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Account Manager: The account manager has permission to perform all tasks in Whatfix. To know more about Roles and their permissions, see Whatfix User Roles.
Analytics: Analytics shows you how your 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 user's 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 from 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: The Content Manager is a user role on Whatfix that has more permissions than the basic role. See Whatfix User Roles for more information.
DAP: A Digital Adoption Platform (DAP) enables a better 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 Smart 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 has the least amount of permissions. Users with the editor role can only create or edit their own content. Editors cannot publish content.
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.
Flow: Flows are a sequence of step-by-step instructions that users are led through in your application to complete a task.
Grouping: Grouping is the ability in Self Help and Task List to group multiple topics under a certain header.
Guided Pop Up: A guided pop-up is a smart pop-up that enables you to include a flow.
Language support: Whatfix supports fonts 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.
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 for all production systems of greater than 99.9%. 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 automatically display relevant content to your users. Content is automatically tagged and segmented based on which screen the workflow has been created. This saves a considerable amount of time and helps ensure the right content is served to the right user.
Smart Pop-Up: This is a widget that enables you to display notifications to users in your application.
Task List: The Task List is a widget that gives you the ability to assign a list of topics 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.
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 after 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.