Unified Content Experience

Read the following article to understand the new experience of unified content, what’s changed, and what to expect during its rollout.

Overview: What is the Unified Content Experience?

The Unified Content Experience is a foundational update to how content is created, managed, and published across the Whatfix Dashboard and Studio. It brings content, visibility rules, and publishing actions into a single, cohesive workflow—reducing complexity, minimizing dependencies, and making everyday authoring faster and more reliable.

This update does not introduce a new content type. Instead, it simplifies the existing structure by removing fragmentation between content and widgets, so authors can manage everything from one place.

Who is this for?

This update is most relevant for:

Content authors who manage Smart Tips, Beacons, Launchers, and Blockers
Admins responsible for publishing, visibility rules, and workspace management
Content teams maintaining large Whatfix implementations

Why are we making this change?

Previously, managing content in Whatfix required authors to work across multiple pages, which led to:

Fragmented workflows: Content lived in one place, while visibility rules and widgets lived elsewhere.
Click-heavy actions: Simple tasks such as publishing, archiving, or deleting required switching between tabs.
Inconsistent organization: Tags and folders applied unevenly across content and widgets.
Higher maintenance risk: Dependencies between content and widgets were easy to miss, increasing the chance of errors or redundant items.

What’s changing conceptually?

With the Unified Content Experience, Whatfix moves from a Content and Widget structure to a single Content-only centric mode for Smart Tips, Beacons, Launchers, and Blockers.

Note:
Pop-up, Survey, Self Help, and Task list have no impact.

In the new experience:

Content is the source of truth
Visibility rules are configurable within the content page
Publish, delete, and archive actions apply to the entire experience, not individual components

Availability

Note:
The Unified Content Experience is currently available as a Beta feature.
To enable it, contact support@whatfix.com.

What’s changed?

Read the following sections to understand the changes to the Whatfix Guidance Dashboard and Whatfix Studio:

Single Page Management: View and edit content and Collection Visibility Rules from only the Content page.
Centralized Visibility Rules: Manage Collection Rules directly within the content, eliminating the need to navigate to a separate widget section.
Maintenance and Organization: Keep your workspace organized by deleting or archiving an item and all its linked components in one action.
Simplified Publishing: Publish content with a single click without managing separate widget dependencies.

Single Page Management

Smart Tips, Beacons, Launchers, and Blockers now only appear in the Content section, removing the need to manage and perform actions on separate pages.

The following table describes and shows the new changes on the Whatfix Dashboard and Studio:

Impact	Old Behavior	New Behavior
Whatfix Dashboard	You need to edit the content from the Content page and Visibility Rules from the Widget page, which leads to extra clicks and navigation.	Smart Tips, Beacons, Launchers, and Blockers now only appear in the Content page, removing the need to manage and perform actions on separate pages. Whatfix no longer displays these features in the Widget page; they have been moved to the Content page.
Whatfix Studio	Smart Tips, Beacons, Launchers, and Blockers appear in the Widgets section on Studio.	Smart Tips, Beacons, Launchers, and Blockers appear only in the Content section.

Impact

Old Behavior

New Behavior

Whatfix Dashboard

You need to edit the content from the Content page and Visibility Rules from the Widget page, which leads to extra clicks and navigation.

Smart Tips, Beacons, Launchers, and Blockers now only appear in the Content page, removing the need to manage and perform actions on separate pages.

Whatfix no longer displays these features in the Widget page; they have been moved to the Content page.

Whatfix Studio

Smart Tips, Beacons, Launchers, and Blockers appear in the Widgets section on Studio.

Smart Tips, Beacons, Launchers, and Blockers appear only in the Content section.

Centralized Visibility Rule

Manage visibility rules under Collection Rules for each content within the content page on the dashboard and while creating the content in Studio. The New Visibility Rules applicable for each impacted content remains the same.

The following table describes and shows the new changes on the Whatfix Dashboard and Studio:

Impact	Old Behavior	New Behavior
Whatfix Dashboard	Visibility Rules for Smart Tips, Beacons, Launchers, and Blockers had to be managed separately from the Widgets page. Each click adds to the cognitive load of users, and then they need to switch pages unnecessarily.	You can now view and edit the Visibility Rules for each content within the Content page itself. This improvement reduces clicks and switching between pages, reduces mental effort to verify actions, and simplifies the learning curve for new users. The Visibility Rules for each content are now termed as Collection Rules. Here’s a GIF that shows how you can view and edit Collection Rules within the Content:
Whatfix Studio	The Visibility Rules for the entire collection could only be managed from the Dashboard.	You can now configure visibility rules for the entire collection from within the Whatfix Studio page:

Impact

Old Behavior

New Behavior

Whatfix Dashboard

Visibility Rules for Smart Tips, Beacons, Launchers, and Blockers had to be managed separately from the Widgets page. Each click adds to the cognitive load of users, and then they need to switch pages unnecessarily.

You can now view and edit the Visibility Rules for each content within the Content page itself. This improvement reduces clicks and switching between pages, reduces mental effort to verify actions, and simplifies the learning curve for new users.

The Visibility Rules for each content are now termed as Collection Rules.

Here’s a GIF that shows how you can view and edit Collection Rules within the Content:

Whatfix Studio

The Visibility Rules for the entire collection could only be managed from the Dashboard.

You can now configure visibility rules for the entire collection from within the Whatfix Studio page:

Maintenance and Organization

With the removal of the Widget section for Smart Tips, Beacons, Launchers, and Blockers, stage movements now behave as a single entity.

Impact	Old Behavior	New Behavior
Whatfix Dashboard	You need to perform repetitive actions, such as deleting or archiving both the Content and the Widget.	Delete or Archive only the Content. There is no longer a widget dependency.

Simplified Publishing

The publishing experience for the end-to-end publishing workflow for Smart Tips, Beacons, Launchers, and Blockers is now simpler and managed only from the Content page.

Impact	Old Behavior	New Behavior
Whatfix Dashboard	You need to publish content and widgets separately—often switching between tabs and confirming multiple times. Depending on the order, this required multiple clicks to move both entities between stages.	Publishing is now a single, streamlined action. You can move your content from draft to production in a few clicks, eliminating the need to publish widgets separately. This improvement reduces manual effort, saves time, and ensures a simpler publishing process.

Impact

Old Behavior

New Behavior

Whatfix Dashboard

You need to publish content and widgets separately—often switching between tabs and confirming multiple times. Depending on the order, this required multiple clicks to move both entities between stages.

Publishing is now a single, streamlined action. You can move your content from draft to production in a few clicks, eliminating the need to publish widgets separately. This improvement reduces manual effort, saves time, and ensures a simpler publishing process.