PX Product Ideas
PX Product Ideas
- 642 Posts
- 1,410 Replies
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.
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.
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.
To provide better visibility into potential engagement conflicts, it'd be helpful if the Engagements List View included the engagement's location and/or page that it's targeted to. Right now, I have to click into the individual engagements to see the location in the app that the engagement will appear. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/engagementlistview-ad07d729-5c4a-4da0-9f6a-eb31eb14d78f-1456726083.png[/img]
Posting on behalf of a customer: I would my users to have the ability to drag the bot around the UI as they are working. They may need to refer to documentation as they are working in our product and would like to refer to it as they are working.
Product Mapper - Backfill StatusAcknowledged
First off, the backfill idea is the coolest thing I've seen since, well, I can't think of a comparable connotation of awesomeness, but you get the idea. Could you all implement some type of status on it, however? A percentage of completion, or something, would be immensely helpful in determining two things for me, 1, based on x number of events we should expect y timeframe for results, and when it's actually complete without having to keep refreshing and going back into the product mapper list to see if the orange dot is still there.
Product RequestsNo Status
I'm posting this on behalf of a PX customer. Here are some ideas and feature requests: [b]Customizability of the Onboarding Assistant's design - [/b]Changing the coloring of the text after user clicks Guide Activation URL (ex. "Take me here") [b][/b] [b]Boolean survey with true/false values (not smiley/sad face)[/b] [b][/b] [b]Inconsistent display of engagements in builder and in real-life[/b] [b][/b] [b]Viewing the comments in Survey Performance (without exporting, hovering, or expanding columns)[/b] [b][/b] [b]Viewing the metadata contents of custom events[/b] [b][/b] [b]"Chat bubble" to interact with clients (intercom style) - [/b]Use case: Survey appears, minimize survey, come back to complete survey later
S3 Integration - Px ImprovementsImplemented
We have a need to be able to have increased control of what S3 files are generated coming out of Px. We need to be able to turn on/off files to limit what data flows and just create the files that are required. This is due to data security demands, and is critical. Contact me for customer details.
Hi Team, I am reaching out after a recent discussion with a customer. Customer would like to connect PX to a sandbox salesforce environment. UseCase: Need to Connect the PX with Salesforce Sandbox. Existing Design: As of now this is not supported and the only integration is with salesforce production. Can we expect in the near future to be able to connect to a sandbox environment? Thanks Mike
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:
I wanted to create a dialog directed to those who scored us low on an NPS survey we previously sent out, but I was surprised to see this option doesn't exist (yet). For now you can only use Survey scores as an audience rule for email engagements. It might be an idea to introduce this for all engagements?
Account Level Filtering for PX dashboardsWorkaround Available
Hi, When we’re building dashboards in PX, we’re able to filter out on environment level (prod/qa/dev..) only. Currently, If I have to build a dashboard of metrics for multiple accounts, I’ll have to build N number of dashboards.Can we include account level filtering so that I can build a single dashboard and use filter to view the data for multiple accounts?
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
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.
Rule that compares 2 fieldsAcknowledged
Hey Team, Speaking with a customer we came across a use case I would like to share here. We are looking at an engagement that they would like to set the audience based on the comparison of 2 fields. example…. if field x is greater that field y… then user should qualify for the engagement. Do we see this as a possibility as a feature request for an upcoming release? -Mike
How do we mask the URL and prevent them from logging in the URL TrackingResponse from Customer
Use Case: When we have any url and wanted to mask/exclude the part in the tracking, so as to prevent seeing the entire url in plaintext in the 'Recent Activity' of an user. Like reset-password. change-email,set-initial-password We have the feature "Set the filter to mask or exclude urls" in the SDK settings. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/MaskURL-e65e2165-ed1a-43ef-a230-a4d99c89c6c9-2132665470.png[/img] However we can either do mask or do exclude at once. Both can't be achieved at once with the current design [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Exclude-894f9859-5e8f-4747-9272-2efc0a198c27-1425366027.png[/img]
Hi Everyone, With one of our latest releases in PX, we have got the option to clone the KC Bot. But we can only clone the KC bot to the same product on which it was designed, that means we cannot clone the the KC bot to other products. It would be really helpful and will reduce a lot of manual work if we can clone the KC bot to other product as well. Thanks, Shireesha.
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.
Hi All, I wondered if anyone has been able to do a structured survey? I know that we have a lot of options available within Gainsight PX but we aren’t able to branch off to follow on questions based around a previous response. So my Idea/Example is: How do you find the tool? - Option A = Trigger Question 2.1 - Option B = Trigger Question 2.2 - Option C = Trigger Question 2.3 I hope that makes sense, I know we are able to do surveys like this within SurveyMonkey allowing us to change the sequence of questions depending on their previous choice. I also didnt know if we can create an engagement which launches based on their survey responses?So if someone scores a feature low in a survey, we can trigger a follow up guide or pop-up to educate the user on the features a bit better (so technically they’ve highlighted their struggles and we’re now holding their hand through a new on
Export previously uploaded XLIFF file in PX engagementsWorkaround Available
Currently, when you export the XLIFF file for an engagement, it exports just a blank file based off the base English engagement, rather than the existing XLIFF file. I believe the intended use case for re-exporting an XLIFF file is when the base engagement changes and thus the <source> tags (at least in XLIFF 2.0) change as well.However, our PMs are finding they frequently want to:Make small translation changes that aren’t based off changes in the base engagement. Make small changes to the base engagement that don’t require a full re-translation, just a few modifications to the XLIFF.This means that in order to avoid fully re-translating when we have a small translation or engagement edit, we have to maintain our own repository of our previously uploaded XLIFFs.We would like the option to re-export the currently populated XLIFF file instead of the blank one, as PX is clearly already storing them.
Ability to Enable/Disable or modify KC BOT functions.Partially Fixed
Use Cases: Ability to Enable/Disable the Tabs (On boarding, Feedback) of the Knowledge centre bot. If the user don’t need to go through the on- boarding articles, then it would be better if we have the leverage to turn off the tab. Ability to display the KC Bot to only specific customers cohorts, For whom it is needed. With the current design, if we launch the KC Bot it will pop-up for every customer. So we don’t have the ability to customise the knowledge centre Bot. Ability to change the style/location of the bot with custom CSS/Code. Now, with the current design there is no option to update or edit the CSS code. We can just change the shape of the Bot. Unlike it can we make it possible to change the location of the BOT.
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