Create Pop-ups with AI

Use the following steps to create AI Pop-ups:

4. Next to Create popup with AI, click Create.

5. Under Write a prompt, explain your use case using a prompt. For more information, see What's the character limit for prompts in AI Pop-ups?

6. Click Create.

   

7. Click Select on the Pop-up template that you need.

   

   Info:

   • Sometimes, you can get up to three different Pop-up templates to choose from depending on your use case. The AI understands and suggests the Pop-up templates, intuitively, based on the prompts that you add.

   • You have the option to add AI generated images on your Pop-ups. Write your prompts and enable the Include AI generated image toggle to start creating AI Pop-ups with images. Can I add images to an AI generated Pop-up?

     

   • You also have the option to Edit your prompts further.

   • If you are not happy with the output, use the Re-Create button to generate a different Pop-up template.

     

   • Once you save the Pop-up, you cannot edit it further using Studio, and you have to create another Pop-up from scratch. Any changes you make are lost if you do not save the Pop-up during the creation step.

   • Once you select a template, it appears on your screen. You can tweak the appearance of the Pop-up further by using several customization options on the Whatfix Dashboard.

Whatfix enables you to make further modifications to the AI generated Pop-up to ensure it’s brand compliant. Here are the ways to customize the Pop-up further on Whatfix Dashboard.

1. On your Whatfix Dashboard, click Widgets.

   

2. Click Pop-ups.

   

3. Click the Edit icon of the Pop-up that you have created.

   

4. Using the Drag and Drop feature, move or re-position different rows on the Pop-up, both vertically (row-wise) and horizontally (column-wise).  

   

    

5. On the Pop-up template, edit the Button Name of your Pop-up.  

6. To customize the Button text, hover your cursor over the text and then double-click to open the Rich Text Editor.

Following are the possible modifications within the button configuration menu:

a. To change the button configurations, hover your cursor over the button, and then click to open the button configuration menu.  

b. Click the dropdown next to Action, and then select the button action.    

Understand the different types of Button Action, as well as their behavior and descriptions, in the following table:

c. Change the button Type to Primary or Secondary.

• Primary Button represents the single, most important action a user should take on a screen.

• Secondary Button represents any supporting actions that complement the primary goal.  

     

d. Click the Button Style icon to change the Color, Hover color, and Corner radius of the button.

e. On the Rich Text Editor, click the + icon to open the Add Component dialog box. Add Text, Button, Image, Video, and/or Audio to the Pop-up.

f. Make additional modifications such as Button Resize, Horizontal Align, and Vertical Align on the AI generated Pop-up.  

Note:

When you make changes to the Pop-up using the Drag Handlers, you may unfortunately not be able to undo certain changes. In that case, you may need to re-create the Pop-up. For more information, see Can I undo the changes made with the Drag Handlers?

4. Click Set Visibility Rules.

   Note:

   • Set the Where Visibility Rules for the Pop-up to appear on a specific page in the application. For more information, see Visibility and Display Rule Conditions.

   • Set the When Visibility Rules for the Pop-up to appear at the desired time and date. For more information, see Schedule Pop-ups.

5. Click Save.

6. Once you are done creating the Pop-up, select the widget, and then click Send to ready.

   

7. Go to the Ready Stage, select the segment, and then click Publish.

   

Note:

End-users who skip the Pop-up repeatedly see it until they perform an action that counts as an interaction, or else the Pop-up reaches its maximum occurrence limit and stops appearing further.