Releases tagged: smart groups

Chris Duell March 2nd, 2019

Update: February Updates

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:

  • Migrating all companies to Smart Groups access control
  • Migrating all companies using ticket deflection to the new Gatekeeper
  • Further improving GateKeeper, and allowing you to compare your results against Elevio wide averages for deflection rates
  • Improvements to our Visualizer tool to give you and your team more control

And various other new features, updates, and bug fixes along the way.

Check out the full details below


New Features

  • 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)

Updates

  • 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

Bugfixes

  • 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

Chris Duell September 7th, 2018

New Feature: Smart Group Access Control for Content

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.

While you could already control who could view what content, you needed to set this up again and again for each of the categories or articles you wanted to lock down. This would quickly become a pain if you wanted to change that access control in a number of places later on.

Now, you can create a single Smart Group and assign it to as many articles, categories, or modules you like. When you want to change how the access control works, you'll only need to change it in one place and it will be reflected everywhere!

To migrate your article access control over to use Smart Groups, simply head to the migration page here: 

https://app.elev.io/segmentation/migrate


Chris Duell July 27th, 2018

Update: July Updates

GateKeeper

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 

New layout

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.

https://elevio.releasenotes.io/release/YPbjJ-new-layout-dashboard-sections 

Smart Groups

Added regular expression support for rules

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. 

Regex in smart groups

Content dashboard updates

To make managing your content easier, we've worked on a few things that have be repeatedly requested (Thanks! Keep the feature requests coming):

Bulk publish &  Delete

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.

Bulk actions

Move a category to sit under another category

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.

Quick article preview from content dashboard

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.

Preview article from dashboard

New Features

  • 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

Bugfixes

  • Fixed a short lived issue where img styles bled outside the Assistant styles, causing issues on hosting sites

Chris Duell March 16th, 2018

New Feature: Smart Groups - Access control

To help with controlling who can see what in your elevio setup, we've introduced a new feature: Smart Groups

With Smart Groups, you can use a set of rules to create segments of users that you can use for controlling access to modules.

Examples of this might be showing the support module to people who belong to a certain group, or to people who have an email from a certain domain. A great way to offer different levels of support to people on different plans.

5aab121b2547a_screen-shot-2018-03-16-at-113816-am-min.png

You can create a smart group based off any of the following:

  • Name
  • Email
  • URL
  • Language
  • Groups
  • If the user is logged in

To get started with Smart Groups, look for Smart Groups under the Create dropdown menu item in your dashboard.

To learn more about Smart Groups, check the documentation.