Create a Cue

Cues are contextual, just-in-time nudges that appear within your end users’ flow of work to guide them toward the next steps.

Cues creation is a two-step process:

Step 1: Create Cues

Step 2: Configure Cues

Expand the following accordions for more details:

Step 1: Create Cues

Use the following steps to create a Cue:

Under CONTENT, click Cues.
Enter a name for the Cue collection.
Info:
- A Cue collection is a group of Cues created on the same page of an application.
- Whatfix enables you to add up to 50 Cues to a Cue collection.
- The Cue collection name is solely for your reference and is not visible to the end user.
Under CONFIGURATION, click Add Cue.
Enter a heading for the Cue. In this example, the Cue identifies a high-value opportunity with no recent activity and prompts the seller to follow up with the customer.
Enter a description for the Cue.
Click Add button. It is mandatory for the Cue to contain at least one button.
Info:
Whatfix enables you to add up to two buttons to a Cue.
Enter a name for the button. In this example, the button opens an Automated Flow, which launches Copilot, inserts a predefined prompt, and helps draft an outreach email that progresses the deal.

Under Action, select the required button action from the dropdown.

The following table lists the different types of Button Action, their behaviors, and descriptions:

Button Action	Behavior
Submit Prompt	Executes a predefined prompt through an Automated Flow. When end users click the Cue button, the Flow starts automatically and inserts the prompt into an input field during execution. This enables you to reuse the same Flow while executing different prompts from different Cues. Example: Use this action when a Cue appears on an opportunity record worth over $100K that shows "Negotiation" stage for more than 14 days. When the account executive clicks "Draft Proposal Email," the Flow automatically opens AI agent, submits the prompt "Draft a proposal email highlighting our competitive advantages, addressing common pricing objections, and including a clear call-to-action for contract review," and generates a personalized email to move the deal forward. For more information, see Submit a Prompt from a Cue.
Open Flow	Launches a Whatfix Flow directly from the Cue to guide end users through a step-by-step process. Example: Use the action when a Cue identifies a key moment, such as an overdue opportunity or incomplete field, and guides end users through the next steps using a Whatfix Flow.
Open Popup	Opens a Whatfix Popup when the Cue button is clicked. Example: Use this action when a Cue highlights a new feature and needs to display quick instructions to the end user.
Open Link	Redirects end users to an external link. Example: Use the action when a Cue surfaces helpful reference material, such as documentation, templates, or policy pages, and needs to direct end users to an external resource. Note: You need to add your links on the Whatfix dashboard as a Static content before using them in Cues. For more information, see Create a Link.
Open Video	Plays a video. Example: Use the action when a Cue appears during a complex workflow and needs to show a quick how-to or training video to help end users complete the task. Note You need to upload your videos on the Whatfix dashboard as a Static content before using them in Cues. For more information, see Upload Videos to your Dashboard.
Open Survey	Launches a Whatfix Survey. Example: Use this action after a task completion to gather feedback on the workflow experience.
No Action	Does not trigger any interactive response, such as Flow, Link, or Pop-up. Example: Use the action when a Cue needs to inform or remind end users, such as highlighting a best practice or providing a nudge, without opening any additional content.

Preview the Cue. Make any changes if required.
Click VISIBILITY RULES.
On the VISIBILITY RULES page, set the following conditions:
Where does the Cue appear?
When does the Cue start and stop appearing?
Who does the Cue appear to?
For more information, see Understand New Visibility Rules for Content.
Info:
When you configure Visibility Rules on Studio, the rules apply only to that specific Cue. It enables you to create a more personalized and dynamic experience for each Cue.
Click Save.
Info:
- To add more Cues, click Add Cue on Studio, and then repeat steps 5 to 13.
After you create all the Cues on the specific page, go to Studio, and then click VISIBILITY RULES.
On the VISIBILITY RULES page, set the following conditions:
Where does the cue Collection rule appear?
When does the cue Collection Rules start and stop appearing?
Who does the cue collection Rules appear to?
Note:
- It is mandatory to add Visibility Rules for the entire Cue collection.
- When you configure Visibility Rules for the Cue collection, the rules apply to all the Cues in the collection.
- The Visibility Rules for the Cue collection takes precedence over the Visibility Rules configured for a specific Cue part of the collection.
Click Save.
On the confirmation dialog box, click Okay.
Info:
- Edit the Cue collection using the confirmation dialog box.
- Whatfix saves the Cue collection in the Content section (Draft) of the Whatfix Guidance Dashboard.
- Create up to 25 Cue collections in an account.

Step 2: Configure Cues

Use the following steps to configure a Cue:

On the Whatfix Guidance dashboard, click Content.
Click Cues.

Click the Cue you want to configure and publish.
Click each Cue card to review the created Cues.
Click Visibility rules and review the Visibility Rules of the Cue collection.
Note:
- To make any changes to the Cues, see Edit a Cue.
- To customize the background color, button color, and more, see Customize a Cue.
Preview the Cue to ensure that it appears correctly. For more information, see Preview a Cue.
Go to Content → Cues, select the Cue collection using the checkbox, and then click Send to Ready.
Go to the Ready stage, select the Cue collection using the checkbox, and then click Publish.