Cues are contextual, just-in-time nudges that appear within your end users' flow of work to guide them toward the next steps. They provide guidance that supports the user's task without interrupting their workflow or blocking the screen.
Cues bring AI directly into the user's workflow, showing the next actions and proactive guidance at the exact moment the end user needs support.
Why Use Submit a Prompt Action in Cues?
Users rely on AI tools to complete tasks such as summarizing information, drafting responses, or generating insights. A Cue can nudge users to use these AI tools at the right moment in their workflow.
Previously, guiding users to use an AI tool required creating a separate automated Flow for each prompt. This approach introduced several challenges, such as:
Increased content creation effort: A new Flow was needed for every prompt.
Higher maintenance overhead: Each Flow had to be created and maintained separately.
Limited scalability: The number of Flows increased with the number of prompts.
To simplify this process, Whatfix introduced the Submit a Prompt action in Cues.
With this capability:
You can create a single reusable automated Flow.
Multiple Cues can reference the same Flow but use different prompts.
You define the prompt directly in the Cue, eliminating the need to create a new Flow for each prompt.
This approach reduces content creation and management effort while delivering context-specific AI assistance.
How does Submit Prompt action work in Cues?
The Submit Prompt action links a Cue to an automated Whatfix Flow.
When the end user clicks the Cue button, the following happens:
The selected Automated Flow starts immediately.
The Flow performs the configured automated steps.
At the designated Auto-input step, Whatfix replaces the default input text in the Flow with the prompt defined in the Cue.
The Flow continues executing the remaining automated actions.
Because prompts are defined at the Cue level, the same Flow can execute different prompts across multiple Cues. This enables Flow reuse while providing context-specific guidance to end users.
Use Case:
The following GIF shows a Cue nudging users in Microsoft Dynamics 365 to close overdue opportunities. When users click the button in the Cue button, it triggers an automated Flow that opens Copilot, inserts a predefined prompt, and instantly provides insights to help them take action. If users overlook overdue opportunities, the Cue appears at the right moment to guide them.
Prerequisites for configuring the Submit Prompt action in Cues
Before configuring a Submit Prompt action, ensure the Flow meets the following requirements:
Create the Flow using the Automated option. For more information, see Flow Automation. This configuration enables the Flow steps to execute automatically when triggered from a Cue.
The Flow must contain at least one step configured with the following rules:
Step Completion Rule: Automated
Auto Execute Action: Auto Input
Whatfix identifies the last Auto-input step in the Flow and replaces its default text with the prompt you define in the Cue.
Configure appropriate automation rules for the Flow steps, such as:
Auto Click
Auto Input
Auto Next
These rules ensure that the Flow executes without requiring manual interaction from the end user.
Expand the following accordions for more details:
Step 1: Create a Cue with Submit Prompt action
Follow these steps to configure the Submit Prompt action in a Cue:
- Log in to your application, and then launch the Whatfix Studio.
Under CONTENT, click Cues.
Enter a name for the Cue collection.
Info:
A Cue collection is a group of Cues created on the same page of an application.
Whatfix enables you to add up to 50 Cues to a Cue collection.
The Cue collection name is solely for your reference and is not visible to the end user.
Under CONFIGURATION, click Add Cue.
Enter a heading for the Cue. In this example, the Cue identifies a high-value opportunity with no recent activity and prompts the seller to follow up with the customer.
Enter a description for the Cue.
Click Add button. It is mandatory for the Cue to contain at least one button.
Info:
Whatfix enables you to add up to two buttons to a Cue.
Enter a name for the button. In this example, the button opens an Automated Flow, which launches Copilot, inserts a predefined prompt, and helps draft an outreach email that progresses the deal.
Under Action, select the Submit Prompt option from the dropdown.
From the Prompt Execution Flow dropdown, select the Automated Flow that should execute the prompt.
In the Prompt Text field, enter the prompt that should execute when the end user clicks the Cue button.
Preview the Cue. Make any changes if required.
Click VISIBILITY RULES.
On the VISIBILITY RULES page, set the following conditions:
Where does the Cue appear?
When does the Cue start and stop appearing?
Who does the Cue appear to?
For more information, see Understand New Visibility Rules for Content.
Info:
When you configure Visibility Rules in Studio, the rules apply only to that specific Cue. It enables you to create a more personalized and dynamic experience for each Cue.
Click Save.
Info:
To add more Cues, click Add Cue on Studio, and then repeat steps 5 to 13.
Add up to 50 Cues to a collection.
After you create all the Cues on the specific page, go to Studio, and then click VISIBILITY RULES.
On the VISIBILITY RULES page, set the following conditions:
Where does the cue Collection rule appear?
When does the cue Collection Rules start and stop appearing?
Who does the cue collection Rules appear to?
Note:
It is mandatory to add Visibility Rules for the entire Cue collection.
When you configure Visibility Rules for the Cue collection, the rules apply to all the Cues in the collection.
The Visibility Rules for the Cue collection takes precedence over the Visibility Rules configured for a specific Cue part of the collection.
Click Save.
On the confirmation dialog box, click Okay.
Info:
Edit the Cue collection using the confirmation dialog box.
Whatfix saves the Cue collection in the Content section (Draft) of the Whatfix Guidance Dashboard.
Create up to 25 Cue collections in an account.
Step 2: Configure Cues
Use the following steps to configure a Cue:
On the Whatfix Guidance dashboard, click Content.
Click Cues.
Click the Cue you want to configure and publish.
Click each Cue card to review the created Cues.
Click Visibility rules and review the Visibility Rules of the Cue collection.
Note:
To make any changes to the Cues, see Edit a Cue.
To customize the background color, button color, and more, see Customize a Cue.
Preview the Cue to ensure that it appears correctly. For more information, see Preview a Cue.
Go to Content, click Cues, and then select the Cue collection using the checkbox, and then click Send to Ready.
Go to the Ready stage, select the Cue collection using the checkbox, and then click Publish.
