Create Quick Capture Flows

Note:

This capability is part of the Authoring Agent in the DAP AI add-on package. 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.

Use the following steps to create a Quick Capture Flow using Whatfix Studio:

Step 1: Start capturing Flow steps

Step 2: Edit the content using AI

Step 3: Review and configure each step

Step 4: Publish Quick Capture Flows

Step 1:  Start capturing Flow steps

2. Under Content click Flow.

3. Under Select capture mode, choose the Flow creation process as Quick Capture.

   

   Info:

   • Legacy refers to the manual method of Flow creation with both Attached to element and Free-floating steps types. For more information, see Create a Flow.

   • Once you click Legacy, a dialog box appears which prompts you to switch between either Attached to element or Free-floating step types.

     

   • You also have the option to select Set as Default for a step type. Once you do that at an enterprise level (ENT), all the steps appear the same for all users of that ENT.

4. Under What this flow is about? enter a prompt to set context of what the Flow is about. You also have the option to choose from the given Prompt suggestions.

   

   Info:

   You have the option to follow the recommended prompt format, which is Action → Audience → Task → Context, or create a prompt based on your use-case. Here’s an example prompt based on the given format: “Create a flow for onboarding new sales engineers on creating an opportunity in Salesforce Sales Console.”

5. Click Continue.

   

6. Select the UI elements on the screen. Whatfix captures every click and converts them to Flow steps.

   

7. On the minimized Studio editor, click Finish to stop capturing the steps.

   

Note:

The minimized Studio editor also gives the flexibility to do the following:

• Step count: Shows you the number of steps captured.

• 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.

• 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?

• 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.

• Cancel: Enables you to cancel the step capturing process and return to the Studio.

• You also have the option to drag the minimized Studio editor on your application.

  

Step 2: Edit the content using the AI functionality

Use the following steps to enhance the generated content once you complete capturing the Flow steps:

1. Click Enhance with AI.

   

2. Select any of the options that you want to use to edit the content.

   

How to use Custom prompt in Quick Capture Flows?

1. Click Custom prompt.

   

2. Under How should AI improve this Flow? write how you want the content.

   

3. Click Continue.

   

4. Once you finish creating the Flow, click Save Flow.

   

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?

  

• 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.

  

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.

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.

Note:

• You also have the option to Copy Flow Steps, Reselect Elements to manage UI changes, and define the Step completion rules in your Quick Capture Flows.

Step 4: Publish Quick Capture Flows

Use the following steps to push the Flow to Production:

1. On the Whatfix Guidance dashboard, click Content.

2. Click Flows.

3. In the Draft stage, select the Flow, and then click Send to ready.

   

4. Go to the Ready stage, select the Flow, and then click Publish.

Note:

For more information on publishing content and widgets, see Push all Whatfix content and widgets to Production. To display the Flow in Self Help or Task list, add it to the widgets, configure the widget segments for Visibility Rules, and then use Preview mode to view the Flows before publishing them.