What are the AI features powered by Whatfix?

Whatfix’s AI-powered features reduce manual effort by automatically generating Insights, providing concise answers to user queries, enabling no-code creation of brand-compliant tooltips, creating Pop-ups with natural language prompts, and configuring Advanced Visibility Rules.

Whatfix provides the following AI features:

Quick Read

What is it?

Quick Read provides summarized answers to your end users’ search queries within the Self Help widget. It helps users find relevant information quickly without browsing through multiple documents. It provides responses with links, called Sources, that direct you to the source of information, wherever possible. It generates its responses using the information within the content in a Self Help segment’s search scope. Quick Read can respond to queries using information from the Whatfix content types such as Repository Links, Articles, Flows and PDFs.

Example: When end users first open Self Help after QuickRead is enabled, QuickRead displays an interactive tooltip on the search bar to prompt users to try it.

Why does it matter to me?

Quick Read offers several benefits for both end users and content creators.

For end users, it significantly reduces search time, improves productivity, provides faster contextual help, and reduces cognitive load by delivering concise and relevant information.

For content creators, it helps improve the quality of help content based on user feedback on generated responses and enhances end-user adoption of the content they create.

How do I do this?

To enable Quick Read, see How to enable Quick Read?

Ask Whatfix AI

What is it?

Ask Whatfix AI automatically turns your end-user engagement queries into Insight charts.

Example: Type how many users have seen a particular Pop-up or how many users dropped-off from a Flow, and Ask Whatfix AI shows the data as a Trend, Funnel, or User Journey chart based on the query.

When creating Insights manually, there are a few things to be set up before visualizing the data such as finding the correct Insight, adding relevant events, filters and breakdowns to narrow down the information. The process of manually creating an Insight can be confusing and cumbersome.

With Ask Whatfix AI, you don't need to understand events, filters or breakdowns to create an Insight, they can ask a question and Ask Whatfix AI responds with an Insight.

How do I do this?

Note:

• Ask Whatfix AI is a Beta feature. Contact support@whatfix.com to enable it. For more information, see Ask Whatfix AI.

• If you want to understand how to interpret the Insights generated by Ask Whatfix AI, use Ask Whatfix AI - Deep think. Ask Whatfix AI - Deep think builds on the foundation of Ask Whatfix AI and automatically surfaces Insights and uncovers key patterns in user behavior. For more information see, Introduction to Ask Whatfix AI - Deep think.

AI Style Editor

What is it?

AI Style Editor enables you to create brand-compliant tooltips. The feature gives you better control over maintaining design consistency and the output that is required. It’s available for Flows, Smart Tips and Beacons.

Example: Consider you're updating the appearance of tooltips across your application, and you want to use new brand guidelines. Use the AI-powered style editor to generate consistent, customized designs within minutes, without writing CSS.

Why does it matter to me?

Creating brand compliant tooltips manually requires custom CSS to ensure design consistency, which can be time-consuming and challenging for non-technical content authors.

With this feature, you can build brand-compliant tooltips without writing any code, making customization faster and more accessible while maintaining design consistency.

How do I do this?

Note:

• AI powered style editor for tooltip creation is a Beta feature. To know more about the AI Style Editor, see Use AI powered style editor for tooltip customization.

• To enable this feature, you must first enable the CSS customization feature for tooltips (also Beta). Contact support@whatfix.com to enable both the features for your account. For more information on how to use CSS for tooltips, see Use CSS for tooltip customization.

Pop Up creation with AI

What is it?

Use AI to create Pop-ups within minutes by providing prompts based on your requirements.

Example: Consider you are just notified about a prospect demo happening tomorrow and you need to roll out a Pop-up to your end users, use AI to create the Pop-up within minutes.

Why does it matter to me?

Instead of starting from scratch, this feature automatically generates a Pop-up for you, enabling you to edit and customize it as needed, hence saving time and effort.

How do I do this?

Note:

Pop-up creation using AI is currently a Beta feature. Contact support@whatfix.com for more information. For more information, see Pop Up created with AI.

Advanced Visibility Rules using AI

What is it?

Adding Advanced Visibility Rules helps determine when, where, and to whom widgets appear. Manually configuring these rules takes time and can be complex, especially for users unfamiliar with the platform. With AI, simply describe your requirements, and the AI translates it into actionable Visibility Rules that you can validate and implement instantly.

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.

Why does it matter to me?

Manually configuring Visibility Rules can be time-consuming and prone to human error. Using AI simplifies this process and offers several advantages:

• Reduces the time and effort needed to create Visibility Rules

• Accepts natural language input for easier rule creation

• Minimizes errors caused by manual configuration

• Enables quick validation and refinement of generated rules

• Supports widget types such as Smart Tips, Beacons, Launchers, Pop-up, Self Help, Task List, and Blockers.

Note:

Once AI generates the Advanced Visibility Rules, test the widget thoroughly using Preview mode to ensure the Visibility Rules work as expected. Then, push the widget to Production.

How do I do this?

Note:

Visibility Rules AI is a Beta feature. To enable the feature, contact support@whatfix.com. For more information, see Create Advanced Visibility Rules using AI.