Whatfix Desktop Glossary
- 16 Oct 2025
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Whatfix Desktop Glossary
- Updated On 16 Oct 2025
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A
| Term | Description |
| Account Manager(role) | The Account Manager has permission to perform all tasks in Whatfix. There are 3 other roles on the platform. To know more about each role and its permissions, see Whatfix User Roles. |
| Advanced Customization | Whatfix is constantly adding capabilities, and you can perform most tasks on Whatfix using the Whatfix user interface. Advanced Customization permits using certain snippets of code to perform advanced actions using Whatfix. Each action can be enabled by copying the respective code into the Advanced Customization. |
| All content | The All content section shows all content, such as Flows, Smart-tips, Beacons, and Static content, present on the Whatfix Guidance dashboard. |
| All widgets | The All widgets section shows all widgets, such as Pop-up, Self Help, Task List, and Survey, present on the Whatfix Guidance dashboard. |
| API | Application Programming Interface (API) is an access point and a set of routines, protocols, and tools to specify how various software components interact. |
| API-based translation | An API-based translation is a service where an Application Programming Interface (API) provides a software interface that enables Whatfix to programmatically send text to a cloud-based translation engine (For example, Microsoft Azure) and receive the translated text back in a different language. |
| App integrations | App integrations enable you to exchange data and attribute streams between Whatfix and other products. |
| Archive content | Enables you to archive Whatfix content directly from Draft, Ready, and Production stages, streamlining content lifecycle management. |
B
| Term | Description |
|---|---|
| Batch Translation Integration | Batch Translation Integration enables large-scale translation of Whatfix content using external tools, such as Rosetta and Microsoft Azure. It supports batch processing, status monitoring, and compatibility across translation services. |
| Beacon | Beacon is used to draw your users' attention to a new feature or any other element in the application user interface. For more information, see Beacons. |
| Beacon Collection | A Beacon Collection is a group of Beacons that are created and displayed on a particular page. |
| Beacon Level Configuration | Beacon Level Configurations are local configurations that apply to a specific Beacon inside a collection. |
C
| Term | Description |
|---|---|
| Censor sensitive info | Censor sensitive info feature is a Flow feature that enables you to hide personal or sensitive information from a Flow step when exporting Flows into Multi-format outputs such as PDFs, videos, slideshows, or articles. |
| Cohorts | Cohorts enable you to create a group of users based on specific criteria and analyze the group to take further actions. |
| Content Versioning | Content Versioning enables you to track all the changes made to any content created on Whatfix. You may revert these changes to the original content as well. |
| CDN Server | A Content Delivery or Distribution Network (CDN) is a geographically distributed network that is used to host the same content. When a request is made for the content, the network routes the user to the closest server, thus ensuring a faster response time, high availability, and improved performance. |
| CDN Deployment | A Content Delivery Network (CDN) deployment is one of the ways Whatfix deploys content and makes it available to your users. Multiple servers host content and servers closest to the point of use are used to deliver a better and faster user experience. |
| Cloud Deployment | Cloud Deployment is one of the ways to deploy Whatfix content and make it available to your users. In this scenario, the content is pushed to Whatfix servers. |
| CLM (Content Lifecycle Management) Stages | The Dashboard has 3 stages: Draft, Ready, and Production, that enable you to keep track of your content and widgets. Content and widgets in the Production stage are available to the end users. Draft and Ready stages are used to create, review, and edit content and widgets before pushing them to production. Any changes to themes or feature flags have to be pushed to Production from the Ready stage for them to take effect. |
| Content | Whatfix content is content that is created on the Whatfix Dashboard and displayed to end users using widgets. |
| Content Aggregation | Content Aggregation is the ability to aggregate and search through your knowledge bases and return search results in the Whatfix Self Help. In addition to search, if your knowledge base content is effectively tagged, Whatfix can use Smart Context to list relevant content from your knowledge base and display it as links in Self Help. |
| Content Manager (role) | Content Manager is a user role on Whatfix that has more permissions than the Editor role. There are 3 other roles on the platform. To know more about each role and its permissions, see Whatfix User Roles. |
| Custom Labels | Custom Labels enables you to change the name of certain labels in the Whatfix UI so that it fits your organization's style and branding guidelines. |
D
| Term | Description |
|---|---|
| Dashboards | Dashboards are a Product Analytics reporting feature that enables you to visualize your insights. They provide information at a glance that enables you to make data-driven decisions. For more information on how to visualize your insights, see Dashboards. |
| DAP | A Digital Adoption Platform (DAP) enables an efficient digital transformation journey by improving the adoption of enterprise applications. DAPs are deployed as an overlay on the application that allows the creation of in-app interactive and contextual Flows. This helps users navigate through the software with ease, thus reducing the need for repeated training. |
| Data Entry Automation | Data Entry Automation is a Smart Tip feature that enables you to pre-populate a value in a form field. |
| Default Tags | Whatfix enables you to add Tags to your content. These tags serve their own functions. For more information on tags, see Whatfix Tags. |
| Deployments | Deployments are various ways to host and deliver Whatfix content to your end users. |
| Display Rules | Display Rules determine where and when tooltips are displayed on your application based on the conditions met. |
| Drag and Drop | Drag and Drop is a Pop-up Visual Editor feature that enables users to move or reposition Pop-up components within the Pop-up. |
| Drag Handler | Drag Handlers are used to move or reposition components within the Pop-up. Each component has two Drag Handlers: the Horizontal Drag Handler for moving the component horizontally, and the Vertical Drag Handler for moving the component vertically. |
| Drop-off | Drop-off measures the number of users who left a process without completing it. |
E
| Term | Description |
|---|---|
| Editor (role) | The Editor role is used to create content on Whatfix and has the least amount of permissions. Users with an editor role can only create or edit their own content. There are 3 other roles on the platform. To know more about each role and its permissions, see Whatfix User Roles. |
| End-user authentication | The End-user authentication feature prompts your end users to authenticate themselves with valid credentials using your organization’s Single Sign-on (SSO). After authentication, they can see Whatfix content. |
| End-User Feedback | End-User Feedback is a Self Help feature that enables your end-users to provide feedback and register their requests and suggestions when they can't find what they are looking for in Self-Help. |
| Enterprise Attributes | Enterprise Attributes are attributes that are part of the application that are not associated with the user. For example, geography, department, account type, and more. These attributes can be used for content segmentation. |
| Events | Events are triggered when your end users perform any action on the Whatfix content or widgets in the application. |
| Event filters | Events contain filters to narrow down events based on event properties, such as Segment Name or Content Title. |
| Event group | Group two or more Guidance (Default) or App (Custom) events into a single grouped event to analyze diverse metrics. For more information, see Group Default and Custom events. |
| Explorer | The Explorer component enables end users to access and search for Whatfix content in the Improved Self Help experience. |
| Export option (or Self Hosted model) of Deployment | Content is created using the Whatfix platform, exported as a package, and self-hosted by your organization on its own internal server using the Export option. |
F
| Term | Description |
|---|---|
| Feedback | The Feedback component enables end users to directly communicate with content authors regarding issues with Improved Self Help or the underlying application. |
| Flexible Positioning (for Beacons and Smart Tips) | Flexible Positioning provides you the ability to select between two different positions for Beacons or Smart Tips depending on your use case. |
| Flow | Flows are a sequence of step-by-step instructions that users are led through in their application to complete a task. For more information, see Flows. |
| Flow Closure Feedback | Flow Closure Feedback enables you to ask for end-user feedback when they manually close the Flow using the close button. |
| Flow Closure Resume | Flow Closure Resume enables you to show a Resume option to your end users when they manually close the Flow using the close button. |
| Flow End Message | The Flow End Message is the Pop-up your end-users see after they complete a Flow. For more information, see Customize the end message of a Flow. |
| Flow Information pop-up | Flow Information Pop-up enables you to show users important information before a Flow step. |
| Flow Level Configuration | Flow Level Configurations are local configurations that apply to a specific Flow. For more information, see Customize Flows. |
| Flow on Standby | Flow on Standby is a dialog box your end users see when a Flow fails. Flow on Standby ensures that users can still continue with the rest of the Flow. |
| Free-floating Flow Steps | Free-floating Flow Steps are dialog-style steps that appear independently of page elements, typically centered on the screen. |
| Funnels | Funnels are a series of sequential events that help you analyze and understand how your end users navigate an application process. For more information, see Funnels. |
G
| Term | Description |
|---|---|
| Grouping | Grouping is the ability in Self Help and Task List to group multiple topics under a certain header. Grouped topics appear in Folders. For more information, see Content Grouping. |
| Go Live | Go live is the time at which Whatfix content and widgets become available for customer end-users. |
| Guidance analytics | Guidance analytics enables you to understand end-user engagement with Whatfix content and widgets. |
| Guidance events | Guidance events are all the events generated for Whatfix content and widget interactions. For more information, see List of Whatfix-related events. |
H
| Term | Description |
| Horizontal Drag Handler | Horizontal Drag Handler enables users to move or reposition the component horizontally within the Pop-up. |
I
| Term | Description |
|---|---|
| Icon library | With the Whatfix Icon Library, upload and manage custom icons for Whatfix content and widgets such as Smart Tips, and Beacons. This enables you to align your widgets with your application's design and specific use cases. |
| Image Froala Toolbar | Using the Image Froala Toolbar, users can edit and customize the image on the Pop-up directly in the UI.
|
| Integration Hub (App Integrations) | The Integration Hub enables you to exchange data and attribute streams between Whatfix and other products. |
| Internationalization | Internationalization enables you to change the language of your Whatfix Dashboard, Studio, and the support website. |
K
| Term | Description |
|---|---|
| KB | A Knowledge Base (KB) is a repository that includes support articles, FAQs, and troubleshooting instructions. These can be accessed by customers and employees to find answers to commonly asked questions relating to a product or service without having to ask for help. Some examples of Knowledge Base applications are Confluence, Zendesk, Freshdesk, SharePoint, and more. |
L
| Term | Description |
|---|---|
| Language support | Whatfix supports fonts in over 80 languages. For more information, see Languages Supported by Whatfix. |
| Launch Live Edit | Launch Live Edit enables you to:
|
| List View | The List View enables you to view more content and detailed information about the content on the Whatfix dashboard in the form of a list. |
| LRS | A Learning Record Store (LRS) stores learning records, enables reporting against those records, and enables for exporting raw learning data. LRSs are a new type of storage system that allows the Experience API (xAPI) to offer a lot of new capabilities, but LRSs don't replace LMSs. The LRS, as defined by the xAPI specification, is “a server (that is, a system capable of receiving and processing web requests) that is responsible for receiving, storing, and providing access to Learning Records”. Taking this a step further, the LRS is designed to enable systems to store and retrieve xAPI statements, store xAPI states, and store various other xAPI metadata from other systems. When considering what an LRS actually is, it’s important to remember that the S stands for STORE, meaning that the most basic function of an LRS is to store and make available xAPI statements. |
| LMS | A learning Management System (LMS) is software designed specifically to create, distribute, and manage the delivery of educational content. You may use LMSs to train your employees, onboard new hires, retain employee knowledge, and train partners & customers remotely. An LMS helps you:
|
M
| Term | Description |
|---|---|
| Multi-Format Output | This output enables Whatfix content to be rendered in various formats, including PDFs, videos, slideshows, and articles. For more information, see Multi Format Outputs. |
N
| Term | Description |
|---|---|
| Nested Grouping | Nested Grouping is a Self Help feature that enables you to create sub-groups within groups inside Self Help. For more information, see Content Grouping in Task list. |
| New Content Notification | New Content Notification is a Self Help feature that helps you notify your end-users whenever any new content is created and added in the default section of the Self Help. |
| New Guidance Analytics Dashboard experience | With the New Guidance Analytics Dashboard experience, you can visualize all the existing Guidance Analytics metrics using Insights. Whatfix provides each Guidance Analytics metric as a Trend Insight, which are added to Dashboards corresponding to the respective content or widget. |
| NPS Survey | NPS Survey is a Survey template that enables you to measure the loyalty of your customers to your company. |
| Nudge | The Task List Nudge feature enables you to prompt your users to complete the Task List that you have compiled for them. Using the Task List Nudge, you can set conditions for the Task List to open automatically when the users visit your page. The primary intent is to remind users about their pending tasks and boost completion rates. |
O
| Term | Description |
| Other tags | Other tags enable you to group content and widgets for easier management. |
P
| Term | Description |
|---|---|
| Personally Identifiable Information (PII) | Personally Identifiable Information (PII) is any information that can be used to identify an individual, such as: Names, addresses, social security numbers, telephone numbers, email addresses, bills, receipts, birth certificates, and lease information. |
| Pin | End users can access Improved Self Help using Pin, a floating icon on top of the application. |
| Player (app) | The Whatfix Desktop Player is a desktop app used to display Whatfix engagement widgets and content for the end users of your target Desktop application. For more information about how to install and use the Player, see How to Install Whatfix Desktop Player. |
| Pop-up | A widget that enables you to display notifications to users in your application. |
| Pop-up templates | There are six templates to choose from:
|
| Preview Mode | Whatfix enables you to preview Whatfix content and widgets before publishing them using the Preview Mode option on your Whatfix Editor. For more information, see Use the Preview Mode on the Whatfix Desktop Editor. |
| Product Switcher | The product line switcher enables you to switch between the Whatfix Guidance and Analytics dashboards. |
| Public Survey | A Public Survey is a Whatfix Survey that enables anyone who has the link to participate in the survey. Such Surveys are usually shared as links, and not as standalone Surveys. |
| Publish | The act of publishing Whatfix content or widgets for the end users. |
Q
| Term | Description |
|---|---|
| Qualitative analysis summary | Qualitative analysis summary provides an AI-generated report based on survey responses from end users. It generates positive and negative viewpoints after analyzing the survey data. |
| QuickRead | QuickRead is an AI capability powered by Whatfix that provides summarized answers to your end users' search queries within the Self Help widget. |
| Quiz | Quiz is a Survey template that enables you to ask your end users a list of questions and mark them based on their responses. |
R
| Term | Description |
|---|---|
| Rich Text Editor | The Rich Text Editor feature enables you to format content using multiple options and link multimedia content to them. For more information, see Use the Whatfix Rich Text Editor. |
S
| Term | Description |
|---|---|
| See Live | The See Live feature enables you to preview specific content on your application. |
| Segmentation | Segmentation helps you display Whatfix Flows that are relevant to users on a particular page. For more information, see What is Segmentation? |
| Self Help | Self Help is a collection of related content displayed to users within your application. The content could include Flows, article links, video links, and help texts. This widget is launched by clicking the Self Help tab on your application. Self Help includes the ability to search and find product-related information. For more information, see Create Self Help. |
| Selective Crawling | Selective Crawling is a Content Repository feature that enables you to integrate specific content from your Repository with Whatfix. For example, you can integrate a particular folder or folder path of your OneDrive repository with Whatfix. |
| Selective Publishing | Enables you to publish only the specific Whatfix content you want live on the application. |
| Self-Hosted Deployment | In Self-Hosted Deployment, the Whatfix platform, as well as the content created on it, is hosted on the customer's private server. For more information, see Self Hosting Whatfix Desktop content. |
| SLA | The Whatfix Service Level Agreement is a commitment to ensure an average monthly availability greater than 99.9% for all production. For more information, see Whatfix Service Level Agreement. |
| Smart Tip Collection | A Smart Tip Collection is a group of Smart Tips created and displayed on a particular page. |
| Spotlight Feature | The Spotlight feature is a Flow feature that enables you to get the end user to focus on an element while the rest of the screen is blacked out. For more information, see Enable the Spotlight feature. |
| SRI | Subresource Integrity (SRI) is a standard web security feature that enables browsers to verify that a resource loaded from a CDN is not manipulated when it is delivered to the browser. SRI guarantees the integrity of Whatfix Javascript by ensuring that any changes to end-user-impacting production libraries are validated by the end-user browsers. |
| SSO | Single Sign-On (SSO) is an authentication method that enables users to securely authenticate with two different applications and websites by using just one set of login credentials that is common for both. This eliminates the need to remember the login details of two different applications. SSO minimizes the support tickets received by companies regarding forgotten password/account unlock requests by end-users. |
| SSO-based User Attributes | SSO-based User Attributes enable you to fetch attributes such as employee type, department, or location directly from your Single Sign-On (SSO) provider. These attributes can be used for role segmentation, content personalization, and as filters in Product Analytics to deliver tailored user experiences. |
| Step Completion Rule | Step Completion Rules in a Flow help you define when Whatfix must stop displaying one step and then show the next step of the Flow. |
| Style | The Style section on the Whatfix Guidance dashboard enables you to customize Whatfix content and widgets. |
| Surveys | Survey is a Widget that enables you to collect information and feedback from your end users through questionnaires. |
| Studio (app) | The Whatfix Desktop Studio is a desktop app that enables you to create various types of Whatfix content, such as Flows, Smart Tips, and Beacons. For more information about how to install and use the Studio app, see Installing Whatfix Desktop Studio. |
T
| Term | Description |
|---|---|
| Task List | The Task List is a widget that gives you the ability to assign a list of topics or tasks that users must complete as part of a training program. For more information, see What is a Task List? |
| Team audit logs | Team audit logs capture events that show "who" did "what" on the Whatfix Dashboard and "when". These logs provide insights into activities that were performed by users in the past. |
| Teammates | The Teammates section on the Whatfix Guidance dashboard enables you to add, remove, and manage users. |
| Themes | Themes dictate the look and feel of various user interfaces. Configure a Theme globally across the Whatfix platform. For more information, see Configure Themes and Tooltips. |
| Total events | Total events measures the total number of times an event is performed on your product or application. |
| Translators (user role) | The Translator role users can only translate the already created Whatfix Content. There are 3 other roles on the platform. To know more about each role and its permissions, see Whatfix User Roles. |
| Trend Insights | Trend Insights turn your engagement-related queries such as the number of users who have completed Flows, the number of users who have clicked the button on your Pop-up, and more. into actionable insights. For more information, see Trend Insights. |
U
| Term | Description |
|---|---|
| User Actions (UA) | User Action enables you to track your end users' actions and analyze their behavior on your application. For more information, see User Action. |
| User Attribute | User Attributes provide information about the characteristics of your users, like who they are, what their role is, which department they belong to, and more. For more information, see User Attributes. |
| User Breakdown | User breakdown enables you to modify the chart and group users based on various properties. For example, for the Flow completed event with the User filter set as Chrome browser, configuring the Breakdown as City, displays the chart based on all the cities from which the Flow was completed by users using Chrome browser. |
| User Filter | Using the User Filter module, limit the scope of the events based on different criteria. For example, for the Flow start event, refine the results to show data only for those who fired it from the Chrome browser or from a specific location. |
| User Journey | User Journey enables you to automatically analyze how an end user navigates through an application using User Actions and enables you to understand the different paths they take to complete a task. |
| Usability Survey | Usability survey is a Survey template that enables you to understand the overall usability of your application in terms of what the end user likes or dislikes. |
| Unique users | Unique Users measures the total number of distinct users that performed the event in your product or application. |
V
| Term | Description |
|---|---|
| Vertical Drag Handler | Vertical Drag Handler enables users to move or reposition the component vertically within the Pop-up. |
| Video | A Video is one of the possible outputs that can be generated while creating a Flow. Whatfix automatically converts the text in each step to generate and include audio. For more information, see Whatfix Videos. |
| Video voiceover | The video voiceover section on the Whatfix Guidance dashboard enables you to configure voiceovers for Flow videos. |
| Visibility Rules | The Visibility Rules determine where and when Whatfix content is displayed on your application. For more information, see Visibility and Display Rule Conditions. |
| Visual Editor | Visual Editor is a Pop-up feature that enables you to design and customize components in Whatfix Pop-ups easily, eliminating the need for JSX code editing. With the Drag and Drop feature, content creators can resize Pop-ups, add or delete components, and add customizations directly in the UI. |
| Voiceovers | A piece of auto-generated narration in a Flow video that does a text-to-speech conversion of the text that you enter in your Tooltip. For more information, see Add voiceovers to Whatfix videos. |
W
| Term | Description |
|---|---|
| Whatfix Analytics (Product Analytics) | Whatfix Analytics is a Product Analytics platform that enables you to analyze end-user behavior on the application. |
| Whatfix Cloud Server | The Cloud Server was initially used to host all content created on the Whatfix platform. Most customers have transitioned to hosting content on CDN servers to enable a better and faster customer experience. |
| Whatfix Dashboard | The Whatfix Dashboard is where you can perform the following actions:
|
| Whatfix Gallery | The Whatfix Gallery stores all of the video clips and images that you create using the dashboard. Use the Whatfix Gallery to browse and add content to a Pop-up. |
| Whatfix Guidance | Whatfix Guidance is a Digital Adoption Platform (DAP) that provides contextual training, help, and on-screen guidance for employees and end users. |
| Whatfix Platform Status | The Whatfix Platform Status page displays the status of the different Whatfix applications. |
| Whatfix Representative | A Whatfix representative is your point of contact once you decide to onboard with us. Your Whatfix representative ensures that you achieve your desired goals by using the Whatfix Digital Adoption Platform. |
| Whatfix Diagnostics | When a Flow step fails or a widget doesn’t appear as expected, enabling the Diagnostics panel in Desktop Studio enables real-time monitoring of your content and widgets as they run on the Desktop application. Whatfix Diagnostics offers detailed feedback, highlights what works and what doesn't, and guides you to easily fix issues on your own. |
| Whatfix Versioning | Whatfix Versioning gives you the option to stay on a particular version or choose to upgrade to the latest version when released. |
| Widget | Widgets are overlays that display on top of an application and are used for a range of use cases, including onboarding, training, change management, and support. |
| Workspace switcher | The workspace switcher enables you to switch between enterprise (ENT) or Whatfix accounts that you have access to. |
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