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Current Behaviour

Audience rules for engagements in Knowledge Center Bot

Related products:PX Engagements
  • June 3, 2020
  • 10 replies
  • 314 views

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?

 

 

10 replies

  • Contributor ⭐️
  • June 3, 2020

This is an idea with a lot of merits.  Here are a few of the ways we would use this:

  1. Knowledge Center content that only applies to a particular customer segment
  2. Knowledge Center content that only applies to emerging features, which are enabled by feature switches for a handful of early adopters
  3. Knowledge Center content that needs to be localized to regional or country-specific norms, regulations or languages
  4. Knowledge Center content that needs to be proofed in the context of a UAT or SIT environment, as it’s not yet approved for consumption by every customer

I’m guessing everyone’s usage of KC Bot has (or will have) one or more of these use cases. #takenote #productmanagement #kcbotachillesheel


angelo
  • Helper ⭐️⭐️
  • June 29, 2020

Thanks for the feature suggestion!

As you know, you now have the capability to create multiple Knowledge Center Bots, each with their own set of targeted engagements and articles (more on how to create a Bot here)

We see that as our customers have built more Knowledge Center content (articles) on PX, you also want to be able to apply the same articles or subset to multiple bots.

As such, we are planning provide capability to make Knowledge Center content (articles) available to any of the Knowledge Center bots.

 

 


angelo
  • Helper ⭐️⭐️
  • March 8, 2021

Knowledge Center content (articles) are available to any of the Knowledge Center bots (as of the October 2020 release)


silasramsden
  • Contributor ⭐️⭐️⭐️
  • July 25, 2022

@angelo this is marked as Implemented but I don’t think the ability to filter specific engagement functionality in the Knowledge Center Bot exists does it?


JayS
  • Helper ⭐️
  • October 20, 2022

I agree with @silasramsden that I don’t think this is implemented, @angelo. I just had to launch another bot because I had a few engagements that should only target some users. So I had to create a bot just for those users. 

Unless you’re thinking this idea is implemented with the Recommendation content. Recommended content is a great new feature, but not the same as this request.

 


mmarques
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  • Helper ⭐️⭐️
  • May 24, 2023

I agree with @JayS  - I recently tested Recommended content, and I was hoping to get the full power of audience qualifiers for the engagements. 


broghanzwack
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • January 9, 2024
New IdeaCurrent Behaviour

broghanzwack
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • January 9, 2024
Updated idea statusCurrent BehaviourNew Idea

aharkut
Gainsight Employee ⭐️
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  • Gainsight Employee ⭐️
  • June 18, 2025
New IdeaCurrent Behaviour

aharkut
Gainsight Employee ⭐️
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  • Gainsight Employee ⭐️
  • June 18, 2025

In the new KCBot model - Recommendations and Task List do support User/ Account/ Global Context and URL based targeting. It might not be the whole list of targeting rules that Engagements provide but it addresses the core need.

We are also working on providing more number of Groups that can be added to Recommendations and Task List from the current limitation of 5