--- title: "Create Quick Capture Flows" slug: "create-quick-capture-flows" updated: 2026-07-20T06:33:08Z published: 2026-07-20T06:33:08Z canonical: "support.whatfix.com/create-quick-capture-flows" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Create Quick Capture Flows > [!WARNING] > Note: > > - Users part of the Authoring Agent in the DAP AI add-on package have access to enhanced capabilities such as **AI-generated title and description** and **Enhance with AI**. > > To enable or discuss this feature, please contact your Customer Success Manager (CSM). For all other standard features or Beta capabilities, contact the support team. > - For users who are not part of the Authoring Agent add-on, standard title and description generation remains available as part of the default functionality. Use the following steps to create a Quick Capture Flow using Whatfix Studio: [Step 1: Start capturing Flow steps](/studio/docs/create-quick-capture-flows#step-1-start-capturing-the-flow-steps) [Step 2: Edit the content using AI](/studio/docs/create-quick-capture-flows#step-3-generate-or-edit-the-content-using-ai) [Step 3: Review and configure each step](/studio/docs/create-quick-capture-flows#step-2-review-the-steps-and-save-the-flow) [Step 4: Publish Quick Capture Flows](/studio/docs/create-quick-capture-flows#step-4-publish-quick-capture-flows) ### #### Enhance with AI **-** Sample Prompts After capturing your Flow steps, you can use **Enhance with AI** to refine the generated content. The following are sample prompts for each enhancement option. | Option | What it does | Sample prompt | | --- | --- | --- | | **Polish** | Fixes grammar, spelling, and phrasing. | Proofread the Flow steps for grammatical errors, awkward phrasing, and clarity. | | **Formalize** | Adjusts tone to sound more professional. | Adjust the tone of the content to be suitable for external users, ensuring it maintains a respectful and authoritative voice. | | **Elaborate** | Expands descriptions with more detail. | Elaborate on the key benefits of each step so that users understand why each action is required. | | **Shorten** | Condenses descriptions into concise summaries. | Shorten the step descriptions to a single, concise sentence, focusing only on the action required. | | **Custom prompt** | Generates content based on your own instruction. | Rewrite the step descriptions in active voice. Avoid using the word "Select" — use "Click" instead. | ### Limitations The following are the current limitations of the AI functionality in Quick Capture Flows. These may change as the feature evolves. - Quick Capture Flows support Flow creation using AI in **English language only**. - Enhance with AI applies changes across all steps of the Flow. You cannot apply an enhancement to individual steps. - The **Undo** option after Enhance with AI reverts all AI-generated changes and returns you to the previous state of the content. It does not support step-level undo. - Quick Capture Flows are available **for web applications only**. Desktop and Mobile Flow creation using Quick Capture is not currently supported. - The AI does not access or use any data from your application during step generation. It generates content based on the UI element labels captured during the session. - Whatfix does not use your prompt inputs or generated Flow content to train AI models. For more information, see [Data Security and Privacy Policies for Whatfix AI features](/studio/docs/data-security-and-privacy-policies-for-whatfix-ai-features). --- ### Step 1: Start capturing Flow steps 1. Log in to your application, and then launch the **[Whatfix Studio](/studio/docs/how-to-install-the-whatfix-editor)**. ![CLM_editor plug in2](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_editor%20plug%20in%282%29.png) 1. Under **Content** click **Flow**. ![Click Flows under Content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Studio_flows.png) 2. Based on your requirement, select **Click and navigate** or **Click without navigation** mode, and then start capturing. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-Z8VXMW65.png) > [!NOTE] > Info: > > Whatfix captures every click and converts them to Flow steps. Quick Capture offers two modes: > > | Mode | Description | Use Case | > | --- | --- | --- | > | **Click and navigate** (Default) | Keeps the capture session active as you navigate between pages or screens. Every click is captured, even across page transitions. | Flows that guide users across multiple pages or application screens.For example, “How to create a Lead in Salesforce?" or “How to create an Opportunity?” | > | **Click without navigation** | Captures steps on a single page or screen. The session ends if you navigate away from the current page. | Flows contained within a single page or application screen. For example, an overview workflow for new users on an application. | 1. Select the UI elements on the screen. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Screen Captures.gif) 1. On the minimized Studio editor, click **Done** to stop capturing the steps. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-YQXF45M3.png) > [!WARNING] > Note: > > The minimized Studio editor also gives the flexibility to do the following: > > - **Step count**: Shows you the number of steps captured. > - **Capture modes**: You can choose to switch between **Click and navigate** or **Click without navigation** mode. > - **Censor mode**: Enables you to hide any sensitive information on the application during the process of capturing the steps. You have the option to Cancel the Censor mode by clicking **Cancel**. The **Censor mode** on your Studio editor for **Quick Capture** Flows is different from the **Censor Sensitive Information** option that you see under **Configurations**. For more information to understand their differences, see [How’s Censor mode different from Censor Sensitive Information?](/studio/docs/hows-censor-mode-in-quick-capture-different-from-censor-sensitive-information) > - **Start over**: Enables you to re-start the process of step capturing. The option does not take you back to the Studio, rather you can re-start capturing the Flow steps on the application page you are on. > - **Pause**: Enables you to pause your interaction, for instance to move to another page on the application and then resume step capturing. For more information on how to use Keyboard shortcuts, see [Keyboard shortcuts for Whatfix](/studio/docs/508-compliant-keyboard-shortcuts-for-whatfix). > - **Discard and exit**: Enables you to cancel the step capturing process and return to the Whatfix Studio. > - You also have the option to drag the minimized Studio editor on your application: > > ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Drag Stuido toolbar.gif) --- ### Step 2: Edit the content using the AI functionality > [!WARNING] > Note: > > **Enhance with AI** is available only to users who are part of the Authoring Agent in the DAP AI add-on package. Users on the standard plan have access to basic AI-generated titles and descriptions only. Use the following steps to enhance the generated content quality once you complete capturing the Flow steps: 1. Click **Enhance with AI**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-W2ADY3DN.png) > [!WARNING] > Note: > > Use **Enhance** for further content management of Quick Capture Flows on Whatfix dashboard. > > ![Use Enhance with AI on quick capture flows on dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_QuickCapture_EnhancewithAI.png) PolishFormalizeElaborateShortenCustom prompt Fixes your content's grammar and spelling. Prompt example: "Proofread the Flow steps for grammatical errors, awkward phrasing, and clarity." Adjusts your writing style to sound more professional and serious. Prompt example: "Adjust the tone of the content to be suitable for external users, ensuring it maintains a respectful and authoritative voice." Expands on your ideas to provide more detail and depth. Prompt example: "Elaborate on the key benefits of using cloud computing for small businesses in the step description of the Flow." Condenses long descriptions into clear, concise summaries. Prompt example: "Shorten the step descriptions to a single, concise paragraph, focusing only on the result achieved and the main takeaways." Generates content based exactly on the instructions that you add. Prompt example: "Rewrite the step descriptions to focus on environmental sustainability, using an exciting tone. Also avoid using industry jargon." 1. Select any of the options that you want to use to edit the content. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-07MQXTUT.png) #### How to use Custom prompt in Quick Capture Flows? 1. Click **Custom prompt**. ![Click Custom Prompt while creating Quick Capture Flows](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Flows_QuickCapture_ClickCustomPrompt.png) 2. Under **How should AI improve this Flow?** write how you want the content output to be. ![Add a custom prompt for Quick Capture Flows](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Flows_QuickCapture_CustomPrompt.png) 3. Click **Continue**. ![Click Continue to save the Custom Prompt](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Flows_QuickCapture_CustomPrompt_Continue.png) 4. Once you finish creating the Flow, click **Save Flow**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Save_Flow_Studio.png) > [!NOTE] > Info: > > - You also have the option to transition midway to **Legacy** Flows, which incudes Free-floating and Attached to element step types. For more information, see [How do I switch between Legacy and Quick Capture in Flows?](/studio/docs/how-do-i-switch-between-legacy-and-quick-capture-in-flows) > - Once you complete content editing on Studio using **Enhance with AI**, you have the option of going back to your previous edits. Clicking **Undo** option discards all your changes generated by AI and you move to the previous step of the content creation experience. > > ![Click Undo to discard all changes made to the Quick Capture Flow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Flows_QuickCapture_undo.png) --- ### Step 3: Review and configure each step In addition to using **Enhance with AI**, you have the option to manually edit each step in the Flow. You can edit the Step description and purpose, and also configure each step of the Flow. Here’s how you can view and edit flow steps after capture: ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Q1R1 2026 Release GIFs (2)(1).gif) You can edit the Flow either at the Studio level during the creation or the Dashboard level after creation. For more information, see [Edit a Flow](/studio/docs/editing-a-flow). > [!WARNING] > Note: > > You also have the option to [Copy Flow Steps](/studio/docs/copying-flow-steps), [Reselect Elements to manage UI changes](/studio/docs/reselecting-elements-to-manage-ui-changes), and define the [Step completion rules](/studio/docs/defining-step-completion-rules) in your Quick Capture Flows. --- ### Step 4: Publish Quick Capture Flows Use the following steps to publish a Quick Capture Flow: 1. On the Whatfix Guidance dashboard, click **Content**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image%28320%29.png) 2. Click **Flows**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image%28321%29.png) 3. In the **Draft** stage, select the Flow and then click **Send to Ready**. ![Move quick capture Flows from draft to ready stage on dashboard.](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_QuickCapture_SendtoReady.png) 4. Go to the **Ready** stage, select the Flow, and then click **Publish**. ![Publish quick capture Flows](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_QuickCapture_Publish.png) > [!WARNING] > Note: > > For more information on publishing content and widgets, see [Push all Whatfix content and widgets to Production](/studio/docs/pushing-whatfix-content-to-production). To display the Flow in Self Help or Task list, add it to the widgets, configure the widget segments for [Visibility Rules](/studio/docs/understand-advanced-visibility-rules-for-content), and then use [Preview mode](/studio/docs/how-does-preview-mode-differ-from-see-live-and-launch-live-edit) to view the Flows before publishing them. The Authoring Agent (part of the Whatfix AI Agents suite) automates the data capture, configuration, and guidance content creation across systems to ensure consistency and minimize manual effort. Your Customer Success Manager (CSM) is your direct contact for features involving specific customer agreements, such as using AI features. Whatfix Studio is a browser plug-in that enables you to create various types of Whatfix content, such as Flows, Smart Tips, Beacons, and so on. The plug-in can be installed on Google Chrome and the new Microsoft Edge browsers. ## Related - [Flows Best Practices](/flows-best-practices.md)