FAQs
- 19 Jul 2024
- 10 Minutes To Read
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FAQs
- Updated On 19 Jul 2024
- 10 Minutes To Read
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Here are the most Frequently Asked Questions(FAQs) about Whatfix Web.
Account Administration
Compliance and Security
- Can I show a warning message when users visit a non-whitelisted domain?
- Does Whatfix Guidance Analytics look at my end user data?
- Does running Whatfix content impact my application performance?
- Does the Whatfix JavaScript conflict with my application's JavaScripts?
- Does Whatfix capture First Party Cookies?
- How can I measure the ROI on Whatfix?
- How can I unlock my Whatfix account?
- How long does it take for Whatfix session to timeout?
- How secure is Whatfix?
- What data is captured by Whatfix's Product Analytics?
Accessibility
CLM Dashboard
- Can I bulk invite Users to the dashboard?
- Can I edit Whatfix Content/Widgets in the Draft Stage while a version is still in the Production Stage?
- Can I preview Content/Widgets that are in the Draft Stage?
- How to activate or inactivate Whatfix Content?
- How to activate or inactivate Whatfix Widgets?
- How to recover deleted content from the Dashboard?
- How to see the Visibility Rules associated with an existing Tag?
- How to remove Contents and Widgets from the folder?
- Should I do a Push to Production for any content changes?
- What reports can be generated using the Whatfix Dashboard?
Whatfix Content
Content Archival
- Are Archived content and widgets part of the Export Production Package?
- How does archiving affect analytics?
- How does archiving affect translations?
- How does archiving Flows affect Auto Testing?
- What happens if I archive content or widgets that are linked to other content and widgets?
- What happens to Archived content and widgets when a user is deleted?
- What happens to the tags of Archived content?
- Can I use both US and EU Studio Editors simultaneously?
- Can Whatfix capture the CSS selector of an element?
- Can Whatfix flows work across pages and popups?
- Does Integration Hub support pagination?
- Does Whatfix support single-page applications?
- Does the Summary Pop-up feature inactivated content?
- Do widget occurrences get exhausted if you preview them?
- How do I drive Whatfix Help Content Adoption?
- How does Whatfix display content on my application?
- How often are integrations run?
- How to add and re-order Visibility Rule conditions?
- How to copy a widget segment?
- How to delete tags?
- How to find the ID of a Static content?
- How to get certification in Whatfix?
- How to remove tags from Whatfix content?
- Use Advanced Search on the Whatfix Dashboard.
- What are In-app Created Content and Static Content?
- What happens when the Auto Tags are renamed manually?
- What is the difference between deleting and disabling a widget?
- What is Smart Context?
- Who creates content on Whatfix?
Flows
- Can Whatfix create content across applications?
- Does updating the original Flow steps update the copied steps?
- How do I change the color of the back button?
- How do I find the Flow ID?
- How does Whatfix tracks end-user's progress on a Flow?
- How to disable the back button in Flow steps?
- How to find the TAG ID of a TAG?
- How to link two Flows using the Quick Insert button?
- How to remove the See Live button in a slideshow?
- How to select an element when there are multiple options?
- What is the difference between Selected Element and Other Element?
- What is the maximum character limit for a Flow Title?
- What is the maximum character limit for Describe the Step action of a Flow?
- What is the maximum character limit for Flow Description?
- What is the maximum character limit for Purpose of the Step?
- What is the maximum character limit for the Flow End Message pop-up?
- Where does Whatfix host content created for my application?
- Why do I get a Flow Failure email when the Flow is running properly?
Pop-ups
- Can end users navigate between two Flows in a Pop-up?
- Can end-users permanently close a Pop-up?
- Can end-users resize the Pop-up?
- Can I use the existing Pop-up templates for Flow as Pop-up feature?
- Can I switch between templates after creating a Pop-up?
- How does Whatfix display Multiple Pop-ups?
- How to display pop-ups based on user roles?
- What is the maximum size of the image that can be added to a Pop-up?
- What is the maximum upload limit for Images and Videos in the Pop-up?
Visual Editor
Multiformat
- Can I change the default language for Voiceovers?
- How do I ensure high quality Whatfix videos?
- How to upload video for an unpublished Flow?
- How to use full images in article slideshows?
- What are the video platforms supported by Whatfix?
- What happens to my Youtube/Vimeo content after I discontinue my Whatfix account?
- When are Flows converted to videos and uploaded?
Beacons
Launchers
- Can I add an image to a Launcher?
- Can I create multiple Launchers on the same page?
- Can I trigger Flows present on another page using Launchers?
LMS
- Can I Configure my LRS with Whatfix?
- Can we Change the Order in which the Courses are displayed?
- Can Whatfix Courses be added to existing LMS Modules?
- How do I add Whatfix Content to the LMS?
- What are the Benefits of using Whatfix Content in LMS?
- What Content Types can be displayed in the LMS?
- What do the SCORM and xAPI packages contain? Where does this Content come from?
- What LMS tools does Whatfix Support?
Whatfix Widgets
Self Help
- How can I display my existing Repository content using Whatfix?
- How many groups can I create in Self Help?
- How to capture user search terms in the Self Help widget?
- How to display specific content in Self Help across all pages?
- How to remove content from Self Help?
- Which content types does Self Help do a deep search on?
QuickRead
- Can I test QuickRead before pushing it to Production?
- Can QuickRead be enabled for a specific Self Help segment?
- Does feedback on QuickRead responses affect future responses?
- Does QuickRead work with authenticated KBs?
- Does the query have to be a question to get a QuickRead response?
- Does QuickRead support authentication repositories?
- How do we ensure data security and privacy of customers when using QuickRead?
- Is QuickRead compatible with accessibility features?
- Is Smart context applicable to QuickRead?
- Which Whatfix content is included as sources in the QuickRead card?
- Which languages does QuickRead support?
- What are some of the language models(LLMs) predominantly used by Whatfix?
- What are the best practices Whatfix follows for Responsible AI?
- Why do I see a tooltip in the Self Help widget?
Improved Self Help
Task List
Translation
- Can multi format outputs be displayed in different languages?
- How do I translate Whatfix content?
- What does it mean when translation is out of date?
- What does it mean when translation is out of sync?
- What happens to the translated content/widgets when the original content/widget is moved across stages?
- What is the default language used to create content on Whatfix?
- Why is there a yellow exclamation mark next to my content in the translation?
- Why can't I auto-translate multiple content?
Language Support
Deployment and Content Delivery
- Are the browser extensions auto-updated in Extension mode of deployment?
- Can I move Contents/Widgets that are attached to another Content/Widget across stages?
- Can we use Whatfix extension on iOS or iPad browsers?
- Can Whatfix work with iFrame applications?
- Does the end user of my application need to install browser extensions?
- Does Whatfix support both on-premise and cloud deployments?
- Does Whatfix work with Chatbots?
- Does Whatfix work with on-premise products that might not have an internet connection?
- How can I remove the Whatfix browser extension?
- How does Preview Mode differ from See Live and Launch live edit?
- How does Whatfix know who the user id and when to stop displaying the enablement?
- How does Whatfix show different content to different users?
- How is the browser extension updated?
- How long does it take for Whatfix content to go live?
- What applications does Whatfix work on?
- What are the differences between various types of deployment methods?
- What are the different kinds of Whatfix extensions in use?
- What are the minimum system requirements to use Whatfix?
- What are the trusted Whatfix domains to whitelist?
- What are the trusted Whatfix IP addresses to whitelist?
- What happens if I do not add conditions inside the Map Stages section?
- What is the difference between Self Hosted and On-premise deployment models?
- What is the purpose of Whatfix custom browser extension?
- Which browsers does Whatfix support?
- Why is the Update button disabled on my browser extension?
Auto Testing
- Can I edit a scheduled Test Case?
- Can I run Test Suites for specific roles?
- Can I run a Test Case without adding it to a Test Suite?
- Can we auto-record Test Cases for existing Flows?
- Can we schedule the Auto Testing?
- Can we test Flows that require manual user input?
- Can we test existing Flows?
- Can we test new Flows?
- Does Auto Testing support customized Salesforce modules?
- Does Auto Testing work on applications that require OTP & VPN for login?
- Does editing a Flow edit the corresponding Test Case?
- Does editing a Test Case edit the corresponding Flow?
- How can I check if Auto Testing fits my Salesforce/ Custom application?
- How do we create Test Cases for the existing content once Auto Testing is enabled?
- How do we get the Auto testing report?
- How does Auto Testing work on the CLM Dashboard?
- How frequently can I run a Test Suite?
- How long does it take to get the Auto testing report?
- What is a Test Suite?
- Which browsers are supported by Auto Testing?
Content Aggregation
- Can I integrate a repository with dynamic URLs?
- Can the Repository content be displayed contextually?
- Can we crawl a repository that has dynamic content links?
- Can Whatfix Fetch Repository Content in Other Languages?
- Does Repository Integration Work with Export Mode of Deployment?
- Does Whatfix fetch all the information present in the Repository?
- How does Whatfix crawl content from our Content Repository?
- How Long does it take to Integrate a Repository?
- How long does Whatfix store the Repository post Contract Termination?
- How Many Content Repositories can I Integrate with Whatfix?
- How many links can I crawl in a repository?
- How often does Whatfix Sync the Content with our Repository?
- How to Prevent Certain Articles from Getting Crawled?
- Is the Content fetched from the Repository Encrypted?
- What are the Requirements to Integrate Whatfix with a Content Repository?
- What Content Repositories can Whatfix Integrate with?
- What type of Repository content can be integrated with Whatfix?
- Where is the Integrated Content Stored?
Integrations
Analytics
- Can Analytics be disabled?
- Do I need to create User Actions on all domains of my application?
- How can I visualize Analytics data in my timezone?
- How do I receive Flow failure notification Email?
- How do I see Flow failure information on the dashboard?
- How does User Action work on the CLM dashboard?
- How is Effectiveness of Flows Played from Self Help calculated?
- How is the Average Time calculated in a Funnel?
- How to disable Analytics on specific domains?
- How to exclude analytics data from testing environment?
- How to use the same GA account in two or more Whatfix accounts?
- What actions are considered as engagement in Analytics?
- What are User Action Completion Rules?
- What do the No. of Times Flow Played and Flow Completion Rate mean?
- When is the Analytics data updated every day?
- What is the difference between Failed and Exited in Whatfix Flow Analytics?
- Why are there unsuccessful search terms in the Analytics even when content is present?
Product Analytics
- Difference seen in the unique user count in Guidance Analytics and Funnel Insights
- How can I access the Product Analytics dashboard?
- How can I exclude filter values from Product Analytics?
- How can I exclude test User IDs from Insights data?
- How can I filter unidentified users in Product Analytics?
- How can I see analytics data of deleted content?
- How can I see analytics of Don't show me again?
- How can I see analytics of link content using Trend Insights?
- How can I see analytics of Pop-ups using Trend Insights?
- How can I see analytics of the Survey using Trend Insights?
- How can I see analytics of text content using Trend Insights?
- How can I see analytics of video content using Trend Insights?
- How is an Optional step in a Flow considered complete?
- How is the completion time calculated for a Funnel?
- How many users are dropping off from a Flow?
- How many users are viewing the application?
- How often is Cohorts data refreshed?
- How to filter search terms in Self Help by country?
- User Action Verification statuses
- What are the device types captured by Product analytics?
- What is the difference between Trend Insights and Funnel Insights?
- What other application information is captured along with User Actions?
- Why is the Total Unique User count different from the sum of unique user count in the table shown in Trend Insights
Enterprise Insights
- How can I access the Enterprise Insights dashboard?
- How can I filter unidentified users in Enterprise Insights?
- How can I exclude a specific country or browser in Enterprise Insights (EI)?
- How can I visualize Enterprise Insights data in my timezone?
- How is Adoption score calculated?
- How is Application Utilisation calculated?
- How to set up App overview dashboard?
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