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    What has changed on the dashboard?
    • 06 Dec 2023
    • 5 Minutes To Read
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    What has changed on the dashboard?

    • Updated On 06 Dec 2023
    • 5 Minutes To Read
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    Article Summary

    The new and enhanced Whatfix dashboard experience enables you to seamlessly navigate between Whatfix Guidance and Product Analytics. The experience comes with an upgraded UI to improve navigation, grouping, and discovery. 

    Your title goes here
    The enhanced Whatfix dashboard is a Beta feature and will be rolled out in batches starting from December 5, 2023.

    The following article lists the differences between the old and enhanced Whatfix dashboard experiences:

    Old experienceEnhanced Whatfix dashboard experienceNew UI terms
    Digital Adoption Platform (DAP) and Product Analytics 
    The DAP and Product Analytics sections are present on the same dashboard.    		Whatfix Guidance and Whatfix Analytics: The enhanced Whatfix dashboard has a product line switcher that enables you to switch between the Whatfix Guidance (DAP) and Product Analytics dashboard.
    ia_guidance_analytics
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    • The Whatfix Guidance dashboard enables you to create, customize, and organize Whatfix content and widgets.
    • The Whatfix Analytics dashboard enables you to understand end-user behavior on the application/product.
    		Product line switcher
    Whatfix Guidance
    Whatfix Analytics
    Account/Enterprise (ENT) switcher: To switch between ENTs/accounts.ent_switcherThe Workspace switcher enables you to switch between ENTs/accounts. All accounts include both Guidance and Whatfix Analytics dashboards.
    workspace_switcher
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    • Search enables you to search for all the ENTs/accounts that you have access to.
    • Show all displays all the ENTs/accounts that you have access to.ia_search_show_all
    		Workspace switcher and search
    Content
    		The Content section comes with a collapsible sidebar that enables you to navigate directly to the content type that you're looking for. For example, if you want to push only Flows to the Ready stage, use Content > Flows > Select required Flows > Send to ready.
    ia_content_sidebar
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    • The sidebar shows separate navigations for Flows, Smart-tips, Beacons, Launchers, Link, Images, Videos, PDFs, and Articles.
    • The collapsible sidebar enables you to collapse or expand the navigation panel. This maximizes the authoring space on the dashboard.
    		All content
    All content: Content > All content shows a list of all Whatfix content.
    ia_content_all_content
    Widgetsleft_nav_widgetsThe Widgets section comes with a collapsible sidebar that enables you to navigate directly to the widget type that you're looking for. For example, if you want to push only Self Help segments to the Ready stage, use Widgets > Self Help > Select required Self Help segments > Send to ready.
    ia_widgets
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    The sidebar shows separate navigations for Pop-ups, Smart-tips, Beacons, Launchers, Self Help, Task lists, and Surveys.

    		All widgets
    All widgets: Widgets > All widgets shows a list of all Whatfix widgets.ia_widgets_all_widgets
    Themes: To configure content and widgets
    CLM_DB_CLick_Themes(1)
    		The Style section comes with a collapsible sidebar that enables you to navigate directly to the content or widget that you want to configure.
    ia_style
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    The sidebar shows separate navigations for Flows, Pop-ups, Smart-tips, Beacons, Launchers, Self Help, Task lists, and Custom Labels.

    		Style
    The Create widget button is in the Draft tab of the Widgets section and enables you to create widgets like Pop-ups, Self Help, Task List, Beacon, Smart Tip, and Launcher.
    Widgets > Draft > Create widget
    CLM_DB_CreateWidget(1)
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    If you have the Visual Editor enabled, you cannot create Pop-ups using the dashboard. They can only be created using Studio.
    		The Create widget button is available in all the Draft tabs of the different types of widgets, that is, you can create a widget from the All widgets, Pop-ups, Smart-tips, Beacons, Launchers, Self Help, Task lists, and Surveys sections.
    Widgets > All widgets > Draft > Create widget
    Widgets > Pop-ups > Draft > Create widget
    Widgets > Smart-tips > Draft > Create widget and so on.
    ia_create_widget


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    The Create widget button enables you to create widgets like Pop-ups, Self Help, Task List, Beacon, Smart Tip, and Launcher.

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    If you have the Visual Editor enabled, you cannot create Pop-ups using the dashboard. They can only be created using Studio.
    		NA
    The Create content button is in the Draft tab of the Content section and enables you to create content like Image, Video, PDF, Article, and Link
    Content > Draft > Create contentclm_create_content    		The Create content button is available in all the Draft tabs of the different types of content, that is, you can create a widget from the All content, Flows, Smart-tips, Beacons, Launchers, Link, Images, Videos, PDFs, and Articles.
    Content > All content > Draft > Create content
    Content > Flows > Draft > Create content
    Content > Smart-tips > Draft > Create content and so on.
    ia_create_content
    Your title goes here

    The Create content button enables you to create content like Image, Video, PDF, Article, and Link.

    		NA
    Analytics CLASSIC: To view engagement of Whatfix content and widgets.
    left_nav_analytics_classic    		Guidance analytics: To view engagement of Whatfix content and widgets.
    ia_left_nav_guidance_analytics    		Guidance analytics
    Settings: To configure advanced options for translations, analytics, etc.
    clm_settings_icon    		Settings are part of the collapsible sidebar and enable you to configure and manage account-level settings.
    ia_left_nav_settingsSettings include the following sections:
    Content: Translations and Video voiceover
    Integrations: Repositories, Video channels, App Integrations
    Team: Teammates, Team audit logs
    Setup: API token, Advanced configuration, Content deployment
    Analytics
    ia_settings_options    		Video voiceover, App Integrations, Teammates, Team audit logs, Advanced configuration, Content deployment
    Notification Center: To track all content and widget movements across Whatfix.
    clm_notification_icon_bell    		Notification is part of the collapsible sidebar and tracks all content and widget movements across Whatfix.
    ia_notification    		Notification
    Users: To manage account users.
    clm_left_nav_users    		The Teammates section found in Settings enables you to manage account users.
    Settings > Teammatesia_settings_teammates_two_levels    		Teammates
    Profile settings: To manage your profile and change the dashboard language.
    Settings > Profile settingsclm_profile_settings    		Profile settings, part of User name, enable you to manage your profile and change the dashboard language.
    User name > Profile settings
    ia_profile_settings
    		NA
    Integrations: To exchange data and attribute streams across other products.
    2023-12-05_17-27-47    		App Integrations part of Settings enables you to exchange data and attribute streams across other products.
    Settings > App Integrationsia_settings_app_integrations_two_levels    		App Integrations
    Repositories can be integrated to Whatfix widgets to display content.
    clm_left_nav_repositories    		Repositories part of Settings enables you to integrate repositories to show content in Whatfix widgets.
    Settings > Repositories
    ia_repositories
    		NA
    Custom Labels: To change the name of certain labels in the Whatfix UI.
    Settings > Custom Labels
    clm_settings_custom_labels    		Custom labels part of Style enables you to change the name of certain labels in the Whatfix UI.
    Style > Custom labels 
    ia_style_custom_labels_two_levels    		NA
    Map Stages and Manage Extensions: To publish Whatfix content to end users
    Settings > Map Stages
    clm_settings_map_stagesSettings > Manage Extensions
    		Content deployment part of Settings includes either Map Stages or Manage Extensions based on the chosen deployment method.
    Settings > Content deploymentia_settings_content_deployment_two_level
    		Content deployment
    Analytics: No code solution to analyze end-user behavior on the application.
    Dashboard_new_analytics    		The Whatfix Analytics dashboard includes all the Product Analytics components, that is, Track, Analyze, and Act, required to analyze end-user behavior on the application.
    Switch from the Whatfix Guidance dashboard to the Whatfix Analytics dashboard using the product line switcher.
    ia_guidance_analytics
    		Whatfix Analytics
    Advanced customization: To add code to perform advanced actions.
    clm_settings_ac    		Advanced configuration part of Settings enables you to add code snippets to perform advanced actions on the Whatfix Guidance dashboard.
    ia_settings_advanced_configuration_two_levels    		Advanced configuration
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