- 20 Oct 2023
- 20 Minutes To Read
- Updated On 20 Oct 2023
- 20 Minutes To Read
|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 Customization||Whatfix 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 the Advanced Customization.|
|Analytics||Analytics show 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.|
|API||Application Programming Interface (API) is an access point and a set of routines, protocols, and tools to specify how various software components interact.|
|Assist||Assist is a Pop-up template that enables you to handhold your users while they navigate through your application.|
|Autocapture||Whatfix can automatically capture events from important user interactions and behavior on your application without any external configuration required.|
|Auto Tip Execution||Auto 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 Testing||Auto testing is an automated testing capability that can be configured to test your Flows at regular, configurable intervals. The feature proactively checks the content on your applications and ensures a seamless digital adoption experience for your end-users.|
|Auto Translate||Auto Translate is an AI translation capability that automatically translates your content from your default language to the language you want to translate it to.|
|Beacon||Beacon is used to draw your users' attention to a new feature or any other element in the application user interface.|
|Beacon Collection||A Beacon Collection is a group of Beacons that are created and displayed on a particular page.|
|Beacon Level Configuration||Beacon Level Configurations are local configurations that are applicable to a specific Beacon inside a collection.|
|Blackout Feature||The 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.|
|Branching||Branching 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 enable you to define the unique identifier related to the element that you want to capture as an Event Attribute.
|Carousel||Carousel is a Pop-up template that enables you to make your users aware of multiple features/release items in one Pop-up.|
|Clappers||Clappers is a Pop-up template that enables you to deliver instant alerts, critical messages, or system downtime information to your users.|
|Cohorts||Cohorts enable you to create a group of users based on specific criteria and analyze the group to take further actions.|
|Completion Time||Completion 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.|
|Confetti||Confetti is a Pop-up template that enables you to celebrate a Task completion and also rewards your users.|
|Content Versioning||Content 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 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 a customer.
|CDN Server||Content Delivery/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 Deployment||A Content Delivery Network (CDN) deployment is one of the ways Whatfix deploys content and makes it available to your users. Multiple servers host content and servers closest to the point of use are used to deliver a better and faster user experience.|
|CLM Stages||On 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. The Draft and Ready stages are used to create, review, and edit content and widgets before pushing them to production. Any changes in themes or feature flags have to be pushed to Production from the Ready stage for them to take effect.|
|Cloud Deployment||Cloud Deployment is one of the ways to deploy Whatfix content and make it available to your users. In this scenario, content is pushed to Whatfix servers.|
|Content||Whatfix content is content that is created on the Whatfix Dashboard and displayed to end users using widgets.|
|Content Aggregation||Content Aggregation is the ability to aggregate and search through your knowledge bases and return search results in the Whatfix Self Help. In addition to search, 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 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 Template||Content 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 Events||Custom Events are user-defined events like User Actions, events captured using Whatfix API, etc.|
|Custom Labels||Custom Labels enable you to change the name of certain labels in the Whatfix UI so that it fits your organization's style and branding guidelines.|
|DAP||A 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 navigate through the software with ease, thus reducing the need for repeated training.|
|Dashboards||Dashboards are a Product Analytics reporting feature that enables you to visualize your insights. They provide information at a glance that enable you to make data-driven decisions. For more information on how you can visualise your insights, see Dashboards.|
|Data Entry Automation||The Data Entry Automation is a Smart Tip feature that enables you to pre-populate a value in a form field.|
Default Events are all events generated for Whatfix content and widgets interaction. For more information, see List of Whatfix-related events.
|Default Tags||There 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.|
|Deployments||Deployments are various ways to host and deliver Whatfix content to your end users.|
|Display Rules||The Display Rules determine where and when the tooltips are displayed on your application based on the conditions met.|
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 least amount of 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 Feedback||The End-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 Attributes||Enterprise Attributes are the attributes that are part of the application which are not associated with the user. For example, geography, department, account type, etc. These attributes can be used for content segmentation.|
|Events||Events are triggered when your end users perform any action on the Whatfix content or Widgets in the application.|
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 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 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 Trigger Location||Event Trigger Location enables you to select the location from where a Flow is played.|
|Export option (or Self Hosted model) of Deployment||In the option, content is created using the Whatfix platform, exported as a package, and self-hosted by your organization on its own internal server.|
|Extensions||Extensions 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:|
|Feature Onboarding||Feature Onboarding is a Pop-up template that enables you to guide users and help them adopt a new feature of your application/product.|
|Flexible Positioning (for Beacons and Smart Tips)|
The Flexible Positioning provides you the ability to select between two different positionings for Beacons/Smart Tips depending on your use case.
|Flow||Flows are a sequence of step-by-step instructions that users are led through in their application to complete a task.|
|Flow Automation||Flow 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 Feedback||Flow 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 Message||The Flow End Message is the Pop-up your end users see after they complete a Flow.|
|Flow Information pop-up||Flow Information Pop-up enables you to show users important information before a Flow step.|
|Flow Level Configuration||Flow 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.
|Funnels||Funnels are a series of sequential events that enable you to analyze and understand how your end users navigate an application process.|
|Goal Management||Goals 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 Live||Go live is the time at which Whatfix content and widgets become available for customer end-users.|
|Grouping||Grouping is the ability in Self Help and Task List to group multiple topics under a certain header. Grouped topics appear in Folders.|
|Insignia||Insignia is a Pop-up template that enables you to give your users a badge or add your company’s logo to your messages for your users.|
|Integration Hub||The Integration Hub enables you to exchange data and attribute streams between Whatfix and other products.|
|Intermediate Step||An intermediate step is any step that is added to your Test Case during the Live Edit of the Test Case.|
|Internationalization||Internationalization enables you to change the language of your Whatfix Dashboard, Studio, and the support website.|
|KB||A Knowledge 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, etc.|
|Language support||Whatfix supports fonts in over 50 languages.|
|Launch Live Edit||Launch Live Edit enables you to:|
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 View||The 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 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 a 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 those courses to employees, partners, customers, or a wider audience.
Monitor: Enroll and manage your training audiences. You can also track and assess their performance.
|LRS||A 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 (i.e. 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 state, 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 Greet||Meet 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 Output||This output enables Whatfix content to be rendered in various formats, including PDFs, videos, slideshows, and articles.|
|Nested Grouping||Nested Grouping is a Self Help feature that enables you to create sub-groups within groups inside Self Help.|
|New Content Notification||New Content Notification is a Self Help feature that enables you to notify your end-users whenever any new content is created and added in the default section of the Self Help.|
|NPS Survey||NPS Survey is a Survey template that enables you to measure the loyalty of your customers to your company.|
|Nudge||The 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 the users visit your page. The primary intent is to remind users about their pending tasks and boost completion rates.|
A Page Title is a short description of a webpage that appears at the top of the browser window.
|Page View||Page View enables you to add the exact URL of a page to understand how many users are visiting the page.|
|Pop-up||A widget that enables you to display notifications to users in your application.|
|Preview Mode||Whatfix enables you to preview Whatfix content and widgets before publishing them using the Preview Mode option on your Whatfix Studio.|
|Productivity Funnel||These Funnels enable you to determine the shortest time taken by the end users to complete a process. You can identify the steps on which your end users are taking too much time.|
|Push to Production||Push to Production is the act of deploying Whatfix content or widgets for the end-users.|
|Quick Start||Quick Start is a Pop-up template that enables you to welcome your end-users to your application.|
|QuickRead||QuickRead is an AI capability powered by Whatfix that provides summarized answers to your end users' search queries within the Self Help widget.|
|Quiz||Quiz 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 Editor||The Rich Text Editor feature enables you to format content using multiple options and link multimedia content to them.|
|Salesforce Objects||These are Salesforce properties that enables 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.|
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 Live||The See Live feature enables you to preview specific content on your application.|
|Segmentation||Segmentation enables you to display Whatfix Flows that are relevant to users on a particular page.|
|Self Help||Self 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 is launched by clicking the Self Help tab on your application. Self Help includes the ability to search and find product-related information.|
|Selective Crawling||Selective 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 Deployment||In Self-Hosted Deployment, the Whatfix platform, as well as the content created on it, is hosted on the customer's private server.|
|SLA||The 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 Context||When 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 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 Alerts||Smart Alert is a Pop-up template that enables you to keep your users informed or send them alerts.|
|Smart Tip Collection||A 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 Feature||The 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.|
|SSO||Single 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 of remembering the login details of two different applications. SSO minimizes the support tickets received by companies regarding forgot password/account unlock requests by end users.|
|Step Completion Rule||Step 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.|
|Surveys||Survey is a Widget that enables you to collect information and feedback from your end users through questionnaires.|
|Surveys/opinions||Surveys/opinions is a Pop-up template that enables you to hear back from your users, seek their feedback, and conduct assessments.|
|SYSKA||Stuff 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 List||The Task List is a widget that gives you the ability to assign a list of topics/tasks that users must complete as part of a training program.|
|Themes||Themes dictate the look and feel of various user interfaces. You can configure a Theme globally across the Whatfix platform.|
|Total Events||Total Events measures the total number of times the event is performed in your product or application.|
|Translators (user role)||The 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 Insights||Trend Insights 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, etc. into actionable insights.|
|Usability Survey||Usability 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 Users||Unique Users measures the total number of distinct users that performed the event in your product or application.|
|User Actions (UA)||User Actions enable you to track your end users' actions and analyze their behavior on your application. For more information, see User Action.|
|User Action Verification||User Action Verification enables you to view, verify, preview, edit, and create User Actions, ensuring accurate and efficient element latching on the page.|
|User Attribute||User Attributes provide information about the characteristics of your users, like who they are, what their role is, which department they belong to, etc. For more information, see User Attributes.|
|User Breakdown||Using 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 where the Flow was completed by users using Chrome browser.|
|User Filter||Using 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 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.
|Verify||Verification enables you to check whether your Test Cases are working properly or not. For more information, see Verify a Test Case.|
|Video||A 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.|
|Visibility Rules||The Visibility Rules determine where and when Whatfix content is displayed on your application.|
|Vivid||Vivid is a Pop-up template that enables you to engage with your users with a visual message (a video).|
|Voiceovers||A 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 Cloud Server||The Cloud Server was initially used to host all content created on the Whatfix platform. Most customers have transitioned to host content on CDN servers to enable a better and faster customer experience.|
|Whatfix Dashboard||The Whatfix Dashboard is where you can perform the following actions:|
|Whatfix Platform Status||The Whatfix Platform Status page displays the status of the different Whatfix applications.|
|Whatfix Representative||A 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 Store||The Whatfix Store is a Chrome store like a repository for Chrome and Edge (Chromium) extensions to reduce the time to update content.|
|Whatfix Versioning||Whatfix Versioning gives you the option to stay on a particular version or choose to upgrade to the latest version when released.|
|Widget||Widgets 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.|