PX Product Ideas
PX Product Ideas
- 50 Posts
- 1,406 Replies
Ability to Clone EngagementsImplemented
USE CASE: If we have to create a new engagement with the few changes of already existing engagements, we have to create an another engagement and have to add the all rules in Audience section again. We can edit the previous engagement if we no longer use it, But if we have to use the both, there is no way but to create the another engagement. So it will make things so much easier if we have the ability to clone the engagements and edit them. Thanks, Shireesha.
PX: Folders for engagementsImplemented
As we create more and more engagements, it would really be helpful if we could organize engagements into folders. I could see organizing engagements by topic or application page or release version for example. This would help me find what I was looking for more quickly.
KC Bot Improvements - one click access to Articles/Videos and targeted Feedback Category email forwardingImplemented
Posting on behalf of a customer… It would be great if users would have one click access to Articles/Videos. Currently, there is a two step process to click on the Article/Video option, then click on the “Read More...” link. See below: It would also be great if each Feedback Category could be sent to a separate forwarding address. For example: Issue → Support team Feature request - > Product team General Feedback / Other → only stored in PX Feedback Analytics sending feedback "categories" to different email addresses.
If we are able to specify audience rules for the engagements in Knowledge Center Bot, then we are able to serve engagements that are targeted at specific users. We could target users by using account ID, account name, segments, etc. This eliminates the need to create and maintain multiple KC Bots with different content for different customers. Perhaps it could be 2 new tabs in the Engagement Audience Rules as seen below?
No end date on engagementsImplemented
We have several engagements (10+) that need to be “permanent”, without end date. Right now we put the end date a lot in advance, but what has happened is that some were stopped (as scheduled) and we were not aware. Does anyone else have a similar need? @link_black
In the Query Builder, when we use custom events, If we want to group by the properties of the custom events, we can only do so if the property data type is string. It would be really helpful if we have the ability to group by all the data types for all the properties of custom events.
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
Gainsight PX requires you to pause an engagement when you are doing things that shouldn't be customer facing. I'd like to see the ability to do the following without having to pause the engagement: [list] [*]Change the name of an engagement while it's live without pausing [*]Be able to preview guides (make eyeball available) without pausing. Often, I just need a screenshot or to show other team members what the guide looks like and I have to pause it in order to do this. Currently on dialogs you can click on the preview eyeball when the engagement is live but the same option doesn't exist on guides (you can only edit guide in-app). [/list]
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.
Since there is only one PX User Profile view available, the Recent Activity and Recent Engagements logs can come from different PX Products and/or Environments. Because of this, it is not easy to understand clearly which Product and Environment these event logs come from. Therefore, it would help immensely if the individual logs included information about the specific PX Product Name and Environment Name they came from. Also, it would help if there were a filtering options to pick the PX Product and/or Environment so the event logs can be investigated more precisely. And lastly, it would be ideal if the Recent Activity and Recent Engagements results were automatically filtered based on the PX Product and Environment selected on the previous screen that brought the user to the PX User Profile screen.
PX KC bot option will be used by most of the customers to get the feedbacks of their Users. So allowing them to manage the feedback categories is a really good option we can provide, As the default options provided by PX might not be useful for them. 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 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
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?
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
Currently, when saving an engagement as a template it will only save the layout of the engagement when applied to a new engagement. It would save us time if we could either copy an engagement, that takes all the settings such as audience and scheduling into account, or have a template include all of the settings for the engagement that was used to set the template.
Px - Blocking Data for Indentify CallImplemented
Looking for an enhancement to block the sending of all information in the identify call except for the ID’s. This is needed as we (a customer) wants to provide all data through the API, and block all other data flows. Contact me for more client details.
Bulk download XLIFF files for localization.Implemented
We need an option of bulk downloads for the localization XLIFFs in the list of languages from the editor. If we have many languages in the list to download and equally many engagements, it takes a lot of time to download one file at a time. So an option for BULK DOWNLOAD would be really helpful. Thanks, Shireesha.
I have a customer using Google Search knowledge base integration but they would like to be able to assign a specific URL to each bot, based on language. The use case here is that there are separate documentation sites for each language of documentation, which have unique URLs: https://help.company.com/espanol/vshttps://help.company.com/support.html
SSO Set Up from PX login pageImplemented
Posting on behalf of Customer,In PX, with the current SSO/SAML set up we can login using the IDP, but our PX login page does not redirect users to IDP when SAML authentication is used.This is Currently a limitation and it would be really helpful for most of the customers if we implement a SSO process/set up where the PX login page will be automatically redirecting to the IDP which they have used in SAML Authentication set up.cc: @peppe
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.
Posting on behalf of a customer, who has two user workflows that are essentially identical, with exception of the URL path being either /new/ or /edit/. Here is the question that they had ,“We have the “new” workflow mapped, with probably 100+ elements. We now want to map the “edit” workflow, which again, is mostly identical. Is there a way to copy the entire node that’s labeled “activities:create” into a new node called “activities:edit”?”Let me know if there are any workarounds. This makes for a good product idea . Please consider this
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.
Control over Knowledge Centre Bot PositionImplemented
USE CASE: Currently in PX, when we launch the Knowledge Centre Bot, it will be displayed at the “Right/Left bottom corner” of the application. And we don’t have the ability to control the position of the Bot. We can set it to either right or left bottom. It would be better if we have the ability to locate it relative to any side of the browser both in x and y. This would give users the ability to put it where there is room for it. Some of the applications may have some important field at that place and if we launch the Bot, it might show up on the important information. Which is annoying for the user while using the application because there is no way that they can scroll away the Bot. So it would be really awesome if we have more control over changing the position of the Bot. **It would be more helpful if we can provide the drag-down option also. Thanks, Shireesha.
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