Features available in Whatfix Desktop

API Token

The Whatfix web app uses a username and password to validate users. When using Whatfix APIs, the API Key and API token are the equivalents of the username and password required to authenticate a user. Whatfix requires your API token to validate each request. Each user in an enterprise has a different API token. The Whatfix system needs to know who you are connecting with and the actions they do with their account. To enable the feature, contact support@whatfix.com.

Beacon

Whatfix Beacons help capture end users' attention and introduce feature updates within your application. Select different Beacon styles that fit your specific requirements. For example, use a Radial Beacon to introduce a new feature or use a Ripple Beacon to grab your end users' attention for feature updates. Beacons are available by default.

Content Aggregation

Content Aggregation collects and integrates information from multiple repositories into a centralized platform such as Whatfix for easier access. A content repository, such as Confluence or SharePoint, is a source where content is stored and can be connected to platforms such as Whatfix to provide relevant information.

It is enabled on your dashboard by default.

Custom Labels

Custom Labels enable you to change the name of certain labels in the Whatfix UI so that it fits your organization's style and branding guidelines.

It is enabled on your dashboard by default.

Dashboard

Folders on your dashboard

Whatfix enables you to group content and widgets inside folders for better management. Group content or widgets that you want to display to users belonging to the same geography, having the same user roles, and other relevant criteria.

It is enabled on your dashboard by default.

Additional tooltip themes

Whatfix provides various customization options that enable you to change the look and feel of your Flows tooltips according to your preferences. You can customize the design of your Flow tooltips by setting,

• The default theme for all Flows 

• Individual themes for each Flow

It is enabled on your dashboard by default.

Content Archival

Archiving content and widgets helps declutter the Dashboard and makes it easier for you to find relevant and up-to-date information. Store old and unused content or widgets in a separate section called the Archived section. You can restore content and widgets from the Archived section to the Draft stage. It is enabled on your dashboard by default.

Content Template

Using Content Templates, you can import pre-built and tested content that can be readily used when you log in to your Whatfix account. This reduces your effort in creating Whatfix content from scratch and helps you show content to your end users faster.

To enable the feature, contact support@whatfix.com.

Internationalization

Internationalization enables you to change the language of your Whatfix Dashboard, Studio, and the support website.

Whatfix Versioning

Whatfix gives enterprises the option to stay on a particular version that affects the end user-impacting features and not upgrade to the latest version as soon as it is released. You have the option to deploy the latest version or not, and also choose when to deploy. An example of an end user facing feature is introducing a back button on each step of a Flow. You have this choice irrespective of the Whatfix deployment model used on your platform.

To enable the feature, contact support@whatfix.com.

Flow export

Whatfix Enterprise accounts have a feature to export Whatfix content such as Flows, videos, and text as a SCORM package or an xAPI package, which can then be used along with a Learning Management System (LMS).

To enable the feature, contact support@whatfix.com.

Dashboard Edit View Mode

The Dashboard Edit View Mode offers a revamped user interface for content such as Flows, Beacons and Smart Tips. It is enabled on your dashboard by default.

To enable the feature, contact support@whatfix.com.

Deployment

Self-Hosting Whatfix Content

Whatfix enables you to download the content you have created and host it on your own servers. To enable the feature, contact support@whatfix.com.

Offline Mode

With Whatfix Desktop's offline mode feature, your organization can display Whatfix content to anyone, and at any time and place, without a need for network connectivity. Any content which you wish to display can be packaged and deployed for the end users along with the installation of Player on their devices.

Whatfix for virtual desktops

Whatfix Desktop can be implemented across all applications using virtual desktop software such as Citrix and Azure Virtual Desktop (AVD). The Whatfix Player can be added to your respective Workspace and configured to display Whatfix content to all the end users of your organization, even if they access the required desktop applications through a virtual workspace.

Flows

Flow Close Message/feedback

There are instances when an end user might close a Flow while it is playing. This could be because of many reasons. The user might have figured out what the next steps are going to be. However, if they have not, it's always a good idea to check.

Whatfix enables you to handle Flow closures in two ways,

• Flow Closure Feedback: This enables you to receive feedback from your end users on the reason for Flow closure.

• Flow Close Message: This enables you to show a message to your end users when they close the Flow.

To enable the feature, contact support@whatfix.com.

Flow on Standby

When a Flow fails, Flow on Standby ensures that users can still continue with the process - if they can. A Flow might fail if the element on which a certain step is to display has changed and is not detected. If Whatfix cannot proceed to the next step, Flow on Standby shows an image of what the user should have seen to continue with the Flow. The Flow on Standby pop-up is shown in the bottom-right corner of the application page.

To enable the feature, contact support@whatfix.com.

Free-floating steps in Flows

A Free-floating Flow step is a distinct type of guidance step, which does not attach to any specific on-screen element. It functions as a customizable dialog box that you can position flexibly. Such steps can be used as informational steps to set context for the end users. To enable the feature, contact support@whatfix.com.

Icon Library

With the Whatfix Icon Library, upload and manage custom icons for Whatfix content and widgets such as Smart Tips, Beacons, and Launchers. It enables you to align your widgets with your application's design and specific use cases. It is enabled on your dashboard by default.

Installation

System level installer

The System-level installation of the Whatfix Desktop Player installs the Player application inside the Program Files of the user's computer. It is a UI and Command Line-based installation process and ensures that the Player is deployed for each user in the machine in a single turn, without requiring multiple installations for each individual user. This method is only suited when the Player needs to be installed for Virtual Desktop software, like Citrix and AVD.

System level distributor

System level, or bulk deployment of the Whatfix Player places an application distributor of the Player at the Windows system level, inside the Program Files.The installation of the Player app on a user level is triggered when a user signs into the common Windows machine.

Integration

The Integration Hub enables you to exchange data and attribute streams between Whatfix and other products. It is enabled on your dashboard by default.

Content segmentation on Salesforce Community

Whatfix enables you to configure segments on Whatfix, using standard Salesforce user properties. Salesforce objects are properties that help Whatfix serve relevant content to Salesforce users based on existing Salesforce properties that help identify different users. Using Salesforce objects helps you to show relevant content to your users easily.

To enable the feature, contact support@whatfix.com.

Freshservice integration

You can integrate Freshservice with Whatfix to fetch articles from your Freshservice Repository and display them as contextual links in the Self Help widget. You can choose to either fetch all the content or only articles in particular folders.

To enable the feature, contact support@whatfix.com.

Confluence integration

You can integrate Confluence with Whatfix to fetch articles from your Confluence Repository and display them as contextual links in the Self Help widget. You can choose to either fetch all the content or only articles in particular folders.

To enable the feature, contact support@whatfix.com.

Salesforce File integration

You can integrate Salesforce with Whatfix to fetch articles from your Salesforce Repository and display them as contextual links in the Self Help widget. You can choose to either fetch all the content or only articles in particular folders.

To enable the feature, contact support@whatfix.com.

Multiformat Outputs

SCORM package export

Whatfix Enterprise accounts have a feature to export Whatfix Flows as a SCORM package which can then be used along with a Learning Management System (LMS).

To enable the feature, contact support@whatfix.com.

xAPI package export

Whatfix Enterprise accounts are provided with a feature to export Whatfix content (Flows, videos, and text) as an xAPI package which can then be used along with a Learning Management System (LMS).

To enable the feature, contact support@whatfix.com.

Multi-format Content Export in On premise deployment

Dashboard users can choose to export the On-premise deployment package with or without the multi-format content.

To enable the feature, contact support@whatfix.com.

Pop up

Visual Editor

The Pop-up Visual Editor enables you to design and customize the components in Whatfix Pop-ups easily, eliminating the need for JSX code editing. With the Drag-and-Drop feature, you can resize Pop-ups, add or delete components, and add customizations directly to the UI.

To enable the feature, contact support@whatfix.com.

Create Pop-ups with AI

Create Pop-ups with AI. Add prompts based on your brand requirements and create brand-compliant Pop-ups within minutes. To enable the feature, contact support@whatfix.com.

Publishing content

End-user authentication

The End-user Authentication feature prompts your end users to authenticate themselves with valid credentials using your organization’s SSO. Only after they are authenticated, your end users start seeing the Whatfix content.

To enable the feature, contact support@whatfix.com.

Export Production Package

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. On the Whatfix Guidance Dashboard, you can choose to export the production deployment package with or without the multi-format content. To enable the feature, contact support@whatfix.com.

Selective Publishing

Enables you to publish only specific Whatfix content you want live on the application.

Self Help

Content feedback in Self Help

Whatfix enables in-app feedback through thumbs-up and thumbs-down icons, helping your end users to share their feedback from within the Self Help widget. Content feedback enables end users to provide in-app feedback without disturbing their flow of work.

To enable the feature, contact support@whatfix.com.

End-User Feedback in Self Help

End user feedback 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. Although there are other ways of communicating, such as email support, live chat, and ticketing, that redirect the end-user to their respective applications, the ability to provide End user feedback enables end users to provide in-app feedback in their flow of work. To enable the feature, contact support@whatfix.com.

Personalize Nudges in Self Help

Whatfix enables you to prompt your users to open Self Help after a period of continuous inactivity. Personalized nudges suggest content like articles, Flows, and more to the end user, specific to the user and the page or segment they are currently on. To enable the feature, contact support@whatfix.com.

Self-Help Size Adjustment

Whatfix enables you to provide your end users with the ability to resize the Self Help widget. End users can minimize or maximize the Self Help widget as per their requirements using the Maximize-Minimize icon.

To enable the feature, contact support@whatfix.com.

Nested Grouping in Self Help

The ability to group content in Self Help helps structure your content so that your end-user can easily understand and navigate through the widget. Nested grouping enables you to extend the ability to group related articles, improving your end-user experience. To enable the feature, contact support@whatfix.com.

New Content Notification in Self Help

An essential part of the content creation process is informing your end users about the new content available as and when you create the content. Self Help provides you the ability to notify your end users about any new content created and added in the Self Help. This promotes end user engagement with the widget as well.

To enable the feature, contact support@whatfix.com.

Carousel animation in Self Help

To help you improve the usage of Self Help, Whatfix enables you to catch the attention of your users by animating the Self Help tab. You can also configure a tooltip to appear on cursor hover to show the user a tooltip that introduces them to Self Help. Different configurable animation styles are available using which you can make your users aware of Self Help and show them how they can access it anytime they are looking for more information.

To enable the feature, contact support@whatfix.com.

QuickRead

QuickRead is an AI capability powered by Whatfix that provides summarized answers to your end users' search queries within the Self Help widget.

To enable the feature, contact support@whatfix.com.

Segmentation

Segmentation enables you to display Whatfix Flows that are relevant to users on a particular screen in your Self Help and Task List. It is enabled on your dashboard by default.

Smart Tips

A Smart Tip Collection is a group of Smart Tips created and displayed on a particular page. It is enabled on your dashboard by default.

SSO

Whatfix supports login with Single Sign-On (SSO). SSO is an authentication process that enables users to access multiple applications with one set of login credentials.

To enable the feature, contact support@whatfix.com.

SSO-based attributes segmentation

Whatfix enables you to fetch Single Sign-On (SSO) attributes and map them to User attributes. Once fetched and added as a User attribute, you can use them in Cohorts, Visibility Rules and Product Analytics filters.

To enable the feature, contact support@whatfix.com.

Static Content

Static content is created independently of the underlying application. It does not require element selection using the Desktop Studio. Create static content such as Links, Articles, Videos, Images, and PDFs directly from the Whatfix Dashboard.

It is enabled on your dashboard by default.

Sub Resource Integrity (SRI)

Sub Resource Integrity (SRI) is a standard web security feature that enables browsers to verify that a resource loaded from a CDN has not been altered when it is delivered to the browser. It works by letting you provide a cryptographic hash that a fetched resource must match.

To enable the feature, contact support@whatfix.com.

Survey

Whatfix enables you to create surveys and customize the questions and themes depending on your use case. You can create a survey using specific questions that are catered to a particular set of people. Using the feedback received from the survey you can obtain actionable insights and analyze the data to help you improve. It is enabled on your dashboard by default.

Qualitative analysis summary

Whatfix's Qualitative analysis summary is an AI-generated report based on the survey responses provided by end users. It generates positive and negative viewpoints after analyzing the survey data. To enable the feature, contact support@whatfix.com.

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. It is enabled on your dashboard by default.

Translating Whatfix content

Whatfix enables you to translate Whatfix content into different languages without having to recreate each content in a different language from scratch. This helps you to communicate with your users in their preferred language. It is enabled on your dashboard by default.

Templates

CSS customization

The CSS customization feature for tooltips enables you to have complete control over the design of tooltips. Use the feature to make detailed visual tweaks that aren’t possible using the UI options. The CSS code view is available for Flows, Smart-tips, and Beacons. To enable the feature, contact support@whatfix.com.

AI style editor

AI powered style editor enables creation of brand-compliant tooltips in a much simpler way, with the help of prompts. It is available for Flows, Smart tips, and Beacons.

If you need to enable the feature, you must first enable the CSS customization (also Beta) feature for tooltips. Contact support@whatfix.com to enable both the features for your account.

Whatfix Analytics

Whatfix Analytics is a Product Analytics platform that enables you to analyze end-user behavior on the application.

Whatfix Diagnostics

Diagnostics helps you understand why the content doesn’t work as expected. It provides clear, detailed information on what happened and why. Instead of needing technical knowledge or assistance from the support team, you can access simple, actionable insights to resolve the issue on your own. It is enabled on your dashboard by default.

To enable the feature, contact support@whatfix.com.