Overview of the Whatfix Guidance Dashboard

The major difference between the Whatfix Guidance Dashboard and Whatfix Studio is that the Dashboard helps you to create, customize, and manage Whatfix content. Once content is created (on either Studio or Dashboard), the Dashboard further helps you to organize, configure, and publish content on your application. On the other hand, the Studio assists you only with content creation.

The Whatfix Guidance Dashboard has two parts:

• Navigation panel
• Management dashboard

Navigation panel

The navigation panel comprises of the workspace switcher, Content, Widgets, Guidance analytics, Profile, Style, Tags, Settings, Notifications, Resources, and Chat.

UI Label	Actions	UI
Workspace switcher	Switch between different accounts or enterprise (ENTs).
Content	Guide end users to task completion with the help of Content such as a Flow, Video, Image, PDF, Article, or Link.
Widgets	Provide additional context to end users to enhance their overall user experience using a Widget such as a Beacon, Smart Tip, Pop-up, Self Help, Task List, or Launcher.
Guidance analytics	View the usage and engagement of Content under Summary and Guides reports.
Style	Configure the appearance of Content or Widgets. Customize fonts, icons, color schemes, and style elements for Flows, Smart-tips, Beacons, and Launchers.
Tags	Segment content for specific end users or application pages using Tags such as All tags, Roles, Pages, and Other.
Settings	Control your Dashboard access, integrate repositories, and oversee the content translation process.
Profile	Update your profile details, change password, or access Whatfix privacy policy.
Notifications	Get notified of every action on the Guidance Dashboard.
Support	Leave a query or chat with Zendesk support.

Management dashboard

The management dashboard helps you to track and manage the entire content lifecycle journey. For more information, see Understand Whatfix dashboard stages.

UI label	Action	UI
Create static content	Create an image, video, link, PDF, or article using the Create Content selector.
Edit content	Preview your content or use the Launch live edit option to edit existing content.
Edit widgets	Click the edit option on Widgets to Set Visibility Rules or Attach Content.
Search	Search for different pieces of content or widgets.
Filter	Filter and sort content based on Type, Created by, and Tags.
Export	Choose either Draft, Ready, Production, or all the three stages to export the list of content or widgets created on the Dashboard.
See live	Test and view how the content appears on the application in its published stage.

Summary of the Whatfix Dashboard