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What can I do with Whatfix?
  • 19 Dec 2023
  • 5 Minutes To Read
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What can I do with Whatfix?

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Article Summary

Whatfix can be used to create various types of onboarding, training, and help content for web-based applications.

Here are some use cases for various features.

Create a guided product tour

Use customized Pop-ups to welcome new users and give them a real-time guided tour of the key features of your application. You can also include embedded videos to onboard users, introduce your software application using a quick tour, or deliver change management communication.

For more information, see Pop-ups.


Create training plans

Use the Task List to display a personalized list of basic Flows that a user needs to complete. The Task List can be configured to display until the user has completed all the identified tasks.

For more information, see Task List.


Create product flows

Hand-hold your users through various tasks in your application. Users are prompted through each step of the Flow.

For more information, see Flows.


Create contextual tips

Use Smart Tips to display contextual information about a specific UI on a page. For example, a tip to help with entering information in a form. Smart Tips can also be used to validate user input in a text box to comply with a given format or specific requirement.

For more information, see Smart Tips.


Draw user attention

Use Beacons to attract attention to a single important element within your application UI, for example, a new feature. Catch the attention of your end user and introduce them to the new functionalities.

For more information, see Beacons.


Help users with contextual information from across applications

Integrate your existing knowledge bases with Whatfix and display articles as contextual links in Self Help and Task List segments displayed on the page.
You can integrate knowledge bases such as Confluence, Zendesk, Freshdesk, SharePoint, etc.

For more information, see Integrate my content repository with Whatfix.


Create a quick start button

Whatfix enables you to add customizable buttons that can trigger Whatfix content like Flows, Pop-ups, Links, and Videos. Launchers are always available on the application for your users to access at any time.
For example, you could use Launchers to introduce the survey in a way that would enable them to take it up whenever they are ready to take it.

For more information, see Launchers.


Consolidate and display intelligent help

Use Self Help to display contextual help content (including an available list of Flows) from various sources, including knowledge bases, and display it according to the end user's current context within the application. Information is auto-segmented, reducing support overhead.

For more information, see Self Help.


Show important information

Use Pop-ups to display important information as a Pop-up at any time during the user journey. Example: announcing downtime.

For more information, see Pop-ups.


Auto-test content

Applications are constantly updated. This often results in broken Flows as elements change on the application. With the Whatfix Auto Testing feature, you can proactively check your content for breakages and ensure a smooth end-user experience. This feature helps you to not only detect Flow failures but also to fix them before your end users face issues on your application. You can either schedule test runs or run these tests on demand.

For more information, see Auto Testing.


Collect feedback from users using Surveys

Whatfix enables you to create different types of surveys, like NPS Surveys, Usability Surveys, and Custom Surveys and customize them based on your requirements. The feedback can help you understand how users perceive your product and improve the user experience.

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You can also create a Quiz to check end users' knowledge and identify knowledge gaps.


Track analytics

With Whatfix's Guidance analytics, you can see how your content is being consumed by your end users. Guidance analytics also helps you understand how users are engaging with content and what content areas need more attention.

For more information, see Whatfix Analytics.


Track end-user engagement on your application

User Actions enable you to track your end users' actions and analyze their behavior on your application. Based on the insights from User Actions, you can take steps to engage the right groups of users to efficiently drive business growth and understand user behavior in depth. User actions also enable you to target specific content based on specific user activity. It also enables you to track usage patterns by running A/B tests.

For more information, see User Action.

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Understand process completion using Funnels

Analyze how your end users are navigating through your application using Funnel Insights. Funnels provide you with the exact step of the process at which your end users are dropping off, enabling you to create relevant content and prevent such drop-offs.
For more information, see What are Funnels?

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Visualize user engagement data using Trend Insights

Use Trend Insights to turn your engagement-related queries, like the number of users who have completed Flows, the number of users who have clicked the button on your Pop-up, etc., into actionable Insights. Create custom reports with your queries and visualize them in the form of charts.

For more information, see Trend Insights.

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Group users to understand user behavior using Cohorts

Cohorts enable you to create a group of users based on a specific criteria or behavior and analyze the group to take further actions. Creating Cohorts based on user behavior enables you to unearth hidden patterns, validate/invalidate hypotheses, and draw insights.

For more information, see Cohorts.


Visualize insights and make data-driven decisions using Dashboards

Whatfix enables you to create Dashboards with actionable Insights and customize them depending on your business needs and use cases. These custom Dashboards are the one-stop place for all Insights to help you visualize your data and provide information at a glance.

For more information, see Custom Dashboards in Analytics.

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Understand how end users navigate in an application using User Journeys

Whatfix provides you with the ability to automatically analyze how an end user navigates through an application using User Actions, and events captured using the Whatfix API, and it helps you understand the different paths they take to complete a task. You can visualize the User Journey in the form of Sankey charts.

For more information, see User Journey.

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