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
The navigation panel comprises of the workspace switcher, Content, Widgets, Guidance analytics, Profile, Style, Tags, Settings, Notifications, Resources, and Chat.
UI Label | Actions | UI |
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Workspace switcher | Switch between different accounts or enterprise (ENTs). |
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Content | Guide end users to task completion with the help of Content such as a Flow, Video, Image, PDF, Article, or Link. |
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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. |
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Guidance analytics | View the usage and engagement of Content under Summary and Guides reports. |
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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. |
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Settings | Control your Dashboard access, integrate repositories, and oversee the content translation process. |
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Profile | Update your profile details, change password, or access Whatfix privacy policy. |
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Notifications | Get notified of every action on the Guidance Dashboard. |
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Support | Leave a query or chat with Zendesk support. |
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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. |
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Edit widgets | Click the edit option on Widgets to Set Visibility Rules or Attach Content. |
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Search | Search for different pieces of content or widgets. |
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Filter | Filter and sort content based on Type, Created by, and Tags. |
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Export | Choose either Draft, Ready, Production, or all the three stages to export the list of content or widgets created on the Dashboard. |
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See live | Test and view how the content appears on the application in its published stage. |
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Transfer content | Select the content or widget segment using checkbox and click Transfer Content. |
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Info
To understand the difference between Preview Mode, See Live, and Launch live edit, refer to how does preview mode differ from see live and launch live edit.
Note:
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.
Content cannot exist independently. It has to be a part of Widget before it can be accessed by end users.