Access and Manage the Mirror Dashboard

Analytics

Whatfix’s built-in Analytics provides clear, visual insights into how your users interact with Workflows and Assessments.

For more information, see Mirror Analytics.

Product Switcher

Switch between different products

Settings

Manage teammates, access audit logs, and more.

Workflows

View and manage all captured Workflows in your account. Move these Workflows into Simulations if required.

For more information, see Understand Workflows and Simulations.

Workspace Switcher

Switch between different accounts or enterprises (ENTs).

Add assessment

Use Add assessment to convert existing Simulations into Assessments that evaluate user proficiency in completing tasks without assistance. With Assessment Analytics, you can track performance metrics in the dashboard.

For more information, see Assessments in Whatfix Mirror.

Create simulation

Use Create simulation to group related Workflows and create an interactive experience with automatic linking through Playground Mode.

For more information, see Understand Workflows and Simulations and Understand Playground Mode.

Delete

Click Delete to remove a Workflow or Simulation from the dashboard. When you delete a Workflow or Simulation, your users will no longer have access to the deleted Workflow or Simulation.

For more information, see Delete a Mirror Workflow.

Disable

Use Disable to turn off Playground Mode. When you disable Playground Mode, the links between Workflows in the Simulation disconnect, and each Workflow runs independently.

For more information, see Disable Playground Mode.

Draft Stage Movement

Rename and move Workflows into Simulations in the Draft stage.

For more information, see Rename a Mirror Workflow.

Click Send to Ready to move the selected Workflow or Simulation from the Draft to Ready stage.

Duplicate

Use Duplicate to create a copy of a Workflow or Simulation on the Mirror Dashboard.

For more information, see Duplicate a Mirror Workflow or Simulation.

Filter

Narrow down your search to a specific Workflow or Simulation.

Mirror Screen

Click the Full screen preview icon to preview the Mirror Screen and test how the Mirror screen appears for your end users.

Playground Mode

Use Playground Mode to automatically link Workflows within a Simulation to create a guided, interactive experience.

For more information, see Understand Playground Mode.

Preview

Use Preview to review how a Workflow or Simulation appears before you publish it.

For more information, see Preview a Mirror Screen and Preview a Mirror Simulation.

Preview assessment

Use Preview assessment to review the Assessment experience before sharing it with your end users. Verify screen order, element capture, and navigation flow without capturing analytics data.

For more information, see Preview an Assessment.

Production Stage Movement

The Production stage helps you Share the Mirror Workflow or Simulation that is published for your end users. If you no longer want your end users to see a particular Workflow or Simulation, move it to the Draft stage by clicking Unpublish.

To edit and make changes to a Workflow that is already in Production, click Edit in Draft.

Whatfix creates a new version of the same Mirror Workflow in the Draft stage for you to edit and update. Your end users continue to see the published version of the Mirror Workflow.

Ready Stage Movement

The Ready stage helps Account Managers to Rename workflow and Share the Mirror Workflows and Simulations that are ready for production.

If some Workflows are not ready for your end users, click Move to Draft to move them back to the Draft stage.

Use Publish to publish reviewed and tested content. You must share the content to make it available to your users.

For more information, see Publish Whatfix Mirror and Share Whatfix Mirror.

Search Bar

Use the Search Bar to find Workflows or Simulations within the selected stage. Mirror limits search results to that stage.

Table Settings

Use Table Settings to configure the rows and columns displayed on the page.