Q4 2025 Release

• Editing and Whatfix Studio enhancementsGA

• Single Installer for Web, Desktop and OS

• Voice Persona for Flow video exportsGA

• AI Voiceover for Flow video exportsAuthoring Agent

• Screenshot Section in Free-floating Flow StepsBeta

• Hub: Unified End User WidgetBeta

• Single Sign-on and End-user authentication on Whatfix DashboardGA

• Introducing CuesBeta

• Instant validation for Visibility and Element Precision rules in StudioGA

• Element Reliability indicators on Studio and DashboardGA

Editing and Whatfix Studio enhancementsGA

What is new?

2. One-Click Access to Content Cards

We’ve removed the View Step Details and Edit icons.

Now, simply click anywhere on a content card—whether it’s a Flow step or a Beacon—to instantly open it for viewing or editing.  

3. Drag-and-Drop Reordering

A drag handle appears when you hover over a content card and enables you to easily reorder steps.

• Drag and Drop (List View)

  

• Drag and Drop (Grid View)

  

4. Whatfix Studio – Faster Editing

After you click Launch Live Edit, you no longer need to click Edit Step to enter the editing view. Additionally, the Save Step button appears closer to your workflow changes—reducing the need to move across the screen.

These enhancements are available to all users without any additional configurations.

Single Installer for Web, Desktop, and OS

What is new?

Whatfix now supports a single MSI installer that installs Whatfix for end users across web browsers, desktop applications, and OS-level applications.

Instead of managing multiple installers for different products (Web, Desktop, OS), you can generate and deploy one unified MSI file to cover all supported application types.

Why does it matter to me?

This enhancement enables you to manage and distribute one installer instead of multiple files, across browsers, desktop apps, and OS applications, and ensures Whatfix content works seamlessly.

How do I do this?

To enable this feature, contact support@whatfix.com.

For more information, see Single Installer for Whatfix Extensions.

Voice Persona for Flow video exportsGA

What is new?

You can now automatically generate synthetic voiceovers for your Flow video exports using Amazon Polly technology, which supports 41 distinct languages. The settings help you configure a default language and select between Male or Female voice options for each language.

Why does it matter to me?

The feature enables you to produce narrated, multi-format training videos. It ensures your global audience receives consistent, localized audio content instantly, streamlining the creation of professional training materials.

How do I do this?

This enhancement is available to all users without any additional configurations. For more information, see Add Voiceovers to Whatfix Flow Videos.

AI Voiceover for Flow video exports Authoring Agent

What is new?

The AI Voiceover feature upgrades your Flow video exports with high-quality, human-like narration. It introduces premium capabilities including adaptive Narration Styles (such as Conversational AI) and precise Content Handling tools that enable you to manage word omissions, expand abbreviations, and define specific pronunciations for brand terms.

Why does it matter to me?

The feature creates a more engaging, instructor-led training experience while completely eliminating the need for expensive external recording or editing tools. It saves you significant time and ensures that your specific technical terms, acronyms, and product names are pronounced consistently across your entire video library.

How do I do this?

This capability is part of Authoring Agent in the DAP AI add-on package. To enable or discuss this feature, contact your Customer Success Manager. To enable other standard or Beta features, contact the Support team. For more information, see AI Voiceover for Flow video exports.

Screenshot Section in Free-floating Flow StepsBeta

What is new?

Add clear visual references within Free-floating Flow steps using Screenshot Section. You can now capture specific areas of the screen to serve as a visual anchor for steps in Flows.

Why does it matter to me?

The Screenshot Section serves as a critical diagnostic tool to significantly reduce the troubleshooting time. By providing immediate visual proof of the expected screen, it helps you instantly identify if a user is on the wrong page, if the UI has changed, or if UI elements fail to load.

How do I do this?

Screenshot Section in Flows is a Beta feature. Use the Sign up for Beta button to get started. For more information, see Add Screenshot Section in Free-floating Flows.

Hub: Unified End User WidgetBeta

What is new?

Hub combines Self Help and Task List into a single widget to deliver a unified end-user experience. This makes it easier for end users to access Self Help, complete assigned Tasks, provide Feedback, and access your Chatbot.

Task List is now available as a dedicated tab within Hub, with enhancements such as notification counts that improve visibility of pending tasks, and status filters that improve task management for your end users.

Why does it matter to me?

Hub simplifies how end users discover and interact with Whatfix guidance in a single widget:

• Reduces on-screen clutter by replacing multiple widgets (Self Help and Task List) with one entry point for Whatfix guidance

• Improves discoverability through consistent access from the Floating Action Button (FAB)

• Helps users stay focused with clearer navigation and visibility into real-time status of assigned tasks

How do I do this?

Hub is a Beta feature. To enable this feature, contact your Customer Success Manager (CSM).

For more information, see Hub: Unified End User Widget.

Single Sign-on (SSO) and End-user authentication on Dashboard GA

What is new?

Whatfix now enables secure Single Sign-on (SSO) for both dashboard account managers and end users through standard SAML 2.0 providers (for example, Okta). This update centralizes access control, ensuring only authenticated users can view your content, and includes configurable session expiry settings.

Why does it matter to me?

The SSO and End-user Authentication features simplify the account login experience, with significant improvement in security. By verifying user identities through your existing systems, both SSO and end-user authentication help fetch accurate user analytics and automatically target content based on roles or departments without any manual setup.

How do I do this?

These features are available to all users without any additional configurations. For more information, see Whatfix Single Sign-on and End-user authentication on Whatfix Dashboard.

Introducing CuesBeta

What is new?

Cues are a new content type designed to guide end users toward the next steps without interrupting their workflow. The nudges appear as slide-in cards on the application.

The following GIF shows a Cue nudging users in Microsoft Dynamics 365 to close overdue opportunities. When users click the button in the Cue, it triggers an automated Flow that opens Copilot, inserts a predefined prompt, and instantly provides insights to help them take action. If users overlook overdue opportunities, the Cue appears at the right moment to guide them.

Why does it matter to me?

Cues bring AI and proactive guidance directly into the flow of work, helping you show the next action exactly when your end user needs it. Because they are non-intrusive and do not block the screen, they are ideal for driving the adoption of AI tools or guiding users through critical processes without friction.

Examples:

• Drive AI Adoption: When a user opens a high-value opportunity page, a Cue appears suggesting they use an Automated Flow to open an AI tool and generate an outreach email.

  Respond to Sentiment: If a user types negative or confused text into a comment field, a Cue can detect the intent and show a Support link to assist them.

How do I do this?

Cues is a Beta feature. Contact your Customer Success Manager to enable the feature. For more information, see What are Cues? and Create a Cue.

Instant validation for Visibility and Element Precision rules in StudioGA

What is new?

Instant Validation provides real-time feedback on the new Visibility and Element Precision Rules in Studio, showing whether each rule is valid or invalid as it is added.

Why does it matter to me?

Instant Validation helps you configure Visibility and Element Precision rules faster and more accurately. Instead of repeatedly saving and previewing content to check if rules work, you can see real-time validation directly within the application context.

For example, if you want to display guidance only on specific pages, Instant Validation immediately shows whether your URL or action-based rules are valid on the current page, reducing trial-and-error and ensuring precise content targeting. It also highlights which conditions fail at both the individual rule level and group level, making troubleshooting more efficient.

How do I do this?

Instant Validation is available to everyone without any additional configuration. For more information, see Overview of Instant Validation in Studio.

Element Reliability indicators on Studio and Dashboard GA

When a page contains multiple similar elements, selecting a weak or incorrect element can lead to latching issues, causing content or tooltips to appear in the wrong location. Element Reliability indicators help prevent this by highlighting potential issues during element selection, so you don’t need to preview content to identify problems.

For example, when creating guidance in Salesforce, attaching a tooltip to a weak input field immediately displays an error message, prompting you to select a stronger element. This ensures accurate content placement, consistent identification of the intended UI component, and a more reliable end-user experience across applications.

How do I do this?

Element Reliability indicators is available to everyone without any additional configuration. For more information, see Improve Element Selection using Element Reliability Indicators.