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What can I do with Whatfix?
  • 14 Jun 2022
  • 3 Minutes To Read
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What can I do with Whatfix?

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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.


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 page.
You can integrate knowledge bases such as Confluence, Zendesk, Freshdesk, SharePoint, etc,.
For more information, see Integrating my Content Repository with Whatfix.


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.


Autotest Content

Applications are constantly getting updated. This often results in broken guidance flows as elements change on the application. With the Whatfix autotesting 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 user face issues on your application. You can either schedule test runs or run these tests on demand.
For more information, see Auto Testing.


Track Analytics

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 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 then take steps to engage the right groups of users to efficiently drive business growth and understand user behaviour in depth. User actions also enable you to target specific content based on a specific user activity. It also enables you to track usage patterns in the form of running A/B tests.
For more information, see User Action.

RB_DB_Analytics_user actions


Understand user journey using funnels

Analyse 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?
RB_DB_Funnel_chart



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