PX Product Ideas
PX Product Ideas
- 642 Posts
- 1,409 Replies
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.
Engagement Badge AnimationNo Status
It would be great to combine the Badge to launch an engagement with the hotspot animation. This would be helpful for new content that you want to direct a user’s attention to. Then, I’d want the animation to stop but the badge to remain after the user has clicked on the badge and viewed the engagement one time.
I'm running an engagement to draw attention to a new menu item in our product.I want to show a hotspot (linked to a tooltip) each time the user sees the new menu item, and only stop when they complete the engagement.This would seem a common use case - but PX doesn’t support it.
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
It would be nice to have more control, either through allowing different shapes for the clickable area or using a CSS selector to identify the clickable area. Based on the current badge options, we have to use an image, either Gainsight’s icons or an uploaded one, and the clickable area is always round. I would like to trigger engagements via a badge from:An icon that’s added in our code, rather than Gainsight’s icons. Icon added in our code A text link that’s added in our code.| Text link For #1, my workaround is to upload a transparent image that I can position over our icon.Uploaded transparent image (border added to assist in positioning)For #2, I tried a workaround that Gainsight support suggested. I mapped the text link as a feature and then used that in the audience logic to trigger the guide automatically. This works but there’s a noticeable lag. Audience logic for mapped text link
Using a badge to launch an engagement is a better option to avoid an intrusive experience for a user. It is currently supported only for the “Guide” type. Enable it for others - Dialog, Slider, and Survey. Configuring the tooltip for a badge needs some enhancements - provide the same option as the tooltip for a KC bot.
Are there any plans for adding accessibility controls to the Knowledge Center Bot widget or Embedded Bot? Being able to launch the bot from a keyboard stroke is nice but also having the ability to navigate the tabs and articles would be a great enhancement.
Allow the Knowledge Center Bot speech bubble to display once per session, not always on every page refreshUnder Consideration
Posting on behalf of a customer…When using the Speech Bubble help text in KC Bot, it is displayed always with every page refresh. It would be great is this could be configured to show only once per session. Or, if the user manually clicks the “X” close button, it will not be displayed again.
We're looking for a way to integrate gamification elements into our PX onboarding flow, and checklists and progress bars generally work very well for this.Although the KC Bot will show a checked box for every engagement a user completed, we would like to incorporate this more prominently into our engagements that we show to new users only.Ideally, there would be a engagment type that creates a checklist based on a selection of existing engagments and shows a progress bar that changes with completion of the selected engagments. Clicking on engagements in the list will close the checklist and trigger the selected engagements. This is an example I found:
Request I would love the ability to preview a Tour engagement that is currently launched. This is helpful for people who are trying to learn about how a launched engagement currently works. Current Currently, a Tour engagement must be paused before it can be previewed via the in app editor preview.
Knowledge Center Bot OnboardingAcknowledged
My team and I are going to be utilizing Gainsight PX’s knowledge center bot to onboard new users. One thing we think would enhance our user’s experience is making the knowledge center bot disappear once they have completed all of their onboarding tasks. I know we can use the rest API to pull users who completed the last engagement and update a user attribute to hide the bot, but having it automatically disappear would be very helpful.
Currently, we cannot trigger an engagement when user hovers over any of the UI element on their end application. This can be achieved using a badge. But one of the client doesn’t want to put badge over their application and wants to display the tooltip when user hovers over the required UI element. It would be really helpful if could incorporate such feature in our product.
Add simple search within user management of PXAcknowledged
Currently in PX, within User Management, there is no search bar that allows me to easily find a user who has access. If I need to update just one individual user’s permissions, I must scroll through pages of users to find their account. Please add a simple search by name or email that allows me to easily locate one of my users.
Retention Analysis DrilldownUnder Consideration
Hello, recently I demoed the Rentention Analysis report to an E level group, and they brought up the idea that it would be beneficial to see the users in the specific weeks as a drilldown. For example, within this set: We’d like to see the users themselves that fell into that week, to further identify other traits they may share. Is that possible, and I’m just missing a function?
As I understand it, currently only documents and videos can be pulled from our LMS into the knowledge center tab in a PX bot. However, our LMS also allows us to load SCORM files (Shareable Content Object Reference Model) as a learning content type but Gainsight won’t pull them from our LMS for a user to view. Any plans to include this as an option in the future?
It’s very difficult to update a template once it has been set as one. It has been recommended to use engagement cloning instead of templates to better facilitate maintenance. However, this method has risk of accidental changes to templates and no way to automatically or selectively apply the template changes. If I have 20 products, each with 10 engagements and the company colors change, we have to manually update our templates and 200 engagements with the updated CSS. This is just one aspect of template settings.As a customer with multiple subscriptions and products, I need one central place to define engagement templates and styles. I need those templates to be editable by only a few key engagement developers. I need template versioning so content developers know if they have the latest template.
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:
Emailing Bookmarked Reports for Other PX UsersAcknowledged
Posting on behalf of a PX customer: They want the ability to send bookmarked and saved reports to other CSMs (PX users). It’s cumbersome to have to let them know to sign into PX and do this themselves in their own settings. It would be much more efficient to enable this on their behalf vs. them logging into PX and enabling this themselves.
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.
Submitting on behalf of our customer… The only way to know if the PX Amazon S3 Integration export jobs were successful is to review the status of the AWS_S3_PUSH job in the PX Admin Console. It would be much preferred if we could get notified in case of failure in exporting Gainsight reports to the S3 via email/MS Teams and/or hook it up with PagerDuty.
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