With Session Replays in Trend Insights, Whatfix enables you to see the end-user behavior behind each data point on a chart. Use Session Replays understand what drives the trends in your data.
For Example: Your Marketplace team notices that Click ‘Products’ event spiked on August 18, 2026, but Click ‘Add to Cart’ event did not rise at the same rate. Watch the sessions behind the spike to see whether users browsed the Products page and left without adding an item to the Cart. If the replays show users struggling to find Add to Cart, add a Smart Tip or Beacon to guide them to it.
Use cases
Use session replays to:
Understand why an Event spiked or dropped on a specific day.
See how users go to a page, such as the products page, before they add an item to the cart.
Identify points of confusion, hesitation, or repeated clicks in a workflow.
Validate that users completed a Flow or Task List as designed.
Expand the following accordions for more details:
Analyze engagement with Whatfix content or the application with Session Replay
Use the following steps to watch session replays for an event in a Trend Insight:
On the Whatfix Analytics dashboard, click Insights.
Click Create Insight.
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Click Trend Insights.
Click the Give your insight a name text box and enter a name for your Insight.
Click the Description text box and enter a description that explains what the Trend Insight is about.
Info:
The Description gives you context about the created Insight when added to a Dashboard.
It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members.
From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.
- By default, Insights data might 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?
Click the Data source icon and select the stage from which you want to get the data.
Note:
For more information on obtaining analytics data from different stages, see Get Analytics Data across CLM Stages.
The stage cannot change after creating the Insight. Switching to a different stage resets the Insight, requiring a restart.
Click Choose metric.
Under Event metrics, select Total events or Unique users as required.
Click Add event and then add the required Guidance events, App events, or Event group. For more information, see Filter events using Event Filters and Breakdown in Trend insights.
Info:
The following image shows an event added:
You can add up to 10 events to an insight.
Add the required Filter or Breakdown for the event.
Info:
For more information on Event Filters and Breakdown, see Filter events using Event Filters and Breakdown in Trend insights.
In the User filter section, click Add user filter, and then select the desired filter to filter events based on user properties such as city, country, or browser.
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?
In the User breakdown section, click Add user breakdown, and then select the desired breakdown to group events based on user properties such as city, country, or browser.
After the setup is complete, scroll down to view the generated data and then click the data point you want to analyze.
Note:
Hover over the data point you want to analyze. It shows the event name, the date, and the metric count. For example, the dialog box shows Click 'Products' with 7 Total events on Aug 18.
Click Watch sessions.
In the Users who performed event name dialogue box, review the sessions list.
Note:
The dialog box shows the following details for each session:
Session start shows the date and time when the session started.
User ID shows the ID of the user who performed the event.
Duration shows the length of the session.
Action contains Play, which opens the session replay.
Info:
The date range is set to the date of the selected data point. Use the Search box to find a specific session or user.
Click Play to view the session you want to watch.
To watch another session, click the back arrow next to the session title to return to the session list, and then click Play for the desired session.
Click Save.
Analyze sessions in Trend Insights with Session Replay
Note:
Whatfix captures session data for all accounts that performed a published content after May 20, 2025.
Activities performed within a session include engagement with Whatfix content, triggering User Actions, and Page Views.
Use the following steps to watch session replays for session data in a Trend Insight:
On the Whatfix Analytics dashboard, click Insights.
Click Create Insight.
Click Trend Insights.
Click the Give your insight a name text box and enter a name for your Insight.
Click the Description text box and enter a description that explains what the Trend Insight is about.
Info:
The Description gives you context about the created Insight when added to a Dashboard.
It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members.
From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.
- By default, Insights data might 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?
Click the Data source icon and select the stage from which you want to get the data.
Note:
For more information on obtaining analytics data from different stages, see Get Analytics Data across CLM Stages.
The stage cannot change after creating the Insight. Switching to a different stage resets the Insight, requiring a restart.
Click Choose metric.
Under Session metrics, select the desired session metric. To know the descriptions of the session metrics, see Analyze sessions using Trend Insights.
Note:
Currently, session metrics don’t have any filters or breakdowns.
The following image shows a session metric added:
Currently, Whatfix enables you to visualize only one session metric per Trend Insight.
In the User filter section, click Add user filter, and then select the desired filter to filter events based on user properties such as city, country, or browser.
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?
In the User breakdown section, click Add user breakdown, and then select the desired breakdown to group events based on user properties such as city, country, or browser.
After the setup is complete, scroll down to view the generated data and then click the data point you want to analyze.
Note:
Hover your cursor over the data point you want to analyze. It shows the event name, the date, and the metric count. For example, it shows Total number of sessions with 2804 Total events on August 18.
Click Watch sessions.
In the Users who performed event name dialogue box, review the sessions list.
Note:
The dialog box shows the following details for each session:
Session start shows the date and time when the session started.
User ID shows the ID of the user who performed the event.
Duration shows the length of the session.
Action contains Play, which opens the session replay.
Info:
The date range is set to the date of the selected data point. Use the Search box to find a specific session or user.
Click Play to view the session you want to watch.
To watch another session, click the back arrow next to the session title to return to the session list, and then click Play for the desired session.
Click Save.
Note:
Click the Copy icon to copy the URL of the page where the session was recorded.
To view sessions for the entire Insight date range, click Watch sessions next to Chart type.
Visualize the data using different metrics and chart types.
Filter data based on Daily, Weekly, or Monthly timeframes.
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.
