Create new Visibility Rules using AI

Note:

Visibility Rules AI is a Beta feature. To enable the feature, contact support@whatfix.com.

• Introduction

• How does the Visibility Rules AI work?

• Benefits

• Onboarding experience

• Data privacy and security

• Feedback

• Access Visibility Rules AI

• Sample Visibility Rules AI prompts

Introduction

Adding Visibility Rules helps Whatfix determine when, where, and to whom widgets appear. Configuring these rules manually can be time-consuming and complex, especially for users unfamiliar with the platform.

With AI, you simply describe your requirements, and the AI translates it into actionable Visibility Rules that you can validate and implement instantly.

For example, consider that you want to show a Pop-up after end users complete step 1 of a Flow. With AI, you simply need to describe the scenario, and the AI creates the required Visibility Rule.

Note:

Creating Visibility Rules using AI is only supported for New Visibility Rules. For more information on New Visibility Rules, see Understand New Visibility Rules.

How does the Visibility Rules AI work?

Visibility Rules AI uses Large Language Models (LLMs) to understand and process natural language inputs. When you describe a scenario, for example, show a Pop-up every monday at 5:00 PM IST to all users, the AI processes the input and generates a structured rule that can be applied directly to the widgets.

Benefits

• Reduces the effort needed to configure Visibility Rules manually.

• Uses natural language input, making it accessible to all users.

• Automates rule creation, minimizing the risk of misconfigurations.

• Enables easy validation and refinement of AI-generated rules.

• Supports various widgets, including Smart Tips, Beacons, Launchers, Pop-ups, Surveys, Self Help and Task Lists.

Onboarding experience

Visibility Rules AI provides pre-defined queries or prompts to help you get started. The onboarding experience remains the same across all widgets. However, the suggestions change based on the widget you select, making it easier to create relevant and accurate rules for each widget type.

Data privacy and security

To ensure data privacy and security, Whatfix scrubs all PII (Personally Identifiable Information) such as email, social security numbers, and more, from the prompt before sending it to the LLM.

Feedback

Provide feedback on the Visibility Rules AI experience by giving a thumbs-up or a thumbs-down.

Access Visibility Rules AI

Use the following steps to create Visibility Rules for a Pop-up using AI:

Note:

The following steps outline the process for configuring Visibility Rules AI for a Pop-up. To configure Visibility Rules AI for other widgets, select the specific widget and follow the process from Step 6.

1. Create the Pop-up as required. For more information, see Create a Pop-up.

2. On the Whatfix Guidance dashboard, click Widgets.
   

3. Click Pop-ups.
   

4. Hover your cursor over the Pop-up segment you want to configure, and then click the Edit icon.
   

5. Click Set Visibility Rules.
   

6. Click Create using AI.
   

7. In the text field, enter a description of your requirement. For example, show Pop-up every week on Monday at 5:00 PM IST for all users.

   
   

   Info:

   If you’re unsure of what descriptions to provide, click the tile containing a pre-defined description.
   

8. Click Create rules.

   

   Note:

   If you click Discard, all the edits made are lost and the page reverts to its previous saved state.

   Info:

   The Create rules using AI popup shows a preview of the generated rules.

   

   Note:

   Check the rules to ensure that they align with your requirements. If needed, edit the rule directly within the popup using the Edit option.
   

9. Once done, click Apply rules.
   
   

   Note:

   If you click Discard, all the edits made are lost and the page reverts to its previous saved state.

10. Review the rules and click Save.
    

11. Save the widget.

    Note:

    Test the Pop-up using the Preview mode to ensure the Visibility Rules work as expected, and then push the widget to Production.