PX Product Ideas
PX Product Ideas
- 642 Posts
- 1,410 Replies
Changing the Emojis in SurveysImplemented
USE CASE: In PX, with the current design we are not able to change the icons/emojis in the surveys. For E.g, Considering the Boolean survey, we have two emojis with the different expressions. Here is the image, Some of the users, may not want to use the face emojis, as they might come off as racially insensitive. But with the current design, we can’t change the icons. So it would be better if we have the option to edit the icons, either through code or by including some other symbols in the PX, like Thumbs-up/Thumbs-down symbols. Thanks, Shireesha.
As it currently stands, the position of Knowledge Center Bot is relative to the button it is embedded to. There is the offset functionality, but my understanding is that it is limited as it is done via pixels. As different screens have different resolutions, the positioning would be different on every screen when using that capability. My team would find it useful to have the ability to put it in 1 fixed position, relative to the screen (e.g., bottom right) instead of relative to the button.
Feedback module - export dataNo Status
Hi,when exporting data from Feedback module, the table does not contain any data about the customer. Only the feedback itself, and when was it left. It would be helpful to get list of all attributes, same as you have on other exports in PX. Not having all information makes it hard to make any deep dive analysis. (e.g., what customers are leaving feedback, what regions, what products are they using e.g.).Igor @link_black @mickey
SFDC Integration - Leads SupportNo Status
Posting on behalf of PX customer. For lead gen platforms, the majority of our users are set as leads in SFDC. They will only convert to contacts once they convert into a sales opportunity for other products. However, in order to start nurturing these leads in-app with PX, they need to have some of the SFDC data to segment the leads. Integrating leads from SFDC to PX would be very helpful for this use case!
Product Mapping via APIImplemented
I have been speaking with a customer today who has some feedback on being able to register and manipulate Product Mapping via the API. I wanted to share the feedback here for some visibility and feedback form the team: As a developer I believe it would be beneficial to be able to register and manipulate Product Mapping via the API. This would provide teams like mine with more robust capabilities to insert the setup of instrumentation into our developer workflow, instead of leaving it to a manual process after development. Because we are using custom `data-*` attributes to tag the elements in our UI we want to track, as well as assigning them unique values based on context, we don't have the same need to test selectors via the manual product mapping tool due to our ability to use very specific selectors that are structure agnostic with respect to the rest of the HTML in our app. I'm trying to enable a capability somewhat akin to database migration strategies where we can define de
After applying audience rules for a guide, I would like to see how many users match the criteria. This would help boost my confidence in the rules I created. For example, if I have 0 rules I’d like to see that every user is going to see the guide, and if I apply a rule for something like “users are not located in north america” I would expect that number to decrease. Without this, I don’t know if the rules are working or not.
Knowledge Bot LocalizationImplemented
Posting on behalf of Trimble MEP (PX customer): Product Request: Language localization for Knowledge Center Bot Business Case: As a global company, it’s crucial to target customers with their respective language in order to properly onboard and train them. If the language is not localized: Some users may get confused and not know how to submit feedback. It looks like we were ignoring the language of our customers, when in fact there's nothing we can do about it. There's some sensitivity with customers around the world about the dominance of English. cc @angelo @mickey
It would be awesome if you were able preview the participants for the audience logic setup for a dialog, slider, guide or survey engagement. Intercom has this feature and it’s great to sanity check who’s going to receive your message before you set it live. Any ideas about a way to check an Engagement’s audience using Audience Explorer?
Account as SCOPE in Funnel/Path AnalyzerAcknowledged
Hi Everyone, With the current design of PX, we can only have either Session or User as a scope while creating Funnel/Path analyzer reoprts. But most of the B2B companies would be having large amount of user base and it will be difficult to analyze the reports with User scope. So having the Account field as one of the scope, will reduce time and effort. Thanks, Shireesha
Posting on behalf of a customer - It would be great to have analytics on the Knowledge Bot. The use case is that they have Zendesk integration with the knowledge base. Having the ability to see which articles are being viewed, for example, would allow for better insights on where customers/users need help on. CC @mickey
Rules for Knowledge Center BotImplemented
Use case: We have several different roles that have different permissions in our systems and our clients are requesting that content displayed in the knowledge center bot be filtered out based on the role a user has so a lower level admin who doesn't have reporting permissions doesn't see any of our guides about making reports. I realize that you can put rules about role permissions in the individual guides themselves but that doesn't stop every admin on our system from seeing the guides listed in the knowledge bot. It merely prevents them from actually making use of the guides. Being able to apply rules to the knowledge bot is something that would be very useful to us and in truth we really need it if we're going to make use of other features like the feedback tab.
Hey all, We just got the following questions from a client who is trying to promote adoption of our product to others at his organziation. [quote]I was wondering if there was a data portal that I could look at for Bongo similar to other tools I manage? For instance, I pull usage data from ______ that includes who uses it, how long they use it for, whether or not they recorded their meeting... how many people are in the meetings... etc. _______ has a similar tool with all sorts of useful statistics. These statistics are available to me at all times and I use them fairly regularly to see how everything is working and also compare previous usage with current usage and help me focus my efforts for future usage. As I work on strategies for implementing Bongo in future courses I find myself wishing I had a data portal where I could look at some stats to back me up when I go into a meeting. [/quote]Something that would help us address this need is an externally shareable custom dashboa
Hi All,Use case 1:A user who created some dashboards left the company and that user has been deleted from PX Instance. So now the dashboards are showing as orphan dashboards and no one has the ability to delete or edit those dashboards. Use Case 2:How do I delete a dashboard Created by other Users?So it will be helpful if the ability to edit or delete All dashboards is provided to Administrator in the above two cases.Use Case 3:We can delete a product even if there is a dashboard built on it, however, the screen goes blank if we try to open the dashboard of deleted products.So it will be helpful, if this can also be handled. Regards,R Satheesh
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.
Currently with PX, It has been already decided that if there is no activity for X duration, the old session will be closed and a new session will be generated. Can we have an option to manage this one in the UI? i.e, Can customer set their own durations of sessions? Thanks, Shireesha
Webhook / Zapier integrationImplemented
We have multipe cases that would benefit from some sort of webhook or Zapier integration. Ideally the webhook would act both as input for engagements (to be defined in the audience selector) and can be set as an action based on engagement response (behaviour based completion action). Case examples:Send feedback from customers to platform x (e.g. Surveymonkey or Google Sheets) Trigger engagement in case of extended trials or billing issues Integration for Marketing automation campaigns (e.g. from Marketo) etc..
Hi, Can PX filter the audience or account [i]relative[/i] to a certain date? For example, can I filter "where trialEndDate less than $TODAY"? (unexpired trials) or "where trialEndDate equals $TODAY+5" (i.e. trial expires in the next 5 days)? -Matt
Js Code in Engagement.No Status
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!
Hi team, We’d like to have the ability to designate a preferred slack channel per engagement, so that eg all of our NPS surveys can be sent to an nps channel, all of our CES surveys can be sent to a ces channel, and so on.Currently the PX Slack integration is all or nothing - so with the integration on for survey responses/feedback, all responses to any survey/feedback engagement are dumped into a single slack channel. This becomes very messy to manage when you want to have different survey engagements running at any given time, and where surveys differ in relevancy across the staff who would be monitoring them in Slack. Cheers, A
Deleting Custom EventsNo Status
Hey Team, I was speaking with a customer today who has sent some custom events that are no longer relevant and would like to remove some custom event types from the drop downs in the product mapper and query builder. Do we see having the ability to delete Custom Events in the near future? -Mike
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.
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