What can I do with Whatfix Desktop?
- 12 Aug 2024
- 3 Minutes To Read
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What can I do with Whatfix Desktop?
- Updated On 12 Aug 2024
- 3 Minutes To Read
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Whatfix is displayed as a layer over your Desktop applications to provide in-app support using various types of onboarding, training, and help content. It simplifies the user experience by providing information when needed on any application page so that your users can complete tasks on their own.
Here are some use cases where you can use Whatfix Desktop.
Create Product Flows
Hand-hold your users through various tasks on your desktop application. Users get prompted through each step of the Flow. For more information, see Flows.
Create Contextual tips
Use Smart Tips to display contextual information about a specific UI element on a page. For example, a tip to help with entering information in a form. Smart Tips can also be used to validate user input in a text box to comply with a given format or specific requirement. For more information, see Smart Tips.
Draw User attention
Use Beacons to attract attention to a single important element within your application UI, for example, a new feature. Catch the attention of your users and introduce them to new functionalities.
For more information, see Beacons.
Create Training Plans
Use Task List to display a personalized list of basic information a user needs to complete. The Task List can be configured to display until the user has completed all the tasks. For more information, see Task List.
Consolidate and Display Intelligent Help
Use Self Help to display contextual help content from various sources, including knowledge bases, and display according to the user’s current context within the application. For more information, see Self Help.
Help users with contextual information from across applications
Integrate your existing knowledge bases with Whatfix and display articles as contextual links in Self Help and Task List segments displayed on page.
You can integrate knowledge bases such as Confluence, Zendesk, Freshdesk, SharePoint, and more. For more information, see Integrate your Content Repository with Whatfix.
Show important information
Use Pop-Ups to display important information as a Pop-up at any time during the user journey. For example, announcing down-time. For more information, see Pop-ups.
Track Analytics
With Whatfix Analytics, you can see how your content is being consumed by your end-users. Analytics also helps you understand how users engage with content and what content areas need more attention. For more information, see Analytics.
Track end-user engagement on your application
User Actions enable you to track your end users' actions and analyze their behavior on your application. Based on the insights from user actions, you can then take steps to engage the right groups of users to efficiently drive business growth and understand user behavior in depth. User actions also enable you to target specific content based on specific user activity. It also enables you to track usage patterns in the form of running A/B tests.
For more information, see Create a User Action.
Understand user journey using Funnels
Analyze how your end users are navigating through your application using Funnel Insights. Funnels provide you with the exact step of the process at which your end users are dropping off. This enables you to create relevant content and prevent such drop-offs.
For more information, see What are funnels?
Understand user engagement using Trends
Use Trend Insights to turn your engagement-related queries like number of users who have completed Flows or number of users who have clicked the button on your Pop-up into actionable Insights. Create custom reports with your queries and visualize them in the form of charts.
For more information, see Trend Insights.
Group users to understand user behaviour using Cohorts
Cohorts enable you to create a group of users based on a specific criteria or behavior and analyze the group to take further actions. Creating Cohorts based on user behavior enable you to unearth hidden patterns, validate/invalidate hypothesis, and draw insights.
Visualize insights and make data-driven decisions using Dashboards
Whatfix enables you to create Dashboards with actionable Insights and customize them depending on your business needs and use cases. These custom Dashboards are the one-stop place for all Insights to help you visualize your data and provide information at a glance.
For more information, see Custom Dashboards in Analytics.
Understand how end users navigate in an application using User Journeys
Whatfix provides you with the ability to automatically analyze how an end user navigates through an application using User Actions, and events captured using the Whatfix API, and it helps you understand the different paths they take to complete a task. You can visualize the User Journey in the form of Sankey charts.
For more information, see User Journey.
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