---
title: "Understand the Whatfix Workflow"
slug: "understanding-the-whatfix-workflow"
updated: 2026-08-06T11:07:09Z
published: 2026-08-06T11:07:09Z
canonical: "support.whatfix.com/understanding-the-whatfix-workflow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Understand the Whatfix Workflow

### Overview

Note:

- Before you begin, you need to have access to Whatfix Studio and the Whatfix Dashboard. For more information, see [How to install Whatfix Studio?](/studio/docs/how-to-install-the-whatfix-editor) and [Overview of the Whatfix Guidance Dashboard](/studio/docs/overview-of-the-whatfix-dashboard).
- Whatfix provides defined user roles that determine permissions. For more information, see [Whatfix User Roles](/studio/docs/whatfix-user-roles).

### **Workflow Stages**

The Whatfix Workflow has three stages: choosing the deployment method, creating content in Whatfix Studio, and managing and publishing it from the Whatfix Dashboard.

**1. Choose the Mode of Deployment and Content Delivery**

- **Browser Extension**: Deploy Whatfix by using browser-specific extensions that load Whatfix content in supported browsers.
- **JavaScript Embed**: Deploy Whatfix by adding the Whatfix embed script to your application so content loads directly inside the application interface.

**2. Install Whatfix Studio to Create Content** Use Whatfix Studio to build and refine guidance.

- Create content and widgets such as, Flows, Smart Tips, and Pop-ups, and then preview and test the content.
- Organize content using Task Lists and Self Help, and then configure Tags and segmentation to manage visibility.

**3. Access the Whatfix Dashboard to Manage and Publish**

- Use the Whatfix Dashboard to manage, publish, and edit content.
- Manage users and permissions.
- Review analytics and update content as needed.

Note:

Click the various **Content elements** in the following flowchart for more information.

[PDF document](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Whatfix%20Workflow.svg)

Whatfix Studio is a browser plug-in that enables you to create various types of Whatfix content, such as Flows, Smart Tips, Beacons, and so on. The plug-in can be installed on Google Chrome and the new Microsoft Edge browsers.

The Whatfix Dashboard is where you can perform the following actions:

- Access all content that has been created by users in your organization.
- Access and manage content widgets like Self Help, Pop-ups, Smart tips, Beacons, and Task List
- Manage users
- Manage tags
- Access Analytics
- Manage translations
- Manage Tip or Flow configurations

## Related

- [Which browsers does Whatfix support?](/which-browsers-does-whatfix-support.md)
- [What repositories can Whatfix integrate with?](/what-content-repositories-can-whatfix-integrate-with.md)
- [Can I integrate a repository with dynamic URLs?](/can-i-integrate-a-repository-with-dynamic-urls.md)
- [When are Flows converted to videos and uploaded?](/when-are-flows-converted-to-videos-and-uploaded.md)
- [Can multi format outputs be displayed in different languages?](/can-multi-format-outputs-be-displayed-in-different-languages.md)