PX Product Ideas
PX Product Ideas
- 35 Posts
- 1,398 Replies
Knowledge Center Bot Feedback Tab CustomizationUnder Consideration
We've noticed that the knowledge center bot is a bit rigid in its customization options right now. We would like to be able to change the options in the Feedback tab since the current options listed aren't well suited to our needs. We do feedback through other integrations right now so we wanted to set this tab up more for customer support. Right now the only customization possible is the ability to change the name on the Feedback tab which doesn't help us much because we can't also customize the categories for the feedback to be more related to support.
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.
More Retention Analysis functionality in GPXUnder Consideration
We are heavy GPX users and rely on retention analysis for our growth performance. However - we still find it somewhat manual. Idea one: Here’s a spredsheet that we have to manually pull (copy/paste) into a spreadsheet for refined analytics ([url=https://docs.google.com/spreadsheets/d/1Ha9xFE2PhFmc_o40lwjl_0KIzGNhbHnUTroVJHPnzgI/edit#gid=0]link[/url]). There should be an export functionality (csv) so we don’t have to recreate this viz in a spreadsheet. The export should respect the filters and daterange applied. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190719at2-15-39PM-a86206bb-6ac2-4e23-9473-3108f3b6a0c3-357608770.png[/img] Idea two: Please have the individual cells hyperlink to the list of users/accounts that came back for a given week. I.e. 2 accounts came back in Week 3. The expected behavior should be I clicking the number 2 in week 3 and seeing a list of accounts.
Knowledge Centre Integration with "Intercom"Under Consideration
Posting on behalf of a customer, In PX, We have several knowledge Centre Integrations like Zendesk, Salesforce, Mind touch, Etc. An option for Integration with Intercom would also be helpful, as some of the customers might have their docs in Intercom. Thanks, Shireesha
Knowledge Center Bot Font CustomizationUnder Consideration
For our use case we really want more customization. For starters we would like to be able to customize the font setting in the knowledge bot to better fit with the rest of our portal. It looks a little strange to have our knowledge center bot and engagements in a different font from everything else.
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!
Product Feature Tree - select many to rearrangeUnder Consideration
Hi, we have a lot of features landing into Product Feature Tree. It would be very helpful if I could select more than 1 to move over to differend modules etc. Doing it one by one on every release we have it's a lot of manual work. [url=https://community.gainsight.com/users/link_black]@link_black[/url]
Ability to see analytics with Global filters applied across all sections within AnalyticsUnder Consideration
Posting on behalf of customer: Currently, when users wants to see Analytics without having audience from particular domain, they need to apply filters and save them. In order to use the same condition across different sections with in the analytics, they need to apply saved filter, which is little tedious to PX users. Instead, if there could be a Global filter selection, if once selected applies to all sections within the analytics as customer moves among them without need for applying the saved filters would ease the task of applying filters.
Dashboard MetricsUnder Consideration
It would be great to receive these types of metrics all in one place: % of Total Active Accts per week and per month (I figured out how to get the total #s but not the %, short of downloading and doing the math... which is complicated since the total fluctuates over time) Average # of users per account (per month) Average # of actions per user, per session (per month) Average # of sessions per user, per month Average session length/user
Reporting / Analytics feels like it needs an overhaulUnder Consideration
These are the concerns I've been sharing with the PX team for a while now, figured I would share here as well as there are likely others with similar or tangential challenges. Feel free to share your thoughts here. Reporting Limitations Have to go to 3-4 different sections of the reporting interface to get an answer or create a report. There are substantial UI inconsistencies between the different areas of reporting. It’s like they were built individually by different teams and patched together. Some filters exist in parts of the reporting, while they don't exist in others. Again, just more inconsistencies. For example, I’m in one part of analytics and get close to what I need using a filter. I think to myself, “oooh, I could go over to that other part of analytics and use the same filter and get what I’m looking for” only to find I can’t use that filter over there. Saving or sharing is handled in 3-4 completely different ways, depending on the part of reporting you're in. Query
Import users via CSV / mention count in a segmentUnder Consideration
While creating a segment it would be great to have the capability to import a CSV. In addition, the imports & segments should always mention a count of the number of records it has pulled in the segment. This will help validate the segment.
Allow More Customizability in PX DashboardsUnder Consideration
It would be great to have more customizability within PX dashboards. Currently, the built-in widgets are very limited on how they can be configured and customized. I’d love to have the ability to change the size of the widgets, the display, the colors, etc. Furthermore, I’d love for the ability to add Google sheets and other documents into the dashboard. Text boxes would also be great in order to expand on the widget and offer clarity where needed. The use case is to have all PX-related information in one place, on a single dashboard, to make it easier for consumption and visibility.Thanks!
Additional logic for NPS surveys in engagements (with/without comments)Under Consideration
At the end of January we ran an in-tool NPS survey which returned over 9,000 responses and provided us invaluable insight into the NPS for each of our accounts. This allowed us to take important actions for those accounts with lower NPS, touch base with admins that were passive/detractors and generally get a great feel for satisfaction with our product globally. We have set this survey to run every four months, with the next survey due to show in the tool at the end of May. We would like to act smarter and more systematically the next time this survey starts to receive responses, especially for detractors and passives, in the form of an email engagement. One thing that is lacking in the logic for NPS surveys in engagements is to be able to filter surveys by with/without comments. Depending on whether the user left comments or not in their response can massively change how you want to approach your engagement. I.e. With comments means you can contact user directly as they have alr
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?
Help navigating in the contextual engagement builderUnder Consideration
From this spot in the builder, it's hard moving to any next or previous step. I have no idea what to click in the menu: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/PXMenu-0b821a37-d700-4662-b5c7-7232b0c65f70-776326978.png[/img] PX could help me navigate by either: [list=1] [*][b]highlighting [/b]the current step in the dropdown menu [*][b]showing some text from the modal[/b] in the dropdown instead of the title it asks me to enter (which can become outdated and which I tend to skip)* [*][b]adding the <5/18> style navigator[/b] used in other parts of the builder to this part of the builder (but what would really be prefereable would be to integrate all of the builder functionality into this contexual builder where my app is in the background) [/list] *I have not been entering meaningful title info because it is fragile to updates and even well done provides no value to my users. I generally pass through multiple iterations where the content an
Adding IP address to user activityUnder Consideration
The idea would be fairly simple, to add the IP address for user activity. I understand this could be visible, as it is used to be able to track the inferred location of a user. Use case Every so often, in our platform, we have situtations where we need to understand exactly which user carried out certain activities within an account, especially when the user can be accessed by several different people. The IP address would allow us to achieve this and resolve items with the person directly involved with the activity in the account. @janire
Stepping up the 'UTM Parameters' gameUnder Consideration
Recently we started playing with the ‘UTM Parameters’ feature in the PX which is described in the docs and here on the community forum in one post.What we’ve soon realised is that there isn’t a way to easily drill down inside of the parameters (source, medium, campaign, etc) and check what is the most frequently ‘used’ parameter by our users.Potentially good place to add it, in my opinion, would be in the analytics under a query builder or as a completely separate tool as Funnel, Path Analyzer etc. It could also be added as a new widget in the dashboard which would lead to this new tool.Second idea for improvement isn’t so much about the classifying ‘incoming’ UTM parameters, but the ‘outgoing’ ones. It would be really useful if you would automatically add predefined UTMs to all of our URL links that we’re adding in the Engagements. That way we’d always know who came to our website by clicking on some URL link in Gainsight’s engagements. Currently, we’re forgetting to add UTM’s in maj
While filtering in PX, it would be nice to have an overall "OR (match any)" option available for more complex, accurate filtersUnder Consideration
When filtering in PX (My Filters and Audience/Accounts Explorer), there is no option to "OR (match any)" the different filter categories and they are always “AND (match all)”. It would be great and more flexible to have an overall “AND (match all)” or "OR (match any)" option available for more complex, accurate filtering. See sample modified screenshot of a “My Filter” below:
See survey response rate per number of viewersUnder Consideration
When looking at PX survey response rates, I can see that the response rate is calculated based on the number of responses/the number of survey views. I would also like to see the survey response rate calculated based on the number of responses/the number of survey viewers. This will tell me how many people of the targeted audience responded, regardless of the number of times they saw the survey.In this example, PX shows that the response rate in 13.55% based on 53 responses/391 views. However, the survey was set to show multiple times if the user did not respond, meaning the response rate will be lower and lower the more times a user sees it, even if they respond the 3rd time. What I want to know is the percentage of targeted users who responded to the survey. If I look at Audience explorer filtered to users who viewed/completed the survey, there are 224 users total. 53 responses/224 survey viewers = 23.66% response rate.
Dashboard Co-Owners in PXUnder Consideration
Hello dear PX Community,I think that it would be really useful to have the option of selecting “Dashboard Co-Owners” in PX, especially for companies having more then a few stake holders dedicated to in-product analytics. In my opinion, this “Co-Owner” role should mainly be able to:change Global filters such as time period observed and similar add widgets on the Dashboard but should not be able to delete widgets from the Dashboard which were not added by that same personOne of the benefits of this approach would be, for example, not having to clone every dashboard just to change the time frame on a certain graph.The global filters for PX dashboards are yet to be implemented and I fully agree that they are necessary - posts related to this necessity were written 9+ months ago on link1 and link2. Please let me know was there any progress on these ideas too.I see these two “features” very much related because I would suggest that Dashboard Co-Owners are allowed to change Global filters of
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