KC Bot Overview (BETA)
This article outlines the changes in the new bot experience and guides you through the enhanced capabilities for designing personalized, modern bots in Gainsight PX.
Overview
The Knowledge Center Bot (KC Bot) introduces a more intuitive and streamlined setup, making it easier to configure and manage the bots in PX. Unlike the older process, which required multiple steps and flows, the bot simplifies the process with a cleaner interface, reducing friction in adding content and setting up widgets. You can manage content at a global level, customize layouts effortlessly, and configure activation rules with an organized approach. With quick design controls, improved navigation, and a more structured approach to content organization, the bot ensures a seamless and efficient experience for both administrators and end-users.
Here are a few samples of KC Bots that can be created with the new and improved interface:
![[FINAL]KC Main Visual (1).png](https://support.gainsight.com/@api/deki/files/26354/%255BFINAL%255DKC_Main_Visual_(1).png?revision=1)
Key improvements include:
Simplified Bot Creation Flow
The new bot creation screen serves as a central hub for managing all Knowledge Center Bots. It provides a consolidated view of all bots, along with key details such as status, priority, and other meta information. The most notable enhancement is the integrated bot preview—when you select a bot, you can instantly see how it looks and functions, making it easier to review.
Centralized Content Library
The Content Library is a powerful addition, providing a centralized space for managing all bot resources. Previously, content creation and management were scattered across different sections, making it cumbersome to add and reuse content. Now, all content types including hosted articles, linked articles, web links, and JavaScript functions can be created, stored, and accessed from a single location. The new design introduces thumbnail support, allowing you to tag images to resources and use them in the new content group layouts for better presentation.
With a simple interface and seamless integration into the bot creation process, the Content Library makes content management faster, easier, and more scalable than ever before.
For more information on managing content for bots, refer to the Content Library article.
Flexible Widget-Based Configuration
We have introduced a widget-based design that makes organizing and managing content more intuitive. Instead of manually adding individual content pieces, you can group them into widgets such as task lists and content groups. This structured approach not only simplifies the bot configuration, but also enhances the end-user experience by presenting content in a more accessible and logical format.
With live preview, designing and managing the bot is now faster, more flexible, and highly scalable, ensuring a seamless experience for both administrators. You can also drag and rearrange widgets as per your need and importance of each section for your end-users.
The bot currently supports the following widgets:
Search Widget
Configuring the Search widget is now simpler and more efficient. The new design eliminates unnecessary steps, allowing for faster setup and customization. You can easily configure search behavior, select knowledge base and Gainsight Customer Communities integrations, and preview results in real time.
Prerequisites: Ensure that you have Knowledge Base and Gainsight CC integrated. For more information, refer to the Knowledge Center Bot Integrations set of articles.
Task List Widget
The Task List widget is an exciting new addition that helps guide users through key actions and workflows. You can create structured checklists, onboarding steps, or task-based guides to ensure users complete essential actions within the application.
You can add up to five task lists per bot and target them to specific audiences. This allows you to create curated experiences using audience rules, for instance user role or geography, eliminating the need for multiple bots. Only one task list is visible at a time and are evaluated in order, from first to last. A user views only the highest-priority task list they qualify for and haven't completed.
If no task list applies or all qualified tasks are completed, nothing is displayed. This ensures that each user sees the most relevant tasks, while guiding them through the right workflows.
You can also choose to enforce the order of the task list, so users must complete tasks step by step. This setting activates one task at a time, based on the completion of the previous task, and keeps the remaining steps unavailable until the previous one is completed.
Content Group Widget
The Content Group widget allows you to organize and present content in a more structured and user-friendly way. You can add up to five content groups within a single bot, making it easier to categorize and display related resources, such as feature guides, troubleshooting articles, or onboarding materials. This widget ensures content is neatly organized and easily accessible, enhancing the overall user experience.
To make content more visually engaging, we have introduced layouts that better distinguish and highlight content. Choose from List, Grid, Card, or Thumbnail to customize content display, with the ability to switch between them to find the best fit for your bot.
Additionally, within List and Grid layouts, you can create categories to further group resources, helping users navigate information effortlessly.
Recommendations Widget
The Recommendations widget allows you to display content that adapts to specific user attributes through audience-based rules. You can create up to five content groups, each configured with its own targeting logic, such as user roles, page URL, and more. Within each group, you can add and organize content from the Content Library and use categories to further group related resources.
Recommendation groups are evaluated in the order they are added, and only the first group that matches the targeting rules is delivered to the user. As a result, only one group is displayed at a time within the bot. With support for multiple layouts (list, grid, card, and thumbnail) and real-time previews, the widget helps you deliver content in a structured and user-relevant way.
Tip: For more predictable and efficient targeting, use a consistent approach, either URL-based rules or user/account-based rules. Using both can create conflicts in the content delivery logic, which may lead to inconsistent experiences for end users.
Feedback Widget
The Feedback Widget allows you to collect input directly from users within the bot. Users can share suggestions, report issues, or provide general feedback right from their application.
Prerequisites: Ensure you have configured Feedback categories to use in bots. For more information, refer to the Configure Feedback Categories articles.
Visual Styling
The Design section offers a cleaner, faster, and more intuitive way to customize the look and feel of the bot. With a revamped interface, designing the bot is more seamless and efficient, giving you greater control over its appearance.
The new Position, Theme, and Icons sections provide options to create a modern and visually appealing bot. The Theme section consolidates multiple styling options from the old editor into a few key configurations that drive the bot’s overall design, making customization simpler. The quick settings for bot placement and fine-tuning colors, font styles, and icons, ensures the bot blends seamlessly with your application.
Optimized Audience Targeting
The Target tab introduces a more structured and efficient way to set up a target audience. While retaining the same essential components, it organizes environment selection, activation rules, and audience rules into clear sections, making the setup process faster. Steps are logically grouped and categorized, allowing you to quickly configure where the bot should appear and who should see it—all from a single, well-organized interface.
