Whatfix Glossary
- 12 Sep 2025
- 25 Minutes To Read
- Print
- DarkLight
- PDF
Whatfix Glossary
- Updated On 12 Sep 2025
- 25 Minutes To Read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
A
| Term | Description |
|---|---|
| Account Manager (role) | The Account Manager has permission to perform all tasks in Whatfix. There are 3 other roles on the platform. To know more about each role and its permissions, see Whatfix User Roles. |
| Advanced customization | Advanced customization enables you to fine-tune Whatfix configurations and behavior according to your unique needs. Some examples include: critical system functioning, such as identifying language and user role, triggering Whatfix content based on scenarios, and more. |
| Advanced Visibility Rules (AVR) | Advanced Visibility Rules determine where, when, and to whom you display various Whatfix widgets, such as Self Help, Task List, and Pop-ups. Compared to the old Visibility Rules experience, it provides a more intuitive interface, expanded triggering options, and better support for advanced use cases. |
| AI Style Editor | The AI Style Editor enables you to use AI prompts to create brand-compliant tooltip styles in Flows, Smart Tips, and Beacons without needing CSS knowledge. |
| All content | The All content section shows all content, such as Flows, Smart-tips, Beacons, Launchers, and Static content, present on the Whatfix Guidance dashboard. |
| All widgets | The All widgets section shows all widgets, such as Pop-up, Self Help, Task List, and Survey, present on the Whatfix Guidance dashboard. |
| Anchor to Element | Anchor to Element enables you to attach content to a specific element on a webpage, ensuring it remains aligned with that element as the end user scrolls. When you anchor content to an element, the content's position is relative to the element it is attached to. |
| Anchor to Page | Anchor to Page enables you to keep your content fixed on the screen, irrespective of the end user’s scrolling actions. When you anchor content to the page, it stays fixed in a consistent position relative to the viewport, such as the top, bottom, or side of the screen |
| Anonymized Whatfix ID | Whatfix generates a unique identifier called the Anonymized Whatfix ID when the user logs in for the first time. The ID is randomly generated and consists of a 16 character alphanumeric string, for example, 6idAi0oqW4sIPPFf. The Anonymized Whatfix ID enables anonymous tracking before the user is identified with a configured User ID. |
| API | An Application Programming Interface (API) is an access point and a set of routines, protocols, and tools to specify how various software components interact. |
| API-based translation | An API-based translation is a service where an Application Programming Interface (API) provides a software interface that enables Whatfix to programmatically send text to a cloud-based translation engine (For example, Microsoft Azure) and receive the translated text back in a different language. |
| App integrations | App integrations enable you to exchange data and attribute streams between Whatfix and other products. |
| Archive content | Enables you to archive Whatfix content directly from Draft, Ready, and Production stages, streamlining content lifecycle management. |
| Auto Tip Execution | Auto Tip Execution is a Smart Tip feature that enables you to trigger and execute important actions without depending on your end-user to interact with the Tip. |
| Auto tags | Auto tags are automatically captured during the content creation process. They determine where Whatfix content is shown. |
| Auto Testing | Auto Testing is an automated testing capability that can be configured to test your Flows at regular, configurable intervals. |
| Auto Translate | Auto Translate is an AI translation capability that use Microsoft Azure Translation services to automatically translate Whatfix content from your default language to the language you want it to be translated to. |
B
| Term | Description |
|---|---|
| Batch Translation Integration | Batch Translation Integration enables large-scale translation of Whatfix content using external tools, such as Rosetta and Microsoft Azure. It supports batch processing, status monitoring, and compatibility across translation services. |
| Beacon | Beacon is used to draw your users' attention to a new feature or any other element in the application's user interface. |
| Beacon Collection | A Beacon Collection is a group of Beacons that are created and displayed on a particular page. |
| Beacon Level Configuration | Beacon Level Configurations are local configurations that are applicable to a specific Beacon inside a collection. |
| Blockers | The Blocker feature enables you to control end-user interactions on an application page based on certain conditions. Blocker enforces data validation and process compliance. The feature works by disabling or hiding UI elements, such as call-to-action buttons. |
| Branching | Branching applies to Flows and gives you the ability to address situations where there are two or more possible paths to take based on a certain user decision. |
C
| Term | Description |
|---|---|
| Censor sensitive info | Censor sensitive info feature is a Flow feature that enables you to hide personal or sensitive information from a Flow step when exporting Flows into Multi-format outputs like PDFs, videos, slideshows, or articles. |
| Cohorts | Cohorts enable you to create a group of users based on specific criteria and analyze the group to take further actions. |
| Content Versioning | Content Versioning enables you to track all the changes made to any content created on Whatfix. Whatfix enables you to revert these changes to the original content as well. For more information, see Content Versioning. |
| CSS Tooltip Customization | CSS Tooltip Customization enables you to apply custom CSS code to tooltips, offering greater control over their design. You can modify properties such as width, background color, and font color to match your brand guidelines |
| CDN Server | Content Delivery or Distribution Network (CDN) is a geographically distributed network that is used to host the same content. When a request is made for the content, the network routes the user to the closest server, thus ensuring a faster response time, high availability, and improved performance. |
| CDN Deployment | Content Delivery Network (CDN) deployment is one of the ways Whatfix deploys content and makes it available to your users. Multiple servers that host content and servers closest to the point of use are used to deliver a better and faster user experience. |
| CLM (Content Lifecycle Management) Stages | The Dashboard has 3 stages: Draft, Ready, and Production, that enable you to keep track of your content and widgets. Content and widgets in the Production stage are available to the end users. Draft and Ready stages are used to create, review, and edit content and widgets before pushing them to production. Any changes to themes or feature flags have to be pushed to Production from the Ready stage for them to take effect. |
| Cloud Deployment | Whatfix content and widgets are hosted and served from Whatfix CDN servers. |
| Content | Whatfix content is content that is created on the Whatfix Dashboard and displayed to end users using widgets. |
| Content Aggregation | Content Aggregation is the ability to aggregate and search through your knowledge base and return search results in Whatfix Self Help. In addition to search, if your knowledge base content is effectively tagged, Whatfix can use Smart Context to list relevant content from your knowledge base and display it as links in Self Help. |
| Content delivery | Content delivery enables you to display Whatfix content to end users. You can choose to use the JavaScript embed method or Browser extension method. |
| Content Manager (role) | The Content Manager is a user role on Whatfix that has more permissions than the Editor role. There are 3 other roles on the platform. To know more about each role and its permissions, see Whatfix User Roles. |
| Custom Labels | Custom Labels enables you to change the name of certain labels in the Whatfix UI so that it fits your organization's style and branding guidelines. |
| Custom Variables | Custom Variables enable you to capture and reuse application data, such as form inputs, cookies, or URL segments across Flows, Smart Tips, and widgets to deliver personalized, context-aware guidance. |
D
| Term | Description |
|---|---|
| DAP | A Digital Adoption Platform (DAP) enables an efficient digital transformation journey by improving the adoption of enterprise applications. DAPs are deployed as an overlay on the application that allows the creation of in-app interactive and contextual Flows. This enables users to go through the software with ease, thus reducing the need for repeated training. |
| Dashboards | Dashboards are a Product Analytics reporting feature that enables you to visualize your insights. They provide information at a glance that enables you to make data-driven decisions. For more information on how to visualize your insights, see Dashboards. |
| Data Entry Automation | Data Entry Automation is a Smart Tip feature that enables you to pre-populate a value in a form field. |
| Default Tags | Whatfix enables you to add five Default Tags to your content. These Default tags serve their own functions. For more information on default tags, see Default Whatfix Tags. |
| Deployments | The various ways to host and deliver Whatfix content to your end users. |
| Display Rules | Display Rules determine where and when tooltips are displayed on your application based on the conditions met. |
| Drag and Drop | Drag and Drop is a Pop-up Visual Editor feature that enables users to move or reposition Pop-up components within the Pop-up. |
| Drag Handler | Drag Handlers are used to move or reposition components within the Pop-up. Each component has two Drag Handlers: the Horizontal Drag Handler for moving the component horizontally, and the Vertical Drag Handler for moving the component vertically. |
| Drop-off | Drop-off measures the number of users who left a process without completing it. |
E
| Term | Description |
|---|---|
| Editor (role) | The Editor role is used to create content on Whatfix and has the fewest permissions. Users with the editor role can only create or edit their own content. There are 3 other roles on the platform. To know more about each role and its permissions, see Whatfix User Roles. |
| Element Precision Rules | Element Precision Rules help ensure that a Launcher, Beacon, or a Flow step appears on the correct UI component, preventing misalignment or flickering. |
| End-user authentication | The End-user authentication feature prompts your end users to authenticate themselves with valid credentials using your organization’s Single Sign-on (SSO). After authentication, they can see Whatfix content. |
| End-User Feedback | End-User Feedback is a Self Help feature that enables your end users to provide feedback and register their requests and suggestions when they can't find what they are looking for in Self Help. |
| Enterprise Attributes | Enterprise Attributes are attributes that are part of the application that are not associated with the user. For example, geography, department, account type, and more. These attributes can be used for content segmentation. |
| Events | Events are triggered when your end users perform any action on the Whatfix content or widgets in the application. |
| Event filters | Events contain filters to narrow down events based on event properties, such as Segment Name or Content Title. |
| Event group | Group two or more Guidance (Default) or App (Custom) events into a single grouped event to analyze diverse metrics. For more information, see Group Default and Custom events. |
| Explorer | The Explorer component enables end users to access and search for Whatfix content in the Improved Self Help experience. |
| Export option (or Self Hosted model) of Deployment | Content is created using the Whatfix platform, exported as a package, and self-hosted by your organization on its own internal server using the Export option. |
| Extensions | Extensions are browser plugins that add additional capability to your web browser and can be used to customize your browsing experience. There are two Whatfix extensions:
|
F
| Term | Description |
|---|---|
| Feedback | The Feedback component enables end users to directly communicate with content authors regarding issues with Improved Self Help or the underlying application. |
| Flexible Positioning (for Beacons and Smart Tips) | Flexible Positioning provides you the ability to select between two different positions for Beacons or Smart Tips depending on your use case. |
| Flow | Flows are a sequence of step-by-step instructions that users are led through in their application to complete a task. |
| Free-floating Flow Steps | Free-floating Flow Steps are dialog-style steps that appear independently of page elements, typically centered on the screen. |
| Flow Automation | Flow Automation enables you to automate navigational clicks, selection of menu items, auto-fill form fields, and auto-type brief descriptions to minimize errors by auto-performing certain steps of a Flow for your end-users. |
| Flow Closure Feedback | Flow Closure Feedback enables you to seek end-user feedback when they manually close the Flow using the close button. |
Flow Closure Resume | Flow Closure Resume enables you to show a Resume option to your end users when they manually close the Flow using the close button. |
| Flow End Message | The Flow End Message is the Pop-up your end users see after they complete a Flow. |
| Flow Information Pop-up | Flow Information Pop-up enables you to show users important information before a Flow step. |
| Flow Level Configuration | Flow Level Configurations are local configurations that are applicable to a specific Flow. |
| Flow on Standby | Flow on Standby is a dialog box your end users see when a Flow fails. Flow on Standby ensures that users can still continue with the rest of the Flow. |
| Funnels | Funnels are a series of sequential events that enable you to analyze and understand how your end users perform an application process. |
G
| Term | Description |
|---|---|
| Go live | Go live is the time at which Whatfix content and widgets become available for customer end-users. |
| Grouping | Grouping is the ability in Self Help and Task List to group multiple topics under a certain header. Grouped topics appear in Folders. |
| Guidance analytics | Guidance analytics enables you to understand end-user engagement with Whatfix content and widgets. |
| Guidance events | Guidance events are all the events generated for Whatfix content and widget interactions. For more information, see List of Whatfix-related events. |
H
| Term | Description |
| Horizontal Drag Handler | Horizontal Drag Handler enables users to move or reposition the component horizontally within the Pop-up. |
I
| Term | Description |
|---|---|
| Icon library | With the Whatfix Icon Library, upload and manage custom icons for Whatfix content and widgets like Smart Tips, Beacons, and Launchers. This enables you to align your widgets with your application's design and specific use cases. |
Image Froala Toolbar | Using the Image Froala Toolbar, users can edit and customize the image on the Pop-up directly in the UI. The Image Froala Toolbar enables you to:
|
| Integration Hub | The Integration Hub enables you to exchange data and attribute streams between Whatfix and other products. |
| Intent Sense | Intent Sense in Advanced Visibility Rules enables you to show content and widgets based on real-time analysis of user input. It uses AI to detect user intent, such as dissatisfaction or a need for help, by evaluating text entered in fields such as feedback forms. |
| Intermediate Step | An intermediate step is any step that is added to your Test Case during the Live Edit of the Test Case. |
| Internationalization | Internationalization enables you to change the language of your Whatfix Dashboard, Studio, and the support website. |
| Invisible Blocker | Blocks the element without altering its visual appearance. It adds an invisible layer over the element until set conditions are met. A tooltip appears on click of the selected element, explaining the reason for restricting data entry. |
J
| Term | Description |
|---|---|
| JavaScript | JavaScript is a scripting language used to create and control dynamic website content, that is, anything that moves, refreshes, or otherwise changes on your screen without requiring you to reload a web page manually. This includes features like animated graphics. Whatfix Flows created on your application can be triggered on user interaction by integrating with JavaScript. |
K
| Term | Description |
|---|---|
| KB | Knowledge Base (KB) is a repository that includes support articles, FAQs, and troubleshooting instructions. These can be accessed by customers and employees to find answers to commonly asked questions relating to a product or service without having to ask for help. Some examples of Knowledge Base applications are Confluence, Zendesk, Freshdesk, SharePoint, and more. |
L
| Term | Description |
|---|---|
| Launch Live Edit | Launch Live Edit enables you to:
|
| Launcher | Launcher enables you to add customizable buttons that trigger Whatfix content like Flow, Pop-up, Video, or Link with a single click. Launchers can be placed anywhere on the application and help provide contextualized support to your end-users. For more information, see What are Launchers? |
| Language Support | Whatfix supports over 80 languages for translation. |
| List View | The List View enables you to view more content and detailed information about the content on the Whatfix dashboard in the form of a list. |
Likert Scale | Likert Scale is a rating system that enables end users to provide feedback on the helpfulness of a Flow using a 5-point scale or input comments in text format. |
LMS | A Learning Management System (LMS) is a software that is designed specifically to create, distribute, and manage the delivery of educational content. Use LMSs to train your employees, onboard new hires, retain employee knowledge, and train partners and customers remotely. An LMS enables you to: Create: Build online lessons (or eLearning content, as it’s referred to in the industry). Take individual lessons and turn them into courses. Deliver: Assign, offer, or sell these courses to employees, partners, customers, or a wider audience. Monitor: Enroll and manage your training audience. Track and assess their performance. |
| LRS | A Learning Record Store (LRS) stores learning records, enables reporting against those records, and enables for exporting raw learning data. LRSs are a new type of storage system that allows the Experience API (xAPI) to offer a lot of new capabilities, but LRSs don't replace LMSs. The LRS, as defined by the xAPI specification, is “a server (that is, a system capable of receiving and processing web requests) that is responsible for receiving, storing, and providing access to Learning Records”. Taking this a step further, the LRS is designed to enable systems to store and retrieve xAPI statements, store xAPI states, and store various other xAPI metadata from other systems. When considering what an LRS actually is, it’s important to remember that the S stands for STORE, meaning that the most basic function of an LRS is to store and make available xAPI statements. |
M
| Term | Description |
|---|---|
| Multi-Format Output | This output enables Whatfix content to be rendered in various formats, including PDFs, videos, slideshows, and articles. |
| Multi-segment Evaluation | Multi-segment Evaluation enables you to create and display multiple Beacon, Smart Tip, and Launcher collections on the same page. |
N
| Term | Description |
|---|---|
| Nested Grouping | Nested Grouping is a Self Help feature that enables you to create sub-groups within groups inside Self Help. |
| New Content Notification | New Content Notification is a Self Help feature that enables you to notify your end users whenever any new content is created and added to the default section of Self Help. |
| New Guidance Analytics Dashboard experience | With the New Guidance Analytics Dashboard experience, you can visualize all the existing Guidance Analytics metrics using Insights. Whatfix provides each Guidance Analytics metric as a Trend Insight, which are added to Dashboards corresponding to the respective content or widget. |
| NPS Survey | NPS Survey is a Survey template that enables you to measure the loyalty of your customers to your company. |
| Nudge | The Task List Nudge feature enables you to prompt your users to complete the Task List that you have compiled for them. Using the Task List Nudge, set conditions for the Task List to open automatically when users visit your page. The primary intent is to remind users about their pending tasks and boost completion rates. |
O
| Term | Description |
| Other tags | Other tags enable you to group content and widgets for easier management. |
P
| Term | Description |
|---|---|
| Page tags | Page tags are used for the visibility of widgets on a specific page on the application. |
| Page View | Page View enables you to add the exact URL of a page to understand how many users are visiting the page. |
| Personally Identifiable Information (PII) | Personally Identifiable Information (PII) is any information that can be used to identify an individual, such as: Names, addresses, social security numbers, telephone numbers, email addresses, bills, receipts, birth certificates, and lease information. |
| Pin | End users can access Improved Self Help using Pin, a floating icon on top of the application. |
| Pop-up | A widget that enables you to display notifications to users in your application. |
| Pop-up creation using AI | Whatfix enables you to create brand-compliant Pop-ups using AI. |
| Pop-up templates | There are six templates to choose from:
|
| Preview extension | The Preview extension enables you to preview AC code or Whatfix content that is affected by it. Without the Preview extension, you cannot test any AC code. The Preview extension works in tandem with the Preview mode of the Studio extension to test all content, widgets, and AC code. |
| Preview Mode | Whatfix enables you to preview Whatfix content and widgets before publishing them using the Preview Mode option on your Whatfix Studio. |
| Product Switcher | The product line switcher enables you to switch between the Whatfix Guidance and Analytics dashboards. |
| Public Survey | A Public Survey is a Whatfix Survey that enables anyone who has the link to participate in the survey. Such Surveys are usually shared as links, and not as standalone Surveys. |
| Publish | The act of publishing Whatfix content or widgets for the end users. |
Q
| Term | Description |
|---|---|
| Global Page tag | A Global Page tag is an Auto tag, which is automatically created in your account or dashboard and cannot be edited. Adding a Global Page tag to your content enables you to display the content across all pages in the application. |
| Qualitative analysis summary | Qualitative analysis summary provides an AI-generated report based on survey responses from end users. It generates positive and negative viewpoints after analyzing the survey data. |
| QuickRead | QuickRead is an AI capability powered by Whatfix that provides summarized answers to your end users' search queries within the Self Help widget. |
| Quiz | Quiz is a Survey template that enables you to ask your end users a list of questions and mark them based on their responses. |
R
| Term | Description |
|---|---|
| Rich Text Editor | The Rich Text Editor feature enables you to format content using multiple options and link multimedia content to them. |
| Role tags | Role tags are used to segment content based on the user role that is defined when the system is set up. |
S
| Term | Description |
|---|---|
| Salesforce Objects | These are Salesforce properties that enable Whatfix to serve relevant content to Salesforce users based on existing Salesforce properties that help identify different users. For more information, see Use Salesforce Objects for Whatfix Content Segmentation. |
| See Live | The See Live feature enables you to preview specific content on your application. |
| Segmentation | Segmentation enables you to display Whatfix Flows that are relevant to users on a particular page. |
| Self Help | Self Help is a collection of related content displayed to users within your application. The content could include Flows, article links, video links, and help texts. This widget can be launched by clicking the Self Help tab on your application. Self Help includes the ability to search and find product-related information. |
| Selective Crawling | Selective Crawling is a Content Repository feature that enables you to integrate specific content from your Repository with Whatfix. For example, integrate a particular folder or folder path of your OneDrive repository with Whatfix. |
| Selective Publishing | Enables you to publish only the specific Whatfix content you want live on the application. For more information, see Selective Publishing. |
| Self-Hosted Deployment | In Self-Hosted Deployment, the Whatfix platform, as well as the content created on it, is hosted on your preferred servers. For example, Microsoft Azure or AWS. |
| SLA | The Whatfix Service Level Agreement (SLA) is a commitment to ensure an average monthly availability greater than 99.9% for all production. For more information, see Whatfix Service Level Agreement. |
| Smart Context | When Smart Context is enabled; and you create content, Whatfix automatically determines which content is to be shown on which page. Smart Context eliminates the need to create multiple segments (manually) to display relevant content contextually to different audiences on an application. |
| Smart Detect | Smart Detect is Whatfix's primary algorithm that automatically detects various UI elements in an application. It adapts to positional changes and works across different applications to ensure that tool tips latch onto the right element on your application. |
| Smart Tip Collection | A Smart Tip Collection is a group of Smart Tips created and displayed on a particular page. |
Smart Tip Triggers | Smart Tip triggers are conditions that enable you to display Smart Tips to your end users based on specific user actions or application attributes, achieving similar functions as nudges. These Triggers enable you to provide contextual guidance, showing content based on the value of a user input or a user selection on a form. |
| Spotlight Feature | The Spotlight feature is a Flow feature that enables you to get the end user to focus on an element while the rest of the screen is blacked out. |
| SRI | Subresource Integrity (SRI) is a standard web security feature that enables browsers to verify that a resource loaded from a CDN is not manipulated when it is delivered to the browser. SRI guarantees the integrity of Whatfix Javascript by ensuring that any changes to end-user-impacting production libraries are validated by the end-user browsers. For more information, see Subresource Integrity (SRI). |
| SSO | Single Sign-On (SSO) is an authentication method that enables users to securely authenticate with two different applications and websites by using just one set of login credentials that is common for both. This eliminates the need to remember the login details of two different applications. SSO minimizes the support tickets received by companies regarding forgotten password or account unlock requests by end users. |
| SSO-based User Attributes | SSO-based User Attributes enable you to fetch attributes such as employee type, department, or location directly from your Single Sign-On (SSO) provider. These attributes can be used for role segmentation, content personalization, and as filters in Product Analytics to deliver tailored user experiences. |
| Step Completion Rule | Step Completion Rules in a Flow enables you to define when Whatfix must stop displaying one step and then show the next step of the Flow. |
| Style | The Style section on the Whatfix Guidance dashboard enables you to customize Whatfix content and widgets. |
| Surveys | Survey is a Widget that enables you to collect information and feedback from your end users through questionnaires. |
T
| Term | Description |
|---|---|
| Task List | The Task List is a widget that gives you the ability to assign a list of topics or tasks that users must complete as part of a training program. |
| Team audit logs | Team audit logs capture events that show "who" did "what" on the Whatfix Dashboard and "when". These logs provide insights into activities that were performed by users in the past. |
| Teammates | The Teammates section on the Whatfix Guidance dashboard enables you to add, remove, and manage users. |
| Themes | Themes dictate the look and feel of various user interfaces. Configure a Theme globally across the Whatfix platform. |
| Total events | Total events measures the total number of times an event is performed on your product or application. |
| Translators (user role) | Translator role users can only translate the already created Whatfix Content. To know more about each role and its permissions, see Whatfix User Roles. |
| Trend Insights | Trend Insights turns your engagement-related queries like the number of users who have completed Flows, the number of users who have clicked the button on your Pop-up, and more. into actionable insights. |
U
| Term | Description |
|---|---|
| Usability Survey | Usability survey is a Survey template that enables you to understand the overall usability of your application in terms of what the end user likes or dislikes. |
| Unique users | Unique Users measures the total number of distinct users that performed the event in your product or application. |
| User Actions (UA) | User Action enables you to track your end users' actions and analyze their behavior on your application. For more information, see User Action. |
| User Attribute | User Attributes provide information about the characteristics of your users, like who they are, what their role is, which department they belong to, and more. For more information, see User Attributes. |
| User Breakdown | User breakdown enables you to modify the chart and group users based on various properties. For example, for the Flow completed event with the User filter set as Chrome browser, configuring the Breakdown as City, displays the chart based on all the cities from which the Flow was completed by users using Chrome browser. |
| User Filter | Using the User Filter module, limit the scope of the events based on different criteria. For example, for the Flow start event, refine the results to show data only for those who fired it from the Chrome browser or from a specific location. |
| User Journey | User Journey enables you to automatically analyze how an end user navigates through an application using User Actions and enables you to understand the different paths they take to complete a task. For more information, see User Journey. |
V
| Term | Description |
|---|---|
| Verify | Verification enables you to check whether your Test Cases are working properly or not. For more information, see Verify a Test Case. |
| Vertical Drag Handler | Vertical Drag Handler enables users to move or reposition the component vertically within the Pop-up. |
| Video | A Video is one of the possible outputs that can be generated while creating a Flow. Whatfix automatically converts the text in each step to generate and include audio. |
| Video voiceover | The video voiceover section on the Whatfix Guidance dashboard enables you to configure voiceovers for Flow videos. |
| Visual Cues | Visual Cues enable you to see the strength of the UI element that is being captured. This also lets you understand how well the element is identified and selected by Whatfix. |
| Visible Blocker | Blocks the element by visually disabling the element until set conditions are met. A tooltip appears on mouse hover over the selected element, explaining the reason for restricting data entry. |
| Visibility Rules AI | Adding Visibility Rules helps Whatfix determine when, where, and to whom widgets appear. Configuring these rules manually can be time-consuming and complex, especially for users unfamiliar with the platform. With AI, you simply describe your requirements, and the AI translates it into actionable Visibility Rules that you can validate and implement instantly. Note: Creating Visibility Rules using AI is only supported for Advanced Visibility Rules. |
| Visibility Rules | Visibility Rules determine where and when Whatfix content is displayed on your application. |
| Visual Editor | Visual Editor is a Pop-up feature that enables you to design and customize components in Whatfix Pop-ups easily, eliminating the need for JSX code editing. With the Drag and Drop feature, content creators can resize Pop-ups, add or delete components, and add customizations directly in the UI. |
| Voiceovers | A piece of auto-generated narration in a Flow video that does a text-to-speech conversion of the text that you enter in your Tooltip. |
W
| Term | Description |
|---|---|
| Whatfix Analytics | Whatfix Analytics is a Product Analytics platform that enables you to analyze end-user behavior on the application. |
| Whatfix Dashboard | Perform the following actions on the Whatfix Dashboard:
|
| Whatfix Diagnostics | When a Flow step fails or a widget doesn’t appear as expected, enabling the Diagnostics panel in Studio enables real-time monitoring of your content and widgets as they run on the page. Whatfix Diagnostics offers detailed feedback, highlights what works and what doesn't, and guides you to easily fix issues on your own. |
| Whatfix Gallery | The Whatfix Gallery stores all of the video clips and images that you create using the dashboard. Use the Whatfix Gallery to browse and add content to a Pop-up. |
| Whatfix Guidance | Whatfix Guidance is a Digital Adoption Platform (DAP) that provides contextual training, help, and on-screen guidance for employees and end users. |
| Whatfix Platform Status | The Whatfix Platform Status page displays the status of the different Whatfix applications. |
| Whatfix Player Extension | The Whatfix Player Extension consolidates preview, development, and production extensions into a single unified extension. It simplifies content testing and management by enabling you to preview, test, and deploy content using the same extension. |
| Whatfix Representative | A Whatfix representative is your point of contact once you decide to onboard with us. Your Whatfix representative ensures that you achieve your desired goals by using the Whatfix Digital Adoption Platform. |
| Whatfix Store | The Whatfix Store is a Chrome store like a repository for Chrome and Edge (Chromium) extensions to reduce the time to update content. |
| Whatfix Versioning | Whatfix Versioning gives you the option to stay on a particular version or choose to upgrade to the latest version when it is released. |
| White-labeling End-user API Requests | White-labeling End-user API Requests enables organizations to proxy Whatfix API calls through their own servers, removing visible Whatfix references. This improves CSP compliance, enhances security, and provides a seamless branded experience. |
| Widget | Widgets are overlays that display on top of an application and are used for a range of use cases, including onboarding, training, change management, and support. |
| Workspace switcher | The workspace switcher enables you to switch between enterprise (ENT) or Whatfix accounts that you have access to. |
Was this article helpful?