Create Quick Capture Flows

Note:
Users part of the Authoring Agent in the DAP AI add-on package have access to enhanced capabilities such as AI-generated title and description and Enhance with AI.
To enable or discuss this feature, please contact your Customer Success Manager (CSM). For all other standard features or Beta capabilities, contact the support team.
For users who are not part of the Authoring Agent add-on, standard title and description generation remains available as part of the default functionality.

Use the following steps to create a Quick Capture Flow using Whatfix Studio:

Step 1: Start capturing Flow steps

Step 2: Edit the content using AI

Step 3: Review and configure each step

Step 4: Publish Quick Capture Flows

Step 1: Start capturing Flow steps

Log in to the application where you want to create content, and then launch the Whatfix Studio.
Click Flow.
In the Studio toolbar, select a capture mode.

Note:

Free floating step is currently Beta. Contact support@whatfix.com for more information.
For more information on different capture modes, see Quick Capture Modes.

Click the desired elements on the application page.
After you have captured the required steps, click Done.
Enter the name of the Flow.

Info:

To capture additional steps, click Add Step.
Click Add Step

Note:
The capture toolbar also enables you to do the view and perform the following actions:
Step count: Shows you the number of steps captured.
Capture modes: You can choose to switch between Click and navigate, Click without navigation, and Free floating step modes.
Censor mode: Enables you to hide any sensitive information on the application during the process of capturing the steps. You have the option to Cancel the Censor mode by clicking Cancel. The Censor mode on your Studio editor for Quick Capture Flows is different from the Censor Sensitive Information option that you see under Configurations. For more information to understand their differences, see How’s Censor mode different from Censor Sensitive Information?
Multi Select: Enables you to select all the similar UI elements and create a single Flow step that appears when any of the elements are selected. You can use keyboard shortcut Shift + M to enable Multi Select.
Start over: Enables you to re-start the process of step capturing. The option does not take you back to the Studio, rather you can re-start capturing the Flow steps on the application page you are on.
Pause: Enables you to pause your interaction, for instance to move to another page on the application and then resume step capturing. For more information on how to use Keyboard shortcuts, see Keyboard shortcuts for Whatfix.
Discard and exit: Enables you to cancel the step capturing process and return to the Whatfix Studio.
You also have the option to drag the minimized Studio editor on your application, using the drag handler.

Step 2: Edit the content using the AI functionality

Note:
Enhance with AI is available only to users who are part of the Authoring Agent in the DAP AI add-on package. Users on the standard plan have access to basic AI-generated titles and descriptions only.

Use the following steps to enhance the generated content quality once you complete capturing the Flow steps:

Click Enhance with AI.

Note:
Use Enhance for further content management of Quick Capture Flows on Whatfix dashboard.

Polish

Formalize

Elaborate

Shorten

Custom prompt

Fixes your content's grammar and spelling.

Prompt example: "Proofread the Flow steps for grammatical errors, awkward phrasing, and clarity."

Adjusts your writing style to sound more professional and serious.

Prompt example: "Adjust the tone of the content to be suitable for external users, ensuring it maintains a respectful and authoritative voice."

Expands on your ideas to provide more detail and depth.

Prompt example: "Elaborate on the key benefits of using cloud computing for small businesses in the step description of the Flow."

Condenses long descriptions into clear, concise summaries.

Prompt example: "Shorten the step descriptions to a single, concise paragraph, focusing only on the result achieved and the main takeaways."

Generates content based exactly on the instructions that you add.

Prompt example: "Rewrite the step descriptions to focus on environmental sustainability, using an exciting tone. Also avoid using industry jargon."

Select any of the options that you want to use to edit the content.

How to use Custom prompt in Quick Capture Flows?

Click Custom prompt.
Under How should AI improve this Flow? write how you want the content output to be.
Click Continue.
Once you finish creating the Flow, click Save Flow.

Info:
You also have the option to transition midway to Legacy Flows, which incudes Free-floating and Attached to element step types. For more information, see How do I switch between Legacy and Quick Capture in Flows?
Once you complete content editing on Studio using Enhance with AI, you have the option of going back to your previous edits. Clicking Undo option discards all your changes generated by AI and you move to the previous step of the content creation experience.

Step 3: Review and configure each step

In addition to using Enhance with AI, you have the option to manually edit each step in the Flow. You can edit the Step description and purpose, and also configure each step of the Flow.

You can edit the Flow either at the Studio level during the creation or the Dashboard level after creation. For more information, see Edit a Flow.

Note:
You also have the option to Copy Flow Steps, Reselect Elements to manage UI changes, and define the Step completion rules in your Quick Capture Flows.

Step 4: Publish Quick Capture Flows

Use the following steps to publish a Quick Capture Flow:

On the Whatfix Guidance dashboard, click Content.
Click Flows.
In the Draft stage, select the Flow and then click Send to Ready.
Go to the Ready stage, select the Flow, and then click Publish.

Note:
For more information on publishing content and widgets, see Push all Whatfix content and widgets to Production. To display the Flow in Self Help or Task list, add it to the widgets, configure the widget segments for Visibility Rules, and then use Preview mode to view the Flows before publishing them.

Limitations

The following are the current limitations of the AI functionality in Quick Capture Flows. These may change as the feature evolves.

Quick Capture Flows support Flow creation using AI in English language only.
Enhance with AI applies changes across all steps of the Flow. You cannot apply an enhancement to individual steps.
The Undo option after Enhance with AI reverts all AI-generated changes and returns you to the previous state of the content. It does not support step-level undo.
Quick Capture Flows are available for web applications only. Desktop and Mobile Flow creation using Quick Capture is not currently supported.
The AI does not access or use any data from your application during step generation. It generates content based on the UI element labels captured during the session.
Whatfix does not use your prompt inputs or generated Flow content to train AI models. For more information, see Data Security and Privacy Policies for Whatfix AI features.