Overview of the Whatfix Guidance dashboard
- 03 Jan 2024
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Overview of the Whatfix Guidance dashboard
- Updated On 03 Jan 2024
- 1 Minute To Read
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The Whatfix Guidance dashboard enables you to create and customize Whatfix content. Once content is created, the dashboard also helps you organize and configure content to appear on your application.
The Whatfix Guidance dashboard has two separate sections for Whatfix Content and Widgets.
A Content is any instructional material like a Flow, video, text, image, PDF, or link that is created to guide users to perform a task efficiently.
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A content cannot exist independently. It has to be a part of a widget before it can be accessed by end users.
A Widget is a stand-alone UI element like a Beacon, Smart Tip, Pop-up, Self Help, Task List, or Launcher that provides additional context and enhances the overall user experience.
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While a collection of Beacons and Smart Tips exists in the Widgets tab under their respective segments, a single Beacon or Smart Tip exists in the Content tab.
Whatfix content or widgets are further divided into three different stages: Draft, Ready, and Production to enable content creators to create, review, and manage Whatfix content or widgets in a more efficient and organized manner. For more information, see Understand Whatfix dashboard stages..
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