What are Flows?

Whatfix Flows are sequential steps that help end-users learn an objective or complete a task through a series of step-by-step actions. These steps display as a layer over your web application.

Here's an example of a Whatfix Flow in action.

The following section gives you information about how to customize Whatfix Flows.

• Creating a Flow
• Inserting an image in a Flow step
• Inserting an Audio Clip in a Flow Step
• Inserting an Audio Clip Hosted in Google Drive to a Flow Step
• Inserting a video in a Flow step
• Using the Whatfix Rich Text Editor
• Defining a step as optional
• Enabling Spotlight Feature
• Back button for Flow tool tips
• Removing sensitive information from Flow images
• Visibility and Display Rule Conditions
• Display Rules for showing tooltips
• Preview a Flow
• Actions on Flow tiles on your Whatfix Dashboard
• Editing a Flow
• Defining step completion rules
• Copying Flow steps
• Creating a copy of a Flow
• Adding or inserting a step after Flow creation
• Moving a step in a Flow
• Customizing Flows
• Customizing the end message of a Flow
• Get Flow Feedback using Likert Scale in Flow End Message
• Changing the design of the Tool Tip
• Changing the Tooltip position
• Reselect Elements of Flow Steps to Manage UI Changes
• Changing the Source URL of your Flows
• Linking two Flows
• Disabling the End message of a Flow
• How can I handle Flow Closures?
• Flow Automation
• Showing information as a Pop-up before running Flows
• Configuring the Flow Automation pop-up
• Triggering a Flow using User Actions
• Deleting a step in a Flow
• Deleting a Flow
• Branching in a Flow
• Adding a branch to a Flow
• Removing a branch from Flow step