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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.
Analytics: Analytics shows you how your Whatfix content is performing. It also gives you additional insights on the status of your content, including troubleshooting information for failure rates on any specific Flow.
API: Application Programming Interface is an access point and a set of routines, protocols, and tools to specify how various software components interact.
Beacon: A Beacon is used to draw your users' attention to a new feature or any other element in the application user interface.
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.
CSM: Customer Success Manager. Your CSM ensures you achieve your desired goals by using the Whatfix Digital Adoption Platform.
CDN Server: Content Delivery/Distribution Network is a geographically distributed network that is used to host the same content. When a request is made for content, the network routes the user to the closest server thus ensuring a faster response time, high availability, and improved performance.
CDN Deployment: A CDN (Content Delivery Network) 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.
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 published to Whatfix Servers.
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 KB content is effectively tagged, Whatfix can use Smart Context to list relevant content from your KB and display it as links in Self Help.
Content Manager (user 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.
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 helps users navigate through the software with ease, reducing the need for repeated training.
Dashboard: The 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 Tip/Flow configurations,
Deployments: Deployments are various ways to host and deliver Whatfix content to your end-users.
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.
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.
- The Editor extension is used to create content.
Export option (or Self Hosted model) of Deployment: In this option, content is created using the Whatfix platform, exported as a package, and is self-hosted by your organization on their own internal server.
Flow: Flows are a sequence of step-by-step instructions that users are led through in their application to complete a task.
Grouping: Grouping is the ability in Self Help and Task List to group multiple topics under a certain header. Grouped topics appear in Folders.
Language support: Whatfix supports font in over 50 languages.
Multi-Format Output: This output enables Whatfix content to be rendered in various formats including PDFs, video, slide-shows, and articles.
Pop-Up: This is a widget that enables you to display notifications to users in your application.
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 displayed to users within your application. The content could include Flows, article links, video links, and help text. 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.
SLA: The Whatfix Service Level Agreement is a commitment to ensure an average monthly availability greater than 99.9% for all production. For more information, see Whatfix Service Level Agreement.
Self-Hosted Deployment: The Self-Hosted Deployment is a recent offering in which the Whatfix platform, as well as the content created on it, is hosted on a customer's private network.
Smart Context: Smart Context is a way to minimize configurations required to display relevant content to your users. Content is automatically tagged and segmented based on the page the workflow was created. This saves a considerable amount of time and helps ensure the right content is served to the right user. It also ensures that users are not taken back to a step that they have already performed if they seek help in the middle of a procedure.
Task List: The Task List is a widget that gives you the ability to assign a list of topics/tasks users must complete as part of a training program.
Themes: Themes dictate the look and feel of various user interfaces you can configure globally across the Whatfix platform.
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.
Whatfix Cloud Server: The cloud server was used initially 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.
Versioning: Versioning is the ability to save and view an older version of a Whatfix Flow.
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.
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.