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Intelligent Segmentation
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Intelligent Segmentation

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When you have started to createcontent using Whatfix, there's usually an additional effort to configure where you want to display each content unit you create. For example, you have created 50 walkthroughs using Whatfix. Now you may not want to display all 50 of these walkthroughs on the first page of your application. So you ensure that Segmentation is done.

Intelligent Segmentation (IS) eliminates the need to create multiple segments (manually) to display relevant content contextually to different audiences on an application. For example, if you have a 5-page application and two roles, traditionally, you'd need to create 10 segments to ensure that each kind of user sees only the relevant topics on each of the 5 pages. But when Intelligent segmentation is enabled, and you create content, Whatfix automatically determines which content is to be shown on which page. Whatfix does this based on where the walkthrough was created and certain other pre-defined criterion. You need not do any additional configuration as you create more content.

Intelligent Segmentation also ensures that if your user is not on the first screen of a walkthrough, it starts the walkthrough from the most relevant page that the user is on. For example, the walkthrough that the user is launching has 10 steps. The user is already in step 3 on the application and then decides to launchthe walkthrough. IS ensures that the walkthrough starts from step 4 and not from the earlier steps that the user has already completed.

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