Whatfix Glossary
  • 21 Sep 2022
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Whatfix Glossary

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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

Whatfix is constantly adding capabilities, and you can perform most tasks on Whatfix using the Whatfix user interface.
Advanced Customization permits the use of certain snippets of code to perform advanced actions using Whatfix. Each action can be enabled by copying the respective code into the Advanced Customization. 

AnalyticsAnalytics show you how your Whatfix content is performing. It also gives you additional insights on the status of your content, including troubleshooting information for failure rates on any specific Flow.
APIApplication Programming Interface is an access point and a set of routines, protocols, and tools to specify how various software components interact.
AssistAssist is a Pop-up template that enables you to handhold your users while they navigate through your application.
Auto Recorded Step
An auto recorded step is a step added to your Test Cases using the Auto Record feature.
Auto Tip ExecutionAuto 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 TestingAuto Testing is an automated testing capability that can be configured to test your Flows at regular, configurable intervals. The feature proactively checks the content on your applications and ensures a seamless digital adoption experience for your end users.


BeaconA Beacon is used to draw your users' attention to a new feature or any other element in the application user interface.  
Beacon CollectionA 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.
Blackout FeatureThe Blackout feature is a Flow feature that enables you to hide personal/sensitive information from a Flow step when exporting Flows into Multi-format outputs like PDFs, videos, slideshows or articles.
BranchingBranching 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.



Carousel is a Pop-up template that enables you to make your users aware of multiple features/release items in one Pop-up. 


Clappers is a Pop-up template that enables you to deliver instant alerts, critical messages or system downtime information to your users. 

ConfettiConfetti is a Pop-up template that helps you to celebrate a Task completion and also reward your users.
Content Versioning

Content Versioning enables you to track all the changes made to any content created on Whatfix. You can revert these changes to the original content as well. For more information, see Content versioning. 

CDN ServerContent Delivery/Distribution Network 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 DeploymentA CDN (Content Delivery Network) deployment is one of the ways Whatfix deploys content and makes it available to your users. Multiple servers host content, and servers closest to the point of use are used to deliver a better and faster user experience.
Cloud DeploymentCloud Deployment is one of the ways to deploy Whatfix content and make it available to your users. In this scenario, content is pushed to Whatfix servers.
Content AggregationContent Aggregadomaintion is the ability to aggregate and search through your knowledge bases and return search results in the Whatfix Self Help. In addition to search, if your KB content is effectively tagged, Whatfix can use Smart Context to list relevant content from your KB and display it as links in Self Help.
Content Manager (user 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.


DAPA 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 helps users navigate through the software with ease, thus reducing the need for repeated training.

The Whatfix Dashboard is where you can perform the following actions:

  • Access all content that has been created by users in your organization.
  • Access and manage Content Widgets like Self Help, Pop-ups, Smart tips, Beacons, and Task List.
  • Manage users
  • Manage tags
  • Access Analytics
  • Manage translations
  • Manage Tip/Flow configurations
Data Entry AutomationThe Data Entry Automation is a Smart Tip feature that enables you to pre-populate a value in a form field.
DeploymentsDeployments are various ways to host and deliver Whatfix Content to your end-users.
Default Tags

There are five default Whatfix tags that you can use in your content that serve their own functions. For more information on default tags, see Default Whatfix Tags. 


Editor (role)The Editor role is used to create content on Whatfix and has the least amount of 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.
End User FeedbackThe End User Feedback is a Self Help feature that enables your end users to provide feedback, register their requests and suggestions when they can't find what they are looking for in Self Help.

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:

  • The Editor extension is used to create content. 
  • The Content Delivery extension (deployed to application end users) is used when you cannot embed the JavaScript in your application to enable content delivery. The Content Delivery extension is used only in certain deployments based on the nature of the Software Application. 
Export option (or Self Hosted model) of DeploymentIn the option, content is created using the Whatfix platform, exported as a package, and is self-hosted by your organization on its own internal server. 


FlowFlows are a sequence of step-by-step instructions that users are led through in their application to complete a task.
Flow AutomationFlow Automation enables you to automate navigational clicks, selection of menu items, auto-fill form fields, auto-type brief descriptions to minimize errors by auto-performing certain steps of a Flow for your end-users.
Flow Closure FeedbackFlow Closure Feedback enables you to ask for end user feedback 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-upFlow Information pop-up enables you to show users important information before a Flow step.
Flow Level ConfigurationFlow Level Configurations are local configurations that are applicable to a specific Flow. 
Feature OnboardingFeature Onboarding is a Pop-up template that helps you guide users and help them adopt a new feature of your application/product.
FunnelsFunnels are a series of sequential events that help you analyze and understand how your end users are navigating through an application process.


GroupingGrouping is the ability in Self Help and Task List to group multiple topics under a certain header.
Grouped topics appear in Folders.
Go Live

Go live is the time at which Whatfix content and widgets become available for customer end users. 



Insignia is a Pop-up template that enables you to give your users a badge or add your company’s logo to your messages for your users. 

Intermediate Step
An intermediate step is any step that is added to your Test Case during the Live Edit of the Test Case.


JavaScriptJavaScript is a scripting language used to create and control dynamic website content, i.e., anything that moves, refreshes, or otherwise changes on your screen without requiring you to reload a web page manually. These include features like animated graphics. Whatfix Flows created on your application can be triggered on user interaction by integrating JavaScript.


Knowledge BaseA Knowledge Base 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, etc.


Language supportWhatfix supports fonts in over 50 languages.
Launch Live Edit

Launch Live Edit enables you to:

  • re-select elements to show tooltips
  • add additional steps to Flows
  • add Smart Tips or Beacons to an existing collection.
  • blackout sensitive elements
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. 


A Learning Record Store (LRS) stores learning records, allows reporting against the records, and allows 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 (i.e. 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 state, 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.


A learning Management System (LMS) is software that is designed specifically to create, distribute, and manage the delivery of educational content. You can use LMSs to train your employees, onboard new hires, retain employee knowledge, and train partners & customers remotely. An LMS helps you:

  • Create: Build online lessons (or eLearning content, as it’s referred to in the industry). You can take individual lessons and turn them into courses.
  • Deliver: Assign, offer, or sell those courses to employees, partners, customers, or a wider audience.
  • Monitor: Enroll and manage your training audiences. You can also track and assess their performance.


Meet and Greet

Meet and Greet is a Pop-up template that enables you to say hello to your employees or users and send out quick reminders. 

Multi-Format OutputThis output enables Whatfix content to be rendered in various formats, including PDFs, videos, slideshows, and articles.


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 helps you notify your end-users whenever any new content is created and added in the default section of the Self Help.

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, you can set conditions for the Task List to open automatically when the users visit your page. The primary intent is to remind users about their pending tasks and boost completion rates. 


Pop-UpA widget that enables you to display notifications to users in your application.
Preview ModeWhatfix enables you to preview Whatfix content and widgets before publishing them using the Preview Mode option on your Whatfix Editor.
Push to Production

Push to Production is the act of deploying Whatfix content or widgets for the end users. Note: This is applicable only to Whatfix customers who use the Javascript embed deployment.  


Quick Start

Quick Start is a Pop-up template that helps welcome your end users to your application. 


Rich Text Editor
The Rich Text Editor feature enables you to format content using multiple options and link multimedia content to them.


Salesforce ObjectsThese are Salesforce properties that help Whatfix serve relevant content to Salesforce users based on existing Salesforce properties that help identify different users. For more information about Salesforce objects, see Use Salesforce Objects for Whatfix Content Segmentation.
See Live
The See Live feature enables you to preview specific content on your application.
Segmentation helps you display Whatfix Flows that are relevant to users on a particular page.
Self HelpSelf 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 is 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, you can integrate a particular folder or folder path of your OneDrive Repository with Whatfix.
Self-Hosted DeploymentIn Self-Hosted Deployment, the Whatfix platform, as well as the content created on it, is hosted on the customer's private server.
Self-Hosted ExtensionWith Self-Hosted extension, Whatfix enables you to host the extension in your own AWS S3 buckets rather than the Whatfix CDN. 
Single InstallerSingle Installer enables you to generate a single extension file for multiple browsers and use it to deploy the extension to end-users.
The Whatfix Service Level Agreement 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 ContextSmart Context is a way to minimize configurations required to display relevant content to your users. Content is automatically tagged and segmented based on the page the workflow was created. This saves a considerable amount of time and helps ensure the right content is served to the right user. It also ensures that users are not taken back to a step that they have already performed if they seek help in the middle of a procedure.
Smart Alerts

Smart Alerts is a Pop-up template that helps you keep your users informed or send them alerts. 

Smart Tip Collection
A Smart Tip Collection is a group of Smart Tips created and displayed on a particular page.
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.
SSOSingle 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 of remembering the login details of two different applications. SSO minimizes the support tickets received by companies regarding forgot password/ account unlock requests by end-users.  
Step Completion Rule
Step Completion Rules in a Flow help you define when Whatfix must stop displaying one step and then show the next step of the Flow.

Surveys/opinions is a Pop-up template that enables you to hear back from your users, seek their feedback and conduct assessments. 


Stuff You Should Know About (SYSKA) is a Pop-up template that enables you to inform your users about “Terms & Conditions” or “Company Policies & Guidelines”. 


Task ListThe Task List is a widget that gives you the ability to assign a list of topics/tasks users must complete as part of a training program.
ThemesThe Theme dictates the look and feel of various user interfaces you can configure globally across the Whatfix platform.
Translators (user role)The Translator role users can only translate the already created Whatfix Content. There are 3 other roles on the platform. To know more about each role and its permissions, see Whatfix User Roles.


User Actions (UA)User Actions enables you to track your end users' actions and analyze their behavior on your application.


Verification enables you to check whether your Test Cases are working properly for not. For more information, see Verify a Test Case.
VideoA 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.
Visibility Rules
The Visibility Rules determine where and when Whatfix content is displayed on your application.

Vivid is a Pop-up template that enables you to engage with your users with a visual message (a video). 


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. 


Whatfix Cloud ServerThe Cloud Server was initially used to host all content created on the Whatfix platform. Most customers have transitioned to host content on CDN servers to enable a better and faster customer experience.
Whatfix RepresentativeA Whatfix representative is your point of contact once you decide to onboard with us.  Your Whatfix representative ensures you achieve your desired goals by using the Whatfix Digital Adoption Platform.
Whatfix StoreThe Whatfix Store is a Chrome store-like repository for Chrome and Edge (Chromium) extensions to reduce the time to update content.
Whatfix VersioningWhatfix Versioning gives you an option to stay on a particular version or choose to upgrade to the latest version when released.
WidgetWidgets 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.

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