Whatfix enables you to configure the appearance of each Smart Tip that appears in an application. Choose to display the Smart Tip in two ways.
Smart Hover: Information appears when end users hover their cursor over the selected element, for example, a text field.
Info:
Set the Smart Tip to auto-hover in case you have some information that needs their attention.
Auto-Hover Smart Tips appear as soon as the page loads for the end users.
Smart Icon: Information appears only when end users interact with the icon inserted by the Content Creators next to the specific element.
Info:
By default, the Smart icon is an 'i' icon, but Whatfix enables you to set a custom image for the Smart icon using the customization option. For more information, see Changing the i icon for Smart Tips.
On click of Icon: Information appears when a user clicks the i icon next to the interface.
Configuring the Appearance of a Smart Tip
Use the following steps to configure the appearance of a Smart Tip,
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Log in to the application where you want to create content, and then launch the Whatfix Studio.
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Under CONTENT, click Smart-tip.
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Enter a name for the Smart tip Collection.
- 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 reference and is not visible to the end user.
- Click Add Help Tip to create a new Smart Tip.
Select an element on the application that you would like the Smart Tip to point to.
Enter the step description on the tip.
Tip:
Whatfix recommends you to add a more detailed optional description for the step action (For example, to specify the rules of an input field).
In the Display smart-tip section, select the appearance of the tip.
Finish creating the Smart Tip.
To further configure the appearance rules for the Smart-tip, see new Visibility Rules for Widgets.