Introduction to Trend Insights

• Introduction
• Benefits of Trend Insights
• Use cases

Introduction

Whatfix provides out-of-the-box Analytics that displays usage and engagement-related data for all Whatfix content in easy-to-understand visual formats, such as the number of queries served from Self Help, the number of times a Flow played, and from which widget, and more.

Sometimes, creating a custom report that displays data based on specific business needs becomes necessary. For example,

• A Flow launched from a Pop-up by users using the Chrome browser

• Feature usage (tracked using User Action) triggered from specific locations to understand where feature adoption is higher

With Trend Insights, Whatfix enables you to turn all your queries into actionable Insights. This solution serves as a one-stop resource for all reporting needs. Create custom engagement reports to obtain more in-depth information at a granular level.

Insights are created by selecting Whatfix-related events and filters, which you can then visualize in the form of charts.

Benefits of Trend Insights

• Eliminates the need for third-party applications and saves time in creating custom reports.

• Drills down data at a user level.

• Draws detailed and in-depth reports on each content type.

Use Cases

The following are simple use cases to try out with Trend Insights:

Analyze the number of users who engaged with a feature using the Chrome browser, grouped by User ID.

Track feature engagement using User Actions. The chart displays the number of users who engaged with a feature using the Chrome browser, grouped by User ID.

Add the following event, filter, and breakdown in the Event Setup module to obtain this report.

• Event: Custom event = Click Report scheduler

• User filter: Browser = Chrome

• User breakdown: User Id

Visualized data:

Analyze Flows triggered from any source by new users, grouped by role.

The chart displays the Flows played from any Whatfix content by new users, grouped based on their role.
Add the following event, filter, and breakdown in the Event Setup module to obtain this report.

• Event: Flow started

• Event breakdown: Event Trigger Location, Content Title

• User filter: Cohort = New users

• User breakdown: Role

Visualized data: