Knowledge Center Bot

Updated 1 month ago by Neelam

Overview

Knowledge Center Bot is an on-boarding 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. The goal of knowledge center bot is to allow users to see the list of all engagements in one place for quick and easy reference. This improves your customer satisfaction by increasing accessibility to in-app experiences.

Login to Gainsight PX and Page Navigation

  1. Login to Gainsight PX with your personal credentials. Gainsight PX Dashboard is displayed.
  2. Click the Knowledge Center Bot icon on the left pane.

Clicking Knowledge Center Bot navigates you to the Content page where you can create your knowledge center bot.

Make sure that In-App engagements are already built using Triggered By > Widget or Automatic & Widget, before you create a New widget.
  1. If engagements are created and linked to knowledge center bot, Content page displays as below.

A list of all engagements is displayed in the content page, regardless of the engagement status whether it is Active, Deactive, Paused, Editing, etc.
Also, you can group these in-app engagements under specific category by creating a name in the Category column. For Example, if you have engagements related analytics, create a category with name Analytics and then you can group all the engagements which come under Analytics.

  1. Select the Add checkbox(es) of the required engagement to start building a widget.
If multiple In-App engagements are added, these can be reordered simply by dragging and dropping as required.
  1. Click Editor. This displays the following page with various options:
  • In the Settings tab, format the Header background and Content color and background for your knowledge center bot, as required.
  • Click Feedback checkbox to enable it. So that, you can allow your customers to provide their feedback.
    To configure:
    1. Select the Feedback checkbox. A new tab called Your Feedback appears on the bot.
    2. Click Your feedback icon on the bot.
  • Once the above configuration is done, users will be able to select the feedback category from the Select category dropdown list, and submit their feedback from the below category list.
    • Issue
    • Feature Request
    • General Feedback
    • Other

  • In the Bot Settings tab, select the text color or background color for the Bot badge and Close badge. The Bot is the icon that appears in the customer’s application and provides users with access to the Knowledge Center Bot. You have multiple options available from which you can select the desired Bot icon.
  1. To add customised bot icon, select the Use Image URL checkbox and enter the image URL. Click OK.
  1. Enter text in the Speech Bubble field to help end-users understand the widget’s purpose and format the text color or background color, as required.
  2. Click Save.
  3. Click Launch as shown below.


How did we do?