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Currently, PX only supports the authentication with our supported Knowledge Base integrations using a single, shared user account or API token.  Therefore, all users will be able to search/view the KB content within Knowledge Center Bot using the permissions and access levels assigned to that user or API token. It would be a more secure and better user experience if users could only search/view the KB content they are entitled to consume.  This option is supported for Zendesk in other comparable applications to PX. 

I was trying to create a CoPilot power list using Data Spaces, but but it gives me an error "No account reference found in 'OPS: Tasks and Actions'.Create a account lookup to Salesforce Account object to proceed." I opened a support ticket and was told "This is already a known issue. Our Product team has prioritized this issue and plan to make the fix available in the December Patch release."

When creating a new topic it would be helpful if the “title” of the topic didn’t just search for related topics to intercept the creation of a new one, but also included federated help articles from Zendesk.To use a scenario from our community, we might have a user that goes to ask a question about integrating with JIRA, but we already have a KB that answers that question. If we could help them find that first, then we could avoid the question being asked at all.

As the owner field can be set to either any User ID on the rule. It would be good if we can have an option to make the default owner as the author or other User ID. This way we could avoid creating dummy user in the system as the default owner of the Success Plan to hold the record. Thank you!!

Hi Team, As of now in Gantt chart the Objectives are sorted by Due date and we dont have option to Sort on any other fields like Objective name. So can we please include this option in roadmap, it helps user to sort on the desired fields. Thanks,Prathap

We have a long text field exposed on the SP UI (customer info object, not CTA group) that is editable by our users. At the moment, we can add one bullet point. As a user, I’d like to add multiple layer to the bullet point notes.

We have 2 completely different products each with their own customers. We want to include both in the knowledgebase. In order to do this properly it would help us enormously to add an extra level to the knowledgebase so that we can indicate the product on the first level and the content on the next two levels.

It would be helpful to have the option to back date product updates.I sometimes miss the release of a product and quickly go to post an update but the dates are off. Would be helpful to have the ability to back date a post to the data you would like.This might also be useful for articles as well.

Currently a user needs to upvote their own idea manually. Many of our users do not know they can/should do this. So, we’re wondering if this can be automated instead.

Currently, entitlements must be assigned by category. It would be easier if the permissions could be set on parent catergory and then transferred to the category. If desired, they can be changed there for that category.This saves a lot of work if you want to make certain parent categories only accessible to a certain group.

Hey there,I check different Analytics on a regular basis, and I need to every time select the Filters (Date, Published in, Role, Content Type) Since I need to change all the filters every time i want to check something, it would be great if I could “save” a set of filters. Something like a “favorites” or a few different views.E.g. “Amount of Posts Published in Area X by role Y”, “Amount of Posts published in Area Z by roles A,B,C”That would:save me considerable amount of time prevent mistakes, since the filters are pre-set Anyone else who would like to see something similar? Or maybe has a workaround to share?Best,Daniele

HI Team,The customer(F5 Networks) has come with the requirement, if any opportunity that was skipping from one quarter to another quarter (One opportunity cycle to another opportunity cycle ) need to see that information in the late renewal chat.Currently, the "late Renewal" chat calculation is for a selected period. if the renewal type opportunity closed date is greater than the opportunity due date then those opportunities will be displayed in the selection. Now this "late Renewal" chat is showing the data for the selected quator. @vivekreddy @lalit_das 

Currently, the only way to add actual custom event data is through the Web SDK, and even that requires a window object. It would be good if we could actually add rows through other means, primarily the REST API. If it were added there, it would be possible to do in any language. I discovered this through a lot of trial and error, as it looks easy to do already. There is a “Custom Event API”, there is a Java SDK, there is a python script called a data loader. Customer support took me through these options and more, and I left no stone unturned, implemented each one--but it turns out, none of them can actually add data, despite good auth credentials. All these can do is either update existing data, add new definitions for custom events, or most commonly just read existing data. Adding this feature seems to be a no-brainer. Adding data for all events should be possible too, not just custom ones. As far as I know, it’s not possible to add data for these either, but I didn’t look deeply int

Posting on behalf of a PX customer…It’d be great if we can get a list of users who VIEWED a survey in a given time frame. We have the total # of views, but not the actual list of users. You can either add this in the Survey Performance Report OR allow a filter for this in Audience Explorer. Thank you!

Request: Right now, you’re able to see the aggregate survey views in Survey Performance Report, however, you’re not able to see who those specific users who viewed were AND the # of views is not filterable. Use case: Filtering out internal user views, or filter by persona

HELLO AWESOME Product team, So I just had a conversation with a CSM and they had a great idea. The way we use CTA/Timeline is when a CTA is created we encourage our CSM to entry timeline entires from the CTA so that all driveable and driven action are group together in one place for a particular situation. So when that CTA goal is complete they are asked to close the CTA and move on. This action also then closes all the active task but the timeline entry stay active. MY ASK: is there a way of closing the timeline entry that are attached to a CTA when the CTA is closed? Again I always like to recongnize that you guys have to build for the masses. Not sure if that would be an all or nothing solutions or possible an option within Admin settings.  Best Regards, Darshana Shah@kate_green  @kate_peter 

I have been asked by a CSM in our team about the possibility of saving an incoming email to multiple timelines in one go rather than having to copy the email and save it to all relevant timelines individually. As an example, they are sending out internal emails to Account Exec’s who operate across numerous accounts, so you might have an account exec who works across 7 accounts and instead of sending him 7 emails you might want to send 1 email and then save the details on the rest of the timelines. We want to capture these interactions on the timeline so that anyone looking at them can see that action and interactions are taking place. The problem arises when you bcc the email address and the email is in the drafts folder you only have the option to enter details for one company as I imagine it is saving it to that specific company record which is how it is currently meant to work and I get that. I’m doubtful if it’s possible but wanted to ask if anyone has experienced this type of inte

Hi.In Gainsight Connect(Connectors/Connectors 2.0) Logs can we have a option to download the Success recods as well. Right now we can download the Failed Records.Screenshot:Thanks.

Hello! A recent acquisition uses the ticketing software ‘Help Scout’.  Wondering if anyone has experience with that software and integrating or at least importing information from Help Scout to Gainsight.Thank you!

With the new embed tool, we can embed URLs to a Google form but it would be more helpful if I could imbed a survey I created in Gainsight. That way I can get feedback from CSMs as we roll this out and not have to rely on them logging into Google etc, and the information is better recorded in an object

Hi Team, One of my customer is looking to have a help text directly within the UI would be more helpful to show what “Logs” button would actually help in.  "Logs" tab shows activities performed on low volume custom objects; perhaps we can make this more evident within the product.  It may help to clear up any ambiguity as well between other logs button.

Hi Team, In Gainsight Zendesk Widget we display Widgets that are configured in our C360 page. Here when ARR fields are configured, we are not supporting Multi Currency. This feature will help users have multi currency and business across different countries and using this widget. Can we please add this in our roadmap. Thanks,Prathap. 

It is found when loading timeline draft/activity with large note, it can sometime take a while depending on what it contains. During this time while loading, it very much looks as if things are frozen. Would suggest to implement a progress bar to indicate that more time is needed to load the contents of a given timeline.

I really want to like the Gainsight Sally feature, however I really haven't found a way to make it useful for my use case yet.Getting the notifications is fine, but I also get the email notification at the same time. What would make Sally really useful in my case would be to allow me to interact with a CTA directly from within Slack.Examples:Admin Use Case: New account needs to be provisioned. I get the notification in Slack, I go provision the account (this happens outside of GS), I complete the task and can mark it complete without ever interfacing with GS. Instead of the thumbs up/thumbs down features (which I don't even know what this is for?) I could instead mark the task as complete and remotely close the CTA in GS. CSM: A task has been assigned to me by a colleague to schedule a meeting with my client. I may do this via my email account, via client facing Slack instance or via ZenDesk ticket. I could remotely check off the task that I have contacted the customer. Manager, CSM: M

Posting on behalf of a customer. It is found for the Timeline Integration that syncs from Task/Event into Activity Timeline, if the supporting SFDC Event/Task is removed from SFDC the dependent Timeline entry isn’t removed. It be a good idea to have our sync job give the option to remove invalid synced Timeline entries to ensure accurate information is present, so users aren’t misled by invalid Timeline entries. Link to integration sync doc:https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Integrate_Salesforce_Activities_in_Gainsight_Timeline