic. We would like to launch an engagement for certain users when usage across the whole account is less than a certain amount, not just for a single user. Use Case There are certain features in our tool that only certain users types can configure, Admins (1) and Manager+ (22), like the example you see above. Settings > Account > Review Source Credentials. Any user with these two user types can access this section and configure a feature for the whole account. If we use the logic to launch an engagement when a single user’s usage is lower than a ce
Import users via CSV / mention count in a segmentUnder Consideration
While creating a segment it would be great to have the capability to import a CSV. In addition, the imports & segments should always mention a count of the number of records it has pulled in the segment. This will help validate the segment.
Is there a way to customize a PX survey to include three options, like the one Gainsight is using?Implemented
We want to ask our users how they like certain features, and we were hoping to do exactly what Gainsight is doing at the bottom of their own forum content, like this:Is there a way to set this up that I’m missing? We want the three options, not just a boolean.
Similarly as every dashboard has an ‘i’ icon where the owner can write the short description about the dashboard, there should also be the same icon on every widget to give the more clarification to the viewer what that widget is all about.It’s realy impractical to have a separate document with the widget descriptions for the every dashboard, especially when there’s a C-level person wanting to quickly look at some numbers.
We have use cases where we would like to tag a “New” labelnext to some UI elements to raise attention to new features being introduced. This label will be persist until the guide is removed. However we can’t achieve this behavior as Navigation Bar section requires it does something (navigate to the next step or redirect). Please consider to add an option to do nothing in the dialog below
When we have product releases, I've noticed that sometimes things slip through the cracks and we break the logic in the Product Mapper. Overall, our process is that dev will apply a unique ID to any CSS element we want to track and notify us of any changes. Still, we don't always catch them all. It would be great if GPX would send alerts about the possibility of a feature in the Product Mapper being broken. I imagine this could be detected by a sudden drop in measured feature "usage" - implying that the ID on the element may have changed and GPX no longer sees it being used. Thoughts?
Engagements: Editing tooltip pointer CSSAcknowledged
Hi all, A seemingly simple task, but when editing a PX engagement I can't see how to edit the CSS style for a tooltip pointer, i.e., the little "arrow" attached to the tooltip that points to a specific location on the page. Editing the CSS for the tooltip itself is easy within the Editor, but It appears that the CSS for the pointer is outside the scope of the other styles. I assume I'm just missing the obvious and would appreciate having someone point me to the correct solution. This is important because the default color for the tooltip pointer is white, and on a page with a white background the pointer is invisible. We can override the background color in the Editor to a light gray to allow the pointer to stand out, but this is not our desired approach. Thanks! Chad
Submitting on behalf of our customer… Since the Gainsight aggregated default reports contains daily data, how to get data for the days when the integration was down/broken? How do we get historical data? Our S3 integration was in Down for 3 days due to AWS keys issue and the only way I was able to find out that by manually checking files on S3 and/or Gainsight Admin console. It would be great if PX provided the ability to execute missed/historic runs with PX Amazon S3 Integration. Also, if PX knows that the integration was down/broken then it would be great if it would automatically process and export the missing days once.
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