These release notes provide a list of changes in Guides that affect you as they occur, so you can learn about important changes quickly before diving into the relevant documentation.
October 2024
Guide confirmation activation
Guide confirmation as an activation method has been added to the Visual Design Studio. Confirmation guides are activated when a user selects an element specified by the guide builder. The Confirmation guide temporarily blocks the action from the target element and forces the user to confirm whether or not they actually want to proceed. For more information, see Activate your guide.
Embedded content (closed beta)
Pendo now provides the option of creating in-app guidance using embedded content. This integrates guidance directly into a page and enhances usability by providing contextual information exactly where and when it’s needed. Customers in our closed beta group can choose between using overlay guides or using embedded content. For more information, see Create embedded content.
Leverage your Zendesk knowledge base for guide creation (closed beta)
You can leverage the content in your public Zendesk knowledge base to create more informative and focused guides for your users. Customers in our closed beta group can link their knowledge base to Pendo so that the LLM model retrieves all articles from the knowledge base that it thinks are relevant to the prompt that's entered and uses them to generate a guide. For more information, see Create guides using AI.
Guide persistence
Guide persistence has been added to the Visual Design Studio. You can now turn on Guide Persistence to activate your guide when a particular element appears on your page and to ensure the guide persists even if that element disappears. Guide persistence can be activated on any step of your guide. For more information, see Create a guide and Activate your guide.
September 2024
View guide metrics in dashboards
You can now view guide metrics in your dashboards so you can monitor the effectiveness of your guides. To see a list of guide widgets that can be added to dashboards, see Dashboard widgets.
CSS selector performance for guide targeting
The CSS performance meter highlights how your selected CSS affects the performance of your guide. The meter provides early feedback on the selector and suggests improvements for slow selectors to help you use the CSS for effective guide targeting. For more information, see CSS selector performance for guide targeting.
June 2024
Guide edit history
Guide edit history helps you track and understand changes made to your guides by your team. It records who modified the guides and when. In addition, by logging all content changes, you can maintain records of the updates, ensuring transparency and accuracy of information. For more information, see View guide edit history.
May 2024
Create funnel from guide details
You can now create a funnel report directly from a guide's details page within the Guide Goal section if you have Analytics as part of your Pendo subscription. This allows you to measure how guides are impacting conversion for a given process, over a specific date range, for a specific segment, or related to multiple events (for example, Page views, Feature clicks, other guide interactions). For more information, see Set guide goals.
April 2024
Use AI for guide localization
You can leverage AI to simplify the localization of your guides into any of the languages that are supported in your app. This reduces the need for localization teams to manually update XLIFF files to languages required for localization of your guides. For more information, see Localize your guides using AI.
Use AI for guide creation
You can use AI to generate and build guide components in the Visual Design Studio, where you can edit the guide for tone, accuracy, and completeness.The AI functionality uses your guide name and associated app as prompts, along with other information you provide, including the maximum number of steps in your guide, the goal or purpose of the guide and the tone of the guide. For more information, see Create guides using AI.
February 2024
Edit the global CSS
You can edit the global CSS in the Visual Design Studio to customize the styling of your guides and Resource Center. This is done at the application level. For more information, see Edit the global CSS in Visual Design Studio.
January 2024
Specify a starting step with Launch Guide
You can specify which step to launch when using the Launch Guide button action. This gives guide builders more control over which paths to lead their end users through and removes the need to duplicate guides. See the Launch Guide section in Guide button actions.
Responsive guides
You can now design your guides to be responsive. When viewing a guide in a browser window, the layout adjusts to the screen of the device it's viewed from. Define fluid widths for a guide and then preview the guide in a browser window that mimics the screen ratios of a device. For more information, see Create a responsive guide.
December 2023
NPS insights AI activity log
You can now reassign a response to a theme in the AI activity log. See the View AI activity messaging section in Manage NPS themes and insights.
November 2023
Anchor guide to existing Feature
You can now anchor a guide to an existing tagged Feature. This provides more stability for the positioning of guides and badges because tagged Features remain on a Page even if you make changes to the Page. For more information, see the Guide container section in Get started with Visual Design Studio.
October 2023
Guides writing assistant
The guides writing assistant uses Pendo AI to summarize, expand, or refine your guide's textual content inside the Visual Design Studio during guide creation. It checks for spelling, grammar, and punctuation errors, tone detector, and enhances vocabulary using AI. For more information, see the Building block types section in Add guide content using building blocks.
NPS insights (open beta)
NPS insights uses Pendo AI to automatically generate NPS themes and assign responses to themes. Themes are automatically generated and assigned when there is at least one active NPS survey with a minimum of 600 textual responses in English. For more information, see NPS Insights.
NPS insights - Automatic generation of summary of theme responses (open beta)
NPS insights now uses Open AI to automatically generate theme summaries. The language model bases the summary on selected filters and the time frame of the responses. Theme summaries are generated when there is at least one active NPS survey. For more information, see the View summary of theme responses section in NPS Insights.
NPS insights - Automatic theme title enhancement (open beta)
NPS insights now uses Google Generative AI to automatically enhance theme titles for newly generated themes. For more information, see NPS Insights.
September 2023
NPS Insights - AI activity messaging
AI activity messaging lets you see how Pendo AI has been learning from your actions to assign and reassign themes to responses. For more information, see the View AI activity messaging section in NPS Insights.
NPS Themes - Bulk assign and remove themes from responses
You can now assign and remove themes from multiple responses in the Responses table. For more information, see NPS Themes or NPS Insights.
August 2023
Support for Video format using Microsoft Stream (on Sharepoint)
Pendo now supports Microsoft Stream (on Sharepoint) as a video format. For more information, see the Video section in Add guide content using building blocks.
Time-based segment rules for guide views
You can now create segment rules based on when a visitor viewed a specific guide. Previously, options were limited to Viewed = ever and Not Viewed = ever. Now, you can also choose Last Viewed and specify operators like since, before, within last, not within last, and between along with specific dates or days. Additionally, for Viewed, you can now select at least and at most to indicate the minimum and maximum number of times a guide was viewed by a visitor. To learn more about segment rules, see Segments.
July 2023
Quick access to responses of NPS Themes
This feature has been updated with additional functionality. When you access the responses in a theme, you can now sort and filter the responses, edit the theme name, and reassign or unassign a theme for a response. For more information, see NPS Themes.
Support for right-to-left languages in the Resource Center
The Resource Center now supports the use of right-to-left languages (RTL). If your website's UI uses an RTL language, you can select the same language for the Resource Center so that the layout, text, badge and alert badge, and other elements in the Resource Center match the text direction of the website. To learn more, see Use right-to-left languages in the Resource Center.
June 2023
Quick access to responses of NPS Themes
You can now quickly access and review responses assigned to a theme by selecting it in one of the main NPS Themes widgets. For more information, see NPS Themes.
May 2023
Design guides for right-to-left languages
You can now design guides for use with right-to-left languages. To learn more about the design capabilities, see Design Guides for right-to-left languages.
Add a CSS class to a Theme
You can now add a CSS class to a guide at the guide’s container level so that it inherits styling from your application’s stylesheet. This is done inside a Theme so the class can be applied across many guides. For more information, see the Add a CSS class to a Theme section in Pendo Themes.
NPS themes
With NPS themes, you can now organize and analyze NPS responses faster and generate more actionable insights. Using themes, you can identify commonalities of promoters/detractors and sort your responses into custom themes. This will help you to make sense of large amounts of NPS data for faster analysis. For more information, see NPS Themes.