Whatfix Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What do you need help with?
   • A) Setting up Whatfix on a new app (install, content tagging, segmentation)
   • B) Flows — step-by-step walkthroughs, branching, error recovery
   • C) Smart Tips — tooltips, hover/click triggers, field-level guidance
   • D) Task Lists — sequential onboarding checklists, grouping
   • E) Self Help — in-app help widget, content aggregation, search
   • F) Product Analytics — funnels, user journeys, cohorts, Whatfix AI
   • G) Mirror — sandbox training environment setup
   • H) Surveys — NPS, usability, custom surveys
   • I) Integration Hub — Salesforce, Oracle, SAP, Workday, webhooks
   • J) API — content management, analytics export, tokens
   • K) Pricing / plan comparison
   • L) Something else — describe it