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Whatfix Glossary
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Whatfix Glossary

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Account Manager: The account manager has all the permissions and can do all the tasks that can be done on Whatfix. (Link to user role page)

Analytics: Analytics shows you how your content is performing. It gives you the ability to understand where your content is failing and a lot of other insights

API: Application Programming Interface is an access point and a set of routines, protocols, and tools to specify how various software components interact with each other.

Beacon: A beacon is used to draw the attention of the user to a new feature or to any other UI that needs user attention on your application.

Branching: Branching applies to walkthroughs and gives you the ability to address situations where there are two or more possible paths to take based on a certain user decision.

CSM: Customer Success Manager

CDN server: Content Delivery/Distribution Network server

CDN Deployment: One of the ways used by Whatfix to deploy content and make it available to users. CDN deployment uses multiple servers to host the content and creates a much better and faster user experience. Deploying content using the CDN ensures that content is accessed from servers that are closest to the point of use.

Cloud Deployment: One of the ways to deploy Whatfix content and make it available to your users. Content is published to Whatfix Servers.

Content Aggregation: The ability to aggregate and search through customer knowledge bases and return search results on the Whatfix UI. Apart from search, if the content on the KB is well tagged, Whatfix can use Smart Context to list relevant content from the KB and display as links.

Content Manager: The Content Manager is a user role on Whatfix that has more permissions than the basic role. See user roles for more information.

DAP: Digital Adoption Platform

Dashboard: The Whatfix Dashboard is the place where you can perform the following actions

  • Access all the content that has been created by all users in your organization.

  • Access and manage Content Widgets like Smart Help, Pop-ups, tips, beacon, and Task list

  • Manage users,

  • Manage tags

  • Access Analytics

  • Manage Translations,

  • Manage Tip/Walkthrough Configurations,

Deployments: Various ways to host and deliver Whatfix content to your end users.

Editor (role): The role with the least amount of permissions. Users who have the editor role can only create or edit their own content. Editors cannot publish content.

Extensions: There are two extensions. One is to create content and the other is to deliver content. The Editor extension is the only way to create content. The Content delivery extension (deployed to application end users) is used when you can’t install the javascript in the application that you want to show.

Export option of Deployment: In this option, content is created using the Whatfix solution and exported as a package and is self-hosted by the organization.

Grouping: The ability in the Self Help to list topics under a certain header.

Guided Pop Up: A guided pop up is a smart pop up with the ability to include a walkthrough.

Language support: Whatfix supports the fonts of over 50 languages.

Multi-Format Output: Various formats that Whatfix content can be rendered in. Include PDFs, video, slide shows and articles.

Salesforce Objects: These are Salesforce properties that help Whatfix serve relevant content to Salesforce users based on existing Salesforce properties that help identify different users.

Self Help: Self Help is a collection of related content that is displayed to users within your application. The content could include walkthroughs, links, video links and help text. It is launched by clicking the Self Help tab on your application. Self Help enables users to find the necessary product related information - all by themselves.

SLA: Service Level Agreement. The average monthly availability for all production systems is greater than 99.9%

Self Hosted Deployment: A recent deployment offering where the Whatfix solution, as well as the content created on it, is hosted on a customer's private network

Smart Context: Smart Context is a way to automatically display relevant content to your users. Content is automatically tagged and segmented based on which screen the workflow is being created on. This saves a considerable amount of time and helps show the right content to the right user.

Smart Pop Up: A smart way to display notifications to users in your application.

Task List: The ability to create a list of topics that users must complete as part of a training program.

Themes: The look and feel of various user interfaces that can be determined at a global level across the Whatfix application.

Whatfix cloud server: The cloud server is what was used initially to host all content that is created on Whatfix. Most customers have moved to host content on CDN Servers that ensure faster and better customer experiences.

Versioning: The ability to save and view an older version of a Whatfix walkthrough.

Video: A video output is one of the possible outputs that can be generated after creating a walkthrough. The video does not contain audio and audio can be added later using third party software.

Walkthrough: Is a sequence of steps where users are led through a step-by-step procedure on your application. The steps are displayed as complete a task.

Widget: Various content buckets that are used to create or consolidate content units like walkthroughs, tips, etc.

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