--- title: "Create Smart Tips" slug: "creating-smart-tips" updated: 2026-08-14T03:37:51Z published: 2026-08-14T03:37:51Z canonical: "support.whatfix.com/creating-smart-tips" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Create Smart Tips Creating a Smart Tip is a two-step process: Step 1: [Create the Smart Tip](/desktop/docs/creating-smart-tips#create-the-smart-tip) Step 2: [Configure the segment for the Smart Tip](/desktop/docs/creating-smart-tips#configure-the-segment-for-the-smart-tip) ### Step 1: Create the Smart Tip Use the following steps to create a Smart Tip: 1. Go to the application where you want to create content, and then launch the Whatfix Desktop Studio. 2. Click **Smart-tip**. ![clm_studio_smart tip1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_studio_smart%20tip%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) 3. Enter a name for the Smart tip Collection. ![Studio_editor_enterSTname](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_editor_enterSTname.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) **Info** - A Smart Tip Collection is a group of Smart Tips created on the same page of an application. - The Smart Tip Collection name is solely for your (Creator's) reference and is not visible to the end user. 4. Click **+ Add Help Tip** to create a new Smart Tip. ![Studio_ST_help_tip.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_ST_help_tip.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) your title goes here In case you want to create a Validation Tip, click the dropdown, and then click **+ Add validation tip**. ![Studio_editor_AddValidationTip](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_editor_AddValidationTip.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) 5. Select an element on the application that you would like the Smart Tip to point to. ![RB_select element2.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_select%20element%282%29%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) 1. Enter the purpose of the Smart tip. ![Purpose_description.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Purpose_description.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) > [!WARNING] > Note > > Add a more detailed optional description. 2. In the **CONFIGURATIONS** tab, expand the **Interaction** dropdown, and then in the **Display smart-tip on** section, select when you want to display the Smart Tip. ![on_hover.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/on_hover.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) 3. Under the **Positioning** section, adjust the position of the Smart Tip. ![clm_smart tip_basic positioning](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_basic%20positioning.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) > [!WARNING] > your title goes here > > The following are the two different positioning modes available: > > - In the **Basic Positioning mode**, you can choose among four available positions. ![clm_smart tip_basic positioning](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_basic%20positioning.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) > - In the **Advanced Positioning mode**, you can make micro adjustments to the position of the Smart Tip. You can either use the navigational arrows or enter the value in the **Movement on key click(px)** dropdown to change the position by pixels. ![clm_smart tip_advanced positioning](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_advanced%20positioning.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) 4. In the **Tooltip Position** section, choose the position of the tooltip. ![Clm_smart tip tool position](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Clm_smart%20tip%20tool%20position.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) > [!WARNING] > your title goes here > > [Display Rules](/desktop/docs/visibility-and-display-rule-conditions) enable you to configure Smart Tips to get displayed only when certain conditions are met. Setting Display Rules for a Smart Tip ensures that the Tip appears on the correct page, based on the conditions set. > > Use the following steps to add Display Rules to a Smart Tip: > > a. Click the **ADVANCED OPTIONS** tab. ![Studio_editor_AdvancedOptions1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_editor_AdvancedOptions%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) > > b. Under the Display Rules section, click **+ Add Rule** to set the desired conditions. ![Studio_editor_AdvancedOptions_AddRule1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_editor_AdvancedOptions_AddRule%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) > > - For more information on the different conditions that can be used in Display Rules, see [Visibility and Display Rule Conditions](/desktop/docs/visibility-and-display-rule-conditions). > - You can choose to add multiple Display Rule Conditions using the **+ Add Rule** button. ![Studio_Editor_AdvancedOptions_AddmoreRule](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Editor_AdvancedOptions_AddmoreRule.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) 5. Click **Save Tip**. ![Studio_editor_saveTip](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_editor_saveTip.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) > [!NOTE] > Info > > To add more Smart Tips, click **+ Add Help Tip** on Studio, and then repeat steps 5 to 10. 6. After all the Smart Tips are created, on the Studio, click **Save Tip**. ![Studio_editor_saveSTcollection](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_editor_saveSTcollection.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) 7. On the confirmation Pop-up, click **Okay**. ![Studio_st_save tip](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_st_save%20tip.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) > [!WARNING] > Note > > Once you have created the Smart Tip collection, a segment is automatically created on your Whatfix Dashboard. ### Step 2: Configure the segment for the Smart Tip Use the following steps to configure the segment for the Smart Tips: 1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) 2. Click **Smart-tips**. ![ia_widget_smart%20tips](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_widget_smart%20tips.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) 1. Hover the cursor over the Smart Tip segment you want to configure, and then click the **Edit** icon. ![CLM_DB_SmartTip_Edit_icon.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_SmartTip_Edit_icon%282%29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) > [!WARNING] > Note: > > The segment name is the Smart Tip collection name. 2. Expand the **Set Visibility Rules** section, select the **Window Variable** or the **Other Elements on Page** option using the dropdown, and enter its value. ![2023-02-17_18-38-43.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2023-02-17_18-38-43.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) > [!NOTE] > Info: > > - To find the Window Variable and its value for the desktop app, see [Finding the window variable values for Visibility Rules](/desktop/docs/finding-the-window-variable-values-for-visibility-rules). > - To find a unique CSS selector for the selected element, contact your Whatfix Representative. For more information, contact [support@whatfix.com](mailto:support@whatfix.com?Subject=Find%20a%20unique%20CSS%20selector%20for%20desktop%20application%20element&Body=Hello%20Team%2C%20%0APlease%20help%20me%20find%20a%20unique%20CSS%20selector%20for%20the%20elements%20of%20my%20desktop%20application.%20%0AThanks%20and%20Regards.) 3. Add the collection that you created earlier. ![2023-02-17_18-42-47.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2023-02-17_18-42-47.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) 4. Click **Save**. 5. Once you have configured the Smart Tip segment, select the segment using the checkbox, and then click **Send to ready**. ![clm_db_send_to_ready](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_send_to_ready.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) 6. Go to the **Ready** stage, and then click **Push to production**. ![clm_db_push_to_production](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_push_to_production.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A34Z&se=2026-11-12T08%3A41%3A34Z&sr=c&sp=r&sig=n42bu1K6Cub4mHwOvU%2Fmf%2Fh50sCTfYiBPvWmtl1LbgM%3D) > [!NOTE] > Info: > > - Position the Smart Tip carefully so that no other important information or element is hidden behind it. > - To create a sequence of Smart Tips, all the tips must be on the same page. If Smart Tips are to be used for multiple pages, separate segments need to be created for each individual page. > [!WARNING] > your title goes here > > Only one Smart Tip segment can be shown per page. To enable multiple Smart Tip segments to show on a single page, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Enable%20multiple%20Smart%20Tip%20segments%20on%20the%20same%20page&body=Hi%20team%2C%0A%0APlease%20enable%20multiple%20Smart%20Tip%20segments%20on%20the%20same%20page%20on%20the%20following%20account%3A%0A%0AENT%20ID%3A%20%0A%0ARegards%2C%0A).