vocabulary:
  name: Whatfix Vocabulary
  description: >-
    Domain vocabulary for the Whatfix Digital Adoption Platform, covering in-app
    guidance, content types, user segmentation, analytics, onboarding workflows,
    and SaaS management concepts.
  version: '1.0'
  created: '2026-05-03'
  modified: '2026-05-03'
  tags:
    - Digital Adoption
    - SaaS Management
    - User Onboarding
    - Analytics

  terms:

    - term: Digital Adoption Platform
      definition: >-
        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.
      tags:
        - Core

    - term: Flow
      definition: >-
        A step-by-step guided walkthrough that takes users through a multi-step
        process within an application, shown as sequential tooltips or overlays.
      tags:
        - Content Type

    - term: Tooltip
      definition: >-
        A small contextual overlay attached to a specific UI element that provides
        a one-step explanation or guidance note.
      tags:
        - Content Type

    - term: Task List
      definition: >-
        A structured checklist of onboarding or training tasks assigned to users,
        tracking their completion progress.
      tags:
        - Content Type

    - term: Smart Tip
      definition: >-
        Proactive contextual guidance that appears automatically based on user
        behavior patterns to surface relevant help at the right moment.
      tags:
        - Content Type

    - term: Beacon
      definition: >-
        A visual indicator (usually a pulsing dot) attached to a UI element to
        draw attention to a new feature or important action.
      tags:
        - Content Type

    - term: Self Help
      definition: >-
        A widget embedded in applications that provides an on-demand help center
        with searchable flows, articles, and videos for users who need assistance.
      tags:
        - Feature

    - term: Mirror
      definition: >-
        A Whatfix product that creates simulated application environments for
        hands-on training without affecting production data.
      tags:
        - Product

    - term: Segment
      definition: >-
        A defined group of end users sharing common attribute values (e.g., role,
        department, location) used to target specific Whatfix content.
      tags:
        - Segmentation

    - term: Segmentation Attribute
      definition: >-
        A custom key-value pair associated with an end user that allows precise
        targeting of content (e.g., role=Manager, department=HR).
      tags:
        - Segmentation

    - term: End User
      definition: >-
        A person interacting with applications instrumented with Whatfix who is
        tracked for analytics and targeted with content.
      tags:
        - User

    - term: Completion Rate
      definition: >-
        The percentage of flow or task list views that resulted in the user
        completing all steps, calculated as completions divided by views.
      tags:
        - Analytics

    - term: Engagement
      definition: >-
        The measurement of how actively end users interact with Whatfix content,
        including views, completions, and Self Help searches.
      tags:
        - Analytics

    - term: Flow Analytics
      definition: >-
        Metrics collected for each Whatfix flow including view counts, completion
        counts, completion rates, and average time to complete.
      tags:
        - Analytics

    - term: In-App Guidance
      definition: >-
        Contextual help and instruction delivered directly within a software
        application at the moment users need it, without requiring them to leave
        the application.
      tags:
        - Feature

    - term: Content Lifecycle Management
      definition: >-
        The process of creating, reviewing, approving, publishing, updating, and
        retiring Whatfix guidance content with governance controls.
      tags:
        - Governance

    - term: API Token
      definition: >-
        An authentication credential generated in the Whatfix dashboard that is
        passed as the x-whatfix-integration-key header to authenticate API requests.
      tags:
        - Authentication

    - term: Integration Hub
      definition: >-
        The Whatfix interface for configuring integrations with external platforms
        (Salesforce, Workday, SAP, ServiceNow, etc.) to contextualize content.
      tags:
        - Integration

    - term: Agentic AI
      definition: >-
        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.
      tags:
        - AI

    - term: Product Analytics
      definition: >-
        The Whatfix capability for tracking and analyzing how users interact with
        web and desktop applications through no-code event tracking.
      tags:
        - Analytics

    - term: Change Management
      definition: >-
        The use of Whatfix to support organizational change by delivering targeted
        guidance, training, and communication to affected users during software
        rollouts or process changes.
      tags:
        - Use Case

    - term: VDI
      definition: >-
        Virtual Desktop Infrastructure; Whatfix supports delivering in-app guidance
        within VDI environments such as Citrix for enterprise desktop applications.
      tags:
        - Deployment