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Create Pop-ups with AI
  • 03 Sep 2025
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Create Pop-ups with AI

  • Dunkel
    Licht
  • pdf

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Artikel-Zusammenfassung

Note:

Pop-up creation using AI is currently a Beta feature. Contact support@whatfix.com for more information.

Consider you are just notified about a webinar happening tomorrow, and you need to roll out a Pop-up to your end users. Whatfix helps create brand-compliant Pop-ups within minutes using the AI feature.

Expand the respective accordions for more details:

Create AI Pop-up on Whatfix Studio

Use the following steps to create AI Pop-ups:

  1. Log in to the application where you want to create content, and then launch Whatfix Studio.
    CLM_editor plug in2

  2. On the Whatfix Studio, click Popup.
    clm_studio_pop-up

  3. Choose the color theme using the Theme dropdown.
    2024-10-18_16-49-43.png

Note

Use your custom color by entering the hex color code in the text box.

  1. Click Create next to Create popup with AI.

    Create Pop-ups using AI feature on Studio

  2. Under Write a prompt, explain your use case with prompts, and then click Create.    Example prompt that can be used to create a pop-up using AI feature  

  3. Click Select on the Pop-up template that you have created.

    Select the Template for the pop-up created with AI on Studio

Info:

Once the Pop-up is ready, you can make further modifications to refine it and make it more brand compliant. Here are the ways to edit the Pop-up further. For more information, see Create a Pop-up.

  • Using the Drag and Drop feature, move or re-position different components on the Pop-up, both vertically (row-wise) and horizontally (column-wise).  Use Drag Handlers to re-position the Pop-up content  

  • On the Pop-up template, edit the Button Name for your Pop-up.

    Edit the Button text of the AI pop-up on Dashboard

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

    Open the rich text editor on the button of the pop-up created using AI

    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.

    Open the button configuration menu of the AI pop-up

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

    Click the Action dropdown in the AI pop-up next to Action

    The following table lists the different types of Button Actions, as well as their behavior and descriptions:

    Button Action

    Behavior

    Start Flow

    When the user clicks this button, they are taken to a Whatfix Flow that is attached to the button.

    Attach URL

    When the user clicks this button, they are taken to the URL that is attached to the button.

    Skip

    When the user clicks this button, the Pop-up is omitted and they continue to see the Pop-up until they click the Close or Don't show me again button.

    Close

    When the user clicks this button, they close the Pop-up.

    c. Change the button Type to Primärer Button or Sekundärer Button.

    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.

    Gif showing the button types for the Pop-up created using AI

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

    Click Button Style on the Pop-up created using AI

    e. On the Rich Text Editor, click the + icon. The Add Component dialog box opens. Using Add Component, add Text, Button, Image/GIF, Video, and Audio to the Pop-up.

    Click   icon on the button of the Pop-up created using AI

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

    Make further modifications on the Button of an AI Pop-up such as Button Resize, Horizontal Align, and vertical Align.

    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?

Configure the AI Pop-up on Whatfix Dashboard

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Pop-ups.
    ia_widget_popups

  3. Hover your cursor over the Pop-up segment you want to configure, and then click the Edit icon.
    CLM_DB_Click_edit_icon.png

  1. Click Set Visibility Rules.

    Set visibility rules for pop-ups created using AI

    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.

  2. Click Save. Add new visibility rules to widgets and click Save

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

  4. Go to the Ready Stage and select the segment to move to Publish.

    Publish content on Whatfix Dashboard

Note:

If the Pop-up has the Skip button, clicking it does not count as an interaction. As a result, the Pop-up continues to show regardless of the occurrences you set.


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