Whatfix Glossary
  • 03 Apr 2024
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Whatfix Glossary

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Article Summary


Account Manager (role)The Account Manager has permission to perform all tasks in Whatfix. There are 3 other roles on the platform. To know more about each role and its permissions, see Whatfix User Roles.
Advanced CustomizationWhatfix is constantly adding capabilities, and you can perform most tasks on Whatfix using the Whatfix user interface. Advanced Customization permits the use of certain snippets of code to perform advanced actions using Whatfix. Each action can be enabled by copying the respective code into Advanced Customization.
Advanced configurationAdvanced configuration is part of the enhanced Whatfix dashboard. Advanced Customization has been renamed to Advanced configuration and permits the use of certain snippets of code to perform advanced actions using Whatfix.
All contentThe All content section shows all content like Flows, Smart-tips, Beacons, Launchers, and Static content, present on the Whatfix Guidance dashboard.
All widgetsThe All widgets section shows all widgets like Pop-up, Self Help, Task List, Survey, etc. present on the Whatfix Guidance dashboard.
AnalyticsAnalytics shows you how your Whatfix content is performing. It also gives you additional insights into the status of your content, including troubleshooting information for failure rates on any specific Flow.
APIApplication Programming Interface (API) is an access point and a set of routines, protocols, and tools to specify how various software components interact.
App IntegrationsApp Integrations enable you to exchange data and attribute streams between Whatfix and other products.
AssistAssist is a Pop-up template that enables you to handhold your users while they go through your application.
AutocaptureWhatfix can automatically capture events from important user interactions and behavior on your application without any external configuration required.
Auto Tip ExecutionAuto Tip Execution is a Smart Tip feature that enables you to trigger and execute important actions without depending on your end-user to interact with the Tip.
Auto TestingAuto testing is an automated testing capability that can be configured to test your Flows at regular, configurable intervals. This feature proactively checks the content on your applications and ensures a seamless digital adoption experience for your end-users.
Auto TranslateAuto Translate is an AI translation capability that automatically translates your content from your default language to the language you want it to be translated to.


BeaconBeacon is used to draw your users' attention to a new feature or any other element in the application's user interface.
Beacon CollectionA Beacon Collection is a group of Beacons that are created and displayed on a particular page.
Beacon Level ConfigurationBeacon Level Configurations are local configurations that are applicable to a specific Beacon inside a collection.
Blackout FeatureThe Blackout feature is a Flow feature that enables you to hide personal/sensitive information from a Flow step when exporting Flows into Multi-format outputs like PDFs, videos, slideshows, or articles.
BranchingBranching applies to Flows and gives you the ability to address situations where there are two or more possible paths to take based on a certain user decision.


Capture Rules

Capture Rules enables you to define the unique identifier related to the element that you want to capture as an Event Attribute.

CarouselCarousel is a Pop-up template that enables you to make your users aware of multiple features/release items in one Pop-up.
ClappersClappers is a Pop-up template that enables you to deliver instant alerts, critical messages, or system downtime information to your users.
CohortsCohorts enable you to create a group of users based on specific criteria and analyze the group to take further actions.
Completion TimeCompletion Time enables you to filter your users based on the time they take to complete the Funnel steps. It considers the fastest time taken between each Funnel step per user, averaged across all users.
ConfettiConfetti is a Pop-up template that enables you to celebrate Task completion and also rewards your users.
Content VersioningContent Versioning enables you to track all the changes made to any content created on Whatfix. You can revert these changes to the original content as well. For more information, see Content Versioning.
Conversion Funnels

Conversion Funnels are used to understand how end users are using a product. You can track the end users' path from when they discover the product until they either drop off or convert into customers.

CDN ServerContent Delivery or Distribution Network (CDN) is a geographically distributed network that is used to host the same content. When a request is made for the content, the network routes the user to the closest server, thus ensuring a faster response time, high availability, and improved performance.
CDN DeploymentContent Delivery Network (CDN) deployment is one of the ways Whatfix deploys content and makes it available to your users. Multiple servers that host content and servers closest to the point of use are used to deliver a better and faster user experience.
CLM StagesOn the Dashboard there are 3 stages - Draft, Ready and Production, where you can keep your content and widgets. Content and widgets in the Production stage are available to the end users. Draft and Ready stages are used to create, review, and edit content and widgets before pushing them to production. Any changes to themes or feature flags have to be pushed to Production from the Ready stage for them to take effect.
Cloud DeploymentCloud Deployment is a way to deploy Whatfix content and make it available to your users. In this scenario, the content is pushed to Whatfix servers.
ContentWhatfix content is content that is created on the Whatfix Dashboard and displayed to end users using widgets.
Content AggregationContent Aggregation is the ability to aggregate and search through your knowledge bases and return search results in Whatfix Self Help. In addition to searching, if your knowledge base content is effectively tagged, Whatfix can use Smart Context to list relevant content from your knowledge base and display it as links in Self Help.
Content deploymentThe Content deployment section on the Whatfix Guidance dashboard enables you to publish Whatfix content to end users. This includes Map Stages or Manage Extensions based on the chosen deployment method.
Content Manager (role)The Content Manager is a user role on Whatfix that has more permissions than the Editor role. There are 3 other roles on the platform. To know more about each role and its permissions, see Whatfix User Roles.
Content TemplateContent templates are pre-built Whatfix content that can be readily used on your Whatfix account. There are several content templates available catering to several different applications that Whatfix is typically used on.
Custom EventsCustom Events are user-defined events like User Actions, events captured using the Whatfix API, etc.
Custom LabelsCustom Labels enables you to change the name of certain labels in the Whatfix UI so that it fits your organization's style and branding guidelines.


DAPA Digital Adoption Platform (DAP) enables an efficient digital transformation journey by improving the adoption of enterprise applications. DAPs are deployed as an overlay on the application that allows the creation of in-app interactive and contextual Flows. This enables users to go through the software with ease, thus reducing the need for repeated training.
DashboardsDashboards are a Product Analytics reporting feature that enables you to visualize your insights. They provide information at a glance that enables you to make data-driven decisions. For more information on how you can visualize your insights, see Dashboards.
Data Entry AutomationData Entry Automation is a Smart Tip feature that enables you to pre-populate a value in a form field.
Default Events

Default Events are all events generated for Whatfix content and widgets interaction. For more information, see List of Whatfix-related events.

Default TagsThere are five default Whatfix Tags that you can use in your content that serve their own functions. For more information on default tags, see Default Whatfix Tags.
DeploymentsDeployments are various ways to host and deliver Whatfix content to your end users.
Display RulesThe Display Rules determine where and when the tooltips are displayed on your application based on the conditions met.
Drag and DropDrag and Drop is a Pop-up Visual Editor feature that enables users to move or reposition Pop-up components within the Pop-up.
Drag Handler

Drag Handlers are used for moving or repositioning the component within the Pop-up. Each component has two Drag Handlers, the Horizontal Drag Handler for moving the component horizontally, and the Vertical Drag Handler for moving the component vertically.


Drop-off measures the number of users who left a process without completing it.


Editor (role)The Editor role is used to create content on Whatfix and has the fewest permissions. Users with the editor role can only create or edit their own content. There are 3 other roles on the platform. To know more about each role and its permissions, see Whatfix User Roles.
End-User FeedbackEnd-User Feedback is a Self Help feature that enables your end users to provide feedback and register their requests and suggestions when they can't find what they are looking for in Self Help.
Enterprise AttributesEnterprise Attributes are attributes that are part of the application that are not associated with the user. For example, geography, department, account type, and more. These attributes can be used for content segmentation.
EventsEvents are triggered when your end users perform any action on the Whatfix content or widgets in the application.
Event Attributes

Event Attributes enable you to send additional contextual information along with Events to help with analysis and decision-making.

For example, along with the button click event, additional attributes such as the URL, the title of the page where it was clicked, the text on the button, and various other attributes from the application can be captured and sent to give context to the button click event. 

For more information, see What are Event Attributes?

Event Breakdown

Event Breakdown enables you to modify the various properties of the Events.  For more information, see Filter events using Event Filters and Breakdown in Trend insights for EI.

Event Filters

Event Filters enable you to drill down Events based on different criteria. For more information, see Filter events using Event Filters and Breakdown in Trend insights for EI.

Event groupingEvent grouping enables you to group two or more Default or Custom events into a single grouped event to analyze diverse metrics. For more information, see Group Default and Custom events.
Event Trigger LocationEvent Trigger Location enables you to select the location from where a Flow is played.
Export option (or Self Hosted model) of DeploymentIn the option, content is created using the Whatfix platform, exported as a package, and self-hosted by your organization on its own internal server.
ExtensionsExtensions are browser plugins that add additional capability to your web browser and can be used to customize your browsing experience. There are two Whatfix extensions:
  • Use the Studio extension to create content. 
  • Use the Content Delivery extension (deployed to application end users) when you cannot embed the JavaScript in your application to enable content delivery. Use the content delivery extension only for certain deployments based on the nature of the software application.


Feature OnboardingFeature Onboarding is a Pop-up template that enables you to guide users and help them adopt a new feature of your application or product.
Flexible Positioning (for Beacons and Smart Tips)

Flexible Positioning provides you the ability to select between two different positionings for Beacons or Smart Tips depending on your use case.

FlowFlows are a sequence of step-by-step instructions that users are led through in their application to complete a task.
Flow AutomationFlow Automation enables you to automate navigational clicks, selection of menu items, auto-fill form fields, and auto-type brief descriptions to minimize errors by auto-performing certain steps of a Flow for your end-users.
Flow Closure FeedbackFlow Closure Feedback enables you to seek end-user feedback when they manually close the Flow using the close button.

Flow Closure Resume

Flow Closure Resume enables you to show a Resume option to your end users when they manually close the Flow using the close button.

Flow End MessageThe Flow End Message is the Pop-up your end users see after they complete a Flow.
Flow Information pop-upFlow Information Pop-up enables you to show users important information before a Flow step.
Flow Level ConfigurationFlow Level Configurations are local configurations that are applicable to a specific Flow.
Flow on Standby

Flow on Standby is the Pop up your end users see when a Flow fails. Flow on Standby ensures that users can still continue with the rest of the Flow.

FunnelsFunnels are a series of sequential events that enable you to analyze and understand how your end users perform an application process.


Goal ManagementGoals are User Actions created on the last element that is clicked to record the completion of the process in the application. For more information, see Goal Management.
Go LiveGo live is the time at which Whatfix content and widgets become available for customer end-users.
GroupingGrouping is the ability in Self Help and Task List to group multiple topics under a certain header. Grouped topics appear in Folders.
Guidance analyticsGuidance analytics enables you to understand end-user engagement with Whatfix content and widgets.


Horizontal Drag HandlerHorizontal Drag Handler enables users to move or reposition the component horizontally within the Pop-up.



Image Froala Toolbar

Using the Image Froala Toolbar, users can edit and customize the image on the Pop-up directly in the UI.
The Image Froala Toolbar enables you to:
  • Resize the image
  • Align the image to the right, left or center
  • Change the image alternative text
  • Replace the image link
  • Add a component
  • Remove the component
InsigniaInsignia is a Pop-up template that enables you to give your users a badge or add your company’s logo to your messages.
Integration HubThe Integration Hub enables you to exchange data and attribute streams between Whatfix and other products.
Intermediate StepAn intermediate step is any step that is added to your Test Case during the Live Edit of the Test Case.
InternationalizationInternationalization enables you to change the language of your Whatfix Dashboard, Studio, and the support website.


JavaScriptJavaScript is a scripting language used to create and control dynamic website content, that is, anything that moves, refreshes, or otherwise changes on your screen without requiring you to reload a web page manually. This include features like animated graphics. Whatfix Flows created on your application can be triggered on user interaction by integrating JavaScript.


KBKnowledge Base (KB) is a repository that includes support articles, FAQs, and troubleshooting instructions. These can be accessed by customers and employees to find answers to commonly asked questions relating to a product or service without having to ask for help. Some examples of Knowledge Base applications are Confluence, Zendesk, Freshdesk, SharePoint, and more.


Language supportWhatfix supports fonts in over 50 languages.
Launch Live EditLaunch Live Edit enables you to:
  • Re-select elements to show tooltips
  • Add additional steps to Flows
  • Add Smart Tips or Beacons to an existing collection. 
  • Blackout sensitive elements

Launcher enables you to add customizable buttons that trigger Whatfix content like Flow, Pop-up, Video, or Link with a single click. Launchers can be placed anywhere on the application and help provide contextualized support to your end-users. For more information, see What are Launchers?

List ViewThe List View enables you to view more content and detailed information about the content on the Whatfix dashboard in the form of a list.

Likert Scale

Likert Scale is a rating system that enables end users to provide feedback on the helpfulness of a Flow using a 5-point scale or input comments in text format.


A Learning Management System (LMS) is a software that is designed specifically to create, distribute, and manage the delivery of educational content. You can use LMSs to train your employees, onboard new hires, retain employee knowledge, and train partners & customers remotely. An LMS enables you to:

Create: Build online lessons (or eLearning content, as it’s referred to in the industry). You can take individual lessons and turn them into courses. 

Deliver: Assign, offer, or sell these courses to employees, partners, customers, or a wider audience. 

Monitor: Enroll and manage your training audience. You can also track and assess their performance.

LRSA Learning Record Store (LRS) stores learning records, allows reporting against the records, and allows for exporting raw learning data. LRSs are a new type of storage system that allows the Experience API (xAPI) to offer a lot of new capabilities, but LRSs don't replace LMSs. The LRS, as defined by the xAPI specification, is “a server (that is, a system capable of receiving and processing web requests) that is responsible for receiving, storing, and providing access to Learning Records”. Taking this a step further, the LRS is designed to enable systems to store and retrieve xAPI statements, store xAPI states, and store various other xAPI metadata from other systems. When considering what an LRS actually is, it’s important to remember that the S stands for STORE, meaning that the most basic function of an LRS is to store and make available xAPI statements.


Meet and GreetMeet and Greet is a Pop-up template that enables you to say hello to your employees or users and send out quick reminders.
Multi-Format OutputThis output enables Whatfix content to be rendered in various formats, including PDFs, videos, slideshows, and articles.


Nested GroupingNested Grouping is a Self Help feature that enables you to create sub-groups within groups inside Self Help.
New Content NotificationNew Content Notification is a Self Help feature that enables you to notify your end users whenever any new content is created and added to the default section of Self Help.
NPS SurveyNPS Survey is a Survey template that enables you to measure the loyalty of your customers to your company.
NudgeThe Task List Nudge feature enables you to prompt your users to complete the Task List that you have compiled for them. Using the Task List Nudge, you can set conditions for the Task List to open automatically when users visit your page. The primary intent is to remind users about their pending tasks and boost completion rates.


Page Title

A Page Title is a short description of a webpage that appears at the top of the browser window.

Page ViewPage View enables you to add the exact URL of a page to understand how many users are visiting the page.
Pop-upA widget that enables you to display notifications to users in your application.
Preview ModeWhatfix enables you to preview Whatfix content and widgets before publishing them using the Preview Mode option on your Whatfix Studio.
Productivity FunnelThese Funnels enable you to determine the shortest time taken by end users to complete a process. You can identify the steps on which your end users are taking too much time.
Product line switcherThe product line switcher enables you to switch between the Whatfix Guidance and Analytics dashboards. For more information, see What has changed on the dashboard? 
Public SurveyA Public Survey is a Whatfix survey that enables anyone who has the link to participate in the survey.
Push to ProductionPush to Production is the act of deploying Whatfix content or widgets for the end-users.
Note: This is applicable only to Whatfix customers who use the JavaScript embed deployment.


Quick StartQuick Start is a Pop-up template that enables you to welcome your end users to your application.
QuickReadQuickRead is an AI capability powered by Whatfix that provides summarized answers to your end users' search queries within the Self Help widget.
QuizQuiz is a Survey template that enables you to ask your end users a list of questions and mark them based on their responses. 


Rich Text EditorThe Rich Text Editor feature enables you to format content using multiple options and link multimedia content to them.


Salesforce ObjectsThese are Salesforce properties that enable Whatfix to serve relevant content to Salesforce users based on existing Salesforce properties that help identify different users. For more information, see Use Salesforce Objects for Whatfix Content Segmentation.
Sankey Chart

A Sankey Chart is a visualization used to depict a flow from one set of values to another. For more information, see Sankey Diagram.

See LiveThe See Live feature enables you to preview specific content on your application.
SegmentationSegmentation enables you to display Whatfix Flows that are relevant to users on a particular page.
Self HelpSelf Help is a collection of related content displayed to users within your application. The content could include Flows, article links, video links, and help texts. This widget can be launched by clicking the Self Help tab on your application. Self Help includes the ability to search and find product-related information.
Selective CrawlingSelective Crawling is a Content Repository feature that enables you to integrate specific content from your Repository with Whatfix. For example, you can integrate a particular folder or folder path of your OneDrive repository with Whatfix.
Self-Hosted DeploymentIn Self-Hosted Deployment, the Whatfix platform, as well as the content created on it, is hosted on the customer's private server.
SessionUser Journey is captured based on sessions. A session usually starts when a user accesses the site and ends when the user leaves or is inactive for more than 30 minutes. After 30 minutes of inactivity, a user is considered to have dropped off.
SLAThe Whatfix Service Level Agreement (SLA) is a commitment to ensure an average monthly availability greater than 99.9% for all production. For more information, see Whatfix Service Level Agreement.
Smart ContextWhen Smart Context is enabled; and you create content, Whatfix automatically determines which content is to be shown on which page.  Smart Context eliminates the need to create multiple segments (manually) to display relevant content contextually to different audiences on an application. 
Smart Detect

Smart Detect is Whatfix's primary algorithm that automatically detects various UI elements in an application. It adapts to positional changes and works across different applications to ensure that tool tips latch onto the right element on your application. 

Smart AlertsSmart Alert is a Pop-up template that enables you to keep your users informed or send them alerts.
Smart Tip CollectionA Smart Tip Collection is a group of Smart Tips created and displayed on a particular page.

Smart Tip Triggers

Smart Tip triggers are conditions that enable you to display Smart Tips to your end users based on specific user actions or application attributes, achieving similar functions as nudges. These Triggers enable you to provide contextual guidance, showing content based on the value of a user input or a user selection on a form.

Spotlight FeatureThe Spotlight feature is a Flow feature that enables you to get the end user to focus on an element while the rest of the screen is blacked out.
SRISubresource Integrity (SRI) is a standard web security feature that enables browsers to verify that a resource loaded from a CDN is not manipulated when it is delivered to the browser. SRI guarantees the integrity of Whatfix Javascript by ensuring that any changes to end-user-impacting production libraries are validated by the end-user browsers. For more information, see Subresource Integrity (SRI).
SSOSingle Sign-On (SSO) is an authentication method that enables users to securely authenticate with two different applications and websites by using just one set of login credentials that is common for both. This eliminates the need to remember the login details of two different applications. SSO minimizes the support tickets received by companies regarding forgotten password or account unlock requests by end users.
Step Completion RuleStep Completion Rules in a Flow enables you to define when Whatfix must stop displaying one step and then show the next step of the Flow.
StyleThe Style section on the Whatfix Guidance dashboard enables you to customize Whatfix content and widgets.
SurveysSurvey is a Widget that enables you to collect information and feedback from your end users through questionnaires.
Surveys/opinionsSurveys or opinions is a Pop-up template that enables you to hear back from your users, seek their feedback, and conduct assessments.
SYSKAStuff You Should Know About (SYSKA) is a Pop-up template that enables you to inform your users about “Terms & Conditions” or “Company Policies & Guidelines”.


Task ListThe Task List is a widget that gives you the ability to assign a list of topics or tasks that users must complete as part of a training program.
Team audit logsTeam audit logs capture events that show "who" did "what" on the Whatfix Dashboard and "when". These logs provide insights into activities that were performed by users in the past.
TeammatesThe Teammates section on the Whatfix Guidance dashboard enables you to add, remove, and manage users.
ThemesThemes dictate the look and feel of various user interfaces. You can configure a Theme globally across the Whatfix platform.
Total EventsTotal Events measures the total number of times an event is performed on your product or application.
Translators (user role)Translator role users can only translate the already created Whatfix Content. There are 3 other roles on the platform. To know more about each role and its permissions, see Whatfix User Roles.
Trend InsightsTrend Insights turns 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.


Term Description
Usability SurveyUsability survey is a Survey template that enables you to understand the overall usability of your application in terms of what the end user likes or dislikes.
Unique UsersUnique Users measures the total number of distinct users that performed the event in your product or application.
User Actions (UA)User Action enables you to track your end users' actions and analyze their behavior on your application. For more information, see User Action.
User Action VerificationUser Action Verification enables you to view, verify, preview, edit, and create User Actions, ensuring accurate and efficient element latching on the page.
User AttributeUser Attributes provide information about the characteristics of your users, like who they are, what their role is, which department they belong to, and more. For more information, see User Attributes.
User BreakdownUsing the User Breakdown module, you can utilize the chart to display data based on the various properties. For example, for the Flow completed event with the User filter set as Chrome browser, configuring the Breakdown as City, displays the chart based on all the cities from which the Flow was completed by users using Chrome browser.
User FilterUsing the User Filter module, you can limit the scope of the events based on different criteria. For example, for the Flow start event, you can refine the results to show data only for those who fired it from the Chrome browser or from a specific location.
User Journey

User Journey enables you to automatically analyze how an end user navigates through an application using User Actions and enables you to understand the different paths they take to complete a task. For more information, see User Journey.


VerifyVerification enables you to check whether your Test Cases are working properly or not. For more information, see Verify a Test Case.
Vertical Drag HandlerVertical Drag Handler enables users to move or reposition the component vertically within the Pop-up.
VideoA Video is one of the possible outputs that can be generated while creating a Flow. Whatfix automatically converts the text in each step to generate and include audio.
Video voiceoverThe video voiceover section on the Whatfix Guidance dashboard enables you to configure voiceovers for Flow videos.
Visibility RulesVisibility Rules determine where and when Whatfix content is displayed on your application.
Visual Editor

Visual Editor is a Pop-up feature that enables you to design and customize components in Whatfix Pop-ups easily, eliminating the need for JSX code editing. With the Drag and Drop feature, content creators can resize Pop-ups, add or delete components, and add customizations directly in the UI.

VividVivid is a Pop-up template that enables you to engage with your users with a visual message (a video).
VoiceoversA piece of auto-generated narration in a Flow video that does a text-to-speech conversion of the text that you enter in your Tooltip.


Whatfix AnalyticsWhatfix Analytics is a Product Analytics platform that enables you to analyze end-user behavior on the application.
Whatfix Cloud ServerThe Cloud Server was initially used to host all content created on the Whatfix platform. Most customers have transitioned to hosting content on CDN servers to enable a better and faster customer experience.
Whatfix DashboardThe Whatfix Dashboard is where you can perform the following actions:
  • Access all content that has been created by users in your organization. 
  • Access and manage content widgets like Self Help, Pop-ups, Smart tips, Beacons, and Task List
  • Manage users 
  • Manage tags 
  • Access analytics
  • Manage translations 
  • Manage Tip or Flow configurations
Whatfix GalleryThe Whatfix Gallery stores all of the video clips and images that you create using the dashboard. Use the Whatfix Gallary to browse and add content to a Pop-up. 
Whatfix GuidanceThe Whatfix Guidance is a Digital Adoption Platform (DAP) that provides contextual training, help, and on-screen guidance for employees and end users. 
Whatfix Platform StatusThe Whatfix Platform Status page displays the status of the different Whatfix applications. 
Whatfix RepresentativeA Whatfix representative is your point of contact once you decide to onboard with us. Your Whatfix representative ensures that you achieve your desired goals by using the Whatfix Digital Adoption Platform. 
Whatfix StoreThe Whatfix Store is a Chrome store like a repository for Chrome and Edge (Chromium) extensions to reduce the time to update content.
Whatfix VersioningWhatfix Versioning gives you the option to stay on a particular version or choose to upgrade to the latest version when it is released.
WidgetWidgets are overlays that display on top of an application and are used for a range of use cases, including onboarding, training, change management, and support.
Workspace switcherThe workspace switcher enables you to switch between enterprises (ENTs) or Whatfix accounts that you have access to. For more information, see What has changed on the dashboard?

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