What has changed on the dashboard in CLM?

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 The Whatfix Guidance dashboard enables you to create, customize, and organize Whatfix content and widgets. The Whatfix Analytics dashboard enables you to understand end-user behavior in the application/product.	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 Search enables you to search for all the ENTs or accounts that you have access to. Show all displays all the ENTs or accounts that you have access to.	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 The sidebar shows separate navigations for Flows, Smart-tips, Beacons, Launchers, Link, Images, Videos, PDFs, and Articles. The collapsible sidebar enables you to collapse or expand the navigation panel. This maximizes the authoring space on the dashboard.	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

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

The Whatfix Guidance dashboard enables you to create, customize, and organize Whatfix content and widgets.
The Whatfix Analytics dashboard enables you to understand end-user behavior in the application/product.

Product line switcher
Whatfix Guidance
Whatfix Analytics

Account/Enterprise (ENT) switcher: To switch between ENTs/accounts. ent_switcher

The Workspace switcher enables you to switch between ENTs/accounts. All accounts include both Guidance and Whatfix Analytics dashboards.

Your title goes here

Search enables you to search for all the ENTs or accounts that you have access to.
Show all displays all the ENTs or accounts that you have access to.

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

The sidebar shows separate navigations for Flows, Smart-tips, Beacons, Launchers, Link, Images, Videos, PDFs, and Articles.
The collapsible sidebar enables you to collapse or expand the navigation panel. This maximizes the authoring space on the dashboard.

All content

All content: Content > All content shows a list of all Whatfix content.
ia_content_all_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. ia_widgets_all_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
CLM_DB_CreateWidget(1)

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.

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.

Analytics CLASSIC: To view engagement of Whatfix content and widgets.
left_nav_analytics_classic

Guidance analytics: To view engagement of Whatfix content and widgets.
ia_left_nav_guidance_analytics

Guidance analytics

Settings: To configure advanced options for translations, analytics, etc.
clm_settings_icon

Settings are part of the collapsible sidebar and enable you to configure and manage account-level settings.
ia_left_nav_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
ia_settings_options

Video voiceover, App Integrations, Teammates, Team audit logs, Advanced configuration, Content deployment

Notification Center: To track all content and widget movements across Whatfix.
clm_notification_icon_bell

Notification is part of the collapsible sidebar and tracks all content and widget movements across Whatfix.
ia_notification

Notification

Users: To manage account users.
clm_left_nav_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

Integrations: To exchange data and attribute streams across other products.
2023-12-05_17-27-47

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.
clm_left_nav_repositories

Repositories part of Settings enables you to integrate repositories to show content in Whatfix widgets.
Settings > Repositories

Custom Labels: To change the name of certain labels in the Whatfix UI.
Settings > Custom Labels
clm_settings_custom_labels

Custom labels part of Style enables you to change the name of certain labels in the Whatfix UI.
Style > Custom labels
ia_style_custom_labels_two_levels

Map Stages and Manage Extensions: To publish Whatfix content to end users
Settings > Map Stages
clm_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.
Dashboard_new_analytics

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.
ia_guidance_analytics

Whatfix Analytics

Advanced customization: To add code to perform advanced actions.
clm_settings_ac

Advanced configuration part of Settings enables you to add code snippets to perform advanced actions on the Whatfix Guidance dashboard.
ia_settings_advanced_configuration_two_levels

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.

What has changed on the dashboard?

What's Next