PX Product Ideas
PX Product Ideas
- 205 Posts
- 1,398 Replies
Improvement to PX KC bot user friendlinessAcknowledged
There have been some improvements made to the KC bot based on the previous request:“I would want 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 on our product and would like to refer to it as they are working. “ The released and the current behavior isn’t that UX-friendly and helpful based on the user needs. Issues:1. KC bot can’t be resized and it blocks much of the UI2. The dragging behavior doesn't let the actual bot widget to be moved around. It is either presented in the left or right part of UI, as configured. That’s it! Re-iterating the request that meets the user experience needs and the user goals.We want the users to have the ability to1. resize the bot window so that it doesn’t block much of their “work area” in the UI2. move it around the UI along with the bubble enabling dragging to any part of the page
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.
Build a segment to satisfy both "number of visits" and "last seen" conditions for one particular feaAcknowledged
Use case: We need to track the user event data in "last 30days" along with the "number of visits having 3". In current scenario, while using "number of visits" condition we cannot track the data for particular timeslot. As it is displaying the entire data which satisfies the "number of visits" condition irrespective of timeslot. Currently when we use "number of visits" condition in the Audience explorer(Product mapper), it isn't considering the defined timeslot (last seen condition). The event is popping when the "number of visits" condition satisfies. Can we make this audience rule to satisfy both conditions? For eg: rule 1: Feature - is - "#abc" Last seen - lessthan - "30 days" rule 2: Feature - is - "#abc" Number of visits - greater than - "3" Can we make this work?
Allow configured "Segments" to be used anywhere as a filter within PX, not just within the EngagemenAcknowledged
Posting this for several customers, since I believe this is a great feature request! ------------------ Currently, [url=https://support.gainsight.com/PX/User_Engagements/Segments]Segments[/url] can only be used for targeting Engagements through Audience Rules and not directly in Analytics. Because of this, customers must use/create custom filters that mirror their Segments to do something similar within Analytics. It would be great if including Segments criteria as an option everywhere that a filter could be used. [url=https://community.gainsight.com/users/ciarapeter]@ciarapeter[/url] [url=https://community.gainsight.com/users/mickey]@mickey[/url] [url=https://community.gainsight.com/users/shira]@shira[/url]
Engagements: Editing tooltip pointer CSSAcknowledged
Hi all, A seemingly simple task, but when editing a PX engagement I can't see how to edit the CSS style for a tooltip pointer, i.e., the little "arrow" attached to the tooltip that points to a specific location on the page. Editing the CSS for the tooltip itself is easy within the Editor, but It appears that the CSS for the pointer is outside the scope of the other styles. I assume I'm just missing the obvious and would appreciate having someone point me to the correct solution. This is important because the default color for the tooltip pointer is white, and on a page with a white background the pointer is invisible. We can override the background color in the Editor to a light gray to allow the pointer to stand out, but this is not our desired approach. Thanks! Chad
Addition of filter that launches engagement when usage on account level is less than/greater than a certain amoutnAcknowledged
PX Engagements Current Currently, in the Audience section of engagements, we are able to use the ‘product mapper’ logic to launch engagements when usage is less than/greater than a certain amount. We have then combined this in the past with the user id logic in order to show pop-ups related to certain features when their usage in the tool is low OR if they have exceeded the total times they have visited the page specified in the logic. We would like to launch an engagement for certain users when usage across the whole account is less than a certain amount, not just for a single user. Use Case There are certain features in our tool that only certain users types can configure, Admins (1) and Manager+ (22), like the example you see above. Settings > Account > Review Source Credentials. Any user with these two user types can access this section and configure a feature for the whole account. If we use the logic to launch an engagement when a single user’s usage is lower than a ce
Insert a list of IDs at onceAcknowledged
Hi everyone,We would really appreciate if there would be an option to copy-paste a list of IDs into the Audience Logic field when defining an engagement (not saying that this option shouldn’t be available for other fields in other parts of PX too).The use case is very straightforward. Imagine having hundreds of Accounts using the same product in basically the same way (their actions and behaviour are very similar). But you have a one-time special reason why you want to show your notification only to Users of (let’s say) 50 specific accounts. And imagine that you can get this list of 50 accounts in question very easily from your database. In this case, what would be perfect, in a sense that it would make sure that the right audience will be targeted, is to insert the 50 AccountIDs in question (as the only Audience Logic condition) and immediately launch the event.With the currently available options, the only way to do this is to manually insert Id per Id... until you inserted all 50 :)
Hello everyone,We would like to have the option of selecting more then 3 different features/events when using Query Builder to analyze our data. The use case is as follows.When creating, for example, an onboarding tour (or any kind of guide actually) for our clients, it’s a good idea to map the steps of this tour as events and then to create a funnel. If we have set up a super-tour, we would expect that most of our clients will start from the first step (triggering the first event inside the funnel) and follow it to the last, following the order of the steps in this tour/guide.While we can get some insights from such analysis, it actually gives us only partial information. This is because events (steps) inside a funnel need to be dependable on one another (each next step is taking into consideration only the set of people which landed on it from the previous step in the funnel) - and that’s great. However:what if, for some reason, one of these steps (or events) isn’t working (or isn’t
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
I’m running some data through Path Analyzer and the information is interesting. However what I really would like to see are the quantitative number behind each path. Is there a way to export this data to CSV for further analysis in a spreadsheet?
Currently, when we integrate the slack with the Gainsight PX, We are providing only one channel where we can receive the notifications. Can we make it possible to add the multiple slack channels while integrating, so that we can configure like “within each channel establish unique channel specific alerts”. For Example, USE CASE: I’ll create the multiple slack channels called Engagements channel, Account channel, Audience channel etc. Then While integrating,I want to map “Engagement related notifications to #Engagement_channel.” “Accounts related notifications to #Account_channel.” “Audience related notifications to #Audience_channel.” “Leads created -> #BDR_Leads.” “Feedback received -> #ProductManagement or #FeatureRequest.” **With the current design, we can set up only one channel for all the notifications.
I would love the ability to have different levels of throttling based on the engagement type. For example (not necessarily the exact settings I would use, but for the sake of the example):Surveys - show users no more than 1 survey per month Webinar/event invites - show users no more than 1 engagement per week (could use engagement labels or something to indicate that a particular dialog engagement is a webinar/event invite) Guides - show 1 per day since these are more contextual I think the new engagement priority feature could be applied to account for some of this; still, it’d be really fantastic if I could just report internally that “we don’t send more than 1 event invite per week” for example to alleviate concerns around engagement fatigue.Similar/follow up to this post
Posting this on behalf of customer:Currently, we cannot change the font styles/size of the text in the speech bubble of the KC Bot. It would be great if we have this functionality to adjust the text in the speech bubble as per requirement. Thanks.
Allow the localization/translation of PX Engagements to Arabic, Hebrew, and other right to left languagesAcknowledged
It would be great if PX allowed PX Engagements to be localized/translated into Arabic, Hebrew, and other right to left languages. Please upvote if this is something that you need as well. Thanks! This is an extension of this previously submitted PX Product Idea.
[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.
USE CASE: I have a multi Question Survey Engagement which I have launched with a feature being used right now and Qualification Scope Every time. So I would like to collect the feedback every time when the user clicks on the button feature. But Here, We will display the engagement every time when the feature is used, But we only collect the feedback once per session. That means if user submits 3 feedbacks with in a single session, We only consider one. Which is not a reliable Every time Qualification Scope. when we are displaying the Engagement every time, PX should also collect feedbacks every time. It would be a really good and helpful feature request to be consider. Thanks, Shireesha.
Number of Users as filtering optionAcknowledged
USE CASE: With the current PX design, we don’t have the ability to use the “Number of users and Number of visits” attributes as the filtering fields(In account filters). Even though they are standard/default attributes, we cannot use them in filters. So it would be difficult if we have to filter out some customers/accounts who have more than certain number (x number) of users. For e.g: I want to filter out accounts who have more than 100 users. This can be achieved only if we can filter out by using the “Number of users” attribute as a field in Account filters. Here is the sample image,
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]
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?
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 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
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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