Top
What has changed on the dashboard?
  • 21 Dec 2023
  • 5 Minutes To Read
  • Dark
    Light
  • PDF

What has changed on the dashboard?

  • Dark
    Light
  • PDF

Article summary

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.

Your title goes here
For more information on the Whatfix Desktop dashboard updates, see What's new in Whatfix Desktop Dashboard
Your title goes here
The enhanced Whatfix dashboard is a Beta feature and will be rolled out in batches starting on December 5, 2023.

The following article lists the differences between the old and enhanced Whatfix dashboard experiences:

Old experienceEnhanced Whatfix dashboard experienceNew 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.
ia_guidance_analytics
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_switcherThe Workspace switcher enables you to switch between ENTs/accounts. All accounts include both Guidance and Whatfix Analytics dashboards.
workspace_switcher
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.ia_search_show_all
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.
ia_content_sidebar
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
Widgetsleft_nav_widgetsThe 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.
ia_widgets
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
CLM_DB_CLick_Themes(1)
The Style section comes with a collapsible sidebar that enables you to go directly to the content or widget that you want to configure.
ia_style
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.
ia_create_widget


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 contentclm_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.
ia_create_content
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.
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_settingsSettings 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 > Teammatesia_settings_teammates_two_levels
Teammates
Profile settings: To manage your profile and change the dashboard language.
Settings > Profile settingsclm_profile_settings
Profile settings, part of Username, enable you to manage your profile and change the dashboard language.
User name > Profile settings
ia_profile_settings
NA
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 Integrationsia_settings_app_integrations_two_levels
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
ia_repositories
NA
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
NA
Map Stages and Manage Extensions: To publish Whatfix content to end users
Settings > Map Stages
clm_settings_map_stagesSettings > Manage Extensions
Content deployment part of Settings includes either Map Stages or Manage Extensions based on the chosen deployment method.
Settings > Content deploymentia_settings_content_deployment_two_level
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
Your title goes here
  • Expand or collapse the collapsible sidebars as required.
    ia_collapsible_sidebar
  • In the collapsed state of the sidebar, click the icons to expand the sidebar and view the options.
    ia_collapsed_sidebar_icon_click

Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.