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Whatfix Release Notes
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Whatfix Release Notes

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Last updated: 19 August, 2020

Redesigned Pop-up experience for you and your users

Whatfix Pop-up has been completely revamped to make it more user friendly, consistent and flexible to address your varied needs. Here is the list of what has improved.

  • 12 Pop-up templates - Select a template, customize it, and deploy it quickly to your users.
  • Individual Pop-up Customizations - Customize each Pop-up's button color, text color, alignment, button action, etc., while creating the Pop-up.
  • Resizing - Resize the Pop-up using the right-arrow head at the right border and drag it to the desired width.
  • Instant Preview - Preview how the Pop-up looks like on Desktop and Mobile while designing the Pop-up.
Note

For accounts created before 19 August 2020, the new Pop-up UI will be rolled out within the next couple of weeks. All your existing Pop-up segments (Active or Inactive) will be migrated to the new version.

For more information, contact us at support@whatfix.com or your Account Manager.

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To know more, see What are Whatfix Pop-ups?

Salesforce, Heap, and Google Sheets integration

Integration Hub connects Whatfix with other out-of-the-box applications and automates repetitive tasks in the background.

Whatfix now supports the following three new out-of-the-box integrations,

  • Heap - Share data from your Heap account with your Whatfix account and different content can be shown to a specific cohort of users.
  • Salesforce - Track the usage and completion of tasks by your users and create a Salesforce report on the Dashboard.
  • Google Sheets - Import your support articles from any Knowledge Base apps and make it available as part of Self Help and export Whatfix Analytics reports to Google Sheets.

For more examples and use cases, see Integration Hub.

New Knowledge Base UI and functionalities

The Whatfix Knowledge Base feature is now renamed as Repository. There's a fresh UI with enhanced capabilities. You can also quickly integrate with 6 out-of-the-box supported applications.

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  • The new Repository UI along with its capabilities is available only for users who already have integrated with at least one Knowledge Base.
  • The updates will be available for new users in a subsequent release.

The new Knowledge Base UI allows you to,

  • Schedule the Sync frequency, the time interval for each Integration Sync to occur. However, there's also an option to force a sync on demand as well.
  • See the Integration status, number of content fetched, the last Sync date and the next scheduled Sync date.
  • Pause the Integration for any Repository and resume it whenever you want.

Whatfix Repository now supports out-of-the-box integration with various HTML based apps such as,

  • SharePoint
  • ShareFile
  • Salesforce Knowledge Base
  • Confluence
  • Freshdesk
  • Zendesk

If you are using custom knowlegde base app then get in touch with us at support@whatfix.com to integrate them.

To know more, see Integrating your Repository with Whatfix.

Flows for Desktop

Whatfix now supports Whatfix Flows for Desktop applications such as Microsoft Teams. Whatfix Flows for Desktop accurately adapts to the screen size and resolution. To know more, see What are Flows?

Older Release Notes

Q2 2020 R2 Release

Last updated: 8 July, 2020

Update extensions in minutes using Whatfix Store

No more waiting for days for the Chrome Web Store to update your Chrome or Edge browser extensions. The new Whatfix Store, Whatfix's own self hosted repository for Chrome and Edge (Chromium) extensions reduces the time to update content to a few minutes as opposed to several hours to days it takes when using the Chrome Store.

The Whatfix Store is designed to minimize bottlenecks and reduce update time. The extension generated using the Whatfix Store can be used on both Google Chrome and Edge (Chromium) browsers. For more information, see Setting up Whatfix Store Extension

Control Whatfix end-user feature updates

Enterprise Product Managers (or Software Admins) can test new features before deployment and can choose whether to deploy those features and when. For example, let's consider the back button in tooltips feature which was released a few months ago. Before Whatfix was auto-upgraded, you'd have had an option to review the feature, see how it impacts your end-users and then decide if you wanted to upgrade immediately or later. A feature that impacts only content creation, continues to get rolled out automatically to all users.

You get a notification whenever there’s a new update available. You can either choose to upgrade immediately or at a later time. See, Whatfix Versioning.

Personalize user experience using Whatfix Integration Hub

Whatfix’s Open Ecosystem Platform enables you to integrate and exchange Whatfix content and data across multiple third-party applications.

Integration Hub connects Whatfix with other out-of-the-box applications and automates repetitive tasks in the background.

Whatfix now supports out-of-the-box integration with,

  • SuccessFactors
  • Confluence
  • Survey Monkey
  • Google Sheets
  • Amplitude

For example, if you were to integrate with Confluence, every time you create a Whatfix Flow, Whatfix automatically creates the same content as pages in your Confluence.
For more examples and use cases, see, Integration Hub.

Find the number of users engaging with your Whatfix Widgets

Whatfix Analytics now displays the number of end-users to whom Whatfix Widgets were displayed and the number of end-users who actually clicked and engaged with the Widgets.

Using this information you can make changes to the Widgets like changing its position, color, animation effects, etc. to increase the engagement rate. See, Analytics Dashboard.

Change themes, font size, etc. at Flow level

Flows can now be configured and customized at an individual Flow level, without coding. You can customize—theme, text, buttons, font, the color of tooltips, end message, etc., for each Flow. See, Customizing Flows.

Use Spotlight at Flow step level

You can now configure the Spotlight feature to appear at chosen steps rather than the entire Flow. This can be configured in Whatfix Editor or the Dashboard. See, Enabling Spotlight Feature.

Chatbot integration

You can now integrate your favourite chatbot service with Whatfix where your end-users can interact with the bot in a conversational manner to get information and complete tasks. Any kind of chatbot conversation that your users can engage with, can be built without any coding. See, Chatbot support.

UI Changes on the Whatfix Dashboard

Several small improvements have been made to the user interface on the Dashboard.

The Ellipsis icon which was at the bottom left is now located at the top right of the Dashboard, next to the Settings icon. You can access Support, Release Notes, Blogs, Privacy Policy, etc. from this icon.

The bell icon has also been removed. It is being repurposed and will come back in a different avatar!
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Q2 2020 R1 Release

Last updated: 20 May, 2020

Show information via pop-up before running Flows

There are times when you need to give some information to your users after they select a flow, but before they start the first step. You can now configure your Flows to show a pop-up with this information before the first step of the Flow is run. This is referred to as Flow information pop-up.

An example where you might need to use this functionality is when your users need to keep particular information ready before running a Flow so that they don't get stuck in the middle.

You can do this by adding the wfx_play_as_popup tag in the Editor when creating a Flow or on the Dashboard after creating Flows. See, Showing information before running Flows.

Use Search Keywords to help users find content

Help your users find content even if the words they use in their search query aren't exactly the words used in your content. You can set up Search Keywords for each content in Whatfix.

For example, you can add "knowledge base" and "document" as Search Keywords for all the content related to "content repository." So, when a user searches for "knowledge base" or "document" in Self Help, the results include content related to "content repository." For more information, see Using keywords to help users find content

Use multiple step completion rules together in Flows

You can now add multiple step completion rules to reduce Flow breaks. Earlier you could add only one step completion rule could be defined. The conditions are no longer radio buttons but multi select checkboxes. Depending on the step, Whatfix enables this functionality wherever possible.

The step completion rules that are available are automatically limited by the kind of step completion rule you select. We've done this to limit the scope for errors that result in Flow failures.

Bring in articles from particular SharePoint folder to Self Help

Earlier, integrating SharePoint would sync all your SharePoint content. But now, you can choose to sync only articles from particular folders in your SharePoint account to Self Help.

To enable the SharePoint integration or change the syncing preference, write to us at support@whatfix.com.

Extension install analytics

Once the extension is deployed, and analytics are available, you can navigate to one of the following templates, select your account and view a dashboard of everything you wanted to know about how your extension is faring. You can see information about how many users have installed the extension, the type of browsers used, geography of installs, etc.

Email notifications when your flows fail

Beginning May 20th, you will receive a daily email notification with the list of flows failed from the previous day. This email contains the following information

  • Name of the flows failed linked to Flow Analytics
  • Number of times each flow failed
  • Step number at which maximum failures happened
  • Author of the flow

The email is sent automatically every day between 4:30 AM - 5:00 AM Pacific Time and no additional configuration is required to receive the email.

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If you don't want to receive these Flow Failure email notifications, you can use the Unsubscribe button at the bottom of the email.

Select elements using right-click and left-click

In some apps, when you're trying to select an element using left-click it may also trigger the actual element click. In such scenarios, you can now use right-click on the mouse to select the element without triggering the element click. See, Unable to select element while creating Flows.

Q1 2020 Release

Last updated: 14 April, 2020

Release 2 - Q1 2020

Improved Content Versioning

Versioning is now completely automated. Every time you click the save button, a version is created. You can now track all of the changes made to content in a detailed chronological order. Any version will have the following details

  • What is the version number
  • When the version was created
  • Who made the updated

Any previous version can be restored. When you restore a previous version, a copy of the version is made and added as the latest version. You can also download a PDF version of any version by clicking the View or PDF link depending on the type of content. For more information see Content Versioning.

New List View on Dashboard

Get the most out of your Dashboard with the new List View. You can view more content and detailed information about the content on the Whatfix Dashboard. For more information, see Customizing Dashboard List View.

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An alternate to using CSS Selectors

If you find using CSS Selectors difficult when configuring Branching and Display Rules, you can now use the Select Element option. It is as simple as selecting an element on your app. You don’t need to go through the code.

In the Branching/Display Rules section, choose the Select Element option from the dropdown, click the element in your app, and then finish configuring the rule as usual.

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Flow Automation

Automation helps you improve users productivity and minimize errors by automatically performing certain steps of a Flow. You can automate navigational clicks, selection of menu items, auto-fill form fields, etc.

You can automate one or more steps of a Flow. This works for both new as well as existing Flows.

To see how to enable and use this feature, see Flow Automation.

Data entry Automation

You can now auto populate text in a form using Smart Tips. The input text can be configured for Smart Tips that have already been created. For more information, see Data entry Automation.

Enter custom text inputs using URL parameters

You can auto input text in a form using an automated Flow by entering the variables in the URL of the Flow. To know more, get in touch with us at support@whatfix.com.

Capturing Successful Search Terms in Self Help

In addition to unsuccessful search terms, there's a new tab in Self Help analytics that displays a list of successful search terms. Find out what's working! And try to include more of those terms in your content. Successful Search terms actually tell you how much you are saving because every successful search is one less support call. For more information, see Self Help Analytics.

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Analytics disabled by default in Self Hosted Modes

Unlike for the JavaScript and extension deployment, analytics is now disabled by default for the Export model of deployment. Once you enable analytics, the clickstreams are sent to Google Analytics or custom analytics as enabled by the customer.
To enable analytics on the export model, see Enable Whatfix Analytics for Export Mode.

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New custom date filter for reports

You can now quickly select the Analytics data for last 30 days/90 days or define a custom time frame using a drop-down menu on the Analytics Dashboard. This should also show drastic changes to the performance of the dashboard load.

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Customize Whatfix's default text

With Custom Labels, you can change the name of any label in the Whatfix UI so that it fits your organization's style and branding guidelines.

For example, you can change the default Self Help search field text that says Enter your search criteria here to something that is more suitable for your users. To see the full list of labels and know how to customize the text, see Renaming Custom Labels.

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SharePoint integration

Bring your SharePoint content and show it along with other Whatfix content inside your application. Your users can search for articles in your knowledge base using Self Help.

To enable the SharePoint integration, write to us at support@whatfix.com.

Provide product feedback on the Dashboard

Now you can use the feedback feature on bottom left of the dashboard to provide product feedback directly to the product team in Whatfix. To know more, see Give product feedback.

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Horizontal Auto Scroll supported

Whatfix has always supported vertical auto scrolling in Flows. Now if the user needs to scroll horizontally to get to the next point of action, Whatfix automatically scrolls horizontally as well to the next actionable point.

No additional configuration is required to enable this ability.

Horizontal scroll

Feature name changes

We’re changing the name of several feature in Whatfix to better fit with their current and future capabilities. Since their initial release, the features have evolved into something a little deeper and we want the names to reflect that. You can find all the changes in the table below.

The new terminologies will soon reflect in the Product as well. For further clarification, email us at support@whatfix.com.

Then Now Description
Intelligent Segmentation Smart Context The ability to reduce effort during content creation and recognize user context automatically before displaying content
Deep Element Detection Precise Element Selection Ability to identify and select the correct element to minimize broken flow experiences
Auto Skip Fast Forward Ability to understand where the user is when they are asking for information and show content from the exact location without starting from the beginning
Auto Execution Flow Automation Ability to improve productivity and minimize errors by automating steps in a Flow
Crawler Content Aggregation Ability to bring content from knowledge bases into your application
Channels Outside App Destinations Support for LMS, Knowledge bases, integrations with chat, bots
Multiformats Auto Update Ability to create and auto update multiple outputs with a single update
Omnichannel Adoption Everywhere Ability to support content both in app and outside app
Release 1 - Q1 2020

Last updated: 24th February 2020

Improved representation of Flow Exits

Whatfix analytics has been improved to show additional information on flow exits. See, Understanding Flow exits for more info.

Text content character limit customizable

Text content was limited to 600 characters. Now this limit can be increased to something that suits the needs of your organization. Once changed, the change applies to all your text content.
Contact support@whatfix.com to change the character limit.

Tag names are more readable

Tag names accept upper case characters and spaces thus making them more readable. There's no longer an error that appears when you use a space or an upper case character in a tag name.

Improved end user identification

The Whatfix algorithm has been updated to improve the ability to identify end user activity more accurately.

Create content on the All Content tab

You no longer need to go to the My Content tab to create new content. The Create content button is now available on the All Content tab.

The only exception is an account manager who has not installed the editor extension. Instead of seeing the Create content button, they see the Install editor button.

Deploying Extension on individual browsers

For organizations that cannot mass deploy extensions, Whatfix enables you to create a URL that users can navigate to and download the Whatfix extension. You can customize the landing page to suit your corporate branding. This method of deployment is supported for Chrome and Firefox browsers.
The installation process can be configured to launch the configured application once the extension is deployed on the browser. See Deploying extension to individual user.

Summary Reports API

Added 20 new Report APIs to track usage and engagement related data for your Whatfix content. You can also, download the reports in .csv format by passing the API call in a web browser. See, Reports API.

User Specific API Token

Previously, developers used Enterprise specific API token for authorization. Now, it's been moved to User specific API Token so that each user can generate and renew their API token without affecting other users.

Omniture and Matomo supported in Custom Analytics

If you use analytics from Omniture or Matomo (formerly Piwik), then you can now integrate these tools to analyze how your Whatfix content is performing. This is done using Whatfix API. For more information, see Integrating with Omniture Analytics and Integrating with Matomo.

UX Improvements to Whatfix Videos

Add audio to Whatfix Videos

Add audio narration to your Whatfix videos automatically and create video demos or tutorials of your application in an instant. See, Add audio to Whatfix videos.

Upload videos in multiple languages

Earlier, multiple language video was supported only if you download videos. Now, you can upload Flow videos in multiple languages to your online video channel.
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Channel configuration experience improved

Video channel configuration is now simpler than ever before.
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Track video uploading status in real time

You can now track the progress of video uploading to your video platform in real-time from the Whatfix Dashboard. See, Uploading Whatfix videos to online video platform.
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Whatfix Support Documentation Feedback

Weren't able to find help content for something you were searching for? Need more information about a particular task or action? Got a suggestion about help content?
Now you can easily give us feedback (verbatim) on any article in support.whatfix.com.

At the end of any article, click either the thumbs up or thumbs down icon under the Was this article helpful? section and enter your feedback.
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If it's not regarding a specific article, you can also write to us at infodev@whatfix.com.

Help us deliver documentation that works best for you.

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