What can I do with Whatfix?
  • 07 Mar 2022
  • 2 Minutes To Read
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What can I do with Whatfix?

  • Dark
  • PDF

Whatfix can be used to create various types of onboarding, training and help content on all web-based applications. Here are some use cases of various features.

Create Guided product tours

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 Configuring a Tasklist.

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 Creating a Flow.

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 Creating 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 user and introduce them on how to use the new functionalities. For more information, see Beacons.

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 according to the user’s current context within the application. Information is auto-segmented, reducing support overhead. For more information, see Configuring 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 down-time. For more information, see Pop-ups.


With Whatfix Analytics, you can see how your content is being consumed by your end-users. 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 with your application

With User Actions, track your end-users' actions and analyze their behavior on your application. Based on the insights from User Actions, you can now take steps to engage the right groups of users to efficiently drive business growth and understand user behaviour in depth.

For more information, see User Action.

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