Create Text Content

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Whatfix enables you to create rich text articles and place them inside Self Help or Task List segments. The text content can be used to answer simple queries or FAQs using short answers right inside the Self Help and Task List widgets.
Such contextual content saves your end users a lot of time as they see this content on your application without needing to navigate outside your application to access relevant information.

Use the following steps to create an article:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click All content.
    ia_dashboard_left_nav_all_content

  3. Go to the Draft stage.
    CLM_DB_Draft_stage.png

  4. Click Create content.
    CLM_DB_CreateContent.png

Note:

To view the content that you just created, go to the Draft Stage of the Dashboard.

  1. Click Article.
    clm_db_content_article
Note

If you don't see the article segment under the Create section, contact support@whatfix.com.

  1. Add the Title and Description.
    RB_DB_staticcenterarticledetails
Info:
  • The maximum character limit for the article description is 3000 characters.
  • You can choose to format the text or add multimedia content to your article using the Rich Text Editor.
    RB_DB_staticcontentarticle
  • You can also add tags and search keywords to the article as required.
    RB_DB_articlesearchkeywords
  1. Click Save article.
    save1
Note:
  • Once the article is created, you can find it on the Whatfix Dashboard.  
    RB_DB_staticcarticleonDB
  • Articles are depicted by their own icon on the Dashboard and in Self Help.