PX Release Notes February 2023

Enhanced Dashboard Experience

Gainsight PX introduces a seamless user experience to create a dashboard. You can now create a dashboard in either of the following two ways:

• Use a dashboard template.
• Create a custom dashboard

Create Dashboards using Dashboard Templates:

The following out of the box dashboard templates are introduced to suit the most common business use cases, that lets you create a dashboard quickly. 

• Adoption: The adoption template lists widgets that help to understand and analyze product and feature usage. 
• Onboarding: The onboarding template lists widgets that help to analyze the insights of the customer onboarding journey, from the initial sign-up as a lead to product usage as a trial or new user.
• Retention: The retention template lists widgets that help to understand and analyze the metrics of user or account retention
• Trial: The trial template lists widgets that cumulatively help to derive insights into the performance of your trial program for example: free trial, fremium and so on.

For more information on Dashboard Templates, refer to Dashboard Templates article.

With dashboard templates, you can now effortlessly create dashboards:

1. Select a dashboard template.
2. Select all the widgets or select required widgets from the template. 
3. Click Create.

You can customize the dashboard further by adding other required widgets.

Create Custom Dashboards:

You can select and add widgets individually based on your business requirements to create a custom dashboard. 

Click Custom Dashboard to view the list of the widget categories.

For more information on how to create a dashboard, refer to the Create a Dashboard section in the Configure PX Dashboards article.

Enhanced Dashboard Widgets 

Gainsight PX has now redesigned the add widgets workflow with the dashboard creation process. You can add widgets to a new or an existing dashboard from the Widgets Category section.  Following are the enhancements that enrich the user experience in the widgets selection process: 

• Rich visual illustrations of the widgets. 
• Description of each widget is provided for better comprehension. 
• Multiple chart options that appear on the widget on hover for visual data representation.
• Enhanced time granularity filters to fetch data in Days, Weeks, or Months.

• Ability to search widgets.
• Ability to configure widgets powered by Reports, Surveys, and Engagements after adding the widget to the dashboard. 

For more information on widget descriptions, refer to Widgets in Gainsight PX article.

Additional Funnel Timeout Options

You can now specify the timeout duration for a Funnel in hours, days, weeks, and months. Products that need longer timeout periods to be considered for being analyzed in Funnels can take advantage of this capability. Prior to this release, you could specify the timeout value only in minutes.

Note: The maximum timeout duration allowed is 90 days or equivalent.

For more information on how to configure the Funnel timeout duration, refer to the Timeout Value section in the Funnels article.

Ability to Configure Engagement Footer

Gainsight PX introduces Footer Configuration that enables admins to exclude the standard navigation buttons from the Guide engagements. As the dialog engagements do not have navigation elements, you can now easily create single step guides using the new Editor. 

Prior to this release, the navigation buttons were confined to a specific place in the footer of the engagement and their placement could not be changed.

We will be releasing more out of the box templates for the quick creation of engagements without standard navigation buttons.

Enhanced Actions for Custom Buttons in Editor

Gainsight PX has now enhanced the call to actions that can be configured on the Custom Buttons in Editor with a single-click. This helps to automate more prescriptive  in-app user journeys. In addition to URL navigation, admins can now configure the custom button to navigate to the Knowledge Center Bot, or an article in KC Bot, or assign the Guide navigation actions. Prior to this release, these configurations on custom buttons could be only performed using javascript functions in HTML. 

For more information on Custom Buttons, refer to the Configure Custom Buttons article.

Integrate Gainsight PX with inSided 

Gainsight PX now offers an integration with inSided. This allows you to access community content (articles, ideas, questions, and discussions) in the Knowledge Center Bot. When PX is integrated with inSided, users can view, search, and upvote content available in inSided through the Knowledge Center Bot.

Customer communities host rich content. Gainsight PX has now made this content easily accessible by adding searchable articles (such as FAQs and best practices) via Knowledge Center Bot. In-app Knowledge Center Bots help you to deploy personalized content (such as onboarding or adoption checklists, key resources including FAQ or best practice articles) directly in your application. This enhancement helps your end-users connect with each other and provides them a space to respond and ask technical questions about your product.

For more information on how to integrate inSided with PX, refer to the Gainsight PX inSided Integration article. 

For more information on how to configure inSided content in KC Bot, refer to the Knowledge Center Bot article.

Integrate inSided with Knowledge Center Bot

Gainsight PX introduces the native integration of Knowledge Center Bot and inSided community platform. Now fetch ideas, questions, discussions, and articles from your inSided subscription and display them directly in the Knowledge Center Bot. For more information on inSided, refer to the Integrate Gainsight PX with inSided section.

To view inSided community content within the Knowledge Center Bot:

1. Integrate your inSided account with Gainsight PX. For more information on how to integrate inSided with PX, refer to the Gainsight PX inSided Integration article. 
2. In the Editor section of the KC Bot, navigate to the Search tab.
3. Enable the Enable Insided option. 
4. Select the categories and product areas of the content to display in the KC Bot.

Key Benefits

Once configured, end-users can then access ideas and feature requests, search for popular use-cases and solutions, and even upvote content directly from the KC Bot. 

For more information on how to configure the inSided content in the KC Bot, refer to the Configure inSided for KC Bot section of the Knowledge Center Bot article.

Localization APIs for KC Bot and Articles

Gainsight PX now lets you translate Knowledge Center Bot and Article content using APIs. 

Import XLIFF API

Using the Import XLIFF APIs, you can import XLIFF content for translations of Engagements, Knowledge Center Bot, and Articles from your localization platform.

Endpoints:

Type	Endpoint
Engagements	v1/localization/import/engagements
Knowledge Center Bot	v1/localization/import/kcbot
Articles	v1/localization/import/articles

Export XLIFF API

Using the Export XLIFF APIs, you can download the blank template, or the translated XLIFF files for Engagements, Knowledge Center, and Articles.

Endpoints:

Type	Endpoint
Engagements	v1/localization/export/engagements
Knowledge Center Bot	v1/localization/export/kcbot
Articles	v1/localization/export/articles

For more information on how to work with import and export XLIFF APIs, refer to the Work with Import and Export XLIFF APIs article.

Monitor Gainsight PX in External Systems using APIs

Gainsight PX now supports the capability to monitor engagements, usage, and integrations using APIs.  Using Admin Monitoring APIs, all monitoring functionalities available in the Admin Console of PX can now be tracked in your individual alerting systems.

Example Business Use Case:

Consider an engagement that failed to trigger for a user due to collision with another engagement. You can set up high-frequency alerting systems to receive notifications using these monitoring APIs. Prior to this release, you had to manually monitor Admin Console to analyze if the engagement launch was successful.

The following APIs can be used to monitor Gainsight PX on your system:

API	Endpoint
Engagement Monitoring	/v1/admin/monitoring/engagement_errors
Engagement Errors	/v1/admin/monitoring/engagement_error_details
Engagement Collisions	/v1/admin/monitoring/engagement_collisions
Integration Monitoring	/v1/admin/monitoring/integrations
Feature Monitoring	/v1/admin/monitoring/adoption

For more information on how to use Admin Monitoring APIs, refer to the Gainsight PX REST API article.

Validate Engagements for Checksum and HTML Sanitization

Gainsight PX now lets you validate active engagements for checksum and HTML errors in real time. This helps you identify and debug potential issues to troubleshoot errors even before the engagements are triggered for the user. Prior to this release, you could identify checksum and HTML errors only in the browser’s Network tab.

To validate, enter the Checksum CDN URL, the allowed domains for HTML sanitization check, and select the engagements to be analyzed. Gainsight PX runs the validation automatically and identifies the following types of errors:

• Checksum
• HTML sanitization
• HTML allowed domains

For more information on how to debug engagements using Checksum, refer to the Validate In-App Engagements for Checksum and HTML Sanitization article.

Enhanced Engagement Monitoring 

The Engagement Monitoring feature of Admin Console is enhanced to identify and display a wider spectrum of error types. You can leverage the detailed analysis of failed engagements to effectively identify the root cause and debug them easily.

In addition to the existing missing mapped element errors, you can now find logs for the following errors in active engagements:

• Checksum validations
• Invalid HTML tags
• HTML reference domains that not allowed

For more information on how to use the Engagement Monitoring feature, refer to the Admin Console article. 

Store Cookies in Local Storage 

Gainsight PX now provides you with enhanced privacy and security configurations.  The installation process of PX now supports the capability to store the cookie data in the local storage. 

By default, Gainsight PX stores cookies in the browser. To change the default location to your local storage, set the localStorageCookie token to true in the Gainsight PX Tag.

For more information on how to configure the storage settings for cookies, refer to the Configure Cookies Storage section in the Javascript SDK Configuration article.