Ask Whatfix AI

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• Ask Whatfix AI is a Beta feature. Contact support@whatfix.com to enable it.

• To enable this feature, data migration is required, which can take some time. Personally Identifiable Information (PII) data is not shared with Open AI; only non-PII meta data is shared with Open AI in this migration.

• What is Ask Whatfix AI?

• Benefits of Ask Whatfix AI

• How does Ask Whatfix AI work?

• Onboarding experience

• Feedback

• Data privacy and security

• Pre-requisite

• Limitations of Ask Whatfix AI

• Use Ask Whatfix AI

• Sample Ask Whatfix AI queries

What is Ask Whatfix AI?

Organizations use a data-driven approach to make product decisions. Whatfix's Product Analytics enables you to visualize and generate insights regarding end users' Whatfix DAP (Digital Adoption Platform) engagement and interactions with the product or application.

However, there are a few things to be set up before data visualization, such as:

• Find the appropriate event for the data point

• Add relevant event filters and breakdown

To eliminate these set-up processes, Whatfix introduces Ask Whatfix AI, an AI-powered capability that automatically turns your end-user engagement queries into Trend Insight charts. Ask a question, and Ask Whatfix AI provides the answer as a Trend Insight visualization.

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Ask Whatfix AI currently shows only Trend Insights data.

Benefits of Ask Whatfix AI

• No events or breakdowns need to be set up to visualize the data. For example, type, how many users have seen a particular Pop-up, and Ask Whatfix AI shows the data in a chart.

• If you want to do granular analysis with different filters and breakdowns, Ask Whatfix AI creates an editable Trend Insight based on your query.

How does Ask Whatfix AI work?

Ask Whatfix AI uses Large Language Models (LLMs) to generate Trend Insight charts from engagement-related queries.

Onboarding experience

Ask Whatfix AI shows eight pre-defined queries or prompts that can help you get started.

Feedback

Provide feedback on the Ask Whatfix AI experience by giving a thumbs-up or a thumbs-down.

Data privacy and security

• Ask Whatfix AI does not show any Personally Identifiable Information (PII)-related filters such as User ID, User type, User Attributes, and Reserved Variables.

• The LLM does not capture any confidential or contextual information, such as the number of times a Flow step failed and which Flow step failed. This data is present only within Whatfix.

Pre-requisite

End users should have engaged with the DAP content or the application for Ask Whatfix AI to show data.

Limitations of Ask Whatfix AI

• Ask Whatfix AI shows only Trend Insights (Default and Custom events) data.

• The Trend Insight chart generated by Ask Whatfix AI does not have a table view.

• Event groups are not supported by Ask Whatfix AI.

Use Ask Whatfix AI

Use the following steps to access Ask Whatfix AI and generate a Trend Insight:

1. On the Whatfix Analytics dashboard, click Ask Whatfix AI.

   

2. Enter your question in the text box, and then click the Ask icon.

   

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If you’re unsure of what questions to ask, click the tile containing a pre-defined question.

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• The Trend Insight chart corresponding to your question appears.

• Change the date filters, metrics, and chart type as required.

  

3. Click View in insight to drill down on the data with more filters.

   

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An editable Trend Insight for your query is automatically generated, wherein Whatfix enables you to add other filters or breakdowns, visualize the data, and save the Insight.

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• Refresh the page to enter queries on a blank Ask Whatfix AI screen.

• Access Ask Whatfix AI from the Dashboards and Insights sections.