--- title: "What can I do with Whatfix?" slug: "what-can-i-do-with-whatfix" tags: ["Introduction to Whatfix"] updated: 2025-03-07T03:47:42Z published: 2025-03-07T03:47:42Z --- > ## 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. # What can I do with Whatfix? 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 Whatfix features. Create contextual tips using Smart 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](/studio/docs/create-smart-tips). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Creating_Contextual_Tips%281%29.gif) Draw user attention using Beacons 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](/studio/docs/beacons). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Beacon1.gif) Create product flows using Whatfix Flows Hand-hold your users through various tasks in your application. Users are prompted through each step of the Flow. ![Whatfix_Flows](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Whatfix_Flows.gif) For more information, see [Flows](/studio/docs/creating-a-flow). Create a guided product tour using Pop-ups 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. ![Whatfix Pop up](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Whatfix%20Pop%20up.gif) For more information, see [Pop-ups](/studio/docs/what-are-whatfix-pop-ups). Show important information using Pop-ups Use **Pop-ups** to display important information as a Pop-up at any time during the user journey. Example: announcing downtime. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Popup.gif) For more information, see [Pop-ups](/studio/docs/pop-ups). Create training plans using Task List 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. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Add%20a%20Flow%20in%20Task%20List.gif) For more information, see [Task List](/studio/docs/what-is-a-task-list). Create a quick start button using Launcher 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. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/launcher.gif) For more information, see [Launchers](/studio/docs/what-are-launchers). Consolidate and display intelligent help using Self 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. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/self_help_open_video.gif) For more information, see [Self Help](/studio/docs/configure-self-help). Collect feedback from users using Surveys Whatfix enables you to create different types of surveys, like [NPS Surveys](/studio/docs/create-an-nps-survey-1), [Usability Surveys](/studio/docs/create-a-usability-survey-1), and [Custom Surveys](/studio/docs/create-a-survey) and customize them based on your requirements. The feedback can help you understand how users perceive your product and improve the user experience. ![CLM_Surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Surveys.gif) your title goes here You can also [create a Quiz](/studio/docs/create-a-quiz) to check end users' knowledge and identify knowledge gaps. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Survey%20quiz%20preview.gif) Provide quick contextual help for the end users QuickRead is Whatfix's AI capability that uses information and crawled content from any repositories that may have been integrated. It provides summarized answers to your end user's search query. ![qr_sources.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/qr_sources%283%29.png) 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. Whatfix enables you to integrate knowledge bases such as Confluence, Zendesk, Freshdesk, SharePoint, and more. ![Integrate_Repository](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Integrate_Repository.png) For more information, see [Integrate my content repository with Whatfix](/studio/docs/integrate-your-content-repository-with-whatfix). 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, 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. Either schedule test runs or run these tests on demand. For more information, see [Auto Testing](/studio/docs/testing-whatfix-content). Track Analytics with Whatfix's Guidance Analytics With Whatfix's Guidance analytics, 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](/studio/docs/whatfix-analytics). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_guidance_analytics_summary.gif) 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, 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](/studio/docs/user-action). ![pa_trend_insights_ua_analytics](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_trend_insights_ua_analytics.png) 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?](/studio/docs/what-are-funnels) ![funnel_summary_metrics](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_summary_metrics.png) 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, and more, into actionable Insights. Create custom reports with your queries and visualize them in the form of charts. For more information, see [Trend Insights](/studio/docs/trend-insights-1). ![trend_insight_intro](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_intro.png) 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](/studio/docs/what-is-a-cohort). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_cohort_user_filter.gif) 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](/studio/docs/dashboards-1). ![pa_sample_dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_sample_dashboard.png) 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. VisuRnPalize the User Journey in the form of [Sankey](https://developers.google.com/chart/interactive/docs/gallery/sankey) charts. For more information, see [User Journey](/studio/docs/user-journey). ![intro_uj](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/intro_uj.png) ## Related - [Who creates content on Whatfix?](/who-creates-content-on-whatfix.md) - [What happens to Archived content and widgets when a user is deleted?](/what-happens-to-archived-contentwidgets-when-a-user-is-deleted.md) - [How to activate or inactivate Whatfix widgets?](/how-to-activate-or-inactivate-whatfix-widgets.md) - [What reports can be generated using the Whatfix Dashboard?](/what-reports-can-be-generated-using-the-whatfix-dashboard.md)