Create a Cue on Mirror

Use the following steps to create a Cue collection:

1. Log in to the application where you want to create content, and then launch Whatfix Studio.

   

2. Under CONTENT, click Cues.

   

3. Enter a name for the Cues collection.

   

   Info:

   • A Cues collection is a group of Cues and are usually on the same page.

   • The Cues collection name is solely for your (creator's) reference and is not visible to your learners.

   • Visibility Rules are defined at the Cues collection level. Consequently, a Cue must belong to a collection in order to be displayed, even when only a single Cue is present on a page.

4. Click Add Cue to create a new Cue.  

   

5. Enter a Heading for the Cue. In this example, the Cue identifies a high-value opportunity with no recent activity and prompts the seller to follow up with the customer.

   

6. Enter a description for the Cue.

   

7. Click Add button. It is mandatory for the Cue to contain at least one button

   Info:

   Whatfix enables you to add up to two buttons to a Cue.

8. Enter a name for the button. In this example, the button opens an Automated Flow, which launches Copilot, inserts a predefined prompt, and helps draft an outreach email that progresses the deal.

   

9. Under Action, select the required button action from the dropdown.  

   

   The following table lists the different types of Button Actions, their behaviors, and descriptions:

   Button Action	Behavior
   Submit Prompt	Executes a predefined prompt through an Automated Flow. When end users click the Cue button, the Flow starts automatically and inserts the prompt into an input field during execution. This enables you to reuse the same Flow while executing different prompts from different Cues. Example: Use this action when a Cue appears on an opportunity record worth over $100K that shows "Negotiation" stage for more than 14 days. When the account executive clicks "Draft Proposal Email," the Flow automatically opens AI agent, submits the prompt "Draft a proposal email highlighting our competitive advantages, addressing common pricing objections, and including a clear call-to-action for contract review," and generates a personalized email to move the deal forward. For more information, see Submit a Prompt from a Cue.
   Open Flow	Launches a Whatfix Flow directly from the Cue to guide end users through a step-by-step process. Example: Use the action when a Cue identifies a key moment, such as an overdue opportunity or incomplete field, and guides end users through the next steps using a Whatfix Flow.
   Open Popup	Opens a Whatfix Popup when the Cue button is clicked. Example: Use this action when a Cue highlights a new feature and needs to display quick instructions to the end user.
   Open Link	Redirects end users to an external link. Example: Use the action when a Cue surfaces helpful reference material, such as documentation, templates, or policy pages, and needs to direct end users to an external resource. Note: You need to add your links on the Whatfix Guidance Dashboard as a Static content before using them in Cues. For more information, see Create a Link.
   Open Video	Plays a video. Example: Use the action when a Cue appears during a complex workflow and needs to show a quick how-to or training video to help end users complete the task. Note You need to upload your videos on the Whatfix dashboard as a Static content before using them in Cues. For more information, see Upload Videos to your Dashboard.
   Open Survey	Launches a Whatfix Survey. Example: Use this action after a task completion to gather feedback on the workflow experience.
   No Action	Does not trigger any interactive response, such as Flow, Link, or Pop-up. Example: Use the action when a Cue needs to inform or remind end users, such as highlighting a best practice or providing a nudge, without opening any additional content.

10. Preview the Cue and make any changes if required.  

    

11. Click VISIBILITY RULES.  

    

12. In the VISIBILITY RULES section, enter the required visibility rules for the Cue. Visibility Rules enable you to configure Cues only when pre-determined conditions are met. For more information, see Understand New Visibility Rules for Content and Configure Where DAP Guidance Appears.  

    

13. Click Save.  

    

    Info:

    To add more Blockers, click Add Cues, and then repeat steps 5 to 13.

Note:

Once you have created the Cue collection, it is automatically created on your Whatfix Guidance Dashboard. For more information, see Overview of the Whatfix Guidance Dashboard.

Use the following steps to configure visibility rules for a Cue:

1. On the Whatfix Guidance Dashboard, click Content.

   

2. Click Cues.

   

3. Hover your cursor over the Cues collection you want to configure, and then click Edit.

   

4. Click Visibility rules.

   

5. Expand the Where does the cue collection Rules appear? section, and configure URL and Page tags. For more information, see Set Where your Content or Widget appears with the New Visibility Rules.

   

6. Expand the When does the cue collection Rules start and stop appearing? section, and configure when you want to start showing the Cue. For more information, see Set When your Content or Widget Appears with the new Visibility Rules.

   

7. Expand the Who does the cue collection Rules appear to? section, and configure who you want to show your content to. For more information, see Set Who can see your Content or Widget with the New Visibility Rules.

   

    

8. Click Save.