Ask Whatfix AI

Info:

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

• Enabling this feature requires data migration, which might take some time.

• Whatfix does not share Personally Identifiable Information (PII) data with Open AI; only non-PII metadata is shared during 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

• Prerequisite

• 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 filters and breakdown

Whatfix introduces Ask Whatfix AI, an AI-powered capability that automatically converts end-user engagement queries into Trend or Funnel Insight charts. Ask a question, and Ask Whatfix AI provides the answer as a Trend or Funnel Insight visualization. Ask Whatfix AI also answers follow-up questions based on the initial query.

Note:

Ask Whatfix AI currently shows only Trend and Funnel 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 or how many users dropped-off from a Flow, and Ask Whatfix AI shows the data as a Trend or Funnel chart.

• For granular analysis with different filters or breakdowns, Ask Whatfix AI creates an editable Trend or Funnel Insight based on the query.

  Note:

  User breakdowns are available only for Trend Insights.

How does Ask Whatfix AI work?

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

Onboarding experience

Ask Whatfix AI shows eight predefined queries or prompts that can help you get started.

Feedback

Provide feedback on the Ask Whatfix AI experience by selecting 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 remains within Whatfix.

Prerequisite

End users must engage with the DAP content or the application for Ask Whatfix AI to display data.

Limitations of Ask Whatfix AI

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

• The Trend Insight chart generated by Ask Whatfix AI does not include table and donut chart views.

• 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 the question in the text box, and then click the Ask icon.

   

Note:

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

Info:

• The Trend or Funnel Insight chart corresponding to your question appears.

• Ask Whatfix AI shows the event and metric used to generate the Trend or Funnel insight.

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

  

• Change the date filters and compare the data for a custom date range in Funnel Insights.

  

3. Click View in insight (for Trends) or View in Funnel (for Funnels) to drill down on the data with more filters.

   

   

Note:

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

Trend Insight:

Funnel Insight:

Info:

• Click Clear chat to end the current session and enter queries on a blank Ask Whatfix AI screen.

  

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