Good afternoon,
I'm looking for some advice on setting up a self-serve onboarding experience for new customers using Gainsight PX. I have a detailed plan, but I'm encountering a few challenges with the new Knowledge Center Bot editor.
My onboarding journey consists of four main checklist items, and I'm trying to figure out the best way to structure them in the new editor:
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Configuration Setup: A multi-step guide with 11 individual sets of tooltips. I need this checklist item to show a progress bar (e.g., "5/11 complete") as the user progresses through the guide.
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Video Guide: Core Functionality: A video walk-through.
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Video Guide: Mobile Experience: Another video walk-through.
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Final Activation Step: A final celebratory pop-up.
My main confusion is how to properly link these multiple engagements to a single checklist item, especially the "Configuration Setup" guide that has so many steps. I’m not sure how to configure a single item to track progress across 11 different guides.
Any advice on the best practice for setting up this type of experience in the new editor would be greatly appreciated.
Thank you!