What are Flows?

Whatfix Flows are sequential steps that help end-users learn an objective or complete a task through a series of step-by-step actions. These steps display as a layer over your web application.

Here's an example of a Whatfix Flow in action.

The following section gives you information about how to customize Whatfix Flows.

• Creating a Flow
• Using the Whatfix Rich Text Editor
• Editing a Flow
• Inserting an image in a Flow step
• Inserting a video in a Flow step
• Adding or inserting a step after Flow creation
• Back button for Flow help tips
• Showing information as pop-up before running Flows
• Moving a step in a Flow
• Customizing Flows
• Deleting a step in a Flow
• Changing the tooltip position
• Display Rules for showing Tooltips
• Changing the design of the Tooltip
• Customizing the end message of a Flow
• Enabling Spotlight feature
• Removing sensitive information from Flow images
• Defining step completion rules
• Previewing a Flow
• Copying Flow steps
• Creating a copy of the Flow
• Changing the source URL of your Flows
• Linking two Flows
• Deleting a Flow
• Defining a step as optional
• Flow Automation
• Configuring the Flow automation pop-up
• Reselecting Elements to manage UI changes
• Branching in a Flow
• Actions on Flow tiles in your Whatfix Dashboard
• Visbility and display rule conditions
• Disabling the end message of a Flow
• Feedback on Flow closure