Features available in Whatfix
  • 16 Feb 2024
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Features available in Whatfix

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Article Summary

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Feature TypeFeature nameDescription
DashboardManage Extensions on the Whatfix DashboardUse Whatfix extensions to display content to your end users when you don't have access to the application source code. Extensions enable the display of Whatfix content as an overlay on your application. The Whatfix Dashboard enables you to generate extensions across different browsers.
Single Installer for Whatfix ExtensionsThe Single Installer feature in Whatfix enables you to generate a single extension file (.msi) for multiple browsers and use it to deploy the extension to the end users. This is a one-time task and you do not have to worry about which browser is being used by your end users. In some cases, when a new browser is added to the system, you can just update the same extension file and deploy the extension on the newly added browser.
Folders on your dashboardWhatfix enables content creators to group content and widgets inside folders for better management. You can group content or widgets that you want to display to users belonging to the same geography, having the same user roles, and so on.
Additional tooltip themesWhatfix provides various customization options that enable you to change the look and feel of your Flows tooltips according to your preferences. You can customize the design of your Flow tooltips by setting,
  • The default theme for all Flows 
  • Individual themes for each Flow
Whatfix VersioningWhatfix gives enterprises the option to stay on a particular version that affects the end user-impacting features and not upgrade to the latest version as soon as it is released. You have the option to deploy the latest version or not, and also choose when to deploy. An example of an end user facing feature is introducing a back button on each step of a Flow. You have this choice irrespective of the Whatfix deployment model used on your platform.
Content TemplateUsing Content Templates, you can import pre-built and tested content that can be readily used when you log in to your Whatfix account. This reduces your effort in creating Whatfix content from scratch and helps you show content to your end users faster.
One-click extensions on Internet ExplorerOne-click Extensions on Internet Explorer enables you to generate and update your IE extensions on your own from the Whatfix Dashboard. One-click Extensions empowers you to manage all your content updates to the browser extension without needing to depend on the Whatfix support team.
IntegrationWhatfix to crawl content from the Files sectionYou can integrate Salesforce with Whatfix to fetch and display articles from your Salesforce repository as contextual links in the Self Help widget.
Content segmentation on Salesforce CommunityWhatfix enables content creators to configure segments on Whatfix, using standard Salesforce user properties. Salesforce objects are properties that help Whatfix serve relevant content to Salesforce users based on existing Salesforce properties that help identify different users. Using Salesforce objects help you to show relevant content to your users easily.
Freshservice integrationYou can integrate Freshservice with Whatfix to fetch articles from your Freshservice Repository and display them as contextual links in the Self Help widget. You can choose to either fetch all the content or only articles in particular folders.
Confluence integrationYou can integrate Confluence with Whatfix to fetch articles from your Confluence Repository and display them as contextual links in the Self Help widget. You can choose to either fetch all the content or only articles in particular folders.
Salesforce File integrationYou can integrate Salesforce with Whatfix to fetch articles from your Salesforce Repository and display them as contextual links in the Self Help widget. You can choose to either fetch all the content or only articles in particular folders.
BeaconBeacon level configurationEach Whatfix Beacon can have its unique properties— Beacon style and Beacon color, different from the account level configurations. For example, all the Beacons in your account can be radial styled, but you can customize one Beacon to be Custom styled when you want to focus on a new update. The account level configuration for Beacons is available by default.
FlowsFlow Close Message/feedbackThere are instances when an end user may close a Flow while it is playing. This could be because of many reasons. The user may have figured out what the next steps are going to be. However, if they have not, it's always a good idea to check.
Whatfix enables you to handle Flow closures in two ways,
  • Flow Closure Feedback: This enables you to receive feedback from your end users on the reason for Flow closure. 
  • Flow Close Message: This enables you to show a message to your end users when they close the Flow.
Flow on StandbyWhen a flow fails, Flow on Standby ensures that users can still continue with the process - if they can. A Flow may fail if the element on which a certain step is to display has changed and is not detected. If Whatfix cannot proceed to the next step, Flow on Standby shows an image of what the user should have seen in order to continue with the Flow. The Flow on Standby pop-up is shown in the bottom-right corner of the application page.
Multi-level Branch CreationThe Multi-level Branch Creation feature enables you to create branched Flows while creating the main Flow or attach an existing flow to the main Flow. This eliminates the need to create flows and then attach them to the main flow while creating it.
Pop-upVisual EditorThe Pop-up Visual Editor enables you to design and customize the components in Whatfix Pop-ups easily, eliminating the need for JSX code editing. With the Drag-and-Drop feature, content creators can resize Pop-ups, add or delete components, and add customizations directly in the UI.
Self HelpContent feedback in Self HelpWhatfix enables you to provide an in-app feedback icon to enable your end users to give feedback and register their requests and suggestions from within the Self Help widget. Unlike other forms of communication like email support, live chat, and ticketing that redirect the end user to their respective applications, Content Feedback enables users to provide in-app feedback without disturbing their flow of work.
End-User Feedback in Self HelpEnd user feedback enables your end users to provide feedback and register their requests and suggestions when they can't find what they are looking for in Self Help. Though there are other ways of communicating, like email support, live chat, and ticketing, that redirect the end-user to their respective applications, the ability to provide End user feedback enables users to provide in-app feedback in their flow of work.
Personalize Nudges in Self HelpWhatfix enables you to prompt your users to open Self Help after a period of continuous inactivity. Personalized nudges suggest content like articles, Flows, and more to the end user, specific to the user and the page/segment they are currently on.
Self-Help Size AdjustmentWhatfix enables you to provide your end users with the ability to resize the Self Help widget. End users can minimize or maximize the Self Help widget as per their requirements using the Maximize-Minimize icon.
Nested Grouping in Self HelpThe ability to group content in Self Help helps structure your content so that your end-user can easily understand and navigate through the widget. Nested grouping enables you to extend the ability to group related articles, improving your end-user experience.
New Content Notification in Self HelpAn essential part of the content creation process is informing your end users about the new content available as and when you create the content. Self Help provides you the ability to notify your end users about any new content created and added in the Self Help. This promotes end user engagement with the widget as well.
Carousel animation in Self HelpTo help you improve the usage of Self Help, Whatfix enables you to catch the attention of your users by animating the Self Help tab. You can also configure a tooltip to appear on cursor hover to show the user a tooltip that introduces them to Self Help. Different configurable animation styles are available using which you can make your users aware of Self Help and show them how they can access it anytime they are looking for more information.
QuickReadQuickRead is an AI capability powered by Whatfix that provides summarized answers to your end users' search queries within the Self Help widget.
SurveySurveysWhatfix enables you to create surveys and customize the questions and themes depending on your use case. You can create a survey using specific questions that are catered to a particular set of people. Using the feedback received from the survey you can obtain actionable insights and analyze the data to help you improve.
Qualitative analysis summaryWhatfix's Qualitative analysis summary is an AI-generated report based on the survey responses provided by end users. It generates positive and negative viewpoints after analyzing the survey data.
Product AnalyticsCohorts as Visibility Rules

Cohorts help you group users based on their behavior on the application. Using this analysis, you can target relevant Whatfix content for the particular Cohort to nudge them along the right path. This can be done by including a Cohort as a Visibility Rule to show or not show a Whatfix widget.

User AttributesUser Attributes provides information about the characteristics of your users. A User Attribute can uniquely identify the user. The attribute could be any alphanumeric ID, Email ID, or a common attribute that is shared amongst various users such as their Department, Business Unit, Location, Country, etc. You can then filter your users based on their characteristics to understand their behavior better.
User Action Verification

With User Action Verification, Whatfix enables you to view and verify User Actions created on the page. The Verification experience provides content creators with the ability to validate User Actions contextually on the application where they're created, identify, and fix any problems in real-time. This improves the overall quality of the Analytics data generated for User Actions.

Event Attributes

An event can be defined as an action performed by an end user. Example: a button click, a page view, etc. An event on its own contains less contextual information. Event Attributes enable you to send additional contextual information, for example, the URL and title of the page, the text on a button, etc. to help with analysis and decision-making. For more information, see What are Event Attributes?

Multiformat outputsSCORM package exportWhatfix Enterprise accounts have a feature to export Whatfix Flows as a SCORM package which can then be used along with a Learning Management System (LMS).
xAPI package exportWhatfix Enterprise accounts are provided with a feature to export Whatfix content (Flows, videos, and text) as an xAPI package which can then be used along with a Learning Management System (LMS).
Multi-format Content ExportDashboard users can choose to export the On-premise deployment package with/without the multi-format content.
DeploymentDeploy extension to individual usersWhatfix enables you to create a landing page for your Extension deployment to individuals for Chrome and Firefox extensions. This can be used when you cannot mass deploy extensions to your users. Share the landing page URL with your users and they can install the extension by visiting the page and following the instructions.
Self-Hosting Whatfix ContentWhatfix enables you to download the content you have created and host it on your own servers.
Publishing contentEnd-user Authentication for Browser ExtensionsThe End-user Authentication feature prompts your end user to authenticate themselves with valid credentials using your organization’s SSO. Only after they are authenticated do your end users start seeing the Whatfix content.
Export Production PackagePass parameters such as locale, redirect URL, and extension ID on the landing page URL

Whatfix Enterprise
Enterprise Control Centre (ECC)Enterprise Control Centre (ECC) enables you to centrally manage enterprise applications at a portfolio level. Using the ECC dashboard, you can seamlessly manage various accounts and user roles.
Enterprise InsightsEnterprise Insights (EI) enables you to have better visibility of usage and Whatfix DAP (Digital Adoption Platform) adoption metrics across enterprise applications at the portfolio level. With this data, you can identify and drive initiatives to improve adoption and optimize application license utilization costs.
OthersWhatfix Single Sign OnWhatfix supports login with Single Sign-On (SSO). SSO is an authentication process that enables users to access multiple applications with one set of login credentials.
AccessibilityThe content you create on Whatfix is designed to be inclusive and fully accessible to all users, including those with disabilities. At Whatfix, ensuring an accessible design results in a positive user experience for all our audiences. Whatfix supports the AA standard of the Web Content Accessibility Guidelines 2.1 (WCAG 2.1), one of the leading specifications defining standards of accessibility for the web.
API TokenThe Whatfix web app uses a username and password for validating users. When using Whatfix APIs, the API Key and API token are the equivalents of the username and password required to authenticate a user. Whatfix requires your API token to validate each request. Each user in an enterprise has a different API token. The Whatfix system needs to know who you are connecting with and the actions they do with their account.

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