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Gainsight Inc.

PX Release Notes November 2021

Version 2.68.0, November 16, 2021

List of Features

Features  Destination
Knowledge Center Bot
Product Mapper

1. Community logo.png:  This symbol indicates that an enhancement originated as a customer suggestion on the Gainsight Community.



The administration section enables you to perform all the admin level configurations required to make Gainsight PX capabilities available to the end-user. From the Administration section, admins can configure various settings for their subscription, including managing users, adding products, defining user and account attributes, configuring application integrations, and more.

Multi-Product Workspace in Subscriptions

Managing multiple Gainsight PX subscriptions is now easy with the launch of the new PX Workspaces. This functionality helps in providing a unified engagement experience for your users. A PX Workspace brings together the engagement usage data from all your products that are associated with different PX subscriptions which helps you seamlessly manage users, engagement templates, throttling for engagements and analytics.

Configure Global Admin

Gainsight PX now introduces the capability to create a Global Admin role who can manage settings globally across the subscriptions in your Workspace. 

The key benefits of this enhancement are:

  • Facilitates easy management of all the subscriptions.
  • Ability to configure Global Throttling settings that provides consistency of engagement throttling across all your subscriptions.


To assign Global Admin permissions to a user, navigate to Administration > User Management, and select the Full global administrative privileges option for the user.

Global Admin.png

Set User Preferences Using Global User ID

Admins can now set the user preferences globally for users across multiple subscriptions belonging to the same subscription group. This can be achieved if the targeted users have the Global User ID configured. The preferences can be set for all the users with the same Global User ID using User Preferences API, similar to setting preferences for any user with identifyid. For more information on this, refer to the User Preferences for Tracking and Engagement article.

To set the Global User ID for the users, add Global User ID to the user object in the Identify Call.


aptrinsic('identify', {id: 'user-id’, globalId: ‘global-user-id’});

For more information on identify call, refer to the Work with Gainsight PX Web SDK article.

Note: Prior to configuring this enhancement, contact Gainsight PX Support to verify if all your subscriptions belong to the same Workspace.


Share Engagement Templates Across Subscriptions

Gainsight PX now supports sharing engagement templates across multiple PX subscriptions. This feature helps admins to ensure that standard CSS template based engagements are used across their product portfolio.

Note: Only the user with Global Admin privileges can share the engagement templates. 

To share a template, hover over the template and click the Share icon. The template is displayed in the Group Templates tab of the Templates section.

For information on managing multiple PX subscriptions, refer to the Workspace to Manage Multiple PX Subscriptions section of the Install Gainsight PX on Your Web App article.


Support for Shadow DOM Applications

Gainsight PX is now compatible with Shadow DOM thereby supporting applications built using Web Component technology. To enable the Shadow DOM support in your subscription, contact PX Support.

Support for Pointerdown/PointerUp User Events

Gainsight PX now supports Pen and Touch events for mobile devices. This helps in capturing events from more computing devices including touchscreens and pen input.

For more information on configuring this event, refer to the Gainsight PX Web SDK article.


PX Analytics helps you to keep your finger on the pulse of product adoption and user satisfaction. You can monitor the metrics that matter to you with custom dashboards, discover which features drive retention within each customer segment and user cohort, map and track customer adoption goals, analyze trends by customer segment, and more.

Drill-down to Analytics Report from Custom Dashboard Widgets

Custom Dashboard widgets are now enhanced to facilitate one-click navigation to Analytics reports that powers the widgets. This enhancement helps you to get more details of the insights shown. The Go to report option on the widget navigates you to the respective report from the Dashboard widget. You can edit, apply and save report configurations, if required. The changes instantly reflect on the widgets. 


  • Only the user who created the report can edit and save changes made to it. Other users can apply changes and save it as a new report.
  • The Go to report option is available for the Reports, Engagements and Feedback widgets only.

Go to reports.png


Engagements are the communications that are executed through product (in-app) or emails for a specific audience at a specific time. These communications can be interactive in nature which helps you to share information, receive feedback, and engage customers with your product. The overall goal of using engagements is to increase your customer's product usage.

Capture Feedback Using Multi-Select Labels in Survey Engagements

Provide customized feedback options via labels to help your users in submitting specific and quick feedback. You can configure the static and dynamic labels for the range of survey scores/ratings in the Gainsight PX survey engagements. When a user selects a rating, the labels specified for the rating appear on the engagement to help them select relevant labels and provide more specific feedback.

To use this feature, navigate to the Editor tab of the engagement and define the required static or dynamic labels for the range of selected rating values. For information on how to configure the labels, refer to the Use Rating SurveyCreate NPS Survey EngagementsUse Boolean Survey and Use Customer Effort Score Survey (CES) articles.

Based on the labels selected by end users for a survey, you can filter and analyze the results using the Analytics > Survey Performance report, to make faster business decisions. 

Note: This feature is applicable to all the survey engagement types except Multi Question Survey engagements.

Knowledge Center Bot

Knowledge Center Bot is an onboarding assistant that guides users in learning your product. The bot contains links to engagements and external URLs in order to effectively onboard new users, as well as educate existing users. Optionally, you can also integrate your knowledge base (eg. Zendesk or Mindtouch) content to display in the bot.

Link External Resources with Javascript Function Call

Gainsight PX now allows you to link external resources and add them to the Knowledge Center Bot. You can configure the link to open in the same tab or a separate tab. This enhancement helps you invoke JavaScript functions defined in your application as links in Knowledge Center Bot.

Admins need to add the JavaScript function to the tag to ensure security. Following is an example of adding the tag where the function to add is ‘allowedLink’.

var config = {kcAllowedFuncNames : ["allowedLink"]};

Javascript call.jpg

Card Type Display for Articles in KC Bot

You can now display the article summary in a card format that shows the content in a widget type view within the KC Bot. This format is recommended for articles like Release Notes so that users can view summary of the article directly in the Bot. Prior to this release, the article summary was displayed as a title and text.

Article Card View.jpg

Product Mapper

Product Mapper helps in describing your product features with a simple "point, click, and describe." Each mapped feature can be viewed hierarchically within your Product Feature Tree.

Floating Mapper

Gainsight PX now brings in the capability to adjust the position of the mapping pane of the Product Mapper while mapping the UI elements. The floating Mapper provides you the flexibility to place the mapping pane on the top/bottom of your application so that it does not obstruct the view of your UI elements or interfere with the application.

To use this enhancement, admins need to navigate to Administration > SDK Settings and turn ON the Enabling Floating Editor Mode option.

Dock Mapper.jpg


PX offers a variety of integration options, for the purposes of enhancing productivity (Slack or Zendesk), as well as for data integration (S3, Segment, Gainsight CS, etc.), and to connect your documentation sources with the PX knowledge center bot (Mindtouch, Zendesk, HelpDocs, Salesforce).

Engagement S3 Export with Additional Attributes

Gainsight PX now provides you the new engagement S3 export file with the additional attributes. The new report provides more granular details to analyze and understand the performance of the engagements. This helps you derive insights to make further business decisions.

The Engagements Extended report can be selected from the PX Generated Reports section of the AWS S3 Settings window. To access this window, click on the settings icon on the Amazon S3 Export card in the Integrations page.

Following attributes are available in the new file:

  • Description
  • Channel
  • Environment
  • Product
  • Labels
  • Sub Labels
  • Priority Group Name
  • Priority Rank
  • Status
  • Throttling
  • Lifetime Views
  • Audience URLs
  • Created Date
  • Last Modified Date
  • Last Modified By

Note: The Engagements Extended report is not selected by default.

For more information, refer to the Integrate S3 Export section of the Gainsight PX AWS S3 Integration article.

Engagement Extended.PNG

Export Module Level Usage Data from PX

Admins can now export module level usage data from Gainsight PX using the Bulk Data Export feature. This usage data helps you analyze adoption of your products at module level and derive insights to make faster business decisions such as adding newer features or the need to advocate users on existing features.

For more information on this feature, refer to the Bulk Export Custom Reports from PX article. 

Once you configure the custom export and select the destination for the export as Gainsight CS. The usage data is sent to Gainsight CS as part of the daily exports from PX, and can be ingested into the Adoption Explorer Objects to configure Usage Reports or for further analysis. For information on how to configure these custom reports as source in CS, refer to the Enable Gainsight PX Data in Adoption Explorer article.

All Modules_Custom Export.png

Pie Chart Graph for Query Builder

Query Builder graphs can now be viewed as Pie Charts.

QB Pie Chart.png

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