Access and Manage the Mirror Dashboard

Workspace Switcher

Switch between different accounts or enterprises (ENTs).

Workflows

A Mirror workflow is a container that groups all the screens that are captured in the mirroring process.

Analytics

Whatfix's in-built Analytics provides usage and engagement-related data in easy-to-understand visual formats.

Settings

Manage teammates, access audit logs, and more.

Draft Stage Movement

• Rename and move Workflows into Simulations in the Draft stage.

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

Ready Stage Movement

• The Ready stage helps the Account Managers to Rename workflow and Share all the Whatfix 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 the Publish icon to publish Workflows that are reviewed, tested, and are ready to go live for your end users.

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 Whatfix Mirror Workflow.

Mirror Screen

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

Filter

Narrow down your Workflow search to a specific Workflow or Simulation.

Search Bar

Use the search bar to find Whatfix Mirror Workflows or Simulations on the Mirror Dashboard. Search results are retained across all stages.

Table Settings

Use the table settings to configure rows and columns.