DAP on OS Glossary

16 Sep 2025
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DAP on OS Glossary

Updated On 16 Sep 2025
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A

Term	Description
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	Advanced customization enables you to fine-tune Whatfix configurations and behavior according to your unique needs. Some examples include: critical system functioning, such as identifying language and user role, triggering Whatfix content based on scenarios, and more.
Advanced Visibility Rules (AVR)	Advanced Visibility Rules determine where, when, and to whom you display various Whatfix widgets, such as Self Help, Task List, and Pop-ups. Compared to the old Visibility Rules experience, it provides a more intuitive interface, expanded triggering options, and better support for advanced use cases.
All content	The All content section shows all Static content, such as Images, Links, Videos, PDFs, and Articles, present on the Whatfix Guidance dashboard.
All widgets	The All widgets section shows all widgets, such as Pop-up, Explorer, and Task List, present on the Whatfix Guidance dashboard.
Analyze	Understand how different types of users use your product or application with Whatfix's no-code Product Analytics solution.
Anonymized Whatfix ID	Whatfix generates a unique identifier called the Anonymized Whatfix ID when the user logs in for the first time. The ID is randomly generated and consists of a 16 character alphanumeric string, for example, 6idAi0oqW4sIPPFf. The Anonymized Whatfix ID enables anonymous tracking before the user is identified with a configured User ID.
API	An API-based translation is a service where an Application Programming Interface (API) provides a software interface that enables Whatfix to programmatically send text to a cloud-based translation engine (For example, Microsoft Azure) and receive the translated text back in a different language.
App Integrations	App Integrations enable you to exchange data and attribute streams between Whatfix and other products.
Archive content	Enables you to archive Whatfix content directly from Draft, Ready, and Production stages, streamlining content lifecycle management.
Area Chart	A chart that displays data as a series of data points connected by lines and filled with colors. It is used to show the changes in the magnitude of data in different categories over time, such as showing the total number of impressions of different widgets over a year.
Ask Whatfix AI	Ask Whatfix AI is an AI-powered capability that automatically turns your end-user engagement queries into Trend Insight charts.
Autocapture	Whatfix can automatically capture events from important user interactions and behavior on your application without any external configuration required.
Auto Translate	Auto Translate is an AI translation capability that use Microsoft Azure Translation services to automatically translate Whatfix content from your default language to the language you want it to be translated to.

B

Term	Description
Bar Chart - Horizontal	A chart that uses horizontal bars to represent data is used to compare different categories of data, such as showing which content has seen the most interaction.
Bar Chart - Vertical	A chart that uses vertical bars to represent data is used to compare different categories of data, such as showing which content has seen the most interaction.
Batch Translation Integration	Batch Translation Integration enables large-scale translation of Whatfix content using external tools, such as Rosetta and Microsoft Azure. It supports batch processing, status monitoring, and compatibility across translation services.

C

Term	Description
Capture Rules	Capture Rules help you define the unique identifier related to the element that you want to capture as an Event Attribute.
CLM Stages	Whatfix Analytics enables you with the ability to filter analytics data based on stages, so that users can effectively examine and analyze data pertaining to their desired stages of interest.
CLM (Content Lifecycle Management) Stages	The Dashboard has 3 stages: Draft, Ready, and Production, that enables you to keep track of 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.
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.
Content	Content is any instructional material like Flow, video, text, image, PDF, or link that is created to guide users to perform a task efficiently.
Content Aggregation	Content Aggregation is the ability to aggregate and search through your knowledge base and return search results in 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)	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.
Conversion Funnels	Conversion Funnels are used to understand how end users are using a product. Track the end users' path from when they discover the product until they either drop off or convert into a customer.
Content Versioning	Content Versioning enables you to track all the changes made to any content created on Whatfix. Whatfix enables you to revert these changes to the original content as well.
Custom Events	Custom Events are user-defined events like User Actions, events captured using Whatfix API, and more.
Custom Labels	Custom 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.

D

Term	Description
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 go 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 to help you make data-driven decisions. For more information on how to visualize your insights, see Dashboards.
Default Events	Default Events are all events generated for Whatfix content and widget interaction. For more information, see List of Whatfix-related Events.
Drag and Drop	Drag Handlers are used to move or reposition components 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	Drop-off measures the number of users who left a process without completing it.
Delivery Mode	A way to show Pop-up to the end-users on the DAP on OS app.

E

Term	Description
Explorer	A component that displays a collection of Whatfix content, selected by content creators, to end users.
Editor (role)	The Editor role is used to create content on Whatfix and has the least amount of permissions. Users with an 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	End-User Feedback is an Explorer 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 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.
Events	Events are triggered when your end users perform any action on the Whatfix content or Widgets in the application.
Event Attribute	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.
Event Filter	Event Filters help you drill down Events based on different criteria. For more information, see Filter events using Event Filters and Breakdown in Trend insights.
Event grouping	Event 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.

F

Term	Description
Feedback	Feedback is a component that enables end users to share their thoughts about your help content or the underlying application.
Flow	Flows are a sequence of step-by-step instructions that users are led through in their application to complete a task.

G

Term	Description
Guidance analytics	Guidance analytics enables you to understand end-user engagement with Whatfix content and widgets.

H

Term	Description
Hub	The DAP on OS widget that appears on your system screen.

I

Term	Description
Integration DAP on OS	Integration DAP on OS enables you to exchange data and attribute streams between Whatfix and other products.
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
Internationalization	Internationalization enables you to change the language of your Whatfix Dashboard and the support website.

Term

Description

Integration DAP on OS

Integration DAP on OS enables you to exchange data and attribute streams between Whatfix and other products.

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

Internationalization

Internationalization enables you to change the language of your Whatfix Dashboard and the support website.

L

Termzz	Description
Language Support	Whatfix supports over 80 languages for translation.
Line Chart	A graphical representation of data points connected by lines, used to show trends or patterns over time, such as the number of clicks on a Pop-up CTA.

M

Term	Description
Metrics Chart	A visual representation of key performance indicators (KPIs) or metrics, used to track performance or progress towards a specific goal, such as displaying the conversion rate on a dashboard.

P

Term	Description
Pin	Pin is the interactive icon from where you can expand the new Self Help widget and access its different components: Explorer and Feedback.
Page Title	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.
Pie Chart	A chart that displays data as a circle divided into sectors, used to show the proportion of different categories in relation to the whole, such as showing the percentage of what countries different users come for.
Pop-up	A widget that enables you to display notifications to users in your application.
Pop-up templates	There are six templates to choose from: Carousel: Helps you to make your users aware of multiple features or release items in one Pop-up. Meet & Greet: Enables you to say hello to your employees or users and send out quick reminders. Banners: Displays announcements to the users. Feature Onboarding: Used for feature announcements, release notes, onboarding users, and more. Snackbars: Conveys a brief message about a significant process in the app without interrupting end-user experience. Smart Alerts: Enables you to keep your users informed or send them alerts.
Productivity Funnel	These Funnels help you determine the shortest time taken by end users to complete a process. Identify the steps on which your end users are taking too much time.
Publish	The act of publishing Whatfix content or widgets for the end users.

S

Term	Description
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.
Selective Crawling	Selective Crawling is a Content Repository feature that enables you to integrate specific content from your Repository with Whatfix. For example, integrate a particular folder or folder path of your OneDrive repository with Whatfix.
Selective Publishing	Enables you to publish only the specific Whatfix content you want live on the application.
Snooze	Pause communication from the DAP on OS application for a short duration.
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 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.

T

Term	Description
Table Chart	A visual representation of data in rows and columns, used to display structured data in a tabular format, such as showing a list of events and the engagement with selected metrics and breakdowns.
Tabs	Creating Tabs in custom Dashboards enables you to sectionalize your Dashboard based on your requirements. Tabs improve the organization of Insights in Dashboards and provide quick access to related Insights.
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
Teammates	The Teammates section on the Whatfix Analytics dashboard enables you to add, remove, and manage users.
Total Events	Total Events measures the total number of times the event is performed in your product or application.
Translator (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 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.

U

Term	Description
Unique Users	Unique Users measures the total number of distinct users that performed the event in your product or application.
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, and more. For more information, see User Attributes.
User breakdown	User breakdown enables you to modify the chart and group users based on 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 the cities from where the Flow was completed by users using Chrome browser. For more information, see Filter Insights data using User Filters and User Breakdown.
User filter	Using the User Filter module, limit the scope of the events based on different criteria. For example, for the Flow start event, refine the results to show data only for those who fired it from the Chrome browser or from a specific location. For more information, see Filter Insights data using User Filters and User Breakdown.

V

Term	Description
Visibility Rules	The Visibility 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.

W

Term	Description
Whatfix Analytics	Whatfix Analytics is a Product Analytics platform that enables you to analyze end-user behavior on the application.
Whatfix Guidance dashboard	Perform the following actions on the Whatfix Guidance dashboard: Access all content that has been created by users in your organization. Access and manage content widgets, such as Self Help, Pop-ups, and Task List. Manage users Manage tags Access Guidance analytics Manage translations Manage Tip or Flow configurations
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.

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