--- title: "Create Smart Tips" slug: "create-smart-tips" updated: 2026-10-09T02:55:44Z published: 2026-10-09T02:55:44Z canonical: "support.whatfix.com/create-smart-tips" --- > ## 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 Smart Tips Smart Tips provide contextual information to end users about elements they may need additional guidance while using an application. For more information, see [What are Smart Tips?](/docs/what-are-smart-tips) > [!WARNING] > Note: > > If your account has been migrated to the [Unified Content Experience](/studio/docs/unified-dashboard-experience), Visibility rules for Smart Tips, Beacons, Launchers, and Blockers have moved to the **Content** page and are now called **Collection Visibility**. Who, When, and Where conditions are unchanged. > > > > The Unified Content Experience is currently available as a Beta feature. To enable it, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Enable%20Unified%20Content%20Experience&body=Hi%2C%20%0A%0APlease%20enable%20the%20unified%20content%20experience%20for%20my%20account.). > [!WARNING] > Note: > > - Whatfix evaluates only one Smart Tip Collection per page at any given time. To show two or more Smart Tips on the same page, create them as part of a single Collection. > - Whatfix also enables you to display multiple Smart Tip Collections on the same page. To enable this feature, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Request%20to%20enable%20the%20Unified%20Content%20Experience&body=Hi%20Whatfix%20Support%20Team%2C%0A%0APlease%20enable%20the%20Unified%20Content%20Experience%20for%20my%20account.%0A%0AThanks%2C%0A). Whatfix enables you to create Smart-tips using the Whatfix Studio. Expand the following sections to learn how to create, configure and manage Smart-tips: **Create the Smart Tip** Use the following steps to create a Smart Tip Collection: 1. Log in to the application where you want to create content, and then launch the **Whatfix Studio**. ![CLM_editor plug in2](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_editor%20plug%20in%282%29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 2. Under **CONTENT**, click **Smart-tip**. ![image.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-6NSSUQLX.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 3. Enter a name for the **Smart tip Collection**. ![Add a smart-tip collection name ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tips_Collection.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) Info: - 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. - Add a Display Name to keep internal naming conventions, such as region, release, or module codes, out of the labels that appear to your end users. Users then see the Display Name of the Smart Tips in Exports. For more information, see [Add a Display Name to Whatfix Content](/docs/add-a-dislay-name-to-whatfix-content). 1. Click **Add help tip** to create a new Smart Tip. ![Add Help Tip ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tips_HelpTip.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) > [!NOTE] > Info: > > In case you want to create a Validation Tip, click the dropdown, and then click **Add validation tip**. ![Studio_editor_AddValidationTip](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_editor_AddValidationTip.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 1. Select an element on the application to which you would like the Smart Tip to point. > [!WARNING] > Note: > > - If the default style of your Smart Tips is the **i** icon, then once you start selecting the element to place the Smart Tip, your cursor changes to an **i** icon to help you place the Smart Tip to the desired position. > - Position the Smart Tip carefully so that no other important information or element is hidden. 1. Enter the purpose of the Smart tip. ![RB_EDT_ST_description](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_EDT_ST_description.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) > [!WARNING] > Note: > > Additionally, a more detailed optional description for the step action can be added (for example, to specify the rules of an input field). 1. In the **Configurations** tab, expand **Interaction**, and then, in the **Display smart-tip on** section select when you want to display the Smart Tip. ![Smart_tipinteraction.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Smart_tipinteraction.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 2. Expand **Appearance**, under the **Tooltip** section, make the following configurations: - **Color**: Select a Tool tip **Color** from the existing color picker or enter the hex code of the desired color. - **Close (X)**: Choose to show or hide the **X** icon on the tooltip by enabling or disabling the **Close (X)** toggle. - **Close (X) color**: Select the **Close (X) color** from the existing color picker or enter the hex code of the desired color. ![Set the color of smart-tips on Studio](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tips_color.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 1. Expand **Positioning** and adjust the position of the Smart Tip. ![clm_smart tip_basic positioning](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_basic%20positioning.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) > [!WARNING] > Note: > > The following are the two different positioning modes available: > > - In the **Basic** Positioning mode, choose among the four available positions. ![clm_smart tip_basic positioning](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_basic%20positioning.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) > - In the **Advanced** Positioning mode, make micro adjustments to the position of the Smart Tip. Either use the navigational arrows or enter the value in the **Movement on key click(px)** dropdown to change the position by pixels. ![clm_smart tip_advanced positioning](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_advanced%20positioning.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 2. Expand **Tooltip Position** and choose the position of the tooltip. ![Clm_smart tip tool position](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Clm_smart%20tip%20tool%20position.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 3. Expand **Additional Options** to set behaviour and anchoring of the Smart Tip. ![clm_smart tip_basic positioning](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ST_additionalOptions.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 4. Click **Save Tip**. ![Click_savetip](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-10-18_14-27-29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) > [!NOTE] > Info: > > To add more Smart Tips, click **+ Add Help Tip** on Studio, and then repeat steps 5 to 12. 1. After all the Smart Tips are created, on the Studio, click **Save Tip**. ![Studio_savetip](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-10-18_14-28-50.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 2. On the confirmation Pop-up, click **Okay**. ![Studio_clickokay](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-10-18_14-31-37.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) > [!WARNING] > Note: > > - Once you create the Smart Tip collection, a segment containing your collection is auto-created on your Whatfix Dashboard. > - It is possible to preview or edit the Smart Tip Collection using the confirmation pop-up. > [!NOTE] > Info: > > - A Smart Tip inside a collection can be edited during the Smart Tip creation process. For more information, see [Edit Smart Tips](/studio/docs/edit-smart-tips). **Configure Collection Visibility** 1. On the Whatfix Guidance dashboard, click **Content**. ![ia_left_nav_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_content.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 2. Click **Smart-tips**. ![ia_left%20nav_smart%20tips](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_smart%20tips.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 1. Hover your cursor over the Smart-tip collection you want to configure, and then click the **Edit** icon. ![CLM_DB_SmartTip_Edit_icon](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_SmartTip_Edit_icon.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 2. Click **Collection Visibility**. ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Edit_Collection_Visibility(1).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 3. Expand **Where does the tips collection Rules appear?** section, and configure URL and Page tags. For more information, see [Set Where your Widget or Content appears](/studio/docs/set-where-your-widget-appears). ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-3GM2TLD6.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 4. Expand **When does the tips collection Rules start and stop appearing?** section, and configure configure when you want to start showing your widget. For more information, see [Set When your Content appears](https://support.whatfix.com/studio/docs/set-when-your-widget-appears-using-visiblity-rules-20) ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-Z9ZJQ8ZP.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 5. Expand **Who does the tips collection Rules appear to?** section, and configure who you want to show your content to. For more information, see [Set Who can see your Widget](/studio/docs/set-who-can-see-your-widget). ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-0SGR9SX6.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) 6. Click **Save**. ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-7SUR242F.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A18Z&se=2026-11-12T08%3A25%3A18Z&sr=c&sp=r&sig=eG9pMqt6U8AlWwzE6zs44DGy02OdfJrj5HA50pXSJ8k%3D) Note: If you're using the [JS Embed method](/studio/docs/integrating-whatfix-using-javascript) to test or publish Whatfix content, add the relevant conditions in Map Stages. This ensures that the content appears in the correct instance. For more information, see [How to add conditions in Map Stages?](/studio/docs/how-are-the-visibility-rules-evaluated-while-mapping-stages) (Log in to see the article) ## Related - [Smart Tips Best Practices](/smart-tips-best-practices.md) - [Smart Tip widget is auto created in your application](/smart-tips-widget-is-auto-created-in-your-application.md) - [Smart Tip overlapping with the elements of the underlying application](/smart-tip-overlapping-with-the-elements-of-the-underlying-application.md)