sales-whatfix

name	sales-whatfix
description	Whatfix platform help — Digital Adoption Platform (DAP), in-app Flows, Smart Tips, Beacons, Task Lists, Self Help widget, Product Analytics (funnels, Sankey charts, cohorts), Mirror sandbox training, NPS/custom surveys, Integration Hub. Use when Whatfix flows aren't triggering, users skip walkthroughs, Self Help widget isn't surfacing right content, product analytics look wrong, Mirror sandbox needs setup, Whatfix surveys have low completion, Integration Hub data isn't syncing, need help with Whatfix API or content tagging, setting up Whatfix for a new enterprise app, or comparing Whatfix to WalkMe or Pendo. Do NOT use for in-app messaging strategy across platforms (use /sales-in-app-messaging) or general customer feedback strategy (use /sales-customer-feedback).
argument-hint	[describe what you need help with in Whatfix]
license	MIT
version	1.0.0
tags	["sales","digital-adoption","in-app-guidance","platform"]
github	https://github.com/whatfix

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

2. What application is Whatfix deployed on?

   • A) Salesforce
   • B) SAP / SuccessFactors
   • C) Workday
   • D) ServiceNow
   • E) Oracle
   • F) Custom internal web app
   • G) Customer-facing SaaS product
   • H) Not deployed yet

3. What Whatfix plan are you on? (Standard / Premium / Enterprise / Not sure)

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

Problem domain	Route to
In-app messaging strategy (not Whatfix-specific)	/sales-in-app-messaging {your question}
General NPS/CSAT/VoC program design	/sales-customer-feedback {your question}
Customer success health scores, churn prevention	/sales-customer-success {your question}
Connecting Whatfix to CRM via Zapier/Make	/sales-integration {your question}
Product analytics with Pendo instead	/sales-pendo {your question}

If the question is Whatfix-specific, answer directly using the reference below.

Step 3 — Whatfix platform reference