February comes with a whole bunch of updates across our stack, the main focus for this month in regards to what was released is around:
And various other new features, updates, and bug fixes along the way.
Check out the full details below
Added an Elevio wide ticket deflection benchmark to compare your deflection rate against, you can see this in your ticket statistics report
You can use the Visualizer to add links that open the Assistant to the home screen
Hotspots added via the Visualizer for opening Modules can now be limited to being shown once per user, just like with articles
In the Support module, you can now link to external form for creating support tickets. This is helpful if you have complex forms you'd like users to fill out for your support integration
If the situation requires it, you can now rotate your account secret.
Cross-article anchor links now work when used with the
data-elevio-article attribute for manual article linking (see the docs here)
All customers have been migrated to use the new Smart Groups feature for access control
The support module now has the new GateKeeper for ticket deflection rolled out to all accounts (if enabled).
GateKeeper: Made it more visible that GateKeeper is disabled, and added quick access to enable from the reporting page
GateKeeper: Suggestions page is no longer shown when there are no suggestions
Fixed an issue with onboarding getting caught in a loop
Fixed an issue with floating images in the Assistant and Editor preview
Fixed an issue with GateKeeper suggestions display in Internet Explorer
Fixed an issue where positive deflection page was flashing erroneously for ticket submissions
Fixed navigation on click of
back in the Assistant after ticket deflection
Added the ability to show/hide related articles in the Articles module
Added ability to enforce 2FA company wide
GateKeeper reporting performance improvements, to speed up deflection reporting
Kustomer Integration for support tickets and docs syncing
Allow hiding "Related Articles" from the article module
We now prioritize keywords over title and body so customers can more effectively influence search results
Support form in the Assistant is now protected with reCaptcha to reduce spam
Better support for using applying additional filters to
elevio_posts_tax_query for categories for custom WordPress syncs
Reporting fine-tuning for speed improvements (up to 60% improvement in latency)
Search engine upgraded. Bringing with it enhancements and bug fixes.
Replaced login / registration pre-app screens with a cleaner design
Fixed an issue with the sync autolinker only interlinking selectively.
Fixed up an issue with prematurely logging out users
You asked, we listened.
For any report in your account, you can now download the raw data for the chart of table data. Just click on the export button beside any chart or table like in the image below.
We'll supply the data in a single CSV file that you can then use as you see fit for your own purposes.
Previously, you could allow your users to leave feedback on your content when viewed via the Assistant. Now, you can let them leave feedback if they're viewing the content via your main knowledge base.
Of course, it makes sense that you can also see this feedback via the reporting, so we added that too.
In another case of "you asked for it, you got it", we spent a lot of going through all the feedback that has been provided on our editor environment to find out what the most important or annoying things were. In the end, we decided to part ways with the editor that we'd used in the past, to opt for something that we would have more freedom with and get you what you needed.
As a quick peek at what's available, just look at all the buttons on the new toolbar!
The most requested feature (and most annoying thing to have missing) was to add support for managing tables.
We're stoked to say this new editor has full table support
Pretty close behind that, was allowing better access to edit the underlying HTML of an article so you have full control (no more ugly HTML blocks), we even made it nicely colored for you:
So if you haven't already, go an edit an article to check out the new editor and get a feel for it and all it brings.
To help give you everything you need to help your uses when they submit any custom form you have setup, previously we allowed you to send through debug information if the form was sent to an email address.
Now, we also allow you to have that same debug information sent to you if you're using a webhook as your form destination.
You can checkout the format of the webhook data so you can use the new debug information here: https://docs.elevio.help/en/articles/81641-custom-form-webhooks
Earlier in the year, we released Smart Group Access Control to make it easy for you to define groups of users that you can reuse later for locking down which users could access which modules in your Assistant. You can now use those same Smart Groups to easily manage access to your content.
More details on this can be found here: https://elevio.releasenotes.io/release/90qne-smart-group-access-control-for-content
User feedback form in KB
New base editor
Smart Group Access Control for Content
Debug data added to custom form webhook
We released a more powerful way to help your users solve their own questions, and reduce your support load. Codenamed GateKeeper, it's available for all customers using the support module.
This was a large enough update to receive it's own release notes, which you can dive into here: https://elevio.releasenotes.io/release/40sDx-gatekeeper-for-ticket-deflection
Another major update for this month that warranted its own release notes, was the redesign of our main layout to be much cleaner, easier on the eye, and easier to navigate. It also came with two new sections on the dashboard to improve clarity and speed in getting where you need to go, and seeing what's going on with your account.
Smart Groups are a way for you to define segments of users, so you can control what modules they have access to (soon this will also be used for article access control).
When creating a rule for a smart group, from the list of comparators, there's a new option for " matches ". If you select this option, you can enter in a regular expression to match on.
To make managing your content easier, we've worked on a few things that have be repeatedly requested (Thanks! Keep the feature requests coming):
To help in quickly releasing or removing a set of content in one go, you can now check a box for each row, and click on the bulk actions, Publish or Delete.
Previously, wherever you created the category... that's where it stayed. Now, you can move any top level category to sit below another top-level category, or, move a sub-category to belong under a different top-level category to the one it's currently under.
Rather than needing to open an article within the editor, now you can quickly peek at it to make sure it's the article you're thinking of first, or just to get a refresher of what's in that article.
This is available from the content dashboard now and will be getting rolled out to the reporting tables shortly.
When managing your content, you can now bulk publish & delete
Added support for moving a category to be a subcategory of another top level category
Added article previews from content dashboard for quick peeks (coming to other areas soon)
Added regex support when creating smart group rules
Fixed a short lived issue where
img styles bled outside the Assistant styles, causing issues on hosting sites
At Elevio, we're all about making the in-app experience for your users as fluid as it can be, and keeping them moving rather than being stuck in a queue waiting for help.
That's why we've spent a lot of time working hard on our ticket deflection feature we're calling GateKeeper.
Less Support Load.
When your user enters in their query in the support module, GateKeeper uses transfer learning (a type of machine learning technique) to tear apart their request and find the most relevant sections of the most relevant articles in your knowledge base and presents them to the user as suggested help.
It's like having someone on your support team respond to the customer before the ticket is even submitted.
Reporting from our beta testers showed more success than we could have dreamed, with overall deflection rates around 15%.
(This will be dependant on the depth and breadth of your content.)
To help bring extreme clarity to your team and show you where people are getting stuck, you can view a report that will show you what the customer intended to send, what suggestions they were delivered, and which suggestion solved their issue.
This means you're able to uncover where things are causing friction in your product, even when you don't hear about it.
Check out a sample report from our own account below:
In a much-anticipated release, you can now create helpers & hotspots on your site that will disappear after your user has viewed them. This is perfect for onboarding new users, or bringing attention to something new that you've just released, then removing that helper to keep your interface clean.
This coincides with an interface update to the visualizer and the main helpers admin area to streamline the flow of creating helpers for your site.
When creating your helper, you'll be given the option of when to show this helper, you can choose to show it "once per user" (in which case it will show for the user until they view it, then it will be hidden) or "permanently".
Or start using them now, at https://app.elev.io/helpers/
Sometimes if there's a lot going on, it's easy for the hub to get overwhelming. So we're starting a process of allowing you to further filter down what is shown, to help you more easily manage your workload, and the workload of your team.
The first available filter, is to show only the cards that are assigned to a specific user, which you can see below:
As a much-requested update, you can now manually create a new card for your team, and attach a specific article to it for reference.
This helps to streamline the process of improving your content over time by quickly flagging an article for an update, or by connecting an existing hub card to an article that you're working on to resolve the issue that's come up.
We've also rethought the layout of the screen to make your experience with the Hub more fluid and natural.