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Embed a Flow as Live Tour

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The Live Tour typically launches a Flow based on a specific user action—for example, as soon as the user opens a page. Unlike the URL format, which requires the user to click a link, the Live Tour triggers automatically based on defined conditions.

Note:

Generate Whatfix Live Tour for a Flow in any stage, be it in Draft, Ready, or Production. To generate the Live Tour, go to the respective stage and follow the steps mentioned in this article.
clm_db_stages

Use the following steps to use the Live Tour embed:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  1. Click All content.
    ia_dashboard_left_nav_all_content

  1. Click the required Content.
    CLM_Flows_pdf export

  1. Click the More icon.

  1. Click Embed.

  1. Click Live Tour.
    clm_db_embed_live_tour

  2. Depending on the environment and format that you are working on, copy the respective JavaScript code.
    rb_db_SCRIPT

  3. Paste the copied code along with a custom script to the website where you want to launch the Flow.

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