Whatfix · Controlled Vocabulary
Whatfix Vocabulary
Domain vocabulary for the Whatfix Digital Adoption Platform, covering in-app guidance, content types, user segmentation, analytics, onboarding workflows, and SaaS management concepts.
22 Terms
Updated 2026-05-03
Whatfix Vocabulary is a controlled vocabulary published by Whatfix on the APIs.io network, defining 22 terms.
Defined terms include Digital Adoption Platform, Flow, Tooltip, Task List, and Smart Tip.
A controlled vocabulary pins the words an API’s schemas, parameters and documentation use to one agreed definition each — the shared language a human or an agent needs to read the API the same way its authors do.
Terms
Digital Adoption Platform
A software layer on top of other software that provides in-app guidance, onboarding, and analytics to improve user adoption and proficiency of enterprise applications.
Flow
A step-by-step guided walkthrough that takes users through a multi-step process within an application, shown as sequential tooltips or overlays.
Tooltip
A small contextual overlay attached to a specific UI element that provides a one-step explanation or guidance note.
Task List
A structured checklist of onboarding or training tasks assigned to users, tracking their completion progress.
Smart Tip
Proactive contextual guidance that appears automatically based on user behavior patterns to surface relevant help at the right moment.
Beacon
A visual indicator (usually a pulsing dot) attached to a UI element to draw attention to a new feature or important action.
Self Help
A widget embedded in applications that provides an on-demand help center with searchable flows, articles, and videos for users who need assistance.
Mirror
A Whatfix product that creates simulated application environments for hands-on training without affecting production data.
Segment
A defined group of end users sharing common attribute values (e.g., role, department, location) used to target specific Whatfix content.
Segmentation Attribute
A custom key-value pair associated with an end user that allows precise targeting of content (e.g., role=Manager, department=HR).
End User
A person interacting with applications instrumented with Whatfix who is tracked for analytics and targeted with content.
Completion Rate
The percentage of flow or task list views that resulted in the user completing all steps, calculated as completions divided by views.
Engagement
The measurement of how actively end users interact with Whatfix content, including views, completions, and Self Help searches.
Flow Analytics
Metrics collected for each Whatfix flow including view counts, completion counts, completion rates, and average time to complete.
In-App Guidance
Contextual help and instruction delivered directly within a software application at the moment users need it, without requiring them to leave the application.
Content Lifecycle Management
The process of creating, reviewing, approving, publishing, updating, and retiring Whatfix guidance content with governance controls.
API Token
An authentication credential generated in the Whatfix dashboard that is passed as the x-whatfix-integration-key header to authenticate API requests.
Integration Hub
The Whatfix interface for configuring integrations with external platforms (Salesforce, Workday, SAP, ServiceNow, etc.) to contextualize content.
Agentic AI
Whatfix's AI system comprising specialized agents: Authoring Agent for content lifecycle management, Guidance Agent for contextualizing content, Insights Agent for analytics, and Seek for task automation.
Product Analytics
The Whatfix capability for tracking and analyzing how users interact with web and desktop applications through no-code event tracking.
Change Management
The use of Whatfix to support organizational change by delivering targeted guidance, training, and communication to affected users during software rollouts or process changes.
VDI
Virtual Desktop Infrastructure; Whatfix supports delivering in-app guidance within VDI environments such as Citrix for enterprise desktop applications.