- 21 Dec 2023
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What has changed on the dashboard?
- Updated On 21 Dec 2023
- 5 Minutes To Read
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The new and enhanced Whatfix dashboard experience enables you to seamlessly navigate between Whatfix Guidance and Product Analytics. The experience comes with an upgraded UI to improve navigation, grouping, and discovery.
The following article lists the differences between the old and enhanced Whatfix dashboard experiences:
Old experience | Enhanced Whatfix dashboard experience | New UI terms |
---|---|---|
Digital Adoption Platform (DAP) and Product Analytics The DAP and Product Analytics sections are present on the same dashboard. | Whatfix Guidance and Whatfix Analytics: The enhanced Whatfix dashboard has a product line switcher that enables you to switch between the Whatfix Guidance (DAP) and Product Analytics dashboard. Your title goes here
| Product line switcher Whatfix Guidance Whatfix Analytics |
Account/Enterprise (ENT) switcher: To switch between ENTs/accounts. | The Workspace switcher enables you to switch between ENTs/accounts. All accounts include both Guidance and Whatfix Analytics dashboards. Your title goes here
| Workspace switcher and search |
Content | The Content section comes with a collapsible sidebar that enables you to go directly to the content type that you're looking for. For example, if you want to push only Flows to the Ready stage, use Content > Flows > Select required Flows > Send to ready. Your title goes here
| All content |
All content: Content > All content shows a list of all Whatfix content. | ||
Widgets | The Widgets section comes with a collapsible sidebar that enables you to go directly to the widget type that you're looking for. For example, if you want to push only Self Help segments to the Ready stage, use Widgets > Self Help > Select required Self Help segments > Send to ready. Your title goes here The sidebar shows separate navigations for Pop-ups, Smart-tips, Beacons, Launchers, Self Help, Task lists, and Surveys. | All widgets |
All widgets: Widgets > All widgets shows a list of all Whatfix widgets. | ||
Themes: To configure content and widgets | The Style section comes with a collapsible sidebar that enables you to go directly to the content or widget that you want to configure. Your title goes here The sidebar shows separate navigations for Flows, Pop-ups, Smart-tips, Beacons, Launchers, Self Help, Task lists, and Custom Labels. | Style |
The Create widget button is in the Draft tab of the Widgets section and enables you to create widgets like Pop-ups, Self Help, Task List, Beacon, Smart Tip, and Launcher. Widgets > Draft > Create widget Your title goes here If you have the Visual Editor enabled, you cannot create Pop-ups using the dashboard. They can only be created using Studio. | The Create widget button is available in all the Draft tabs of the different types of widgets, that is, you can create a widget from the All widgets, Pop-ups, Smart-tips, Beacons, Launchers, Self Help, Task lists, and Surveys sections. Widgets > All widgets > Draft > Create widget Widgets > Pop-ups > Draft > Create widget Widgets > Smart-tips > Draft > Create widget and so on. Your title goes here The Create widget button enables you to create widgets like Pop-ups, Self Help, Task List, Beacon, and Smart Tip . Your title goes here If you have the Visual Editor enabled, you cannot create Pop-ups using the dashboard. They can only be created using Studio. | NA |
The Create content button is in the Draft tab of the Content section and enables you to create content like Image, Video, PDF, Article, and Link Content > Draft > Create content | The Create content button is available in all the Draft tabs of the different types of content, that is, you can create a widget from the All content, Flows, Smart-tips, Beacons, Launchers, Link, Images, Videos, PDFs, and Articles. Content > All content > Draft > Create content Content > Flows > Draft > Create content Content > Smart-tips > Draft > Create content and so on. Your title goes here The Create content button enables you to create content like Image, Video, PDF, Article, and Link. | NA |
Analytics CLASSIC: To view engagement of Whatfix content and widgets. | Guidance analytics: To view engagement of Whatfix content and widgets. | Guidance analytics |
Settings: To configure advanced options for translations, analytics, etc. | Settings are part of the collapsible sidebar and enable you to configure and manage account-level settings. Settings include the following sections: Content: Translations and Video voiceover Integrations: Repositories, Video channels, App Integrations Team: Teammates, Team audit logs Setup: API token, Advanced configuration, Content deployment Analytics | Video voiceover, App Integrations, Teammates, Team audit logs, Advanced configuration, Content deployment |
Notification Center: To track all content and widget movements across Whatfix. | Notification is part of the collapsible sidebar and tracks all content and widget movements across Whatfix. | Notification |
Users: To manage account users. | The Teammates section found in Settings enables you to manage account users. Settings > Teammates | Teammates |
Profile settings: To manage your profile and change the dashboard language. Settings > Profile settings | Profile settings, part of Username, enable you to manage your profile and change the dashboard language. User name > Profile settings | NA |
Integrations: To exchange data and attribute streams across other products. | App Integrations part of Settings enables you to exchange data and attribute streams across other products. Settings > App Integrations | App Integrations |
Repositories can be integrated to Whatfix widgets to display content. | Repositories part of Settings enables you to integrate repositories to show content in Whatfix widgets. Settings > Repositories | NA |
Custom Labels: To change the name of certain labels in the Whatfix UI. Settings > Custom Labels | Custom labels part of Style enables you to change the name of certain labels in the Whatfix UI. Style > Custom labels | NA |
Map Stages and Manage Extensions: To publish Whatfix content to end users Settings > Map Stages Settings > Manage Extensions | Content deployment part of Settings includes either Map Stages or Manage Extensions based on the chosen deployment method. Settings > Content deployment | Content deployment |
Analytics: No code solution to analyze end-user behavior on the application. | The Whatfix Analytics dashboard includes all the Product Analytics components that are, Track, Analyze, and Act, required to analyze end-user behavior in the application. Switch from the Whatfix Guidance dashboard to the Whatfix Analytics dashboard using the product line switcher. | Whatfix Analytics |
Advanced customization: To add code to perform advanced actions. | Advanced configuration part of Settings enables you to add code snippets to perform advanced actions on the Whatfix Guidance dashboard. | Advanced configuration |
- Expand or collapse the collapsible sidebars as required.
- In the collapsed state of the sidebar, click the icons to expand the sidebar and view the options.