PX Product Ideas
PX Product Ideas
- 642 Posts
- 1,408 Replies
Posting on behalf of a customer:Currently, we can add articles present in the knowledge bases we integrate, and to redirect users to custom article(not in knowledge base) we have to put the target URL in an engagement and add that in KCB, but it would be very helpful if we could add custom articles as a hyperlink in the onboarding tab of the KC Bot.This would allow user to simply click on the text(hyperlink) to land them on the custom article.
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.
Allow to set a font for languagesAcknowledged
In our engagements we use fonts that are not suitable for Japanese, Chinese, Korean etc. We would like to set the fonts to be used for these languages centrally on the Localization tab in the Settings. There, it should be possible to set the fonts used for certain languages, possibly in combination with labels. It should also be possible to set a default font-family used in all other cases.
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.
Would be great to get a warning when an event that has received traffic suddenly gets 0. For example, if either the ID or URL is changed, and that isn’t handled and the event remapped. I think this highlights the challenge of how all departments (prod, tech, operations) can keep track of what elements are tracked in Gainsight and not. How product and tech can sync the Gainsight implementation to make it robust and not break tracked elements by mistake. One way is of course to check in Gainsight every time we make changes but I don't think that scale very well.
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.
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.
Exporting Custom Events and their attributesImplemented
Hello everyone,I would like to have the possibility of exporting my Custom Events and their attributes into an excel (or similar) file for the following common use case:suppose you have a few Custom Events with 50+ attributes suppose that recently there was a need to redefine the Custom Events by adding new attributes (and by all means keeping all the “old” ones) your devs notified you that they implemented the requested changes - like always, you need to check if the new version of your Custom Event was deployed like intended (still having all the “old” attributes and now having the new attributes with the right logic) after checking it, you need to give a feedback to the devsUsually, this is really not an issue (even though it’s a tedious job to do), but when having a few Custom Events to check&compare with each of them having 50+ attributes - it feels crazy to do it manually.Suggested solution (easily achievable if the Custom Events export would be available):you have previously
Add the capability to import, update, and manage PX application users and role permissions sets via the PX REST APIPlanned
Posting on behalf of several customers… Description:Currently, every PX application user must be created manually and their Role permissions assigned manually too. Additionally, PX does not implement the concept of shared user role permissions sets, so updating user permissions must be complete on a one by one basis. These shortcomings to managing PX application users can be challenging … even for small sets of users and for minor role permission changes. Feature Requests:Add the ability to create/manage user role permissions sets and assign these quickly to PX application users. Add the capability to create update, and manage PX application users and roles via a new set of REST API call. Implement a new option in PX Data Loader to import PX application user from a CSV file.
If you to into User Management and select a single user, the UI makes it look like I can’t change a name or email, and I can’t. However, it also looks like I can’t change the permission level (Full Administrative and Selected Permissions), and I can. This bad selection of states is present across the entire app. You really need to do a review and fix the UI so that it is clear what I can change and what I cannot.
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.
Push email notifications for survey feedbackAcknowledged
Hi Everyone, I wanted to see if there was a way to receive an email at the beginning of each day (similar to the usage ones we get) which would alert us to any survey responses. This could really help us as we develop our tools further and if we are actively looking for testimonials we could really use that alert to help us log back into Gainsight and possibly strike up a conversation relatively soon after a response is submitted to show that their thoughts are fresh in our mind.
The Slack integration doesn't have a previewUnder Consideration
I was expecting the Slack messages to have the format that can be seen in the screenshot here: But what I see is just links to Gainsight:How do I enable the full preview in Slack?I should clarify that my engagement named “Feedback widget” is a Multi-Question Survey with one question.Thank you!
Hi everyone,We think that it would be really useful to have the option to see “Median Time from First Step” and “Median Time from Previous Step” in our funnel reports. We would even dare to say that this would be more useful to have then the currently shown “Average Time from First Step” and “Average Time from Previous Step” due to the nature of our products and our users.
We have several elements on our pages that might be hidden for a user based on the user configuration or user role.Currently, the guide will fail if it doesn’t find an element that’s mapped for a step. It would be very helpful if it can just skip to the next step in the guide after failing to locate the element hidden by these configuration settings.
Need for the ability to change the color of the "X" close icon, especially when the dark color backgrounds are applied to the engagements. There is way we have by changing the background-color for the element , however unfortunately, that doesn't align with the styling we are trying to achieve. Is there any way to point to a different image for the 'X'? Ask was people would love to have the ability to choose between a white or black 'x' option in the future.
I come to PX from six months of working with HelpHero and more years of peaking at WalkMe. In both of those places, I saw a different stance in the tour/walk-thru/engagement editors. I'd like to encourage PX to build toward incorporating these three modes: 1. out-of and 2. in-app editing and 3. in-app preview modes into a more unified mode, with your customer's web application at the core. That application is the context to rule all contexts (well, your customer's [i]customer's [/i]workplace workflows are probably the only more essential context--but more abstract and less accessible than your customer's applications). So, this is not a feature request, but a vision request. You can help my users by my helping me keep closer contact to the point on the ground, in my application, where my user needs me. I'm looking forward to learning much more, but happy in the meantime to share an impression that benefits from PX inexperience (as I have not yet got
PX: Calendar view of engagementsAcknowledged
Again, as we publish more and more engagements, it'd be really helpful if PX provided a calendar view of the live and scheduled engagements. This would help users identify potential conflicts and avoid over-messaging customers. Without it, we're looking to use Trello or an external calendar tool to manage and provide visibility into what other depts. are doing with engagements. It'd be great if we could manage the whole process directly in PX.
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