Visualize Autocaptured events in Trend Insights

Whatfix enables you to identify and track Autocaptured events. After naming Autocaptured events, Whatfix enables you to visualize the end-user engagement with the Autocaptured events using Trend Insights. The process is similar to visualizing Guidance events and App events using Trend Insights.

Trend Insights enable you to do the following:

• Visualize the Autocaptured events using different chart types.

• Apply User filters and breakdowns.

• Export and schedule the engagement data.

Use cases:

• Determine the number of unique users who interacted with a specific Autocaptured event using the Chrome browser.

• Determine the number of times the Sales team engaged with a new feature tracked using Autocapture.

Note:

Whatfix enables you to use the in-built User Action Analytics Insight to view the engagement data for Autocaptured events.

Use the following steps to visualize Autocaptured events in Trend Insights:

4. Click the Give your insight a name text box and enter a name for your Insight.

   

   Info:

   Add a description that explains the purpose of the Insight.

   

5. From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.

   

   Note:

   • By default, Insights data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users.
   • The Event identification rate indicates the percentage of events Whatfix is able to attribute to uniquely identified users.
     
   • For more information on filtering users and understanding the Event identification rate, see How can I filter unidentified users in Insights?

6. Click Choose metric.

   

7. Under Event metrics, select Total events or Unique users as required.

   

8. Click Add event.

   

9. Click App events.

   

10. Select the required Autocaptured event, and then click Apply.

    

11. Click Add user filter, and then select the desired filter. For more information, see Filter Insights data using User Filters and User Breakdown.

    

    Info:

    • To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
    • To exclude blank filter values from your data, see How can I exclude blank filter values in Insights?

12. Click Add user breakdown, and then select the desired breakdown. For more information, see Filter Insights data using User Filters and User Breakdown.

    

13. Scroll down to view the generated data chart.

    

    Note:

    • Change the Chart type as required.

      

    • Change the timeframe as required.

       

    • Click Summarize to generate an AI summary of the Trend Insight. This helps you interpret the data more easily and understand key patterns. You need to enable Ask Whatfix AI to get the AI summary.

      

14. Click Save.

    

    Info:

    Export or schedule the Trend Insight as required.