PX Product Ideas
PX Product Ideas
- 205 Posts
- 1,398 Replies
Expand all modules in the Product MapAcknowledged
I’m currently reviewing a very large product map, with 50 + modules and sub-modules. The person who built this Product Map has added page view features to all of the modules and sub-modules, along with a few click events here and there. My goal is to find a click event in this Product Map, but I’m not sure which module has click events. I don’t know the names of any of the click events, so can’t just use the search bar to locate them. In order to find one of these click events, I have to expand each module, and then open the sub-modules inside, and then open the sub-modules inside that sub-module, and so on. It’s pretty slow-going. It would therefore be fantastic if there were a single ‘Expand all’ button that I could click to expand all of the modules and sub-modules in the Product Map. This would allow me to easily scroll through the Product Map and look at all of the features inside it without 50 + clicks.
How SFDC and GSPX Connect Data. It would be so much better if the connection would have a way to link Contacts to SFDC without the LoaderAcknowledged
If we had a admin window that would tell you if a User might be a Contact in SFDC and ask you if you want to connect them this could help with the errors and also allow a much easier way to connect only the contacts that you want to between GSPX and SFDC. The connection as it is today will be very difficult to maintain and keep up to date. Also if there are errors you cannot drill down in the report to see who the errors are an how to fix them so this connect falls short here.
Typically PX Engagements retain their original size as shown in the editor, which is then shown to end users.At times if a tooltip is left or right position biased , and being close to the viewport edge of an engagement creator’s screen, if an end user viewing it has a smaller screen in the end, things can go off the viewport like below. It is desired to have some configuration to control over the responsiveness aspect of engagements. Maybe if the screen is two small, go ahead and do word wrap to fit or remove an image within the engagement or remove certain text as things get smaller. etc.
Multiple Gainsight PX tenantsAcknowledged
It would be great if multiple (at least 2) Gainsight PX tenants can track usage data and interact with a single product. This allows the different tenants to independently track PX, show engagements to the user and provide different KC bots. Why is this important?Customizing a product is not unusual for enterprise software. While engagements or the KC bot will work well for standard components they might be useless for customized user workflows. Even though the customer refrains from customizing the software the user workflows might still differ. Individual company policies will render engagements, e.g. guided tours, useless. Customers are very interested in their own product adoption, including individual requirements about what should be tracked. Customers want to bring their own company knowledge into individual KC bots.A single tenant hosted for a customer would satisfy the customer’s needs depicted in 1.-4. However, I will lose the ability to track the customer’s PX.Solution: Two
[Zendesk Requests Feature] KC Bot : Allow For Sending Of Custom Field On Ticket CreationAcknowledged
It is found for certain ticket default forms, different fields are marked as required when creating a ticket in Zendesk. Although the “Zendesk Requests” feature can directly create Zendesk tickets after a feedback is submitted in KC Bot, request from PX fail Zendesk validation due to x required field, as PX typically sends subject and description. Given the PX config isn’t able to config additional custom fields to send to Zendesk, it be nice to have that function to cater the different required fields customers have.
We recently moved from Zendesk and Intercom to HubSpot to consolidate our ticket management system and CRM. It would be helpful to integrate with HubSpot Service Hub’s Knowledge Base similar to the Zendesk integration so we could continue to utilize that functionality.
Ability to set an expiration date for an articleAcknowledged
As an administrator, I want to set an expiration date for an article and know this will fall off automatically when I tell it to. Today, I have to set a reminder in Slack or in Outlook to remind myself to remove it (or just come across it later in the future sometime). This is a nice-to-have feature and will simply help with bot content management. This request should considered for a guided tours as well.
Feature Adoption > Group by 'Module'Acknowledged
In our Product Mapper we have grouped functions by Module, but when I go into the Feature adoption I can only group by feature and not by module. I think the feature granularity is not always going to work for us if we want a high-level view of module usage.I can get the individual events in a dashboard by adding a ‘Feature performance’ widget filtered by Module, so can get the individual numbers, but essentially I just want a bar chart where I have all the events by some date granularity (week? day?) split by module.
Having the ability to add columns to the Feature Adoption table would allow a deeper level of understanding of events or users. These columns could be user and/or global context fields. These columns and the split data would then also show up in the csv export.Functionality could be similar to the ability to ‘Arrange Columns’ in the Audience explorer.
When working with the Feature Performance widget in PX, it would be helpful to be able to customize the color of the lines displayed or at least to be able to manually rorder the data sets in the legend so we can have consistency across multiple widgets that compare two sets of modules. Will help with understanding multiple widgets at once without having to hover over each visualization to understand which color corresponds to which module.
More options when amending buttonsAcknowledged
Hi Guys, It might just be me, but I seem to struggle with amending previously created buttons. I currently have to go into the coding side and amend colours etc - and the dropdown options aren’t too helpful. is there any way you can bring more options to the drop down to help me quickly amend buttons? if it is at all possible to anchor a button over the top of an image (so we can have custom backgrounds on dialog engagements) that would be amazing!
Refresh all your analytics reports at onceAcknowledged
Hi everyone, We think that it would be great to have one “global button” which each user could use in order to refresh all his/her reports in one go. In the current setup, we need to enter (for example) in each funnel that we created separately in order to be able to input the refresh command. Then we need to wait for a few minutes for this funnel to update the data and then we need to repeat this process for the next funnel. This feels like a big time waster.
We're trying to build an onboarding checklist, where each onboarding step could be marked as completed based on a condition.For example, if one of the onboarding steps is “install an agent”, we’d like to be able to check the number of agents installed for the user (via a predefined “installation” custom event), and if the number of agents installed is 0, we’ll show the onboarding step as uncompleted and it will only be marked completed once the user finishes the flow. However, if the number of installed agents is MORE than 0 when the user first logs in, then the onboarding step will be shown as completed from the get go, without the user needing to complete the step (because they’ve already fulfilled the condition). Note that this is different from defining the audience, since here it’s a condition for marking as completed, not a condition for showing the engagement in the first place.
Text badge supportAcknowledged
In addition to icon badge we have many use cases where a guide is launched from a text badge. Since text badge is not supported we tried to work around this limitation by creating a tooltip guide which hide all navigations and use a custom button to overlay on top of Next button in order to mimic text badge behavior. But we still can’t hide the triangle/caret from the tooltip step/engagement guide to match our design. Please consider to add text badge support.
Custom button API to close/navigate a guideAcknowledged
Often we need to create custom buttons to close or navigate a guide as built-in buttons don’t fit in our design or can’t be customized to the level as needed. However with custom buttons we don’t have API to take standard actions such as close the engagement or navigate to the Previous/Next steps in the guide. There are existing tips/workaround to close a Dialog engagement but the same tip doesn’t work for Guide engagement.
Hello All, Submitting this on behalf of one of our customer who shared a product enhancement idea to receive integration failure notification in case of any failures during the data sync with PX. For example when SFDC, Webhook or Slack sync with PX got failed it should send a failure notification to the Admins configured the Sync job. Another use case for admin console notifications is when guides have an error, sending a notification to a comm channel (teams, slack, email, etc.) would alsobe amazing.
-- Submitting this on behalf of the customer --Goal: Would like to get our users the engagements they need OnDemand without requiring so many bots. Below I’m framing the approach with the current functionality, but would like to have an easier and more manageable solution. In general, Admin users of our platform might get access to engagements 1, 2, 3, 4, 5. However, these same users may need access to additional engagements based on the products they’re subscribed to. For example:Admins subscribed to Product A might get access to engagements 1, 2, 3, 4, 5 plus 6 & 7.Admins subscribed to Product B might get access to engagements 1, 2, 3, 4, 5 plus 8 & 9.Admins subscribed to Product C might get access to engagements 1, 2, 3, 4, 5 plus 10 & 11.Admins subscribed to Product A & B might get access to engagements 1, 2, 3, 4, 5 plus 6 & 7, plus 8 & 9.Admins subscribed to Product A & C might get access to engagements 1, 2, 3, 4, 5 plus 6 & 7, plus 10 &
Export PX Users With a Specific Permission LevelAcknowledged
Hello everyone,It would be convenient if we would have a way to export a list of all our employees with access to PX and with a specific level of permissions. For example, if we would have a “button” to export all our employees with “Manager permission” for Product Mapper. In the current setup, we would need to click on each and every user to check his/her permission levels and then write it down in a list somewhere on the side.This can be especially useful in case that our PX Admins notice some critical changes which were not planned by them - so they need to investigate who made these changes, why and what else was changed by the same user.
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
For Knowledge Center Bot, implement Knowledge Base search authentication at the user levelAcknowledged
Currently, PX only supports the authentication with our supported Knowledge Base integrations using a single, shared user account or API token. Therefore, all users will be able to search/view the KB content within Knowledge Center Bot using the permissions and access levels assigned to that user or API token. It would be a more secure and better user experience if users could only search/view the KB content they are entitled to consume. This option is supported for Zendesk in other comparable applications to PX.
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